Configure agent folder & CRM integration

Notta Sales Agent is an AI-powered tool designed to streamline sales activities. It strongly supports sales operations with a variety of functions, including sales meeting analysis, sales team performance evaluation, and CRM integration.

Prerequisites for using this feature
Plan: Available on Business Plan and Enterprise Plan
Role: Only configurable by the Owner or Admins
Platform: Notta Web

This article provides guidance on the initial setup of Notta Sales Agent, including how to set up an agent folder and enable CRM integration. If you're looking for information on other Sales Agent features, please refer to the relevant articles via the links below.

• • Understand sales activity insights
  • Sync and update CRM data
  • Monitor sales compliance
  • Auto-move records to agent folder

Apply for Notta Sales Agent early access

Early access is currently being offered. You can use the free trial for your entire workspace at no additional cost. We encourage you to take this opportunity to try it out.

If you would like to apply for early access to Sales Agent, please fill out this form and submit your application. Notta team will review your application and contact you separately via email.

Enable Notta Sales Agent

Set up an agent folder

Sales Agent will only analyze data within the agent folder. This allows you to effectively separate sales-related records from non-sales-related ones, ensuring precise analysis. Therefore, to enable Sales Agent, you first need to set up an agent folder.

1. In the left sidebar of the Notta Web version, click Sales Agent.
   
2. Designate an agent folder by choosing an existing folder or creating a new one.
   
3. Open the permission settings pop-up by clicking Invite Member. From there, you can assign agent folder access to members or groups. Of course, you can change permissions anytime after setting them. You can find instructions on how to do so here.
   
4. Click Install and follow the instructions to add the Sales Agent extension to your browser. This will allow you to see sales insights right from the extension.
   
5. Click Activate to enable Sales Agent for the current workspace.
   

Enable CRM integration

If you want to quickly sync your Sales Agent's analytical data to your CRM, we recommend enabling CRM Sync. Once CRM Sync is on, you can use the AI-powered auto-fill feature to rapidly update values for each property, ensuring your CRM's deal intelligence is always up-to-date.

1. Turn CRM Sync ON, select HubSpot or Salesforce, and proceed with the integration.
   
2. Select the property or item you wish to include for data updates via the Sales Agent. Also, as needed, enter or modify the AI prompt for each field.
   
3. Click Update to save the changes. Only when CRM Sync is enabled will you see the CRM Sync button on the transcription details page, allowing you to update properties. For instructions on how to use this feature, please refer to this article.

Modify agent folder access permissions

Members need access permission to the agent folder to use Sales Agent. Access permission can be set for the entire workspace, by group, or individually, and the available features vary depending on the access permission.

The method for assigning access permissions to the agent folder is as follows:

1. Click All Records displayed in the left sidebar of the Notta Web version.
2. Set the access permissions.
   • Click the ︙ icon next to the agent folder displayed in the navigation bar, select Share, and set the access permissions.
     
   • Open the agent folder, click Share in the upper right corner, and set the access permissions.
     

FAQs