WINN.AI

WINN.AI

WINN.AI

How it works: WINN.AI
How it works: WINN.AI
How it works: WINN.AI
How it works: WINN.AI
How it works: WINN.AI
How it works: WINN.AI
How it works: WINN.AI
How it works: WINN.AI
Categories:
CRM
+1
Works In:
Overview

Do you Hate manually filling up the CRM? Wish your meeting follow-ups would magically happen?
Then WINN.AI is for you.


WINN is an AI sales assistant that joins your sales calls, automatically takes notes and captures important data, and then updates it all to the CRM. It also shares your meeting summaries via Slack and uses them to generate custom follow up emails - saving you HOURS of admin work so you can focus on revenue-generating tasks.


How does it work?

  • WINN joins your virtual sales meetings via Zoom.
  • Throughout the call, WINN will show you in real-time what topics you’ve already covered, and what you still have left, based on your sales playbook.
  • At the end of the call you can update your CRM & send a personalized follow-up email with just one click.
  • With WINN’s Zoom app, you get a seamless experience, showing your notes and playbook updating live, right in the call window.
Developer Resources
Privacy & Compliance
Requirements
User role
Any user
Zoom account eligibility
Login to check
Permissions - App can view information
Associated with you

May include user name, display name, picture, email address, phone number, job information, stated locale, account, user ID, contact lists added by the account or user (which may include contact information a user imports from a third-party app), and other profile information.

May include access to calendar of scheduled Zoom meetings and webinars, and related details about those meetings and webinars.

Preferences and settings, which may include whether a passcode or a waiting room is required, permitted event capacity, screen sharing settings, and other settings and configuration information.

Associated with you and others who participate in Zoom experiences with you

Information that is necessary for the app to function properly, which may include your Zoom user ID, session IDs, meeting role, and other basic identifiers and information about your meeting, webinar, or chat.

Content generated in Zoom products, which may include audio, video, messages, transcriptions, feedback, responses to polls and Q&A, and files, and related context , such as invitation details, meeting or chat name, and meeting agenda.

Information people provide when registering for a Zoom meeting, webinar or recording, which may include name and contact information, responses to registration questions, and other registration information.

Information about how people and their devices interact with Zoom products, which may include when participants join/leave, whether participants sent messages and who they message with, performance data, and other usage information and metrics.

Permissions - App can manage information
Associated with you

Manage account profile and contact information, which may include adding or removing users, or updating a user's role, group, name, display name, picture, email address, phone number, job information, location, and other profile information if authorized by a user with appropriate permissions.

Manage preferences and settings on the account or profile using the app, which may include updating meeting and webinar configuration preferences, email notification preferences, and configuring Zoom Phone, Zoom Room, and telephony devices.

This app can access the following information anytime including outside of a Zoom experience and when the app is not actively in use.
Scopes

Recording

recording:read

User

user:read, user:write

Zoom App

zoomapp:inmeeting

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