Welcome to Spiky 👋
Spiky is here to empower your company's sales and customer support processes. We know the creation and migration process can be challenging, but we are here to support you!
This article has some general tips & tricks, conditions, and information about the Spiky Platform. Feel free to check out the rest of our help center articles for more insights.
We gathered a 5-step guide to kick-start your sales analytic journey with Spiky!
Step 1: Set up your account
The first step in your journey with Spiky is setting up your account by adding your personal information, such as your name, title, and profile picture. It is a simple and effective way to step into the platform. Also, by completing your account setup, you can ensure that the outputs of your meetings are accurately linked to your profile.
💡 Do not forget to add a clear profile picture to help your colleagues to find you easily.
Step 2: Connect your calendar
The calendar is a vital scheduling tool for those who manage busy schedules. A calendar connection helps you to automate the recording and analyzing processes.
Log into your account or sign up for a trial account for 2 weeks at Spiky.
Connect your calendar with your Spiky account by visiting the Settings > Integrations > Calendar page.
Click on the Connect button to log in to your calendar account.
Additional Step 2.1: Connect your CRM
CRM integration creates a two-way sync between your meeting insights and your CRM platform. It enables an auto-filling process and helps you to save time.
Log into your account or sign up for a trial account for 2 weeks at Spiky.
Connect your daily CRM with your Spiky account by visiting the Settings > Integrations > CRM page.
Click on the Connect button to log in to your CRM account.
Additional Step 2.2: Connect your cloud recording
These integrations allow you to select and analyze previously recorded cloud calls. You need to connect your video conferencing tool account to Spiky to see your previous cloud recordings.
Log into your account or sign up for a trial account for 2 weeks at Spiky.
Connect your cloud recording service by visiting Settings > Integrations > Cloud Recording.
Click on the Connect button to log in to your cloud recording account.
💡 For the best experience, please connect your calendar from the calendar tab.
Step 3: Invite your teammates
💡 You can only invite teammates if you are an admin in the platform.
Whether you want your teammates to analyze their meetings or support each other to foster personal growth, you can always send an invitation to their organization email.
💡 Remember that you can invite your teammates only if you are in the Premium or Pro Plan.
Step 4: Analyze your first meeting
Meeting analysis is at the core of Spiky.ai's services, driving continuous improvements in insights and accuracy, and you are ready to optimize your meetings with Spiky! 🚀
You can upload your meetings automatically by inviting Spiky Scribe to your meeting or manually uploading a local file.
Explore the platform and unlock powerful insights by clicking around freely 🔍
Step 5: Generate your first feedback
To generate feedback based on different meeting types, follow these steps:
Navigate to the Meetings page.
Select the meeting for which you want to create feedback.
Go to the Feedback page on the left side of the meeting.
Choose a meeting type and click Generate.
Spiky will take approximately 2-3 minutes to generate the feedback.
A bonus step: You can always change your Scribe settings 👏🏻
If you wish to change your Scribe’s name and image, you can easily do so by going to Settings > Personal > Scribe menu.
💡 Please be aware that these settings apply when you are the only Spiky user from your organization in a meeting. If multiple participants from the same organization join a meeting, organizational settings will be used.
We're always here to help 👩🏻💻
If you have any questions in your mind and can’t find the answer in this checklist, make sure to visit other articles in our Help Center.
If anything fails, you can always contact us by clicking the smiling chat icon at the bottom right of the page. 😄