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Getting Started with TranscribeIQ Teams Edition
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!