Call Ingestion

Documentation Index

Fetch the complete documentation index at: https://docs.momentum.io/llms.txt

Use this file to discover all available pages before exploring further.

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Overview

Call Ingestion lets you bring external meetings into Momentum — no integration required. You can either upload an audio or video recording, or upload a transcript directly if you don’t have a recording. Either way, Momentum processes it the same way as a live call, giving you transcripts, summaries, AI insights, and Salesforce updates. Uploaded meetings appear in the Recorded Calls tab once processing is complete.

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Prerequisites

The following feature settings must be enabled for your org:

• Call Intelligence

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What You Can Upload

Recordings: File size limit: 2 GB per upload Transcripts: Daily limit: 5 uploads per user per day

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How to Upload

1. Navigate to the Call Library in your Momentum dashboard.
2. Click Upload Call Recording.
3. Attach one of your files (either a Recording or a Transcript — not both):
   • Recording — select your audio or video file
   • Transcript — attach your transcript exported from Google Meet or Zoom
4. Fill in the required details:
   • Title — a name for the meeting; if left empty, Momentum will auto-generate one from attendees and date on submit
   • Host — the internal team member who led the call; auto-filled based on your account
   • Attendees — include at least one external participant (e.g., a customer or prospect)
   • Meeting date
5. Optionally provide a Salesforce Account or Opportunity to link the meeting directly. If not provided, Momentum will attempt to match it automatically based on attendees and meeting details.
6. Click Submit. Momentum will begin processing in the background.

Once processing finishes, the meeting appears in your Recorded Calls tab with a full transcript, summary, and AI insights.

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AI Agents and Salesforce Updates

Enable AI Agents toggle must be enabled on your workspace to fully process the uploaded call — extracting insights and pushing updates into Salesforce based on your configured field mappings, exactly the same as your live calls.

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Checking Upload Status

In the Upload Call Recording tab, click View Upload Status to navigate to a page listing all your uploads and their current status. If an upload fails or the meeting status is In Progress for a long time, contact support with the recording details so we can investigate.