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Getting Started
Getting Started
This is where you get acquainted with Rafiki and hopefully become best buds!
21 articles in this collection
Written by
Rafiki Customer Success Team
Welcome to Rafiki!
Welcome to Rafiki. Thank you for choosing us.
Written by
Rafiki Customer Success Team
Updated over a week ago
Analyze what is being discussed in your meetings using Topics and Trackers
What are Topics and Trackers? How to configure and use them in Rafiki?
Written by
Rafiki Customer Success Team
Updated over a week ago
Getting To Know Rafiki
What Does Rafiki do?
Rafiki's overview of data gathering
Written by
Rafiki Customer Success Team
Updated over a week ago
Who uses Rafiki?
Every role benefits from Rafiki! Here are some roles that Rafiki serves most commonly
Written by
Rafiki Customer Success Team
Updated over a week ago
How your team can bring in more revenue with Rafiki?
Increase your team's revenue with Rafiki
Written by
Rafiki Customer Success Team
Updated over a week ago
Default Language in Rafiki
Find out what you get under supported language in Rafiki
Written by
Rafiki Customer Success Team
Updated over a week ago
View CRM Accounts by your Team
Get all your Account data from your CRM right on Rafiki's account's screen
Written by
Rafiki Customer Success Team
Updated over a week ago
Quickly onboard your new reps and help them hit the ground running
Learn how you can onboard new reps in no time and help them sales ready from the get-go
Written by
Rafiki Customer Success Team
Updated over a week ago
Coach your team with the best practices
Emulate the success pattern of your best reps across your whole team
Written by
Rafiki Customer Success Team
Updated over a week ago
How to identify your team’s best conversationalist
How you can identify your most successful reps with Rafiki?
Written by
Rafiki Customer Success Team
Updated over a week ago
User Profile and Settings
Changing Transcript Language In Rafiki
Rafiki supports transcription in multiple languages. Here's how to choose the language.
Written by
Rafiki Customer Success Team
Updated over a week ago
Change Password
This article explains how users can change their password in Rafiki.
Written by
Rafiki Customer Success Team
Updated over a week ago
Adding Users to Roles
How assign Roles to your users
Written by
Rafiki Customer Success Team
Updated over a week ago
Custom logo in Meeting Reminder emails
How to upload and use your logo for Meeting Reminder emails sent to your prospects and customers
Written by
Rafiki Customer Success Team
Updated over a week ago
Customize your Deal Insights/Warnings Parameters
Choose warnings that are appropriate to your team and sales cycles
Written by
Rafiki Customer Success Team
Updated over a week ago
Which calls does Rafiki process?
How to setup Rafiki to automatically record and transcribe only external calls
Written by
Rafiki Customer Success Team
Updated over a week ago
Roles & Permissions
See what permissions are available to each role and how to assign Roles to Users
Written by
Rafiki Customer Success Team
Updated over a week ago
User's Notification Settings
This article helps you understand the notifications each user receives from Rafiki and how they can be configured.
Written by
Rafiki Customer Success Team
Updated over a week ago
User Permissions Profile
This article helps you understand user permissions and how they effect feature access on a user level.
Written by
Rafiki Customer Success Team
Updated over a week ago
User Settings
This article helps understand the different settings that can be configured by or for each user.
Written by
Rafiki Customer Success Team
Updated over a week ago
Introduction to Rafiki's user profile settings
Understand the user profile settings that Rafiki offers for each user.
Written by
Rafiki Customer Success Team
Updated over a week ago