Contextualizing content is the most integral step in actioning content—explaining why large libraries of content don’t get accessed as regularly as you’d like. Push content to the user instead of expecting them to go searching for it. Give them the right answers at the right moment to reduce friction in your buyer’s journey.
Signals are what link your content cards to the notes feature and make the right cards appear in Dooly. They’re an important way to ensure the content gets seen!
Dooly picks up signals from:
In-note text—if it is written
Call recording feature—if the signal word is spoken. More details on real time call enablement here
There are three types of signals associated with each content card:
A Keyword signal is the word triggered by the text in note or the call recording. In choosing signals, pick words that relate to the content in question.
For example: for a card on pricing, choose signals like: “price” “cost” “expensive” “how much” “pricing” “discount”. This will cover the different ways this particular topic may arise in a conversation.
Stage signals give you control over when cards show up for your team, linked to specific opportunity stages in Salesforce.
When creating cards, you can manually add stage signals, or once the card is created, you can drag and drop the card into a stage column in the cards view.
If you want cards to show up for customer success as well, then do not apply a stage signal.
File content under category tags such as “Sales,” “Marketing,” “Coaching,” “Pricing” and more. Make it easier to curate and manage content.
Unlike signals, tags do not get triggered by text in note or in the live call recording. They live solely in the library to assist in filing content cards and make identification simpler through color codes.