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On this page
  • Meeting recording and Tasks
  • Knowledge Search
  • Tasks for Product Specs
  • Tips

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Product Manager

PreviousHead of ProductNextDesigner

Last updated 2 months ago

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Meeting recording and Tasks

Capturing customer feedback and sentiment is easy in Convictional. Convictional will record your meetings and automatically generate a meeting summary and followup tasks.

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.

After meetings have been recorded, you can organize meetings into collections, keeping user interviews organized.

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

You can use Convictional to keep track of tasks from internal meetings and customer development calls.

Knowledge Search

You can use search to stay up to date with engineering activity, and get answers to technical questions. Searches can also be shared organization wide. So once a feature has been released, you can share the summary of the feature with your customer and sales team.

Example search: Which engineer worked on our Stripe integration?

Example search: Which customers asked about this feature in customer development calls?

Example search: How does this new feature work?

Research Mode for Product

You can use Convictional's search features to help you search across customer calls, create reports on customer feedback, create product specs based on customer feedback, and do research into potential product ideas.

Tip: When using Research Mode, it's important to be thorough in your prompt. The more detail you give your prompt, the better the output will be. For example, if you are creating a product spec for a feature, adding suggested format, headings, and topics will help Convictional organize information in a useful way. Including specific questions you want answered, desired tone, and preferred length ensures you receive comprehensive analysis that meets your exact needs.

See below for how we use Search in our product org:

Tasks for Product Specs

You can use Convictional to manage product work. See below for an overview of how we use Tasks to manage product work at Convictional

Tips

  • Ask for specific meetings or Slack channels in your search for more targeted results

  • Update sharing settings for search results to share answers to commonly asked questions with your team

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 shared folders or Slack messages.

By using the in Threads, you can get in-depth, relevant context across customer calls, decisions, and documents. Research Mode will combine current information from searching the web with your internal company context to create a report specific to your goals and strategies. It will highlight opportunities, risks, and challenges, all relevant to your organization.

Enable the setting to automatically record all meetings in your

Add the bot to any live meetings from the

Convictional's search
settings page
meetings page
Google Calendar
Research mode