What is Jiminny?

Jiminny is a Conversation Intelligence platform that transcripts client conversations and empowers self-coaching, peer to peer coaching and manager coaching on client conversations.

Setup

1. You will receive an invite on your email.
2. Follow the steps in the invitation email and complete the setup.
3. Go to your calendar setting and adjust the sharing settings so Jiminny can import event details. For any sensitive meetings, you will be able to make events private while creating them. Go to the Chrome Web store, download the Jiminny Sidekick and log in.

Workflow

Once you set up your Jiminny account, Jiminny syncs with Close and your calendar.

On the homepage, you’ll see the meetings that you have scheduled. The Jiminny Notetaker will join all meetings by default with an external invitee.

To add the Jiminny Notetaker to other meetings, you can do the following:

• If you are the host of the meeting, go to your schedule and click on the “REC” icon.
• If you are not the host of the meeting, follow the steps here to add the Notetaker.

The Notetaker

Once the meeting is started, the Notetaker will join as an additional meeting participant under the name FareHarbor Notetaker. The Notetaker will record the meeting with the client.

Introduce the Notetaker to the client

If the client asks what the FareHarbor Notetaker is, you can use the following prompts:

• It’s an AI software that will transcript the call
• The transcript allows you to be present in the meeting instead of having to be taking notes while talking to the client
• You’ll be able to share the recording with them after the meeting so they can rewatch an specific part of the demo

Click here to open a playlist with Jiminny snippets if you want to see how other AEs introduce the Notetaker to the client.

The Sidekick

Starting the demo

The Sidekick is the Jiminny Chrome extension that will allow you to take notes during the meeting. The Sidekick will open up by default on the side of your screen at the beginning of every meeting.

If your demo is in another language than English, change the language in the Sidekick before ending the call.

During the demo

Use the Sidekick to take note and add key moments:

• Notes will be timestamped, allowing you to go back to the exact time in the conversation where you took the note and listen back.
• Key moments allow you to timestamp a specific moment of the conversation without having to take notes. Key moments can be used when you shift to a different topic that you may want to go back to later such as pricing.

After the demo

• End the Google Meet/Zoom call.
• On the Sidekick, click on “Log to CRM” and fill in the fields:
  • Contact or lead
  • Activity Type: call, demo, demo follow-up or OB Call
  • Subject: use “SPK + activity type”
  • Call summary

• Click on “Log to Close” to push this information into the lead page in Close