## Overview

Daily Call Reviews send personalized email digests every morning at **8:00 AM** in each recipient’s local time zone. These emails help reps prepare for upcoming calls and keep managers connected to their team’s activities.

### Two Features in One

**Daily Call Review for Reps**

- Sent to all call attendees (not just hosts)
- Includes today’s upcoming calls with context from previous meetings
- Includes yesterday’s call summaries with action items
- Subject line: `Keep the momentum daily`

**Daily Call Review for Managers**

- Sent to team managers
- Two separate emails that can be enabled independently:
  - **Team Focus** (Today’s Upcoming): `Momentum Daily — Team Focus`
  - **Team Recap** (Yesterday’s Recap): `Momentum Daily — Team Recap`
- Shows a smartly prioritized list of team meetings based on deal stage, opportunity amount, and conversation topics

## Prerequisites

- [Momentum AI installed with your preferred call provider](https://docs.momentum.io/how-to-install-momentum)
- Admin access for organization-wide settings
- Call recordings and summaries enabled
- Salesforce integration active (for contextual information)

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## Daily Call Review for Reps

### Admin Configuration

#### Enable the Feature

1. Log in to your [Momentum admin dashboard](https://app.momentum.io/admin/momentum-ai-settings)
2. Navigate to **Momentum AI Settings** → **Email** section
3. Toggle **Daily Call Review for Reps** to **ON**
4. Click **Save settings**

**Important:** When enabled, all users automatically receive emails. Users must opt out if they don’t want to receive them.

#### Manage Exclusions (Optional)

Use the toggle to switch between **Exclude** and **Include** modes:

- **Exclude mode (default):** People on the list will never get emails. Add users via **Select users to exclude…** and save.
- **Include mode:** Only people on the list will receive emails; the exclude list is ignored while this is on. Add users via **Select users to include…** and save.

If a user turns off the feature for themselves, they are removed from the include list and automatically added to the exclude list. Remove someone from either list by clicking the **X** on their user block and saving.

### User Configuration

Users can opt out of Daily Call Reviews:

1. Navigate to [Momentum Settings](https://app.momentum.io/settings)
2. Locate the **Daily Meeting Review** card
3. Toggle **Daily Call Review Email** to **OFF** to stop receiving emails

### What Reps Receive

**Today’s Upcoming Calls:**

- Meeting title, time, and participants
- Context from previous calls with the same attendees
- Associated action items from prior conversations
- Salesforce details: Account, Opportunity, Amount, Stage
- Direct link to call page

**Yesterday’s Calls:**

- Meeting title and time
- Compact summary (4 lines max)
- Associated action items
- Salesforce context
- Direct link to call page

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## Daily Call Review for Managers

**Note:** This feature may require a feature flag. Contact [support@momentum.io](mailto:support@momentum.io) if you don’t see it.

### Admin Configuration

#### Enable Email Types

1. Log in to your [Momentum admin dashboard](https://app.momentum.io/admin/momentum-ai-settings)
2. Navigate to **Momentum AI Settings** → **Email** section
3. Locate **Daily Call Review for Managers**

Toggle on the email types you want to enable:

**Yesterday’s Recap:**
- Subject: `Momentum Daily — Team Recap`
- Summaries of yesterday’s meetings for direct reports

**Today’s Upcoming:**
- Subject: `Momentum Daily — Team Focus`
- Prep notes for today’s meetings with context from previous calls

Click **Save settings** to apply.
**Important:** When enabled, all managers automatically receive emails. Managers must opt out if they don’t want to receive them.

#### Manage Exclusions (Optional)

Use the toggle to choose how you target manager emails:

- **Exclude mode (default):** Managers on the list never receive either email type. Add them via **Select users to exclude…** and save.
- **Include mode:** Only managers on the list receive the emails, and the exclude list is disabled while this is on. Add them via **Select users to include…** and save.

When a manager turns off the feature in their personal settings, they are removed from the include list and added to the exclude list. Remove someone from either list by clicking the **X** on their user block and saving.

### Manager Configuration

Managers can opt out or customize which emails they receive:

1. Navigate to [Momentum Settings](https://app.momentum.io/settings)
2. Locate the **Daily Meeting Review** card
3. Toggle **Email me a daily review of my team’s meetings** to **OFF** to stop all manager emails

**Or customize individual emails:**
- Keep the master toggle **ON**
- Toggle **Yesterday’s Recap** or **Today’s Upcoming** individually

### What Managers Receive

Manager emails show a **smartly prioritized selection** of team meetings, filtered based on:

- Opportunity stage and amount
- Conversation topics and key moments
- Deal importance and activity

**Team Focus Email** (Today’s Upcoming):

- Subject: `Momentum Daily — Team Focus`
- Prioritized list of today’s scheduled meetings
- Meeting title, time, and participants
- Account and Opportunity (if mapped to Salesforce)
- Context summary from previous calls (4 lines max)
- Link to call page

**Team Recap Email** (Yesterday’s Recap):

- Subject: `Momentum Daily — Team Recap`
- Prioritized list of yesterday’s completed meetings
- Meeting title, date/time, and participants
- Account and Opportunity (if mapped)
- Compact summary (4 lines max)
- Link to call page

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## Troubleshooting

### Not Receiving Emails?

Check in this order:

1. **Admin Settings:** Verify the feature is enabled in [admin dashboard](https://app.momentum.io/admin/momentum-ai-settings)
2. **Exclusion List:** Check if you’re on the admin’s exclusion list
3. **Personal Settings:** Verify your toggle is **ON** in [personal settings](https://app.momentum.io/settings)
4. **Wait for Next Email:** Emails send at 8:00 AM local time; changes apply to the next scheduled email

### Missing Salesforce Context?

- Verify your [Salesforce integration](https://docs.momentum.io/salesforce-event-mapping) is active
- Check that calls are mapped to Salesforce objects
- Ensure attendee emails match Salesforce Contact or Lead emails

### Manager Sub-Toggles Disabled?

- Admin must enable the corresponding email type
- Contact your admin to enable it
- If the issue persists, contact [support@momentum.io](mailto:support@momentum.io)

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## Best Practices

### For Admins

**Rollout Strategy:**
- Communicate the change before enabling (users receive emails automatically)
- Start with one email type for managers before enabling both
- Use exclusions sparingly (executives or specific roles only)

**Monitoring:**
- Track opt-out rates to gauge adoption
- Gather feedback on email quality and relevance

### For Reps

- Review emails every morning before calls
- Click through for deeper context when needed
- Follow up on action items from previous calls

### For Managers

- Skim emails to identify coaching opportunities
- Reference specific calls in 1-on-1s
- Disable email types that aren’t providing value

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## Support

Need help with Daily Call Reviews?

- **Slack**: Use your shared Momentum channel
- **Email**: [support@momentum.io](mailto:support@momentum.io)