Momentum Installation Guide

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System Requirements

Before you begin the installation process, ensure that your environment meets the following requirements:

• Access to a Slack (or Microsoft Teams) administrator instance.
• Ability to authorize Momentum in Salesforce as an admin.
• If utilizing Momentum AI, the ability to configure Momentum access to your call recording technology (Gong, Chorus, Clari Copilot, Dialpad, or Zoom).

If you’d like an overview of how Momentum accesses your systems and the permissions granted, please review our Permissions and Access Overview document:

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Momentum Platform Installation Guide

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Step 1: Install the Momentum App in Slack or Microsoft Teams

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Step 1A: Install the Momentum App in Slack

1. Navigate to the Slack App Directory.
2. Search for “Momentum” and click on the app.
3. Click the “Add to Slack” button.
4. Follow the prompts to authorize Momentum within your Slack workspace.

Pro-tip: you can directly navigate to this page to install our app: https://api.momentum.io/slack/install.

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Step 1B: Install the Momentum App in Microsoft Teams

Please follow these instructions for Integrating Microsoft Teams with Momentum AI

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Step 2: Install the Salesforce Managed Package

1. Install the Momentum package in your Salesforce instance using one of the URLs below:

• Production Instance installer
• Sandbox Instance installer

Make sure to select “Install for All Users”

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Step 3: Authorize Momentum in Salesforce

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Step 3A: Authorize Momentum in Salesforce (using Slack)

1. Open the Momentum app within Slack.
2. Click the “Authorize Salesforce” button within the app.
3. Sign in to your Salesforce account as an admin.
4. Follow the prompts to authorize Momentum’s access to your Salesforce instance.

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Step 3B: Authorize Momentum in Salesforce (using Microsoft Teams)

1. Open the Momentum admin dashboard https://app.momentum.io
2. Click the “Connect Salesforce” button at the top of the page
3. Sign in to your Salesforce account as an admin.
4. Follow the prompts to authorize Momentum’s access to your Salesforce instance.

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Step 4: Provisioning Your Momentum Instance

1. Once authorization in Salesforce is complete, Momentum will automatically provision an instance for your organization.
2. Check your email inbox for a message containing your Momentum admin dashboard login credentials.
3. Navigate to the Momentum admin dashboard URL provided in the email.
4. Enter your credentials to log in.

If you intend to use the Momentum Admin dashboard often, you should bookmark our admin dashboard’s website: https://app.momentum.io. Congratulations! You are now ready to leverage features like deal rooms and scheduled notifications. To proceed with Momentum AI and the analysis of your team calls for data extraction, please continue to the next section of the installation guide.

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Setting Up Momentum AI for Call Recording and Analysis

Momentum offers three flexible integration options for analyzing your team’s calls, depending on your existing technology and preferences.

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1. Momentum Bot Joining as an Attendee

If you do not have native call recording or pre-existing call recording technology, Momentum can join your calls as an attendee. Momentum will join your calls as a note-taker, providing recording disclosure and automatically transcribing the conversation. This setup is simple, easy to implement, and suitable for both short-term and long-term use, leveraging your team’s calendar to identify and join scheduled calls without requiring additional administrative privileges. Importantly, videos will not be stored anywhere; Momentum will only use its access to transcribe the calls and utilize the data for workflows and extractions. For detailed instructions, follow this guide:

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2. Native Integration with Google Meet and Zoom

This method leverages the native “record” features of Google Meet and Zoom, allowing Momentum to access and transcribe calls without joining as an attendee. To use this setup, you will need specific admin access to Google Meet and Zoom, as well as the appropriate licenses and storage capacity within these tools. Once enabled, Momentum can seamlessly integrate with these platforms, automatically accessing and transcribing recorded calls. This option provides a streamlined, integrated solution without needing additional bot participation. For detailed instructions, follow these guides:

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3. Integration with Pre-Existing Call Recording Technology (Gong, Chorus, etc.)

If your organization already uses call recording technologies like Gong or Chorus, Momentum can integrate directly with these platforms. This means Momentum can access recorded calls from your Gong or Chorus account without changing your existing recording workflow. The installation is minimal and straightforward, as long as you have admin access to Gong, Chorus, or similar platforms. This integration maximizes the use of your existing infrastructure and provides a robust solution for call recording and transcription. For detailed instructions, follow these guides: Congratulations, your setup is complete!

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Need More Help?

If you encounter any issues not covered in this guide, don’t hesitate to contact our support team at support@momentum.io for further assistance. We’re here to help you get the most out of your Momentum experience.