Customizing Deal Insight Parameters
Rafiki AI lets you customize the thresholds for deal warnings and insights to match your sales cycle and cadence.
How to Configure
Navigate to Settings
Find the Deal Insights or Deal Warnings configuration section
Adjust the parameters for each warning type
Configurable Parameters
Warning | Parameter |
No Activity | Number of days with no meetings or interactions on a deal |
Ghosted | Number of days with no prospect activity |
No Follow-Up | Meeting occurred but no follow-up action taken |
Single-Threaded | Only one contact engaged in the deal |
Use the toggle switches to enable or disable specific warnings. Adjust the day thresholds using the sliders to match your typical sales cycle length.