Bekkie Wetz
bekkie.wetz@jiminny.com

Bekkie activity

1 Articles Written Last Month

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Updated December 9th, 2021 by Bekkie Wetz

Logging tasks under the correct type

If you use a custom set of Salesforce Task types, you can map these to your Jiminny activity types. When your team then log tasks through Jiminny, they will be saved correctly and feed into any reporting or existing processes. If you use Events instead of Tasks, a similar process applies (just substitute task for event in the instructions). Salesfor...

1 min reading time
Updated December 20th, 2021 by Bekkie Wetz

Mark a Call Private in Jiminny

Owners, Admins, and Managers can make Jiminny meetings Private - before or after the meeting happens. Owners, Admins, and Managers can choose to make a Jiminny recording Private while scheduling a Jiminny meeting or after a call is completed. Mark Private when Scheduling You can simply mark a call Private in you native scheduling app (GCal or Outloo...

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Updated October 28th, 2021 by Bekkie Wetz

How your Jiminny Dashboard works

Your Jiminny Dashboard is designed to give a cockpit view of where to coach, listen, and set up your day! This is your hub for everything that is happening across the team.  Let's give you a little tour around... Recordings across the business ⏯ Filter and see recordings easily. You'll see a custom view based on your role.  See what's trending 📈 See...

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Updated December 10th, 2021 by Bekkie Wetz

Countries you can send SMS to

List of the countries that you can send international text messages to Using the SMS function in Jiminny is a great way to connect to your clients. Please find below the list with all the default countries you can send an SMS to. Keep in mind that any country outside this list should be requested to the Support team. Japan Singapore Taiwan Belgium B...

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Updated October 28th, 2021 by Bekkie Wetz

FAQs

Get the details on how Jiminny integrates with your Copper account Which plans are supported? We support both Professional and Business plans. How does Jiminny access Copper? Jiminny uses the Copper REST API for accessing your data. We access your data using an API token which you must generate and provide to us during onboarding. To generate the to...

1 min reading time
Updated December 9th, 2021 by Bekkie Wetz

Setting up your Playbooks

Your playbook is where you map your internal processes into a series of actionable steps. In order to help you coach effectively, Jiminny needs to know your activity types within. When you configure your teams you will need to assign each team a playbook. This way you can segment your users with full flexibility. For example, you may have the follow...

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Updated December 14th, 2021 by Bekkie Wetz

Live Coaching a Conference call

Coach your team in the moment When your team are on a conference call, sometimes they might need help to swerve an objection or get clarity on a product feature. Jiminny makes it really simple to discretely coach in these situations. Finding a Meeting Within the Jiminny App, you'll see a lightning bolt in the left-hand menu. The button will slide ou...

1 min reading time
Updated December 10th, 2021 by Bekkie Wetz

Dialpad integration

We are on a mission to help ambitious sales & success teams reach their goals and grow. By breaking down the barriers that have prevented coaching & collaboration we help teams unlock their potential.  App Overview Dialpad is a cloud call center software trusted by teams all over the world. You can set it up and integrate it with your CRM an...

1 min reading time
Updated October 29th, 2021 by Bekkie Wetz

Custom Themes & Topics

Get insight into what was discussed in a conversation Themes are designed to help you gather insights into which topics are discussed on your team's calls and meetings. Each topic is triggered by a keyword or phrase that you are interested in highlighting across their conversations. Based on researching over a thousand hours of conversations, Jiminn...

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Updated December 10th, 2021 by Bekkie Wetz

How Jiminny transcription works

Transcribe every meeting and call instantly with our super-accurate Global Transcription model 🌎 Many businesses have staff and customers across the globe. Jiminny leverages the industry-leader in transcription to accommodate your international business needs by automatically transcribing your conversations with unmatched accuracy. Global English Th...

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Updated December 9th, 2021 by Bekkie Wetz

Configure your call and meeting types

If you're using Sales Hub Professional or Enterprise, you can add extra context to engagements when logging activity. When your team then log tasks through Jiminny, they will be saved correctly and feed into any reporting or processes you've set up in HubSpot. HubSpot Setup The process is really simple and HubSpot provide an excellent guide. Jiminny...

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Updated December 8th, 2021 by Bekkie Wetz

Integrating with Jiminny

Consolidate your tech stack, save time, and make your team better by integrating Jiminny with Bullhorn. To connect the Bullhorn and Jiminny integration, please  request a demo  to get started! Jiminny's integration with Bullhorn improves communication and productivity, while enriching the data being pushed to your ATS. By capturing every customer co...

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Updated December 14th, 2021 by Bekkie Wetz

Hubspot dialer integration

We are on a mission to help ambitious sales & success teams reach their goals and grow. By breaking down the barriers that have prevented coaching & collaboration we help teams unlock their potential.  If your Sales Development team leverages Hubspot for dialing, Jiminny's integration will pull your recorded Hubspot dialer calls into the Jim...

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Updated October 28th, 2021 by Bekkie Wetz

Can someone else set up my meetings?

If you are lucky enough to have an EA or someone else to schedule your meetings, these too can be synced with Jiminny. Google Calendar Google Calendar has the concept of an event Creator and an Organizer. For Jiminny to recognize the meeting as yours, you need to be the Organizer but anyone in your team can be the creator. Ask your Google Administra...

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Updated December 14th, 2021 by Bekkie Wetz

Pre-authorize access to Google Calendars

Save your people time when they on-board Jiminny requests access to Google Calendars to track meetings. This allows the attendee list, scheduled times and meeting title to be synced. When users sign up to Jiminny, they'll be asked to give permission to read and write to their calendars. This step can by bypassed by giving Jiminny this permission to ...

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Updated December 10th, 2021 by Bekkie Wetz

Should I announce that I'm recording the call?

The Legal Bit The information in this article does not constitute legal advice. In the US, call recording laws vary at the Federal and State level. Federal law makes single-party consent mandatory. However, 12 states have adopted "two-party" consent (requiring all participants to be notified). In the EEA, call recordings are subject to GDPR. You sho...

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Updated December 9th, 2021 by Bekkie Wetz

Installing Zoom for Jiminny

A Guide for Administrators The Zoom Admin needs to configure a few settings in Zoom before your reps can install the Zoom Integration to Jiminny. Benefits Jiminny streams your Zoom meetings directly into our cloud-based app, meaning you can save tons on cloud storage costs by setting an auto-delete policy; The native Zoom interface provides full rec...

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Updated December 10th, 2021 by Bekkie Wetz

Technical set up manual?

Hey, I guess you're here as you're new to Jiminny, so firstly I wanted to say welcome on board! We're excited to have you begin your set up and get going with everything! The question which must be going through your minds right now..."What on earth is a technical set up manual?" The Jiminny world completely revolves around our clients. We at Jiminn...

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Updated December 10th, 2021 by Bekkie Wetz

Logging activity to Pipedrive

When you log an activity, Jiminny will automatically create a corresponding activity in Pipedrive. It will be logged in different ways depending on the activity type: Text Messages will log as Notes Dialer Calls and Conferences will log as Activities Where do we log? You'll see everything in Pipedrive on the relevant record(s): Contacts and Organiza...

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Updated December 10th, 2021 by Bekkie Wetz

Instantly invite Jiminny into your meetings

You can invite the Jiminny.ai Notetaker to any meeting that you want! Cool right 😎 Today we support this for Zoom, Google Meet, and Microsoft Teams. Why would I use this? 1. To record a meeting that you spin up in the moment and that is not scheduled in your calendar  2. To record a meeting that is hosted outside your organization (e.g. a customer o...

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Updated December 10th, 2021 by Bekkie Wetz

How your Zoom integration works with Streaming

Everything you need to know Once the integration is set up, your Zoom meetings will stream into Jiminny and be transcribed and analyzed in the Jiminny platform. This gives you more customer conversations to learn from, self-coach, and share with your co-workers. The integrations also mean easier logging to your CRM 🙌. This article tells you everythi...

