Getting Started with TranscribeIQ Configuration

Welcome to TranscribeIQ! To get you up and running quickly, follow this simple guide to complete your setup and configuration.

Step 1: Authorize your Gong Connection with oAuth

• Click Allow to authorize TranscribeIQ to connect to your Gong instance

Step 2: Provide Your Company Details

• Company Name: Enter the official registered name of your company.

• Primary Contact Email: Provide the email address of the person who will be the primary contact for this TranscribeIQ setup.

Step 3: Set Up Automation and Integrations

We’ll use your primary contact email to set up the following:

• Slack Automations: We will configure TranscribeIQ automations for call analysis in your Slack workspace.

• TranscribeIQ Slack Bot Installation: Our bot will be installed in your Slack for easy access to TranscribeIQ features.

• G-Suite Integration: For the seamless creation and storage of documents, spreadsheets, and PDFs generated by TranscribeIQ.

Step 4: (Optional) Provide a Gong User List

• If you want to analyze transcripts for specific users, upload a CSV, or text file with their first names, last names, and roles.

• Alternatively, you can skip this step to analyze all Gong user recordings.

  

Step 5: Select Your AI Transcript Analysis Types

Choose the types of analysis you need. You can select multiple options:

• Sales Call Summary: Get insights into your sales calls to refine strategies, methodologies, and improve outcomes.

• Call Coaching - Sales and Customer Success: Enable coaching opportunities with detailed feedback and guidance.

• Customer Call Summary: Receive summaries of calls for quick review of value, sentiment, friction, and action items.

• Product Feedback: Use customer interactions to gather valuable product feedback.

• New Customer Handoff: Generate a comprehensive document to ensure smooth customer kickoffs.

Step 6: Submission

Once you have filled in all the required information and made your selections:

• Click the Submit button to send your configuration details to TranscribeIQ.

  

• You will receive a confirmation email, and our system will begin the configuration process.

For any assistance or questions, please contact our support team at support@transcribeiq.ai

We look forward to helping you gain valuable insights with TranscribeIQ!