People.ai Slackbot for Meeting Categorization

Many revenue organizations today segment their sales process into steps that include key meetings, like Discovery, New Business Meeting, or Demo. The hard part is ensuring that your users properly categorize these meetings as they occur.

But when you combine the capabilities of People.ai and Slack, you can make life easier for your team AND increase the quality of your meeting data. 

In this short course, you'll learn how to:

• Integrate Slack with People.ai
• Configure a People.ai Bot within Slack that syncs to key meeting categories in your CRM
• Utilize "Configuration Profiles" to customize how your People.ai Slackbot interacts with your team