🚨 Prerequisites: You must be an Administrator or Manager Modjo to perform these actions.
Learn how to connect your tools, create teams, and activate Modjo AI for optimal use.
If you are not in charge of the configuration, please consider creating an access with a manager role for the person in charge.
Setup steps:
To set up your Modjo space, follow these three steps:
1. Connect your tools to Modjo
You can connect various tools to Modjo, including your video conferencing systems, telephony, and CRM.
These integrations are simple and take between 5 and 10 minutes. They must be done by the administrators of your tools.
A. Connect your video conferencing systems
Modjo is compatible with many video conferencing systems. Once connected, Modjo will automatically import your calls.
Go to Settings > Integrations
Select your video conferencing system and click on Connect
For Google Meet or Microsoft Teams, we recommend using the Modjo Recorder.
Please note that in most cases, your users will need to grant access to their calendar upon their first login to Modjo for the connection to be complete.
B. Connect your telephone system (VoIP)
Modjo also works with various telephone systems (dialers, CTI, VoIP). Once connected, Modjo will automatically import your calls.
Go to Settings > Integrations
Select your VoIP system and click on Connect
C. Connect your CRM
By linking your CRM to Modjo, you will be able to:
Search and analyze your conversations based on CRM fields (account names, contacts, deal stages, etc.).
Automatically send a summary to the CRM, in addition to your notes, and import this information into the call task (download the Modjo extension).
To connect Modjo to your CRM:
Access Settings > Integrations
Select your CRM and click Connect.
D. Connect your Slack account
To improve your productivity, connect Modjo to your Slack account.
Follow the instructions provided in this article.
E. Sync your emails
Synchronizing emails with Mojo is essential to capture all interactions with clients, including valuable information exchanged through emails, calls, and meetings.
Follow the instructions provided in this article.
2. Create your teams and users
For optimal use of Modjo, it is essential that the structure of your organization is reflected in Modjo with teams and their managers.
Learn how to create users and teams on Modjo.
💡 Check that each integration has correctly detected your users.
To see the users connected to a specific integration, go to the 'Integrations' section and select the relevant integration. If a user has their name associated with an email address, it means they are connected. Otherwise, you can link them manually.
To view users who have granted access to their calendar and email, go to the 'Integrations' section: choose Google Meet or Microsoft Teams for the calendar, and Gmail or Outlook for emails.
3. Activate Modjo AI
To benefit from valuable insights generated by Modjo's AI, activate Modjo AI.
With these three steps complete, your Modjo environment is all set to welcome your team!
Next step: Make sure your users log in for the first time to grant the necessary access, and monitor the proper configuration of the integrations.