Rafiki.AI

Welcome to Rafiki AI. Thank you for choosing us.

Welcome!

Analyze what is being discussed in your meetings using Topics and Trackers

Topics and Trackers: Overview

Rafiki Customer Success Team

This is where you get acquainted with Rafiki and hopefully become best buds!

Getting Started

What Does Rafiki AI do?

Every role benefits from Rafiki AI! Here are some roles that Rafiki AI serves most commonly

Who uses Rafiki AI?

Increase your team's revenue with Rafiki AI

How your team can bring in more revenue with Rafiki AI?

Find out what you get under supported language in Rafiki AI

Default Language

Get all your Account data from your CRM right on Rafiki AI's account's screen

View CRM Accounts by your Team

Learn how you can onboard new reps in no time and help them sales ready from the get-go

Quickly onboard your new reps and help them hit the ground running

Emulate the success pattern of your best reps across your whole team

Coach your team with the best practices

How you can identify your most successful reps with Rafiki AI?

How to identify your team’s best conversationalist

Getting To Know Rafiki

This article explains how users can change their password in Rafiki AI.

Change Password

Rafiki AI supports transcription in multiple languages. Here's how to choose the language.

Changing Transcript Language In Rafiki AI

Choose warnings that are appropriate to your team and sales cycles

Customize your Deal Insights/Warnings Parameters

See what permissions are available to each role and how to assign Roles to Users

Roles & Permissions

How to upload and use your logo for Meeting Reminder emails sent to your prospects and customers

Custom logo in Meeting Reminder emails

Adding Users to Roles

How to setup Rafiki AI to automatically record and transcribe only external calls

Which calls are processed?

This article helps you understand the notifications each user receives from Rafiki AI and how they can be configured.

User's Notification Settings

This article helps you understand user permissions and how they effect feature access on a user level.

User Permissions Profile

This article helps understand the different settings that can be configured by or for each user.

User Settings

Understand the user profile settings that Rafiki AI offers for each user.

Introduction to Rafiki AI's user profile settings

List of admin level settings available in Rafiki AI

Admin Settings

User Profile and Settings

Find answers and get help from Intercom Support and Community Experts

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Track the progress of all tickets and conversations related to your company.

Customer Portal.

Track the progress of all tickets related to your company.

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Browse articles and guides in this topic.

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.