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 – 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 this icon highlighted 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.