# Momentum

## Docs

- [Account Briefs](https://docs.momentum.io/account-briefs.md): 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)](https://docs.momentum.io/ai-prompting-autopilot.md): Field-type rules, silence behavior, save behavior, and full prompt examples for Autopilot Classic, Retropilot, and Autopilot Batch.
- [Prompting Call Summaries](https://docs.momentum.io/ai-prompting-call-summaries.md): 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](https://docs.momentum.io/ai-prompting-coaching-agent.md): Writing competency rubrics with observable positive and negative indicators, plus examples for Discovery Excellence and Identify Pain.
- [AI Prompting Framework](https://docs.momentum.io/ai-prompting-overview.md): 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](https://docs.momentum.io/ai-prompting-quick-reference.md): 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](https://docs.momentum.io/ai-prompting-signals-and-tags.md): Two-stage trigger architecture for Signals and Smart Clips, follow-up prompt patterns, and how to write Smart Tag prompts for structured value extraction.
- [AI Signals](https://docs.momentum.io/ai-signals.md)
- [API Access](https://docs.momentum.io/api-access.md): Enable and generate an API key to use Momentum's API.
- [Ingest a meeting from any source](https://docs.momentum.io/api-reference/meetings/ingest-a-meeting-from-any-source.md): Ingests a meeting and optional transcript from any source into the Momentum system.
- [Remap a meeting with new salesforce objects](https://docs.momentum.io/api-reference/meetings/remap-a-meeting-with-new-salesforce-objects.md): Associates a meeting with new salesforce objects and optionally triggers call summary and generates AI signals.
- [Retrieve a list of meetings](https://docs.momentum.io/api-reference/meetings/retrieve-a-list-of-meetings.md)
- [List all AI signal prompts](https://docs.momentum.io/api-reference/signals-v1/list-all-ai-signal-prompts.md): Retrieves a list of all AI signal prompts configured for the organization, including their enabled status and context source type.
- [Retrieve signal executions](https://docs.momentum.io/api-reference/signals-v1/retrieve-signal-executions.md): Retrieves a paginated list of signal executions (triggered signals) for a specific prompt within a given time range.
- [List all signal v2 definitions](https://docs.momentum.io/api-reference/signals-v2/list-all-signal-v2-definitions.md): Retrieves a list of all signal v2 definitions configured for the organization, including their enabled status and context source type.
- [Retrieve signal v2 executions](https://docs.momentum.io/api-reference/signals-v2/retrieve-signal-v2-executions.md): Retrieves a paginated list of signal executions (triggered signals) for a specific signal definition within a given time range.
- [Retrieve a list of users](https://docs.momentum.io/api-reference/users/retrieve-a-list-of-users.md): Returns a paginated list of users in your organization with their profile, license, and integration status.
- [Automating Follow-Up Communications](https://docs.momentum.io/automating-follow-up-communications.md)
- [The Autopilot Suite](https://docs.momentum.io/autopilot.md): Automatically populate and update your CRM with key information from your historical conversational data.
- [Setting Up Autopilot Batch](https://docs.momentum.io/autopilot-batch-setup.md): A guide to configuring Autopilot Batch to run on-demand extractions on a collection of Salesforce records.
- [Setting Up Autopilot Classic](https://docs.momentum.io/autopilot-classic-setup.md): A guide to configuring the classic, real-time Autopilot to extract and update Salesforce data from your sales calls.
- [Best Practices](https://docs.momentum.io/best-practices.md)
- [Call Ingestion](https://docs.momentum.io/call-ingestion.md): Upload recordings or transcripts from any source into Momentum and get the same AI-powered insights as your live calls.
- [Summaries](https://docs.momentum.io/call-summaries.md)
- [Centralizing Deal Management](https://docs.momentum.io/centralizing-deal-management.md)
- [Coaching Agent](https://docs.momentum.io/coaching-agent-overview.md): Automatically evaluate and coach every sales call with objective, comprehensive competency assessments.
- [Common Use Cases](https://docs.momentum.io/common-use-cases.md)
- [Coaching Agent Competencies](https://docs.momentum.io/configuring-coaching-agent-competencies.md): Learn how to create and configure competencies for Coaching Agent evaluations.
- [Configuring Zoom Groups for Momentum AI](https://docs.momentum.io/configuring-zoom-groups.md)
