Question 1

Integrating Zoom with Pickle

Accepted Answer

Integrating Zoom with Pickle

Overview

With the Pickle Zoom integration, meetings will be saved on Pickle instantly when the meeting ends. You will receive AI powered insights on your zoom calls. The calls will also be transcribed and then analyzed along with your standard phone calls to be reviewed in your team's data trends.

Integrating with zoom is quick and simple. Just follow these brief steps to complete your setup

| Note: To complete this integration the user must have admin access in Zoom and Pickle

Usage

Enabling this integration will give you the ability to record calls with Zoom. This can be turned on or off.

When recording is on, your calls will automatically be transferred to the Pickle app and analyzed.

Zoom Setup

1. For this integration you must be signed in to the admin version of Zoom and Pickle.
2. Enable automatic recording for all users. Navigate via the admin panel to Account Management > Account Settings and enable automatic recording on.

|| Note: If there is a user on your account that you do not want to capture the call recordings, AFTER turning call recordings to "on" for your account, simply navigate to that user under your admin panel > user management > users and select the desired users. Then go to settings > recording and switch the automatic recording to off.

![](https://storage.crisp.chat/users/helpdesk/website/af83d1d668be8000/zoom-automtic-recording-button_wt7gm

Question 2

Getting Started: Checklist Overview for Implementing Pickle

Accepted Answer

Getting Started: Checklist for Implementing Pickle

Welcome to the Pickle Squad! You just made a huge step getting started in your journey to truly understanding your customers and creating relationships that last using conversation intelligence.

Powered by the voice of your customer, Pickle will provide deep insight into every interaction. Helping build stronger customer relationships and keep your entire organization on the same page.

In order to harness full Pickle power, there are a few milestones to complete so you and your team can hit the ground running.

The checklist below will guide you each step of the way when setting up Pickle. Each item on the list will take you to a quick explanation of that specific step and include any additional steps involved.

|| Checklist to get the Pickle Rolling

Congratulations! If you made it this far, you're crushing it. As you continue to use Pickle daily, the platform will learn, grow, and tailor to you and your customers needs.

Think of Pickle like a fine red wine…it gets better over time.

Cheers to your future success; let's get to building something great!

Question 3

Pickle Academy: Checklist to Pickle Mastery

Accepted Answer

Pickle Academy: Checklist to Pickle Mastery

Welcome to the Pickle Dojo. By the end of this checklist you will journey from "wax on, wax off":

To the throwing the perfect Crane Kick and winning the 1984 All-Valley Karate Tournament:

This checklist was designed with a general order in mind but feel free to hop around to what interests you the most right now.

You can always come back to learn more another time (and bump up our pageviews.)

Alright I'll quit while I still have your attention…let's get into it:

White Belt (Beginner):

Using the Dashboard
How to Search for a Call
Understanding the Call View

Blue Belt: (Intermediate):

Black Belt (Master):

Sharing a Call
Snipping a Call Section
Custom Pickle Data Studio

Question 4

How Does Pickle Integrate?

Accepted Answer

How Does Pickle Integrate?

Now that you've logged into to Pickle, it's time to connect the tools you love. We work seamlessly with the top softphone/video call apps and CRMs.

First Things First

After logging in you will find yourself on the main dashboard page of the platform. Navigate to the menu on the left hand side of the screen. Move down to the "Integrations" button and click. All of our current integrations will be displayed to start connecting.

Connect Your Favorite Tools

Step 1: Sync your all-powerful CRM. We currently integrate with Salesforce and Hubspot.

Step 2: If your company uses a Dialer (think: Outreach, Ringcentral, Aircall, Twilio, etc.) to make phone calls, go ahead and sync that up with Pickle. This way you can pull your Dialer calls for deep analysis and fast reviews.

Step 3: Time to connect you video call platform and take this thing to the moon. If you use Zoom, we recommend hooking up our native integration here. We can also connect Hubspot and Microsoft Teams.

Got an Integrations Wishlist?

We are working on new integrations daily. If there is a tool you would really like to connect to Pickle, feel free to click the “Request one here” link at the top right portion of the Integrations page.

![](https://storage.crisp.chat/users/helpdesk/website/af83d1d668

Question 5

Create a Keyword List

Accepted Answer

Create a Keyword List

Keyword Lists are an integral part of the Pickle Magic.

They are the first step to bringing life to your calls and making your database instantly more searchable.

The sky's the limit on building these lists and they are truly customizable to anything your want to track in your business.

Create a Keyword List:

Find the “Keyword List” box in the top right hand corner of the Dashboard.
Click “See All” in the right hand corner.
In the pop up window, click the “Add a List” button.
Type the what you want the name of the label to be in “Name”, choose “Or” in the Match Type drop down.
Enter any keywords/phrases that would associate with the label.

| For example, If you want track every call a new product is mentioned on: enter the product name, then type words/phrases that would come up in a conversation describing that product. You can also copy/paste phrases from your actual call transcripts to capture accurate phrasing.

Click “Save New List” at the bottom of the pop up window.

| Continue to add to the list as you find new ways the keyword is mentioned in calls. Type the new words/phrases below the prior entries and hit “Save New List”. Next step: create a saved search using the keyword list you just created.

Aft

Question 6

Create a Saved Search

Accepted Answer

Create a Saved Search

After integrating your favorite tools, all of your prospect/customer calls will pull into the Pickle Power Search page.

Even though Pickle provides an easily accessible database of all your calls, it still helps to be able to save any specific searches you will return to often. Saving a search is also an integral part of creating any new keyword list you want to label your calls with.

| How to create a saved search:

1. Click “Search” the left side of the Pickle app
2. Select/type desired search parameters in the Power Search column (specific keywords, date range, file name, etc.)

|| For Keyword List Creation: Select "All Time" for the Timeframe and the specific name of the Keyword List you just created. THAT'S IT, see GIF below for example. Then proceed with the following steps.

3. Click the green “Search” button at the bottom of the column
4. After the results populate, return the the bottom of the column and click the purple “Save Search” button
5. Type in the desired name for the search and hit “Save”
6. Return to the “Dashboard” in the menu (the left hand side of the screen)
7. Scroll to the bottom left hand corner of the dashboard to the “Saved Search” box and find the recently created search

![](https://storage.crisp.chat/users/helpdesk/website/af83d1d668be8000/save

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