💡The personalization of the sales assistant can be done in the Settings of Deal Execution. Only a sales manager has access to this functionality.
Customize your sales assistant
You can personalize the assistant with your company name, logo and a custom welcome message. This allows every interaction to feel aligned with your brand identity and creates a more familiar, trustworthy experience for both your team and your prospects or customers.
Message in meeting chat
We always want participants to feel comfortable. Before using the tool, there's an option to inform everyone in the meeting. You can use our Default message:
“👋 Hey everyone, just a heads-up that we're using an AI tool to help us keep track of what's said in this meeting.
✨ Why? It helps us provide better follow-up and support.
🤫 What’s recorded? Just the conversation itself, and any names or contact info if they come up naturally.
👍 If you're okay with that, great! If not, let us know and we’ll make sure the AI skips this meeting.