Rafiki.AI

This article explains how Rafiki AI handles currency types on data synced from CRM

Setting currency in Deals and Accounts from CRM

How Rafiki AI provides additional Deal Insights and how to configure parameters for your Sales Cycle.

Deal Insights

Customizable deal alerts, Free Chrome extension, and more! Here's what's new in Rafiki AI

Get a snapshot of every factor slowing down your deals!

Ways to share a meeting internally or with customers

Meeting, Snippet and Playlist Sharing

Dont see the meeting transcribed in the language spoken?

Fix transcription language

Listen to a call later

How do I change from the 3 Pane view to Full view

Meeting Dashboard View Settings

This article will help you modify the settings to setup and customize Rafiki AI to your organization

Settings & Profile

This article explains how to use the Playlist feature and improve ramp time for your rep

Playlist

Review upcoming meetings, recorded meetings, transcripts, key conversation metrics, summary, analysis and snippets

Meetings

Leverage Rafiki AI's AI Insights from Customer Conversations to get Deal or Opportunity Intelligence for your pipeline

Opportunity/Deal Intelligence

Understand the deal pipeline view and what the columns mean

Deal Pipeline View

Rafiki Customer Success Team

Check this collection to quickly catch up on the product features

Product Pages

Find answers and get help from Intercom Support and Community Experts

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

{appName} in 60 seconds

This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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I’ve got this page open. Ask me anything about it and I’ll answer from the docs.