2 min reading time
Updated October 29th, 2021 by Bekkie Wetz

Installing the Chrome extension

Place calls through the Google Chrome browser If you haven't already done so, you'll need to install the extension to use dialing features. It's exactly the same extension as the one you'll use to share your screen if you're using the Web conference. Just visit the Chrome Store and download the extension. Once installed, simply click the Jiminny "J"...

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Updated December 10th, 2021 by Bekkie Wetz

Supported Web Browsers

For using app.jiminny.com as a team The Jiminny app supports modern browsers to provide you with the best and most secure experience for your team. We understand everyone has their own preference and aim to support as many as possible. Currently Supported To use the app, you need to be using one of the following browsers and versions: Chrome 64 and ...

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Updated December 10th, 2021 by Bekkie Wetz

My number is marked as spam, what do I do?

Sometimes your number could be marked as spam by the carrier. Since it's not a comfortable situation, we received a steps that could be followed. Register your numbers for any case of mislabeling, or proactively for any new number you obtain. Registration to the three mobile providers or call analytics provider will cover the following carrier netwo...

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Updated October 28th, 2021 by Bekkie Wetz

Improve your Discovery using Questions

Get insight into discovery across your conversations We find that the biggest area for improvement in the sales process is qualification and discovery, where opportunity is often created. We created the Questions feature to give you even more insight into what is happening in your teams conversations. By analyzing your calls and meetings, Jiminny ca...

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Updated October 28th, 2021 by Bekkie Wetz

Using Themes

Get quick insight into what was discussed in a conversation Themes are designed to help you gather insights into which topics are discussed on your teams calls and meetings. Each topic is triggered by a keyword or phrase that you are interested in highlighting across their conversations. Based on researching over a thousand hours of conversations, J...

0 min reading time
Updated December 10th, 2021 by Bekkie Wetz

Not able to login with Microsoft Office365

If you are using Microsoft Office365 as an email platform, you could receive an error message like this with the following error "The signed-in user EmailHidden is not assigned to a role for the application". Unfortunately, this issue is out in our hands and it's due to Microsoft. Cause The issue most likely happens because you are using SSO. This m...

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Updated October 28th, 2021 by Bekkie Wetz

Disabling a user

If you need to remove someone from your organization, you can disable their account. Click Organization > Manage > Members; Click X to disable any user. Permissions If you're an Owner or Admin, you can disable anyone. If you're a Manager, you can disable anyone on your team. You can't disable your own account! Once disabled, and existing activ...

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Updated October 29th, 2021 by Bekkie Wetz

International Restrictions

Global sending restrictions and other quirks Jiminny uses virtual numbers for voice and messaging e.g. we don't operate physical devices or hardware. Our virtual numbers are optimised for domestic 2-way messaging. We cannot guarantee messages will be received on a virtual number if the originating SMS was sent from a number from a different country....

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Updated December 9th, 2021 by Bekkie Wetz

Go-live Checklist

Set up your team to win Prior to going live with Jiminny, we strongly advise you going through the following checklist to make sure your team is setup to have the best experience possible. Step 1: Ensure your team meet the system requirements. Step 2. Open network ports in your router/firewall/antivirus software. For full details, please see our spe...

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Updated December 14th, 2021 by Bekkie Wetz

Using Saved Searches

Save pre-set filters for conversations that interest you In OnDemand, you can now search for conversations that interest you and save that search so you can go straight back to it anytime. To help out, we've got things started with a selection of key searches. These can help you find points of interest in your sales process like Good Objection Handl...

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Updated December 14th, 2021 by Bekkie Wetz

Pre-approval by Administrator

Note: This article applies to organizations using Federated Identification such as ADFS Some organizations may choose to control the use of enterprise applications in Office 365 by restricting the ability for users to consent to third-party multi-tenant applications accessing user profile data in Azure Active Directory. Jiminny depends on this data ...

1 min reading time
Updated March 30th, 2022 by Bekkie Wetz

Subprocessors

Data subprocessors we work with Jiminny (and its Affililates) currently use third party Sub-processors to provide infrastructure services, and to help us provide customer support and notifications. Prior to engaging any third party Sub-processor, Jiminny performs diligence to evaluate their privacy, security and confidentiality practices, and execut...

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Updated January 31st, 2022 by Bekkie Wetz

How your Zoom streaming integration work

Everything you need to know Once the integration is set up, your Zoom meetings will stream into Jiminny and be transcribed and analyzed in the Jiminny platform. This gives you more customer conversations to learn from, self-coach and share with your co-workers. The integrations also mean easier logging to your CRM 🙌. This article tells you everythin...

2 min reading time
Updated March 28th, 2022 by Bekkie Wetz

What's needed for Jiminny to record meetings?

Jiminny's goal is to record as many of your customer conversations as seamlessly as possible. Whether you're a new Jiminny user, or you're wondering why your meeting didn't record, we've written this guide to walk you through the criteria for Jiminny to successfully join and record a meeting. 1. Do you have a recorder license? Jiminny offers two typ...

1 min reading time
Updated December 14th, 2021 by Bekkie Wetz

Migrating from Chorus

Jiminny can migrate your conversations from Chorus using a combination of their public API and a data extract of their download files. To do this, you'll need to retain access to the Chorus platform during the migration. The conversations will function as a normal activity once the migration is complete, so you can search, comment, share and coach t...

1 min reading time
Updated October 28th, 2021 by Bekkie Wetz

Why do some calls not show up?

If a call is less than 30 seconds in duration, it won't be displayed in the dashboard or On Demand search results. In rare cases, your calls can also take longer to be processed and imported. The maximum processing time should not exceed the duration of the call. If this is not the case please get in touch to our Support team....

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Updated December 10th, 2021 by Bekkie Wetz

Placing calls in Salesforce

Call your customers seamlessly from your Web browser With the Chrome extension, you can make outbound calls directly from your browser. If your organization has the dialer enabled, the extension connects to your Salesforce account so you can call any of your contacts, leads or accounts and log tasks back to Salesforce. Calls can be routed through: T...

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Updated December 10th, 2021 by Bekkie Wetz

Configuring your Jiminny Extension

Set up our Chrome extension to compliment your workflow The Jiminny Chrome extension powers the screen sharing as well as our integration with the tools you already use - like your CRM and calendar. The Jiminny Dialer sidebar will  pop-out in a separate window when you click on the icon in your Extension toolbar. If you'd like the Jiminny Dialer to ...

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Updated December 10th, 2021 by Bekkie Wetz

Jiminny Sidekick and Zoom

Making Zoom work for sales and service calls Jiminny Sidekick for Zoom is designed with one thing in mind - to make Zoom calls work for sales & service teams. Jiminny Sidekick works alongside Zoom to ensure an easier workflow and better data in the CRM - it's win, win! How does Sidekick help log my Zoom meetings? The Sidekick will appear at the ...

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Updated October 29th, 2021 by Bekkie Wetz

Your Jiminny profile and Numbers

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Updated December 10th, 2021 by Bekkie Wetz

FAQs

Get the details on how Jiminny integrates with your Salesforce instance Which versions are supported? Enterprise & Unlimited editions of Salesforce are pre-bundled with REST API access, but the Professional Edition is not. If you are using Salesforce Professional Edition, you need to have the Web API Package and purchase API call bundles. To det...

1 min reading time
Updated December 10th, 2021 by Bekkie Wetz

Setting yourself up to win

Five reasons your VoIP calls can run into trouble At Jiminny, we see all kinds of network and hardware conditions that influence the quality of calls and meetings. The real-time nature of conversations makes VoIP difficult, and whilst the software technologies behind it make great strides to improve that, there are still some key areas you'll need t...

