ryvr

CRM integration, VoIP integration, ATS integration, Bullhorn, Vincere, JobAdder, Salesforce, HubSpot, Firefish Loxo, connect Zoom Phone, Aircall, RingCentral, Zoom, Google Meet, MS Teams, Outlook, sync calls to CRM, activity sync,…

Integrating CRM & VoIP Systems

note taker setup, connect calendar, Outlook Teams Google integration, calendar sync, recording mode, speaker view, gallery view, exception rules, exclude domain, joining behaviour, summary settings, ryvr intel settings, add note…

Setting up your Notetaker

meeting exception rules, exclude domain, exclude meeting title, block note taker, stop note taker joining, internal meetings exclusion, ryvr intel settings

Setting up Exemption Rules

add user, invite user, seat count, licences, user roles, consultant, manager, admin, user administration, company settings, request seat, new user setup

Managing your Account

minimum call length, call ingestion, VoIP call filter, call length threshold, ingest calls, exclude short calls, voicemail ingestion, VoIP settings, company settings, admin settings

Setting a Minimum Call Length for Ingestion

Harriet Holyfield

Setup

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

{appName} in 60 seconds

This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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