28 March 2023

Hello Sybillians!

We've been hard at work making improvements to Sybill based on your valuable feedback. In this update, we're excited to share improvements to the search interface, the meetings home page that will make your experience even smoother and more efficient. Let's dive in!

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Real-Time Search & Filters

We've revamped our search interface to make it more seamless and intuitive.

Now, as you type in the search box, Sybill searches in real-time among meeting titles, participant names, and participant company/product domains.

Plus, we've added a simple filter button, allowing you to filter meetings by teammates, keyword trackers (integrations, competitors, etc.), and meeting properties like internal meetings, screen-shared or not, and more.

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Manage Meetings with Ease

Ever wanted to remove a meeting from your Sybill dashboard? Now you can!

Simply right-click on any meeting (whether processed or still in processing state) and select "Remove Meeting." This will remove the meeting from your dashboard and any shared dashboards.

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Enhanced CRM & Participant Info

To help you stay organized and informed, we've added CRM fields (budget, stage) for each opportunity, as well as participant names for each meeting, right on the homepage. This way, you can easily access crucial information without having to click through multiple pages.

Before we head out -

- Follow us on LinkedIn for sales and psychology tips.

- Leave us a review on G2 if you like using Sybill! We are offering a $25 gift card right now for G2 reviews!

As always, feel free to reach out at nishit@sybill.ai for any questions or just to chat all things sales, video calling and non-verbal cues!

12 March 2023

Send a follow-up in 30 seconds

You can now see an "AI email" button on each Sybill call report in the Summary section on the right side. When you click this button, it opens up a follow-up email in your default email handler.These emails are generated based on the conversation, just like the magic summaries. They capture the promised next steps and other relevant info in a free-flowing conversational manner.These emails also have the conversation participants in the "to" field of the email, so that you don't have to copy the email addresses from the calendar invite.

“ These emails are not based on any templates. The AI takes a judgment call on the structure, content and tone based on the conversation ”

Best practices for using the AI emails

• Think of the AI as your personal sales assistant. It watches your call and writes an email for you, so that you only spend time in reviewing it and making it stand out.
• An AI email is the first draft of your follow-up. It's not the final draft. Read the email, tweak it, and add the relevant links and materials before sending it.
• We have taken care to highly bias the model towards being accurate, but there could be times when it's not. Please read the email once before sending it to a customer.

AI emails not opening?

Your default email handler (set in the browser) may be different from what you use to send emails. To fix this, you can follow this help document (it has helped users get their default email handler to work in Chrome, and AI emails to work seamlessly after that)

Check this out 🡢

The 30 seconds follow-up playbook

1. Review the magic summary of the call (outcome & next steps) to make sure you're not missing out on taking any of the promised next steps—complete steps like booking an invite, creating a proposal, etc. before writing an email.
2. Click on the AI email button to open up the email in your default handler. Change the "to" field if you want to include someone who was not on the call. Read and edit the email so that it looks good to you.
3. Add all the relevant links/documents to the emails (proposals, analyses, etc.), and hit send!

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