Account Manager

Customer Success Manager, Client Service Manager, Client Support Specialist

Knowledge Search

Convictional connects to integrated documents, Slack channels, and Github to keep track of your company's knowledge. You can use Convictional's search to find answers to your questions without having to spend time searching through drives or Slack messages. Because Convictional is connected to Github and Slack, you can find up-to-date answers to questions from customers.

Knowledge Searches are shareable. Once a search has been started, it can be shared organization wide. This can be used as a centralized team knowledge center for commonly asked questions.

Example search: How does a new feature work?

Meeting Recording and Tasks

Meetings are useful for internal team meetings, and customer enablement calls. You can connect Convictional to your Google Calendar and enable your settings to auto-record meetings. This will automatically add the Convictional recording bot to all of your meetings. You can choose to decline the bot when the meeting starts, or cancel a recording ahead of time.

Meetings will be added as context into your knowledge search.

For all recorded meetings, Convictional automatically produces a summary of the meeting, and keep track of tasks discussed in each meeting, so you don't have to manually keep track of all of your followup items after a call.

Tips

• Within knowledge search, you can prompt to find information directly from a specific tool or Slack channel by adding it into your search query

• Enable the setting to automatically record all meetings in your settings page
• Add the bot to any live meetings from the meetings page