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Setting Up Momentum CI

This guide will walk you through the process of setting up Momentum CI to start recording, transcribing, and analyzing your sales calls.

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Prerequisites

  • Admin access to your Momentum Organization.
  • Admin access to your video conferencing platform (e.g., Zoom).

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Step 1: Enable Momentum CI

First, ensure that Momentum CI is enabled for your organization. If you don’t see the “Call Library” or “CI Settings” in your admin dashboard, please contact your Momentum account manager or support to have it activated.

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Step 2: Configure Your Recording Method

Momentum provides two primary methods for recording your meetings: Using the native Zoom integration is the most seamless way to record high-quality video and audio.
  1. Navigate to CI Settings: In your Momentum admin dashboard, go to Settings > CI Settings.
  2. Connect Zoom: Click “Connect” next to the Zoom integration option. You will be prompted to authorize Momentum to access your Zoom account.
  3. Enable Native Recorder: Once connected, toggle on the “Use Zoom native recorder” option. This allows Momentum to directly manage and pull recordings from Zoom’s cloud.
  4. Assign CI Seats: Ensure that the users you want to record have been assigned a “CI Seat” in your user management settings. Only users with a CI seat and a connected Zoom account will have their meetings recorded.

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Option B: Momentum Recording Bot

For other platforms or for users without a direct Zoom integration, the Momentum Recording Bot can join your calls to capture the conversation.
  1. Enable Bot: In Settings > CI Settings, toggle on the “Use Momentum recording bot” option.
  2. Configure Bot Behavior:
    • Bot Name: You can customize the name the bot uses when it joins meetings (e.g., “Momentum Notetaker”).
    • Auto-Join: Configure the bot to automatically join scheduled meetings for users with a CI seat.
    • Manual Invite: Users can also manually invite the bot to any meeting by forwarding the calendar invite to a specific address (e.g., bot@momentum.io).
It’s crucial to manage recording consent in accordance with your company’s policies and local regulations.
  1. Navigate to Consent Settings: Go to Settings > Recording Consent.
  2. Customize Consent Page: You can customize the landing page that attendees see when they are notified that the call is being recorded.
  3. Enable In-Meeting Consent: For platforms that support it, you can enable a pop-up that asks for consent directly within the meeting interface.
Once these steps are complete, Momentum CI will begin recording meetings for your assigned users. The recordings will automatically appear in your new Call Library shortly after each meeting ends.