- [Momentum Consent Link Injection by Conference Type](https://docs.momentum.io/consent-link-injection-by-conference-type.md)
- [Recording Consent Rejection Email Notification](https://docs.momentum.io/consent-rejection-email-notifications.md)
- [Conversation Intelligence](https://docs.momentum.io/conversation-intelligence-overview.md)
- [Conversational Data Sources](https://docs.momentum.io/conversational-data-sources.md): The more data Momentum has, the smarter it gets. Learn about the conversational data sources Momentum can leverage.
- [Creating AI Signals Workflows](https://docs.momentum.io/creating-ai-signals-workflows.md): Complete guide to create and configure AI Signals workflows for automated customer insight delivery.
- [Daily Call Reviews](https://docs.momentum.io/daily-call-reviews-configuration.md): Configure daily email digests for reps and managers.
- [Improving Data Hygiene](https://docs.momentum.io/data-hygiene.md)
- [Deep Research](https://docs.momentum.io/deep-research.md)
- [Email Follow-Ups](https://docs.momentum.io/email-follow-ups.md)
- [Email Follow-Ups Configuration](https://docs.momentum.io/email-follow-ups-configuration.md)
- [Ensuring Employee Consent and Privacy](https://docs.momentum.io/employee-and-customer-consent.md)
- [Enablement Videos](https://docs.momentum.io/enablement-videos.md): Step-by-step video walkthroughs for configuring and getting the most out of Momentum.
- [Enhancing Reporting and Analysis](https://docs.momentum.io/enhancing-reporting-and-analysis.md)
- [Enhancing Sales Efficiency](https://docs.momentum.io/enhancing-sales-efficiency.md)
- [Exclusion Lists](https://docs.momentum.io/exclusion-lists.md)
- [Executive Briefs](https://docs.momentum.io/executive-briefs.md)
- [Gaining Customer Insights](https://docs.momentum.io/gaining-customer-insights.md)
- [Getting Started with Momentum](https://docs.momentum.io/getting-started-with-momentum-ai.md): A brief introduction to Momentum.
- [Deal Rooms and Account Rooms](https://docs.momentum.io/how-to-create-a-deal-room-and-manage-opportunities.md)
- [Momentum Installation Guide](https://docs.momentum.io/how-to-install-momentum.md): Install Momentum in minutes.
- [How to manage your calls in the Momentum Webapp](https://docs.momentum.io/how-to-manage-your-calls-in-the-momentum-webapp.md): Have complete control over your calls and recording settings in the Momentum Webapp!
- [How to review your call in Momentum Webapp](https://docs.momentum.io/how-to-review-your-call-in-momentum-webapp.md)
- [How to share a call in Momentum Webapp](https://docs.momentum.io/how-to-share-a-call-in-momentum-webapp.md): 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.
- [Ingest Meetings from Unsupported Sources](https://docs.momentum.io/ingesting-meetings-from-unsupported-sources.md)
- [Installation without Call Recording Technology](https://docs.momentum.io/installation-without-call-recording-technology.md)
- [Managing a Multi-Language and Cross-Cultural Team](https://docs.momentum.io/managing-a-multi-language-and-cross-cultural-team.md)
- [Managing Contract Renewals](https://docs.momentum.io/managing-contract-renewals.md)
- [Manually Invite Momentum Recording Bot to External Meetings](https://docs.momentum.io/manually-invite-momentum-bot.md)
- [Integrating Aircall with Momentum AI](https://docs.momentum.io/momentum-ai-aircall-integration.md)
- [Integrating Attention with Momentum AI](https://docs.momentum.io/momentum-ai-attention-integration.md)
- [Integrating Chorus with Momentum AI](https://docs.momentum.io/momentum-ai-chorus-integration.md)
- [Integrating Clari Copilot with Momentum AI](https://docs.momentum.io/momentum-ai-clari-copilot-integration.md)
- [Integrating CloudTalk with Momentum AI](https://docs.momentum.io/momentum-ai-cloudtalk-integration.md)
- [Integrating Dialpad with Momentum AI](https://docs.momentum.io/momentum-ai-dialpad-integration.md)
- [Integrating Gong with Momentum AI](https://docs.momentum.io/momentum-ai-gong-integration.md)
- [Integrating Google Meet with Momentum AI](https://docs.momentum.io/momentum-ai-google-meet-integration.md)
- [Integrating Microsoft Outlook with Momentum AI](https://docs.momentum.io/momentum-ai-microsoft-outlook-integration.md)
- [Integrating Microsoft Teams with Momentum AI](https://docs.momentum.io/momentum-ai-microsoft-teams-integration.md)
- [Integrating Orum with Momentum AI](https://docs.momentum.io/momentum-ai-orum-integration.md)
- [Integrating Outreach with Momentum AI](https://docs.momentum.io/momentum-ai-outreach-integration.md)
