With Natterbox your conversations will be automatically transcribed and analyzed into Jiminny. You will be able to search, listen and share knowledge to your entire organization. The coaching opportunities are endless - self-coach, learn from a peer, gain valuable feedback from a manager, etc.
Install by visiting Organization Settings > Integrations and clicking the Natterbox logo.
Once you've connected the two systems, in order for your calls to pull into Jiminny, please follow the below;
- Make sure the call is attached to a task in Salesforce
- The recording is available in Natterbox and Salesforce
- The task owner will need to match an active Jiminny user with a recording license
The email addresses in Natterbox and Jiminny should match in order for the integration to work properly.
It will increase visibility. Each member of the team will be able to find the exact key moment in the call in the space of seconds, making sure you are in the right place in no time at all. 🔥
Coaching opportunities are endless. You will be able to join a call and live-coach it, leave feedback throughout any playback, share specific key moments with the team and much more.
Which calls do we pull in?
Which calls don't we pull in?
- Those where the user doesn’t exist in Jiminny
- Those where the number is not listed under the Jiminny integration in Natterbox
How does the mapping of Natterbox, CRM & Jiminny Work
As long as your call and the data attached to that call is logged and recorded in Natterbox, the call from Natterbox is mapped to Jiminny and then Jiminny searches for that contact and details attached to that call in your CRM to match it up.Please keep in mind that if the number you are calling is not in your CRM, we won't match it up with it. For example, if you just use the dial-pad in Natterbox. We recommend syncing your contacts in your CRM with Natterbox for best results.
If you still need any assistance, do not hesitate to contact our Support team! 🚀