Install Momentum in minutes.
Before you begin the installation process, ensure that your environment meets the following requirements:
If you’d like an overview of how Momentum accesses your systems and the permissions granted, please review our Permissions and Access Overview document:
Pro-tip: you can directly navigate to this page to install our app: https://api.momentum.io/slack/install.
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.
Momentum offers three flexible integration options for analyzing your team’s calls, depending on your existing technology and preferences.
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:
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:
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!
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.