Account Briefs: Get a complete, AI-powered overview of any account, including an activity timeline, deal analysis, and an interactive Q&A.
Prompting Autopilot (CRM Field Population): Field-type rules, silence behavior, save behavior, and full prompt examples for Autopilot Classic, Retropilot, and Autopilot Batch.
Prompting Call Summaries: The multi-lens framework for configuring Sales and CS summaries, per-section prompts, and full summary examples for New Business and Customer calls.
Prompting the Coaching Agent: Writing competency rubrics with observable positive and negative indicators, plus examples for Discovery Excellence and Identify Pain.
AI Prompting Framework: A customer enablement guide to writing effective AI prompts across Momentum's core features — AI Signals, Smart Clips, Smart Tags, Autopilot, Call Summaries, and the Coaching Agent.
Quick Reference: A prompt-building cheat sheet — structured vs. natural language, silence patterns by feature, word precision, and the five most common prompting mistakes.
Prompting AI Signals, Smart Clips & Smart Tags: Two-stage trigger architecture for Signals and Smart Clips, follow-up prompt patterns, and how to write Smart Tag prompts for structured value extraction.
List all AI signal prompts: Retrieves a list of all AI signal prompts configured for the organization, including their enabled status and context source type.
Retrieve signal executions: Retrieves a paginated list of signal executions (triggered signals) for a specific prompt within a given time range.
List all signal v2 definitions: Retrieves a list of all signal v2 definitions configured for the organization, including their enabled status and context source type.
Retrieve signal v2 executions: Retrieves a paginated list of signal executions (triggered signals) for a specific signal definition within a given time range.
Retrieve a list of users: Returns a paginated list of users in your organization with their profile, license, and integration status.
How to share a call in Momentum Webapp: Call sharing can be easy and painless with just a few little clicks. This guide will walk you through the steps of sharing a full call or generate a clip to share internally within your Organization or externally.
Slack Commands & Shortcuts: Complete reference guide for all Momentum commands, shortcuts, and interactions available in Slack.
Smart Clips: Automatically capture and share the strongest call moments with Momentum Call Intelligence.
Smart Quarantine: Automatically detect and pause processing of meetings containing sensitive content before summaries and insights are shared across your organization.
Smart Tags: Automatically extract and structure meaningful signals from your conversations for powerful filtering and automation.