1 min reading time
Updated January 27th, 2022 by Bekkie Wetz

Receiving notifications through Slack

New Dimension to using Slack! Just to help you as management and as a team, we have utilised Slack in a way which enables leaders to coach their teams, and teams have the ability to coach each other and grow! All we're doing is planting the seed and watching you grow!  Sharing calls You have the ability to share your call in slack just the way shown...

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Updated October 28th, 2021 by Bekkie Wetz

Updating the Chrome extension

The extension should automatically update to ensure you get the latest features and bug fixes. You can always force an update too by following these instructions: Navigate to Window > Extensions; Toggle Developer Mode; Click Update. Sometimes the extension is updated and we need to request different permissions. If this happens, Chrome disables t...

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Updated December 9th, 2021 by Bekkie Wetz

How can I delete recordings or activity?

If you have an activity you don't want to be coached, any user with Account Owner, Admin or Manager roles can remove it. Just visit the playback page, click More in the toolbox and Delete. You'll be prompted to confirm this action. Remember, this will remove the activity permanently, including the recordings and will not be recoverable!...

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Updated October 29th, 2021 by Bekkie Wetz

Searching for a call in Jiminny (video guide)

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Updated October 28th, 2021 by Bekkie Wetz

Filter by Custom Fields

You have the capability to add your own custom fields in the OnDemand. This will provide you with the opportunity to add more context to your searches, so you can find the most important calls to coach. These fields will also be exposed in your Team Insights reporting Suite. You will be able to sort analytics and statistics based on the Outcome and ...

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Updated December 10th, 2021 by Bekkie Wetz

Dialling directly from your CRM

Did you know that you can dial out to your contacts directly from your CRM? Yes, that's right! Here is a guide on how you can do it. Firstly, you will need to download the Jiminny Sidekick (our Chrome Extension) from HERE. Once you download it, please log in with your email. We also recommend pinning this to your browser bar for easy access. If you ...

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Updated December 10th, 2021 by Bekkie Wetz

Camera & Mic Access on Mac

Updates to Mac OS have introduced new system-level access to camera and mic If you've granted Jiminny access to your camera or mic, but are still receiving an error that Jiminny cannot access, you may need to update your device settings. On Mac OS, go to System Preferences > Security & Privacy > Camera or Microphone Ensure that your browse...

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Updated October 29th, 2021 by Bekkie Wetz

How can I stop recording a conversation?

You can easily stop recording a call, depending on how the call is made. Web Conference During a web conference, the organizer can stop recording by clicking the icon in the left toolbar. Once stopped, recording cannot yet be resumed. Dialer Using the dialer, you can stop recording by clicking the icon below. Once stopped, recording cannot yet be re...

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Updated October 28th, 2021 by Bekkie Wetz

Installing the Compliance Bot

Jiminny have developed a Microsoft Teams Compliance Bot to help with your compliance needs. It integrates with Microsoft Team's Online Meetings to automatically record your Team users' calls for transcription, analysis and coaching. The Recording Bot will ensure that when Jiminny Notetaker is present in the meeting, a recording notification will be ...

3 min reading time
Updated December 10th, 2021 by Bekkie Wetz

Logging activity to Salesforce from your conference

Jiminny automation with Salesforce.com If you remember one thing remember this: Jiminny allows you to update activity info and set up future activity from your conference and automatically logs everything to Salesforce. We make it really easy to keep on top of sales admin and stop you jumping from one app to another, helping you work smarter. What y...

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Updated October 29th, 2021 by Bekkie Wetz

How Zoom helps with Recording Compliance when streaming meetings

Depending on your exact compliance needs, Zoom offer a couple of options to help achieve recording consent, making your customers aware that you're recording the meeting. We've put together this guide to highlight what we use internally at Jiminny.  You should always seek your own advice from your legal counsel on recording and privacy law. Setup Yo...

1 min reading time
Updated December 14th, 2021 by Bekkie Wetz

Get the data you need from Team Insights

Take a deep dive into your team's performance and help them become the best version of themselves. Team Insights will provide you with detailed insights and analytics across your team's conversations in Jiminny. You will be able to see each team member's detailed stats and drill into the data that matters across your sales process. Starting with you...

2 min reading time
Updated October 29th, 2021 by Bekkie Wetz

I switched my headset/microphone and now I have no audio

Here's how to work around a known Chrome audio bug If you switch your speakers, mic, or headset during a call - you may have issues reconnecting your audio. This is the result of a known issue where the Chrome browser will only work with the speakers and microphone that were selected when Chrome was opened when using an Apple Mac. To use Bluetooth o...

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Updated October 29th, 2021 by Bekkie Wetz

Setting up Zoom Streaming

A Guide for Administrators The Zoom Admin needs to configure a few settings in Zoom before your reps can install the Zoom Integration to Jiminny. Benefits Jiminny streams your Zoom meetings directly into our cloud-based app, meaning you can save tons on cloud storage costs by setting an auto-delete policy. The native Zoom interface provides full rec...

1 min reading time
Updated October 28th, 2021 by Bekkie Wetz

How do I invite people to join Jiminny?

The Account Owner, Administrators, and Managers can all invite people to join. We've made it really simple: 1. Click the "invite team members" icon in the bottom left 2. Fill in the users email address 3. Select the team they are part of 4. Select the users role and send the invite Or alternatively:  Visit Organization > Manage > Members Click...

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Updated October 29th, 2021 by Bekkie Wetz

Jiminny Dialer

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Updated October 28th, 2021 by Bekkie Wetz

Setting up job titles

Your users choose their title during sign-up to provide extra search filters and richer reporting. By default, your team will already have a sample set of positions configured. You can edit this as follows: Click Organization > Manage > Job Titles; Click Add Job or Edit to configure an existing one; Provide a name and toggle it to be available...

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Updated October 28th, 2021 by Bekkie Wetz

Instantly share Recordings to anyone

Use the Export portal to share your recorded meetings with prospects, customers, or outside departments Remember the days of recording a call, then downloading it, then uploading it, then saving it... somewhere ? Now it's easy to share Jiminny recordings not only with your team - but to any email address. Send recordings outside of Jiminny in a flas...

1 min reading time
Updated October 28th, 2021 by Bekkie Wetz

Required permissions for the account owner

For full Salesforce synchronization, the account owner should be a Salesforce Administrator. We would prefer to use less permissions if possible, but this is a limitation of Salesforce at present (the community have been waiting 9 years). Specifically, the following requirements apply: Modify All Data permission is needed on required objects that Ji...

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Updated December 14th, 2021 by Bekkie Wetz

Using Your Bullhorn Integration

Contact/Candidate Sync If you're placing/receiving a call via Jiminny Sidekick, or hosting a meeting, Jiminny will automatically look up the contact or candidate based on phone number or calendar invite. If you associate the conversation with a Job Order, the salary will also be collected by Jiminny for filtering purposes. Candidate and Job Order st...

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Updated October 29th, 2021 by Bekkie Wetz

Sharing a conversation

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Updated December 10th, 2021 by Bekkie Wetz

How we comply with the GDPR

Our commitment to the EU Data Regulation The EU General Data Protection Regulation (GDPR) set a new standard for how companies use and protect EU citizens' data. It took effect on May 25th, 2018. At Jiminny, we worked hard to prepare for GDPR, to ensure that we fulfil its obligations and maintain our transparency about customer conversations and how...

2 min reading time
Updated October 28th, 2021 by Bekkie Wetz

Introducing Multi-speaker ID

Dive deeper into your conversations and transcription with Swimlanes We are happy to introduce you our newest feature - Swimlanes. It organizes and assigns the transcription when there is more than one guest in the meeting. If there are at least two guests in the conversation, you will see the indicator that is showing multiple guests.  By clicking ...

