Momentum AI Settings - Momentum

Momentum AI Settings

Momentum AI Settings govern how Momentum CI preprocesses calls before transcription and post-processes them after insights are generated. Configure these options to make sure call enrichment follows your Salesforce data model and governance policies.

Momentum Call Salesforce Mapping

Use the Momentum Call Salesforce Mapping setting to control how Momentum AI associates calls with Salesforce records. The latest update introduces an option to ignore partner or internal account types when other attendees are present, preventing misattribution of calls.

Why this setting matters

• Problem: Calls could get mapped to partner accounts even when customers, prospects, or stakeholders joined the meeting, skewing reporting and engagement metrics.
• Solution: A new configuration reads the Salesforce Account.Type picklist and lets admins choose which types to ignore when additional attendees are present. Momentum then maps the call to the most relevant customer-facing account.

Open the Settings Page

1. Navigate to Momentum AI Settings: Go to Settings > Momentum AI.
2. Select Momentum Call Salesforce Mapping.

Configure “Ignore account types when extra attendees are present”

1. In the settings page, locate Ignore account types when extra attendees are present and check the box to enable it.
2. Select one or more account types (for example, Partner) from the dynamically loaded list pulled from the Salesforce Account.Type picklist.
3. Click Save.

If any selected “ignored” account types are present alongside other account types, Momentum skips the ignored ones and maps the call to the remaining attendees. When every attendee belongs to an ignored account type, the call will not be mapped to any accounts.

Ensure the Momentum integration user has read access to the Account.Type field; otherwise the list of account types will appear empty.

After saving, resync a recent call to spot-check that the call record now associates with the expected customer or prospect account. This targeted control keeps Momentum call records focused on the customer or prospect you care about, improving reporting accuracy and follow-up workflows.

Summary Disclaimer

The Summary Disclaimer setting allows admins to add a custom disclaimer message that appears at the top of all Slack call summaries. This helps organizations communicate important context about how AI-generated summaries should be used.

Why this setting matters

• Compliance: Notify recipients that summaries are AI-generated and may require verification.
• Usage Guidelines: Clarify that summaries should not be used for performance management or other specific purposes.
• Transparency: Set clear expectations about the nature and limitations of automated call analysis.

Open the Settings Page

1. Navigate to Momentum AI Settings: Go to Settings > Momentum AI > Summary.
2. Locate the Summary Disclaimer field.

Configure Summary Disclaimer

1. Enter your custom disclaimer text.
2. Click Save.

When configured, the disclaimer text appears at the top of every Slack call summary, ensuring all recipients see the message before reviewing the summary content.

Leave the field empty to disable the summary disclaimer. No disclaimer will be shown if no text is specified.

Example Disclaimer:

This summary was generated by AI and is intended for informational purposes only. Please verify critical details and do not use this content for performance evaluations.

Bot Kicked Disclaimer

The Bot Kicked Disclaimer setting allows admins to customize the message displayed when the Momentum recording bot is removed from a call by a participant. This disclaimer appears in both Slack summaries and Salesforce notes.

Why this setting matters

• Context for Stakeholders: When a bot is kicked from a call, stakeholders receiving the Slack summary or reviewing Salesforce notes need to understand why only partial information may be available.
• Custom Messaging: Tailor the notification to match your organization’s tone and provide relevant next steps.
• Visibility: Ensure teams are aware across both Slack and Salesforce when recordings are incomplete due to bot removal.

Open the Settings Page

1. Navigate to Momentum AI Settings: Go to Settings > Momentum AI > Summary.
2. Locate the Bot Kicked Disclaimer field.

Configure Bot Kicked Disclaimer

1. Enter your custom message text.
2. Click Save.

When the Momentum bot is removed from a meeting, this disclaimer will be included in both the Slack summary and the Salesforce notes generated for that call.

Leave the field empty to disable the bot kicked disclaimer. No message will be shown in Slack summaries or Salesforce notes if no text is specified.

Example Disclaimer:

Note: The recording bot was removed from this call. The summary below may be incomplete.