Exclusion Lists - Momentum

What is an Exclusion List?

An Exclusion List is a configurable set of criteria that tells Momentum to skip processing certain emails or calls. You can exclude:

• Specific email addresses
• Entire email domains (e.g. @vendor.com)
• CRM accounts based on your own business logic

This is useful for ignoring sensitive conversations, vendor meetings, or accounts that have opted out of recording or analysis.

Types of Exclusions

Momentum supports three main types of exclusions:

1. Email Exclusion List

Prevent analysis of calls and messages related to specific email addresses. Examples:

• legal@yourcompany.com
• it@vendor.com

2. Email Domain Blocklist

Skip processing for all calls or emails associated with a given domain. Examples:

• @yourinvestors.com (to avoid recording board meetings)
• @partner.org (to avoid partner back-and-forth emails)

3. Conditional Exclusions (Advanced)

For CRM-integrated workflows, you can define structured conditions to exclude conversations based on business-specific rules. This is especially useful for handling scenarios like:

• Accounts that have opted out of call recording
• Customers located in a certain region
• Internal testing accounts

Example: Opt-out of Call Recording If accounts in your CRM have a field that captures them explicitly opting out of call recording, you can codify that preference in Momentum using a condition like:

{
  "_neq": {
    "Account?.Opt_Out_of_Call_Recording__c": true
  }
}

This ensures that any meeting tied to an account where the custom field Opt_Out_of_Call_Recording__c is set to true will be excluded from recording and downstream analysis.

How Exclusion Lists Work

Exclusions are applied across the following inputs:

• Calls pushed into Momentum from CI tools like Gong, Clari Copilot, and Chorus
• Calls recorded natively by Momentum (when no CI tool is in use)
• Emails or Cases flowing into Momentum through your CRM

If a contact, domain, or account matches your exclusion list, Momentum will:

• Ignore that conversation for any AI analysis
• Exclude it from Autopilot workflows
• Skip applying AI Signals or triggers
• Not surface the conversation in reporting or deal rooms

Managing Exclusion Lists in the UI

You can configure Exclusion Lists directly in the Momentum dashboard. Navigate to: Settings → Security → Exclusion Lists. From here, you can:

• Add individual emails or domains
• Paste in a list of entries
• Define conditional logic using the advanced editor

Best Practices

• Exclude sensitive attendees to avoid the recording of meetings that should be kept private.
• Block known vendors that don’t impact pipeline to keep reporting focused.
• Use conditional logic to align analysis with your compliance requirements.