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Updated October 29th, 2021 by Bekkie Wetz

Changing your transcription language

Choosing Your Language With Jiminny able to transcribe into over 30+ languages, all we need to do is make sure the right language is selected before starting the conversation. See the full list of languages for Transcription with Jiminny below. If your language is not available, please contact support to assist. Changing Your Language Changing the l...

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Updated December 9th, 2021 by Bekkie Wetz

Configuring the Activity Types

Your activity types are real tasks that form part of a business process. These link back to your Playbook and usually form a series of steps to close a sale, renew an account etc. Jiminny uses these types to categorize activity and provide a richer set of data for coaching and analysis. For example, a Sales Playbook might have the following activity...

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Updated October 28th, 2021 by Bekkie Wetz

Listening back to your activity

Your latest activity can be found on the Dashboard under Recent Activity but the most comprehensive way is through On Demand where you can filter and search on many different criteria. Click through to the Playback tool where you can listen back and self-coach....

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Updated December 14th, 2021 by Bekkie Wetz

International Zones Policy

International zones and rates Business is global and our International zones are designed to let your team communicate with customers anywhere you need to around the world. Our custom plans are built from launch to include the zones you need. Jiminny does reserve the right to charge customers for calls made to countries outside of the customer's dom...

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Updated December 10th, 2021 by Bekkie Wetz

Granting Jiminny access to your camera or microphone

Can't use Web audio or camera features? The first time you use the conference or dialer on each computer you'll be prompted to allow access to your camera and microphone. Check for conflicting applications that might be accessing or attempting to access the microphone. You might have to close them. Try unplugging and reconnecting the microphone, if ...

1 min reading time
Updated October 28th, 2021 by Bekkie Wetz

Troubleshooting Salesforce

Common API errors explained Jiminny exchanges data with your Salesforce instance via an API. Usually this works without a hitch but sometimes errors can occur. This typically happens when logging activity or during data synchronization. You'll get an email to let you know. We've compiled a list of the most common problems and how to resolve them. RE...

2 min reading time
Updated December 20th, 2021 by Bekkie Wetz

Recording controls

Recording calls and web conferences are super easy with Jiminny - but there may be situations where you need to update your recording settings based on the locations you call into. You can change your default settings by going to the Recording settings menu HERE. Dialer You have two dialer settings available for change - Outbound and inbound calls. ...

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Updated December 22nd, 2021 by Bekkie Wetz

Switching your CRM

Your CRM migration in 5 easy steps: We have a straightforward process in place to integrate Jiminny with your new CRM without losing any of your existing data! Check out the 5 easy steps to integrate Jiminny with your new CRM: PRE SWITCH Give your CSM a warning and schedule a switchover date with them, communicate which CRM you wish to migrate to; U...

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Updated December 10th, 2021 by Bekkie Wetz

Connect your Slack team

Take notifications and coaching to the next level If you run Slack inside your organization, why not connect Jiminny to bring coaching to your existing workflow? You'll get notifications about activity and reps can request other Slack users to join calls by using commands. To use Slack features, you'll first need to connect your Slack team. Any Slac...

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Updated December 10th, 2021 by Bekkie Wetz

Purchasing Phone numbers

Numbers that customers can be charged for in addition to your plan Our plans are designed to include the phone numbers you need for conferencing, dialling and SMS. In some rare cases, these numbers need to be paid for in addition to your selected plan. Jiminny can reserve the right to charge customers for: toll-free and mobile phone numbers, and lan...

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Updated December 10th, 2021 by Bekkie Wetz

Jiminny Transcription

Transcribe every meeting and call instantly with our super-accurate Global Transcription model Many businesses have staff and customers across the globe. Jiminny leverages the industry-leader in transcription to accommodate your international business needs by automatically transcribing your conversations with unmatched accuracy. Global English The ...

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Updated October 29th, 2021 by Bekkie Wetz

Creating and sharing Playlists

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Updated December 10th, 2021 by Bekkie Wetz

Fair Use Policy

Fair use allowances and rates Our goal is to be as growth friendly as possible for all of our customers and make it as simple as possible to know where you stand with your payments as you grow, so no surprises! Our plans are designed to let your team communicate with customers as much as you need to without incurring any additional costs for calls, ...

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Updated December 10th, 2021 by Bekkie Wetz

Migrating from Gong

Jiminny can migrate your conversations from Gong using their public API. To do this, you'll need to retain access to the Gong platform during the migration. The conversations will function as a normal activity once the migration is complete, so you can search, comment, share and coach them. All languages are supported. Migration Guide 1. Generate a ...

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Updated December 10th, 2021 by Bekkie Wetz

Sending messages

Like the Dialer, you'll find it really easy to connect with your customers. Text messages provide a great channel for busy prospects that can be tricky to pin down on a call. You can send a message in a few ways: Click to Text Salesforce Through Salesforce.com, most phone numbers will have an extra icon appear next to it. Both Lightning and Classic ...

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Updated October 29th, 2021 by Bekkie Wetz

Setting up your Teams

Within your organization you will have different teams, for example: SDRs Account Execs Success (Canada) These can be mirrored in Jiminny to help segment your users and assign different preferences. Each team is assigned a Manager who is responsible for inviting their people and configuring those preferences. The Account Owner should start by inviti...

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Updated October 29th, 2021 by Bekkie Wetz

Custom Vocabulary

Understanding Custom Vocabulary Some words such as company names or specific industry terms aren't actually English dictionary terms, therefore we need to train Jiminny to understand them! Simply select words that sound similar to the vocabulary you're adding in, please see the example just below in the video guide on exactly how to add them in....

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Updated December 9th, 2021 by Bekkie Wetz

Dropped Calls

Why they can occur and what can be done about it When you experience dropped calls, there could be many potential causes. From our investigations, the most common reasons are: Bandwidth Peaking Quality of Service Poor internet connection leading to packet loss ISP Bursting Call dropped on the caller's side Bandwidth Peaking Bandwidth peaking is when...

1 min reading time
Updated December 10th, 2021 by Bekkie Wetz

Scheduling with Outlook

Setting up your meetings is a breeze with our add-in Scheduling meetings is a breeze with our Outlook add-in. You can schedule Jiminny meetings directly from your Outlook calendar. To use the plugin, you must be on a supported version of Outlook. Installation Instructions If your organization has not pre-installed the add-in, you can do this yoursel...

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Updated October 21st, 2021 by Bekkie Wetz

Jiminny-inc Glossary

This is a auto-generated Article of all your definitions within the glossary. Glossary This is a auto-generated Article of all your definitions within the glossary. All...

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Updated October 29th, 2021 by Bekkie Wetz

Setting up Zoom

A Guide for Administrators The Zoom Admin needs to configure a few settings in Zoom before your reps can install the Zoom Integration to Jiminny. Benefits Jiminny streams your Zoom meetings directly into our cloud-based app, meaning you can save tons on cloud storage costs by setting an auto-delete policy. The native Zoom interface provides full rec...

1 min reading time
Updated October 29th, 2021 by Bekkie Wetz

Logging a call

Log your calls back to Salesforce, and create a follow-up! After you complete a call, the dialer will ask you to summarize and log the activity. There are several pieces of information you can add. Activity Type - choose from any configured for your team e.g. LVM or Cold Call Opportunity - if you call a contact or account, you can select the related...

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Updated December 10th, 2021 by Bekkie Wetz

Dial directly or send a text from any web page

Reach someone by dialling or sending a text from any website or by using the Jiminny Sidekick Dialing from any website With Jiminny, you can dial from any website where you have a phone number displayed. Here is how you can do this with a few simple steps: Open the website; Highlight the number that you want to call and right-click; Go to the Jiminn...

