Custom Insights just got a huge upgrade!!!
We’ve packed this update with powerful new capabilities. Watch this short video for the full breakdown, or read the highlights below: 🛠️ More Control Over CRM Updates Decide how data is pushed to CRM fields that...
We’ve packed this update with powerful new capabilities.
Watch this short video for the full breakdown, or read the highlights below:
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🛠️ More Control Over CRM Updates
Decide how data is pushed to CRM fields that already contain information, choose to append, combine, or overwrite existing data.
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💬 Slack Integration
Link an insight to a Slack channel so that when it’s triggered, the response is automatically posted to that channel.
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🎯 Target Insights to Specific Calls
Run insights only on the calls that matter. Filter by call type and/or specific users. The insight will trigger only if the call meets your criteria.
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🔄 Auto-Sync Selected Insights
Choose at a insight level which to automatically sync to your CRM for a seamless workflow.