## 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.