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Updated October 29th, 2021 by Bekkie Wetz

Setting up job titles

Your users choose their title during sign-up to provide extra search filters and richer reporting. By default, your team will already have a sample set of positions configured. You can edit this as follows: Click on Setting Cog (bottom left) > Organization > Manage > Job Titles; Click Add Job or Edit to configure an existing one; Provide a ...

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Updated December 14th, 2021 by Bekkie Wetz

Will I be charged for International calls?

Jiminny offers calls to any country in the world, with thousands of local carrier connections. Web based Calls If you dial via the web (VoIP) - you'll never be charged for this call. Outbound Bridged Calls If you dial via your phone in a "bridged" mode, you may wonder if you'll incur any cost, especially if it's your personal phone. First it helps t...

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Updated December 9th, 2021 by Bekkie Wetz

Make the most out of Jiminny

Our Engagement Champion Max has made it his own personal mission to make sure every rep is getting the very most out of the Jiminny platform! With updates and new features being released monthly, staying on top of them all can be tricky. Therefore we have created multiple workshops on all things Jiminny to make sure you're getting the most out of ev...

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Updated January 26th, 2022 by Bekkie Wetz

Themes live for multiple languages

With the Jiminny family continually spreading across the globe, we want to supercharge themes and topics for you! Themes are a key part of your Playback section, making it incredibly quick and easy to find that exact moment in the call you're looking for, find out more  here. We support the below languages: English 🇬🇧✅German 🇩🇪✅French 🇫🇷✅Italian 🇮🇹✅...

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Updated October 28th, 2021 by Bekkie Wetz

If I Live Coach, can I still see their screen?

Yes, if any guest decides to share their screen. You'll see everything going on in the meeting as if you were a normal guest....

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Updated October 29th, 2021 by Bekkie Wetz

Setting up Sidekick

Setting up your best Sidekick is very simple! 😊 Simply click on the (?) in the bottom left corner and right at the bottom you'll find "Install Sidekick Extension". Once you click on that, you'll be taking onto another page where you'll be able to add the google extension.  Once you install it, please click on the puzzle piece on the top right of you...

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Updated October 28th, 2021 by Bekkie Wetz

Meeting Transcription

Search an automatically generated transcript within minutes of finishing your meeting Jiminny provides a powerful search engine on top of our AI-powered transcription. Allowing you to spend your meeting focusing on your guest - not scribbling down notes. It automatically transcribes your recorded meeting and is available as soon as the recording is ...

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Updated February 21st, 2022 by Bekkie Wetz

Finding & Updating your Activity Types in Salesforce

How to find and update your Activity Types in Salesforce and Jiminny If you're an Admin in Salesforce, you can find your current Salesforce Activity Types to update and map in Jiminny. Finding your Activity Types in Salesforce Salesforce Classic In your Salesforce instance, click on Setup in the upper right to access your account settings. Select  C...

1 min reading time
Updated October 28th, 2021 by Bekkie Wetz

FAQs

Get the details on how Jiminny integrates with your Pipedrive account Which plans are supported? We support all plans offered. For high volume teams or those with multiple Pipedrive integrations, we suggest the Gold or Platinum plan because these offer increased API limits. How does Jiminny access Pipedrive? Jiminny uses the Pipedrive REST API for a...

1 min reading time
Updated December 10th, 2021 by Bekkie Wetz

How to use text messaging

The SMS feature is really simple to use. Please find below a simple guide on how to use the text messaging function. Sending a message There are a couple of ways to send an SMS to your desired contact.  Send using the Sidekick The first way to send an SMS is by using the Sidekick. You can find the contact in the Contacts page (1) and click on the me...

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Updated December 9th, 2021 by Bekkie Wetz

Download a Recording

Easily download and save your Jiminny recordings anywhere Jiminny allows you to export your recordings to send out to anyone, but sometimes you need the file to save, store, or share. How to download a recording In a recorded meeting or call in Playback, click the last icon More and select Download. How does it work? 1.) When you click Download, you...

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Updated October 28th, 2021 by Bekkie Wetz

Recording options for Internal meetings

Guide on how to set up the recording on your Internal meetings! How to automatically record my internal meetings? You can easily record your internal meetings and record these into Jiminny by following this guide: Go to app.jiminny.com -> Settings -> Organization -> Recordings  Toggle the “Record internal meetings” button to "ON". How to tu...

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Updated December 10th, 2021 by Bekkie Wetz

Outreach Integration

If your Sales Development team leverages Outreach for dialing, Jiminny's integration will pull your recorded Outreach calls into the Jiminny OnDemand library. Setting up the Outreach Integration Required Permissions To access Jiminny's integrations, the user who integrates must be a Jiminny Owner or Admin. This user must have an Admin profile in Out...

1 min reading time
Updated December 10th, 2021 by Bekkie Wetz

Using Jiminny for inbound calls

Receive, record, and log calls to an Inbound number Jiminny brings your calling experience full circle with support for receiving inbound calls. You still get all the time-saving Jiminny benefits of recording, transcribing, and easily logging these Inbound calls. Your Inbound Number If your organization uses the SMS feature, you'll be assigned a pho...

1 min reading time
Updated December 10th, 2021 by Bekkie Wetz

Salesloft Integration

If your Sales Development team leverages Salesloft, Jiminny's integration will help Salesloft and Jiminny work seamlessly together. There are two ways that you can integrate the systems. One is to use the Salesloft cadencing and Salesloft Voice system, the other is to use Salesloft cadencing with Jiminny Voice. If you're using Salesloft to make call...

1 min reading time
Updated December 10th, 2021 by Bekkie Wetz

Setting your Caller ID

Let your customers know that it's you By default, your caller ID will match your assigned number which you chose during registration. We totally understand you sometimes need your customer to see a consistent number across all touchpoints. Every contact with your customer can come from a single number of your choosing. It's really simple to set this...

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Updated January 31st, 2022 by Bekkie Wetz

How your Microsoft Teams integration works

Everything you need to know Once the Microsoft Teams integration goes live on your platform or you sign up for the first time Teams meetings will start to be recorded, analyzed, and transcribed into the Jiminny platform. This will provide you with more opportunities to learn, self-coach, and share customer conversations with your teammates. The inte...

2 min reading time
Updated October 28th, 2021 by Bekkie Wetz

Call Duration in Salesforce

Add this field to your Activity Layout to easily report on call & meeting lengths across your team Jiminny natively adds the call duration in minutes to the Activity we log to Salesforce. To capture even more data, you can create a custom field to pull that metric into your Activity reports. Setting up your Call Duration Field Lightning As a Sal...

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Updated October 28th, 2021 by Bekkie Wetz

Outlook add-in requirements

What you'll need to get up and running with the scheduler The meeting scheduler add-in works across desktop Outlook for Windows and Mac, Web (Office 365 and Outlook.com), and mobile. The add-in can be used with any mailbox on Exchange 2013 or later, which is available through Office 365, Exchange Online, or through an on-premises installation. The u...

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Updated October 28th, 2021 by Bekkie Wetz

Close integration

Which plans are supported? We are happy to advise that we are supporting all Close subscription plans. How does Jiminny access Close? We access your data using an API token which you must generate and provide to us during onboarding. Please keep in mind that only the Admin can generate it. To generate the token in the Close web application, go to: N...

1 min reading time
Updated October 28th, 2021 by Bekkie Wetz

Sharing a conversation in Slack

Get a call (or snippet of one) in front of your team If you've got a really helpful piece of feedback to share, you can do that directly from playback! From the toolbar, just click the Share button. You can choose a team or individuals to share the call with. They'll get an email with your note and a link to the activity. Sharing to Slack If you've ...

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Updated December 14th, 2021 by Bekkie Wetz

Using the Slash Commands

Currently, there are 2 commands at your disposal but we'll be adding more in the future. If you have any ideas how we can help you coach through Slack- get in touch! /jiminny If you type this command in any channel or direct message, a message will be sent with an invitation to your conference. You can also set the topic of the meeting (if not alrea...

