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  • Knowledge Search
  • Meeting Recording, Tasks and Followup
  • Tips

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Solutions Engineer

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Last updated 2 months ago

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Solutions Architect, Technical Account Manager, Implementation Engineer

Knowledge Search

Having quick and easy access to your organization's knowledge is simple within Convictional. Convictional connects to integrated documents, Slack channels, Github, and websites to keep track of what's going on in your company. You can use to unlock knowledge without having to spend time searching through drives or Slack messages.

You can use search to ask specific questions about features, capabilities, and recent updates. Because Convictional is connected to Github and Slack, you can see up-to-date work from your engineering and product organization. The search results will link back to the citation, so you can ensure you are getting accurate results.

Search will also have reference to historic customer calls, enabling you to quickly reference discussions with customers.

Example Searches

Example search: What are the known limitations of our APIs?

Example search: Who is the engineer who worked on this feature?

Example search: Where is the ADR?

Example search: What features did our customer request?

Meeting Recording, Tasks and Followup

Convictional will record meetings you have with customers to ensure nothing is missed. After the meeting is complete, Convictional will keep track of all followup items for both you and your customer after the call. Convictional will recall what information your customer promised to give you, and what pieces of information you need to get internally.

After meetings have been recorded, you can organize meetings into collections for easy access.

An automated meeting summary will be sent after each meeting to you, which highlights key points, challenges, and risks.

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

Connect Convictional to your 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.

Enable the setting to automatically record all meetings in your

Add the bot to any live meetings from the

Google Calendar
settings page
meetings page
Convictional's search