How to customize the Follow-up prompt
Login to Rafiki
Navigate to Settings > General > select Customize Prompt on the left pane.
Clone the default prompt, edit sections as needed ( for example the default prompt has sections to generate timestamped key moments from the call β you can remove this if you do not want the AI engine to generate time-stamped key moments), and save it under a new name
You can use the default follow-up prompt as is too.
How to use this prompt and auto-generate emails
Navigate to Meetings Dashboard
You will see blue "Generate Follow up Email with AI" button in the screenshot below if you are the host of that meeting and you have a Premium Rafiki license
Click the icon to open the Follow-up email generation window. Select the newly saved follow-up prompt and click on the Generate button
Once you click the generate button a follow-up email will appear in the right pane in 20-30 seconds. Please verify the email for correctness, and edit as needed.
Click on the send email button in bottom right. This will open a new window with your email provider (currently GMail and Outlook are supported providers) with the To, Subject, and Body auto-populated.
Click on the Gmail or Outlook send button to send the email.
If your meeting and account or deal were linked in Rafiki, this follow-up email will be pushed to the CRM Notes section.