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Updated December 14th, 2021 by Bekkie Wetz

Coaching Focus

We welcome a new feature to the Jiminny platform that helps us keep track of our teams coaching goals! It's called ‘Coaching Focus’. It's a great tool for leaders who coach their teams, let's learn more about it. The goal of coaching a sales call 🎯 The ultimate goal of any coaching session is to build confidence. Performance coaching is best when it...

1 min reading time
Updated December 10th, 2021 by Bekkie Wetz

Types of meetings

Customize which meeting types get recorded Did you know that there are several types of meetings? Each meeting type has default recording options available to your organization. Some can only be set at the organization level by Administrators. You can also delegate some preferences to users themselves. Instant meetings Instant meetings are those mee...

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Updated January 27th, 2022 by Bekkie Wetz

Supported Dialers

Although Jiminny offers a Voice product via Sidekick, it also integrates with a number of external dialer systems so you can leverage all of Jiminny's coaching abilities. This means external calls are transcribed, analyzed, and available for comments, scoring, and sharing within the platform! Once a provider is connected by an Admin, Jiminny will up...

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Updated October 29th, 2021 by Bekkie Wetz

Problematic Extensions

If your Click to Dial icons are not appearing, it is likely that another Chrome extension is interfering. Specific browser extensions can block some Jiminny functionalities, including the audio, and cause the interface to behave unexpectedly. In Chrome, type chrome://extensions into the address bar. Scroll the list and look out for any incompatible ...

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Updated December 10th, 2021 by Bekkie Wetz

Troubleshooting a "laggy" line

Sometimes you'll be on a call and keep talking over each other. We hate it when that happens too. It can often be a case of just bad timing, maybe you need to slow down a little. It can also occur due to latency at the carrier or network (if you're dialing over the Web). If you persistently get problems, please run a live test to help us diagnose th...

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Updated December 14th, 2021 by Bekkie Wetz

Themes live for multiple languages

With the Jiminny family continually spreading across the globe, we want to supercharge themes and topics for you! Themes are a key part of your Playback section, making it incredibly quick and easy to find that exact moment in the call you're looking for, find out more here. We support the below languages: English 🇬🇧✅ German 🇩🇪✅ French 🇫🇷✅ Italian 🇮...

0 min reading time
Updated October 29th, 2021 by Bekkie Wetz

Assigning a new number

Usually, when you first join Jiminny you will be assigned a UK or a US number. Since you can be operating on a different market, we understand that you might need a number with a different pre-fix or with a different country code. That's fine! You can request such a number to us and we can check if and how we can purchase it from our carrier. There ...

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Updated December 10th, 2021 by Bekkie Wetz

Getting started with SMS

Get in front of your customers with a simple, direct text message Using the Chrome extension, you can send text messages directly from your browser. If you already use the Dialer, it should be really familiar! If your organization has Text Messaging enabled, the extension connects to your CRM so you can text any of your contacts, leads or accounts a...

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Updated October 29th, 2021 by Bekkie Wetz

Replying to a text via email

If you're on the go and need to reply, you can respond to a text message by email. Jiminny sees your email and forwards the message on. Sometimes, your email signature can interfere with this. If you have set your email signature to insert into every reply, you'll need to disable this to avoid your signature being sent in the text message! Follow ou...

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Updated December 10th, 2021 by Bekkie Wetz

Close.io dialer integration

We are on a mission to help ambitious sales & success teams reach their goals and grow. By breaking down the barriers that have prevented coaching & collaboration we help teams unlock their potential.  App Overview Close is the sales engagement CRM designed to help SMBs turn more leads into revenue. A true multichannel platform, Close lets y...

1 min reading time
Updated December 10th, 2021 by Bekkie Wetz

Working from home best practices

We want to help you have the best online experience possible whether in the office or at home so here’s some tips to help you out. Close your tabs for better call quality 👍 Each tab (especially Google Sheets/ YouTube) pulls bandwidth from your conference or phone calls. With your tabs shut down you’ll have a sharper video quality. We recommend OneTa...

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Updated December 9th, 2021 by Bekkie Wetz

Using Headsets

Why you need them and our recommendations The use of a headset with integrated mic is highly recommended. This is the best way to provide acoustic isolation between speaker and microphone, otherwise, you risk hearing an echo on the line. Your teams are spending much of their day with headsets on. Uncomfortable headsets can be distracting and even ne...

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Updated February 4th, 2022 by Bekkie Wetz

Configuring your Firewall

Whitelist and prioritize Jiminny on your network As a web application, Jiminny does not normally require any network configuration changes. However, some firewalls can block traffic and interfere with web conferences or calls. If your router includes SIP Application Level Gateway (ALG) function or Stateful Packet Inspection (SPI), disable both of th...

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Updated December 10th, 2021 by Bekkie Wetz

Receiving messages

What happens if you get a text? Text messages usually arrive from a previous conversation (they might not if you have shared your SMS number in a marketing email for example). You'll know you've got a new message in two ways: Sidebar If you are having a conversation with a customer, the message will show up automatically in the same conversation vie...

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Updated March 3rd, 2022 by Bekkie Wetz

What is Sidekick?

The Jiminny Sidekick is your own personal sales assistant. You can capture every conversation, automate all your activity into the CRM, live-coach at the moment, send SMS, dial out, and much more! You can do so many things with the Jiminny Sidekick!  Jiminny fits into your workflow and can easily record, transcribe every voice and video interaction....

1 min reading time
Updated December 10th, 2021 by Bekkie Wetz

Live-coaching with Sidekick

Sidekick provides with the great opportunity of coaching your team at the moment! 🚀  When your team is on a call, sometimes they might need help to swerve an objection or get clarity on a product feature. You can observe, support, and guide your new starters or lend a helping hand to your most crucial deals. The Jiminny Sidekick makes it really simp...

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Updated December 10th, 2021 by Bekkie Wetz

How to have the best home connection

WiFi can be unreliable, ethernet provides a stable solution When working from home, a good connection is more important than ever. A good connection helps with seamless conferences, calls via computer as well as all other online activities. To ensure a productive working day and great client/ prospect interactions, a good connection is crucial. In t...

1 min reading time
Updated March 18th, 2022 by Bekkie Wetz

Security Brief

Learn how we keep your data secure Overview Jiminny provides a cloud-based conversation analysis service, utilizing customer information from a CRM to intelligently log activity, transcribe and analyze calls for the purposes of note-taking and coaching. We would like to make two things clear. First, we respect your privacy and take significant effor...

3 min reading time
Updated February 1st, 2022 by Bekkie Wetz

Supported Meeting Providers

Jiminny will join your eligible meetings automatically once your calendar is connected during sign-up.  The service will look for new meetings and updates to your calendar roughly every ten minutes. If a customer meeting is detected with a supported meeting link, it will register the meeting for recording. The following providers are supported*: Zoo...

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Updated October 29th, 2021 by Bekkie Wetz

Handling message blacklists

Got blocked by a customer? Read on to find out how Your customer may wish to be removed from marketing messages. They can do this by sending an SMS to you with the message STOP, STOPALL, UNSUBSCRIBE, CANCEL, END, or QUIT. To comply with industry best-practice, this will also add them to a Jiminny block list and you won't be able to message them. You...

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Updated December 9th, 2021 by Bekkie Wetz

Launching the Outlook add-in for your team

Streamline the install for your users For simplicity, an Exchange Administrator can enable the Jiminny meeting scheduler add-in for all users or a select group. It is not yet possible to install via Centralized Deployment. Install for All Users Visit the Exchange Admin Center; Under Organization > add-ins click the ➕ icon; Click Add from URL; In ...

