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Overview

Momentum analyzes more than just calls. By connecting to your calls, emails, text messages, and documents, Momentum gives you a complete picture of every customer relationship — so features like Account Briefs, Autopilot, and Deep Research have the full story, not just the latest conversation.

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Conversational Data Sources

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Calls

Recorded meetings and phone calls from supported integrations. Calls are Momentum’s primary data source and are covered in detail on the Conversation Intelligence page.

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Emails & Text Messages

Emails and text messages are imported from Salesforce Tasks. When your team logs emails or SMS conversations to Salesforce, Momentum automatically picks them up.
To set up email and text message ingestion, reach out to our team via your shared Slack channel or at support@momentum.io.

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Documents

Documents uploaded to Salesforce records — such as on-site visit summaries, meeting write-ups, or executive briefing notes. Requirements:
  • Stored as a Salesforce ContentDocument linked to an Account or Opportunity
  • .docx format, 1 MB or smaller

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How It All Works Together

The more conversational data sources you connect, the more context Momentum has to work with. An Account Brief can reference a pricing discussion from an email, a follow-up commitment from a text message, and competitive intel from a visit report — all in a single view.