Using the Momentum CI Platform

Once your setup is complete, you can begin to leverage the full power of the Momentum CI platform. This guide covers the key features you’ll use day-to-day.

The Call Library

The Call Library is your central hub for all recorded conversations.

• Accessing the Library: Navigate to the Call Library tab in your Momentum dashboard.
• Viewing Calls: You’ll see a list of all recent recordings. Click on any call to open the playback page, which includes the video, a searchable transcript, and AI-powered insights.

Team Calls

• Gives managers visibility into meetings across their full reporting hierarchy including direct reports, their reports, and deeper levels.
• Meetings are sorted newest first, paginating automatically as you scroll.

Searching for Calls

The search functionality is one of the most powerful features of Momentum CI. You can find calls based on:

• Call Details: Search by participant name, meeting title, or date.
• Transcript Keywords: Search for specific words or phrases mentioned during the conversation.
• CRM Data: This is where Momentum CI shines. You can search using any data from your connected Salesforce instance. For example:
  • Find all calls for Opportunity "Project X"
  • Show me calls with Accounts in the "Technology" industry
  • Search for calls where the deal stage is "Negotiation"

Search results display the total number of matches and surface highlighted transcript snippets, enabling faster review and access to the most relevant moments.

Creating Clips and Organizing with Folders

Clipping allows you to isolate key moments from a call for coaching or sharing, while folders help you organize your content effectively.

1. Create a Clip: On the call playback page, highlight a section of the transcript. A “Create Clip” button will appear. Click it and give your clip a descriptive name.
2. Organize with Folders: Folders are collections of calls, clips, and other content that help you stay organized. You can create new folders from the “Folders” tab or add content to existing folders.
3. Use Cases for Folders:
   • Coaching: Create a folder with clips of a rep’s best discovery questions.
   • Onboarding: Build a folder with perfect objection handling examples for new hires.
   • Competitive Intelligence: Compile a folder with clips of every time a specific competitor is mentioned.
   • Project Organization: Group all calls and clips related to a specific deal or customer.
   • Team Structure: Organize content by sales rep, team, or territory.

Managing Folders

Folders provide a flexible way to organize your calls, recordings, and snippets into logical collections.

Creating and Using Folders

1. Access Folders: Navigate to the Folders tab in your Call Library.
2. Create New Folders: Click New Folder and give it a descriptive name.
3. Add Content to Folders: Use the Manage Folders option from any call or clip’s action menu.
4. Nested Organization: Create sub-folders within existing folders for hierarchical organization.

Folder Benefits

• Multi-Folder Assignment: Add calls to multiple folders for cross-project visibility.
• Hierarchical Structure: Create nested folder structures that mirror your organizational needs.
• Search and Filter: Filter calls by specific folders to quickly find relevant content.
• Team Collaboration: Share folder structures with your team for consistent organization.

Moving Content Between Folders

• Drag and Drop: Easily move folders and reorganize your structure.
• Folder Actions: Use the Move option from folder menus to relocate entire folder hierarchies.
• Snippet Management: Move clips between folders independently of their parent calls.

Sharing Content

Momentum makes it easy to share insights securely.

1. Sharing Options: On any call, clip, or folder, click the Share button.
2. Share with Individuals: You can share directly with another Momentum user via email.
3. Share with a Public Link: Generate a secure link to share with anyone, even people outside your organization (like a customer).
4. Track View Counts: When you share content, Momentum will show you who has viewed it and how many times, giving you insight into engagement.

Remember, sharing with internal colleagues is always free, as Viewer seats do not incur any cost.