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Updated December 15th, 2021 by Bekkie Wetz

Logging calls via Sidekick

How are you currently logging all of your calls to your CRM? The old tried and tested method, writing down the information on your note pad and then transferring that information across when you find time to do so? Well we have the answer for you!  The Jiminny Sidekick is our key productivity tool that builds the direct link between all of your work...

1 min reading time
Updated October 29th, 2021 by Bekkie Wetz

Calling and texting with Sidekick

Calling directly through your CRM Do you know that you can also call a contact or send an SMS directly from your CRM? You will have a native Jiminny "Call" button. Once you click on it, the two dialling options and the SMS option would be available for use. Salesforce  HubSpot  Call & SMS from anywhere  You can dial out or send text directly fro...

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Updated December 10th, 2021 by Bekkie Wetz

RingCentral integration

We are on a mission to help ambitious sales & success teams reach their goals and grow. By breaking down the barriers that have prevented coaching & collaboration we help teams unlock their potential.  App Overview RingCentral provides businesses with cloud-based business communications that include messaging, video, phone, and collaboration...

1 min reading time
Updated December 10th, 2021 by Bekkie Wetz

Action Items

How many times have you forgotten to note down what you promised to do after a call or meeting? Before you know it, you're on to your next call and it's forgotten. 😵 Good news! Action Items 🎯 will remember what you promised and send this to you after the meeting. This gives you more time to focus on your customers 🥇 What's included? 👀 Actions you ag...

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Updated October 28th, 2021 by Bekkie Wetz

Install the Chrome extension for your team

Streamline the install for your team If your organization uses G Suite,you can automate the installation of the Jiminny Chrome extension by setting a policy. This will save time and make sure everyone in your team is setup to win 👍 Note: this will need to be done by your Google Administrator. Ensure you have organized your Google users into differen...

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Updated December 14th, 2021 by Bekkie Wetz

Not receiving texts?

Improve inbound delivery of messages Inbound SMS and MMS messages not hitting your Jiminny number as expected? Here are some troubleshooting steps to check: Are you expecting to receive SMS from an international number (a different country than your Jiminny number)? Jiminny promises support for receiving SMS within the same country as your Jiminny S...

1 min reading time
Updated March 3rd, 2022 by Bekkie Wetz

What is Sidekick?

The Jiminny Sidekick is your own personal sales assistant. You can capture every conversation, automate all your activity into the CRM, live-coach at the moment, send SMS, dial out, and much more! You can do so many things with the Jiminny Sidekick!  Jiminny fits into your workflow and can easily record, transcribe every voice and video interaction....

1 min reading time
Updated October 28th, 2021 by Bekkie Wetz

Organize your customer conversations into Playlists

Create collections of your best (and worst!) calls and clips Playlists A playlist is a collection of recorded calls or meetings which can contain clips and full conversations. Make them for yourself or share them to allow for next level collaboration within and across teams. Organize, categorize, and leverage your most valuable onboarding and sales ...

1 min reading time
Updated December 10th, 2021 by Bekkie Wetz

Zoom Phone

We are on a mission to help ambitious sales & success teams reach their goals and grow. By breaking down the barriers that have prevented coaching & collaboration we help teams unlock their potential. App Overview The Zoom Phone allows businesses to select from local numbers and domestic calling in 40+ different countries. With Zoom Phone fo...

1 min reading time
Updated December 9th, 2021 by Bekkie Wetz

Changing user settings

If you have an Owner or Admin role, you can quickly change any user details. Click Organization -> Manage -> Members; Click Edit to change any user. Changing Job Title Choose from any available job title you've configured. Changing Group The user's group can be changed to any available group in their team, or no group can be selected. Changing...

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Updated October 28th, 2021 by Bekkie Wetz

Setup Text Messaging

Get texts logging to Jiminny and your CRM Once you have the SMS feature enabled, there is a little configuration needed to get up and running. The most important part is supporting the auto-logging aspect to your CRM. When a text message is sent from or received to Jiminny, an activity is automatically created in your CRM under the appropriate recor...

1 min reading time
Updated December 10th, 2021 by Bekkie Wetz

Two party consent recording options

Jiminny provides options to help support the different recording compliance requirements in areas where our customers may be calling into. Jiminny provides a default list of "restricted prefixes" where two-party consent is required. This includes Canada plus the states shown in the list below.  The list can be customized to your organization to incl...

1 min reading time
Updated January 4th, 2022 by Bekkie Wetz

Aircall integration

We are on a mission to help ambitious sales & success teams reach their goals and grow. By breaking down the barriers that have prevented coaching & collaboration we help teams unlock their potential.  App Overview Aircall is a cloud call center software trusted by teams all over the world. You can set it up and integrate it with your CRM an...

2 min reading time
Updated January 20th, 2022 by Bekkie Wetz

Deciding which Role a person needs

Admins, managers, coaches, oh my! Let us explain the different roles users can have. Jiminny will give permissions to each user based on the roles they need to perform. A list of these users is below. The Owner, Admin, Manager, and User roles are all full licenses. Account Owner Each Jiminny account will require an owner. There will be one owner on ...

0 min reading time
Updated October 28th, 2021 by Bekkie Wetz

How to use Nudges?

Realtime or scheduled new call alerts What are Nudges? Nudges allow you to subscribe and receive emails or Slack notifications periodically for conversations that are matching certain criteria set by you. For example, you can create a nudge to receive every call that mentions your key competitors or every demo that results in closed lost. How to cre...

1 min reading time
Updated December 15th, 2021 by Bekkie Wetz

Installing Zoom on Jiminny

Guys its very simple to install zoom on Jiminny once the settings have been toggled on admin level 😃 We'll need yourself and the team to install zoom on the platform as it is at each individuals profile level. ...

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Updated December 9th, 2021 by Bekkie Wetz

How does Jiminny associate opportunities with activities?

When you place or a call or schedule a meeting, Jiminny will associate that activity with your CRM data. This is done based on matching information such as email addresses or phone numbers. When it comes to assigning an opportunity/deal to the activity, it becomes slightly more complex. The default opportunity assignment can be changed in your Organ...

0 min reading time
Updated October 28th, 2021 by Bekkie Wetz

Following activity

Keep in the loop about activity on an account, opportunity or lead We understand you might want to keep track of a tricky opportunity of find out when a lead gets converted to an opportunity. With Jiminny, we've made this really easy! From any activity in playback, you can click Follow in the toolbox menu. You'll then receive an email after any acti...

0 min reading time
Updated December 20th, 2021 by Bekkie Wetz

How to switch on Integrations

So, the real question is, where do I go and how do I switch the integrations on... Only an admin has the permission to choose and toggle the necessary integrations ON and OFF. 1. You'll simply click on the settings cog at the bottom left of your Jiminny page and then click on Organisation. 2. You'll then be able to see integrations on the left as yo...

0 min reading time
Updated October 29th, 2021 by Bekkie Wetz

Setting up your Playbooks

Your playbook is where you map your internal processes into a series of actionable steps. In order to help you coach effectively, Jiminny needs to know your activity types within. When you configure your teams you will need to assign each team a playbook. This way you can segment your users with full flexibility. For example, you may have the follow...

0 min reading time
Updated October 29th, 2021 by Bekkie Wetz

How to use transcription in the Jiminny platfrom

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Updated December 10th, 2021 by Bekkie Wetz

Improving transcription accuracy

Jiminny Transcription is great in order to find particular moments of your conversations easier. We use it to surface key topics, questions and even action items. Jiminny supports over 20 languages and has a Word Error Rate (WER) of 19.2% on Global English. Sometimes, there could be a word or phrase that is not matching exactly what was said. We are...