- [Integrating RingCentral with Momentum AI](https://docs.momentum.io/momentum-ai-ringcentral-integration.md)
- [Integrating Salesloft Conversation Intelligence with Momentum AI](https://docs.momentum.io/momentum-ai-salesloft-ci-integration.md)
- [Integrating Salesloft with Momentum AI](https://docs.momentum.io/momentum-ai-salesloft-integration.md)
- [Momentum AI Settings](https://docs.momentum.io/momentum-ai-settings.md)
- [Integrating Vonage Contact Center with Momentum AI](https://docs.momentum.io/momentum-ai-vonage-integration.md)
- [Integrating Zoom with Momentum AI](https://docs.momentum.io/momentum-ai-zoom-integration.md)
- [Call Remapping](https://docs.momentum.io/momentum-ci-call-remapping.md): Learn how to link and remap meetings to the correct Salesforce records using Momentum's enhanced remapping experience.
- [Recording Google Calendar Events](https://docs.momentum.io/momentum-ci-google-calendar-events.md)
- [Momentum CI Licensing](https://docs.momentum.io/momentum-ci-licensing.md): An explanation of the different user seat types for Momentum CI, including Viewer, CI, and AI seats.
- [Nested Folders](https://docs.momentum.io/momentum-ci-nested-folders.md): Organize your Momentum Call Library with nested folder hierarchies, breadcrumbs, and shared navigation.
- [Momentum ci overview](https://docs.momentum.io/momentum-ci-overview.md)
- [Setting Up Momentum CI](https://docs.momentum.io/momentum-ci-setup.md): A step-by-step guide to configuring Momentum's Conversation Intelligence (CI) for native call recording and analysis.
- [Upcoming Calls](https://docs.momentum.io/momentum-ci-upcoming-calls.md)
- [Using Momentum CI](https://docs.momentum.io/momentum-ci-usage.md): Learn how to use the Momentum Call Library to find, analyze, clip, and share your sales conversations.
- [Momentum Credits](https://docs.momentum.io/momentum-credits.md): A fair, predictable way to price high-volume workloads.
- [Momentum Deletion Settings](https://docs.momentum.io/momentum-deletion-settings.md)
- [Momentum Permissions and Access Overview](https://docs.momentum.io/momentum-permissions-overview.md)
- [Momentum's Proof of Concept (POC) Process](https://docs.momentum.io/momentum-proof-of-concept-poc-process.md)
- [Security and Privacy](https://docs.momentum.io/momentum-security.md)
- [Onboarding Checklist](https://docs.momentum.io/onboarding-checklist.md): Track and complete new-org setup from a single, centralized page.
- [Optimizing Sales Playbooks](https://docs.momentum.io/optimizing-sales-playbooks.md)
- [Recording Consent](https://docs.momentum.io/recording-consent.md)
- [Recording Consent Report](https://docs.momentum.io/recording-consent-report.md)
- [Setting Up Retropilot](https://docs.momentum.io/retropilot-setup.md): A guide to configuring Retropilot to trigger extractions based on Salesforce events and historical call/email data.
- [Salesforce Event Mapping](https://docs.momentum.io/salesforce-event-mapping.md)
- [Salesforce Notifications](https://docs.momentum.io/salesforce-notifications.md)
- [Scheduled Notifications](https://docs.momentum.io/scheduled-notifications.md)
- [Scheduled Reports](https://docs.momentum.io/scheduled-reports.md)
- [Setting Up Call Summaries](https://docs.momentum.io/setting-up-call-summaries.md): Step-by-step guide to configure and set up call summaries in Momentum.
- [Slack Commands & Shortcuts](https://docs.momentum.io/slack-commands-and-shortcuts.md): Complete reference guide for all Momentum commands, shortcuts, and interactions available in Slack.
- [Smart Clips](https://docs.momentum.io/smart-clips.md): Automatically capture and share the strongest call moments with Momentum Call Intelligence.
- [Smart Quarantine](https://docs.momentum.io/smart-quarantine.md): Automatically detect and pause processing of meetings containing sensitive content before summaries and insights are shared across your organization.
- [Smart Tags](https://docs.momentum.io/smart-tags.md): Automatically extract and structure meaningful signals from your conversations for powerful filtering and automation.
- [Understanding Our Products](https://docs.momentum.io/understanding-our-products.md)
- [User Managed Salesforce Flows](https://docs.momentum.io/user-managed-salesforce-flows.md): Configure Salesforce Flows and Outbound Messages for Momentum automations when integration permissions are restricted.
- [User Roles and Permissions](https://docs.momentum.io/user-roles-and-permissions.md): Understanding different user types and their roles in Momentum

## OpenAPI Specs

- [openapi-spec](https://docs.momentum.io/api/openapi-spec.yaml)

## Optional

- [Blog](/content/blog/index.html)