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Setting Up Call Summaries

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Prerequisites

• Momentum AI installed with your preferred call provider
• Admin access to your Momentum Organization
• Slack workspace configured
• Salesforce integration active

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Step-by-Step Setup

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Step 1: Access the Summaries Section

1. Log in to your Momentum admin dashboard
2. Navigate to the Summaries section in the left sidebar
3. Click “New AI Call Notification” to begin the setup process

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Step 2: Configure Salesforce Rules

• Object Type: Select the Salesforce object (Opportunity, Account, Lead) this summary should apply to
• CRM Conditions: Set specific CRM conditions to filter calls to be summarized

Object: Opportunity
Stage: Discovery, Qualification
Opportunity > Account > ARR: < $100,000

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Step 3: Configure Summary Content

• Follow-up Emails: Include email follow-up suggestions
• Autopilot: Display extracted CRM data
• Action Items: List next steps and commitments
• Action Buttons: Include Slack buttons to assist your team in taking action

• Default Prompt: Use Momentum’s standard summary format
• Custom Prompt: Write your own AI prompt for specialized summaries

Create a concise summary of this sales call focusing on:
1. Customer pain points and challenges
2. Product interest and requirements
3. Budget and timeline discussions
4. Next steps and action items
5. Competitive mentions or concerns

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Step 4: Configure Delivery Settings

• Slack Channels, DMs, Group DMs: Send to a specific channel or individuals
• Dynamic Lookups: Route based on Salesforce object ownership
• Email: Send to somebody’s inbox

• Active User Lookup: Automatically find and notify Salesforce users
• Pinning: Pin important summaries to channels
• Conditional Delivery: Add additional conditions for individual delivery destinations

Primary: Direct Message to Opportunity Owner
Secondary: Slack Channel #sales-calls
Salesforce: Create note on Opportunity
Manager: Include rep's manager if Opportunity Amount is over $50k

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Step 5: Test and Validate

1. Create a Test Summary: Set up a summary workflow with broad criteria for testing
2. Schedule a Test Call: Have a team member conduct a test call
3. Review Output: Check that the summary appears in the correct location
4. Adjust Settings: Fine-tune content and delivery based on results

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Advanced Configuration

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Multiple Summary Workflows

• Rules: Opportunity Stage = “Discovery”
• Content: Focus on pain points, requirements, timeline
• Delivery: Rep + Manager DM

• Rules: Opportunity Stage = “Proposal”
• Content: Focus on pricing, objections, next steps
• Delivery: Sales channel + Salesforce note

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Troubleshooting

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Common Issues

• Check Salesforce rules are correctly configured
• Verify call recording integration is working
• Verify that one of the attendees has a Momentum AI seat
• Ensure delivery settings are properly configured
• Make sure call lasts longer than 5 minutes

• Review and refine custom prompts
• Check that the right calls are being processed
• Validate Salesforce field mappings

• Verify that Momentum has channel access
• Check Salesforce conditions match

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Best Practices

1. Start Simple: Begin with basic summary workflows and add complexity gradually
2. Test Thoroughly: Always test new configurations with sample calls
3. Monitor Usage: Regularly review summary quality and team adoption
4. Iterate: Continuously improve prompts and delivery based on feedback
5. Document: Keep records of successful configurations for team reference

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Support

• Slack: Use your shared Momentum channel
• Email: support@momentum.io