0 min reading time
Updated December 10th, 2021 by Bekkie Wetz

Keyboard shortcuts

We have created some super hacks for you to use in Jiminny 🚀 These are designed to make listening👂and coaching your calls and meetings even faster 🔥  Check out these super simple hotkeys to play, seek and speed up easily 😉 k = Pause/Play j or  ←  = Seek backward 15 seconds l or  → = Seek forward 15 seconds > = Speed up the video playback rate <...

0 min reading time
Updated October 28th, 2021 by Bekkie Wetz

Installing the Zoom Add-in for Outlook

With the Zoom Add-in, scheduling from your Outlook is way easier! Please find the exact steps on how to install it below: 1. Click on the "Get Add-ins" button: 2. Type in “Zoom for Outlook” and select that option: 3. Click "Get it now"; 4. Once installed, there will be an option to “Add a Zoom Meeting” in the calendar invite: If you have any other q...

0 min reading time
Updated October 28th, 2021 by Bekkie Wetz

Synchronizing Activity Types

If you log activities through Salesloft, they can be configured to also send records to your CRM. This is really useful for Jiminny because it can also pickup this data and synchronize this into the platform. It's really simple to set this up in Salesloft and you'll immediately benefit from better data. You'll need to be a Salesloft administrator to...

0 min reading time
Updated December 20th, 2021 by Bekkie Wetz

Dialer Best Practices

We've seen that people get the best results with the following: Setup your Caller ID so your customers know who's dialling; If dialling via Computer Audio, always try to plug your computer to an Ethernet network. This cuts out the majority of call issues; Don't run Salesforce in full-screen mode, otherwise, the dialer will run in a different window....

0 min reading time
Updated December 9th, 2021 by Bekkie Wetz

How to snippet a call

Did you know that you can share just part of a call with your teammates? Sharing a snippet of a call is very useful if you would like to highlight a particular part of the call and to draw special attention to it with your team. You can share part of the call by clicking on the playback panel, hold down your mouse and drag over the part of the call ...

1 min reading time
Updated October 29th, 2021 by Bekkie Wetz

Setting up Sidekick

Setting up your best Sidekick is very simple! 😊 Simply click on the (?) in the bottom left corner and right at the bottom you'll find "Install Sidekick Extension". Once you click on that, you'll be taking onto another page where you'll be able to add the google extension.  Once you install it, please click on the puzzle piece on the top right of you...

0 min reading time
Updated October 28th, 2021 by Bekkie Wetz

Inbound Calling Setup

A guide for admins to configure Inbound calling settings with Jiminny If your team signs up with our Inbound/SMS features, they will all be assigned a localized Inbound-ready phone number. If you wish to record or log these calls to your CRM, there is a few items to configure on your Jiminny Organizational settings and in your CRM. Inbound Calling S...

0 min reading time
Updated December 10th, 2021 by Bekkie Wetz

Best practices

We've seen that people get the best results with the following: Setup your Caller ID so your customers know who's dialling; If dialling via Computer Audio, always try to plug your computer to an Ethernet network. This cuts out the majority of call issues; Don't run Salesforce in full-screen mode, otherwise, the Dialer will run in a different window....

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Updated December 9th, 2021 by Bekkie Wetz

System requirements

Set up your teams to win To ensure a smooth experience with Jiminny, we provide a set of requirements for the use of our web applications. Prior to using these, your IT team need to make sure that your environment is suitable for VOIP and streaming video. Failing to check and meet these requirements may result in spotty call connections and poor cal...

3 min reading time
Updated December 14th, 2021 by Bekkie Wetz

Private Comments

Self Development Starts Here! 😊 Self coaching is something Jiminny preach about every single day to users like yourselves. You'll not only be able to listen back to your call and analyse, you'll be able to leave timestamped comments on how you thought the call went. Leaving comments can be an awesome way to give and receive feedback, whilst still re...

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Updated December 10th, 2021 by Bekkie Wetz

Why didn't my meeting stream not import?

Troubleshoot your Zoom meetings If your admin has configured your integration correctly, everything should run smoothly. However, if you're not seeing meetings import into Jiminny, there's usually a couple of reasons. Check your integration is still active We'll email you if your integration fails for any reason, but you can easily check: Visitthe P...

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Updated December 14th, 2021 by Bekkie Wetz

Activity Visibility Access

You're able to configure your teams so that they only have visibility to specific activities. This is useful if you have larger teams or have multiple regions or business units that operate independently.  These settings don't override the private activity settings available to Managers and Admins which make specific calls private.  By default, all ...

2 min reading time
Updated December 14th, 2021 by Bekkie Wetz

How your Google Meet integration works

Everything you need to know Once the Google Meet integration goes live on your platform or you sign up for the first time Google meetings will start to be recorded, analyzed, and transcribed into the Jiminny platform. This will provide you with more opportunities to learn, self-coach, and share customer conversations with your teammates. The integra...

2 min reading time
Updated December 14th, 2021 by Bekkie Wetz

Engagement stats

Track important metrics for any call or meeting Visibility into every call and meeting also includes metrics. This data can help you draw insights to be constantly improving yourself or your reps. Stats in Playback In Jiminny Playback, we track 5 metrics you can review for every recorded call and meeting. Access these insights by selecting Statistic...

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Updated December 10th, 2021 by Bekkie Wetz

How to contact us with data queries

Get in touch with our Data Protection Officer Protecting your privacy and security is critical to our mission at Jiminny. Our security and compliance teams work tirelessly to ensure your data is protected to the highest standard, and so we comply with privacy laws such as GDPR. We have a Data Protection Officer to help you with any requests or quest...

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Updated October 29th, 2021 by Bekkie Wetz

Receiving calls

Forward calls from your assigned number to your cell If you've got the Text Messaging feature, you can set your assigned number to forward calls to any number. This feature is useful if you want to provide a single number for your customers to text or call you. Pro-tip: put your number in your email signature. By default, calls will forward to your ...

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Updated October 29th, 2021 by Bekkie Wetz

Creating your own custom Themes and Topics

Themes and topics are an awesome way to find that perfect moment of the call in a matter of seconds, but with so many keywords to look out for, how do we keep them updated? Introducing our brand new custom themes and topics at the very touch of your fingertips! Creating a Theme Create, customise and edit any theme or topic that you would like, strai...

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Updated December 10th, 2021 by Bekkie Wetz

How your Zoom Notetaker works

Everything you need to know Once the Zoom integration goes live on your platform or you sign up for the first time Zoom meetings will start to be recorded, analysed, and transcribed into the Jiminny platform. This will provide you with more opportunities to learn, self-coach, and share customer conversations with your teammates. The integration also...

2 min reading time
Updated December 9th, 2021 by Bekkie Wetz

Recording settings and guide for Admins

You can set recording settings at your Organization level that will apply to all users Each user can configure their recording settings but did you know that you can also override those settings on the Organization level? If you are an Admin, you can do this in the Organization recording settings. Dialer You can control recording individually for bo...

1 min reading time
Updated December 9th, 2021 by Bekkie Wetz

Setting up your Teams

Within your organization you will have different teams, for example: SDRs Account Execs Success (Canada) These can be mirrored in Jiminny to help segment your users and assign different preferences. Each team is assigned a Manager who is responsible for inviting their people and configuring those preferences. The Account Owner should start by inviti...

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Updated December 15th, 2021 by Bekkie Wetz

Participants Compliance email

Here at Jiminny, we're helping you to record your meetings easily and effortlessly. To help with this, we want to provide you with different compliance options so that you can implement what is right for your business. In addition to the compliance options you have set up in your conferencing tool, you can go the extra step and send an email to your...

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Updated December 10th, 2021 by Bekkie Wetz

Importing your existing meetings

Don't forget to update to capture more coachable moments If you have future meetings set up in your calendar, you should update the event with your new Jiminny conference details. Google Calendar Use Google Calendar search to locate relevant meetings; Delete the old dial-in details; Click Make this a Jiminny meeting; Click the red Save button; If pr...

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