Practical answers for keepingconversations moving.

Rambl is conversation intelligence for sales teams. It brings call context, follow-up details, CRM activity, and coaching signals into a more connected workflow so reps can act on conversations and managers can learn from them.

Start by identifying which calls you want to capture, which CRM records should receive activity, who needs access to conversation details, and what a useful post-call workflow looks like. Agreeing on those basics makes configuration and adoption much clearer.

No. Rambl is designed to support a CRM-centered sales workflow. It helps preserve the substance of customer conversations and organize follow-up, while your CRM remains the system your team uses for account, contact, opportunity, and activity records.

First confirm that the call finished, the correct calling or meeting account is connected, and your browser or provider permissions are still active. Processing can also depend on the call source. If the call remains missing, send support the approximate start time, time zone, participants, call source, and workspace name—without sharing passwords or access keys.

Use the details most likely to be unique: the contact or company name, participant email, phone number, call date, owner, or a memorable topic. Search and filter options can vary by workspace configuration, so your workspace administrator can also confirm what is available to your role.

Recording and transcription rules vary by location and situation. Follow your organization’s policy and make any notice or obtain any consent required by applicable law before capturing a call. Rambl does not replace your responsibility to use call-recording features lawfully.

Check whether the participant’s email address and phone number are current, whether duplicate contacts or companies exist, and whether the call owner can view the expected record. Avoid deleting source records while investigating. Send support the call identifier and the expected and actual CRM record links if you need help tracing the match.

Common causes include an expired connection, changed CRM permissions, a disabled integration user, inaccessible record types, or validation rules that reject an activity. A workspace or CRM administrator should review the connection and recent permission changes before reconnecting it.

Use a documented field and ownership convention, limit duplicate records, review integration-user permissions after CRM changes, and test with a small set of calls before changing a team-wide workflow. Periodic spot checks help catch drift before it becomes a reporting problem.

Access depends on workspace roles, settings, connected systems, and your organization’s configuration. Use the least access needed for each person’s work. If someone can see a conversation they should not, notify your workspace administrator and support promptly with the affected call identifier.

Email support@rambl.ai with the workspace name, the email address associated with your account, the type of request, and enough detail to locate the relevant data. Rambl may need to verify your identity and coordinate with the organization that controls the workspace. Some information may need to be retained for security, legal, or contractual reasons.

Include your workspace name, the affected user, what you expected to happen, what happened instead, the date and time with time zone, the call or record identifier, browser and device details, and the exact error text. Screenshots are helpful when they do not expose unrelated customer data. Never send a password, API secret, or one-time access code.