Admins in Copilot
Making sure conditions are just right for take-off and a turbulent-free flight straight up depends on error-free ground control. And that’s you, Copilot admins!
You play a crucial role in ensuring reps and managers take advantage of Copilot’s full potential to win more deals while avoiding any bird strikes.
Let’s look at the ins and outs of being a Copilot admin.
Create your Wingman account
Admins are the first to log into their orgs Wingman account. Here’s how you can do that:
Log into app.trywingman.com
Enter your email > set a password and hit sign-up
Click the link in the email you receive from Wingman to verify your email
Select your role
Unless recording calls is necessary, admins usually opt to be an ‘Observer-non recording’. You can change this anytime, you are after all an admin. 😝
We do recommend all admins to be recording users so they can experience full functionality of Wingman such as:
Recording, transcription and analysis of calls
Live Bookmarks and Battle Cards
And Actionable alerts
Why? So you can guide your team to be a more efficient sales unit and to make the best use of Wingman.
SSO and SSO Provisioning
Single Sign On (SSO) is a central authentication service that enables users within an org to login to Wingman using one credential through their SSO provider (ex: Okta, Rippling). This means users won't have to remember separate login credentials for Wingman. Enable SSO here with one click.
SSO is available for Enterprise plans only.
SSO Provisioning is a directory sync service. Wingman admins that have access to their org's SSO directory can manage Wingman users using their SSO provider's platform (Ex: Okta, VMware, Rippling). Admins can invite users, change roles and even revoke access when they leave the org, all from one platform. Enable SSO Provisioning here.
SSO Provisioning is available for Enterprise plans only.
Integrate your calendar and email
Integrating your calendar is good practice to ensure your meetings are synced and ready to be recorded by Wingman, should you choose to be a recording user.
Integrating your email with Wingman ensures Wingman fetches conversations you have with your customers.
Does your org use Slack? If yes, great! Because Wingman works with Slack to send you real-time actionable alerts that help make your team hyper-efficient.
From deal warnings to pre/post-call alerts, Wingman’s Slack integration is a game changer in sales productivity. Learn to connect Wingman and Slack.
Once you integrate Slack for your team, nudge them to activate Actions in Slack. Learn about actions here.
Integrate Slack with Wingman
Download the Wingman desktop app (Optional)
Wingman desktop app is primarily used by reps to bookmark important points and to bring up Battle Cards during conversations, in real-time. But, if you choose to be a recording observer, downloading the desktop app can help you get familiar with how live Bookmarks and Live Battle Cards work. Download the desktop app here.
Download the Wingman mobile app (Optional)
Download and sign into the Wingman mobile app to get familiar with how reps and managers can:
Read transcripts to review calls faster than ever.
Request for and share coaching feedback via comments.
View upcoming meetings (and stakeholders) at a glance.
Toggle recording on/off for an upcoming call with one tap.
Share the voice of your customer with marketing and product.
Download the mobile app here.
Wingman doesn’t ask for permission to view any data on your phone.
Connect your org's CRM
This is a super duper important step and all it takes is one click, literally. Connecting your CRM to Wingman ensures the following data is synced and kept up to date between the two systems:
Call recording link
Conversations across dialers and email
Opportunity, deal and account info
To sync your CRM:
Go to your workspace settings
Click on ‘Integrations’
Click the ‘Connect’ button against the CRM system that your org uses
Find and connect your CRM here.
That’s it! Wingman will automatically begin syncing data.
Set up CRM fields to sync in Wingman here.
You need to be a Wingman admin to sync CRM
Find and connect your CRM with Wingman
As a Wingman admin, you can set up the type of notifications your org receive.
Notify users when a comment is added to a call they attended
User Onboarding Reminders
Reminder recording users to complete their integrations
Manager Onboarding Status Emails
Brief managers on the onboarding status of their reps
Notify reps when their calls are scored
Notify users when a comment is added to a call they attended
Reps are notified when their call(s) is scored
Manage notifications you receive
Activating real-time coaching in Wingman notifies reps when their monologues cross a threshold, which can be customized by you. Edit threshold.
Monologue alerts in Wingman's desktop app
Recording and consent
Wingman automatically joins scheduled meetings as ‘Wingman Notetaker’ to record video conferences with external participants. Admins can customize the name of the bot (Accelerator plan onwards) and specify which meetings Wingman can join and record. Learn how to edit recorder settings here. Or edit now here.
Further, Wingman's recording consent page helps ensure that your call recordings are compliant. It's displayed to all participants before they join a meeting. Learn how Wingman’s consent page works.
Wingman is committed to complying with your local rules and regulations regarding recording compliance. It’s important to understand how recording compliance works and the best practices around it.
Managing users is an important bit for admins. You can invite users, assign/change their roles and toggle recording access on/off for anyone in your org. Manage users here. Or Learn how to manage users. Or Understand user roles and permissions.
You probably know this already, but current transcription technology cannot achieve 100% transcription accuracy. More on that here.
Wingman’s autocorrect feature allows you to replace common incorrectly transcribed words with a correct word of your choice in all subsequent recordings. Set up Autocorrect here.
Topics are a cluster of keywords that your sales/customer-facing teams might want to track. From competitor names and prices to features and negative words, Wingman topics can help you track conversations based on keywords.
Setting up keywords right from the start ensures Wingman begins tracking them immediately and reps and managers can search for them without missing any instances. Learn to set up topics. Or set up topics now here.
Call Scorecards in Wingman enable managers to score reps' calls with context while listening to their recordings. Over time, managers can view trends to identify and adopt winning sales tactics. among reps. Learn about Call Scorecards in Wingman. Or set them up here.
That's it, Admins!
Phew! That was a lot. Think you need help setting up? Get in touch at email@example.com.