Create and Share Clips
Navigate to Calls from your Scratchpad Nav Bar
Select the call you'd like to create a clip from
There are two ways to create a clip:
Go to Transcript, copy the section of the transcript you'd like to clip, select Create clip
Click the ••• in the top-right of your call, Create clip, then select your preferred Duration
Title your clip
Set your Share settings:
Organization only: Visible only to your organization
Anyone with the link: Visible to anyone with the link, with the ability to select a link expiration
Click Save & copy link
Search and Filter in Calls
Navigate to Calls from your Scratchpad Nav Bar
Use Filters to narrow down results:
Scope: Toggle between My Recordings and All Recordings
Participants: Filter calls by specific people on the call
Accounts: See calls tied to particular Salesforce accounts
Time Frame: Adjust the time frame to find past or recent calls
Use the 🔎 in the top right to search for call titles and keywords in transcripts
Hover over keywords found under Transcript, click to be taken to the specific part of the call where the keyword was mentioned
Organize Calls into Playlists or Folders
Navigate to Calls from your Scratchpad Nav Bar
Within the Call Library sidebar, hover to the right of Playlists and click the +
Select Playlist, or a Folder to house your playlists
Name your Playlist or Folder
To add a call or clip to playlist:
Go to the call or clip you'd like to add
Select the ••• in the top right of the call or clip
Click Add to playlist and select your desired playlist
Curious to learn more? Book time with a Product Specialist today!