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  • Support
Documentation
API Reference
Blog
Introduction
  • Getting Started
Installation
  • Installation Guide
  • Permissions and Access Overview
  • User Roles and Permissions
  • API Access
  • Integrations
Product Overview
  • Understanding Our Products
  • Features
Configuration & Setup
  • Setting Up Call Summaries
  • Coaching Competencies
  • Autopilot Suite
  • Momentum CI
  • Creating AI Signals
  • Email Follow-Ups Setup
  • Deal Rooms and Account Rooms
  • Salesforce Notifications
  • Scheduled Notifications
  • Scheduled Reports
Use Cases
  • Common Use Cases
  • Improving Data Hygiene
  • Enhancing Sales Efficiency
  • Gaining Customer Insights
  • Managing Contract Renewals
  • Optimizing Sales Playbooks
  • Automating Follow-Up Communications
  • Centralizing Deal Management
  • Enhancing Reporting and Analysis
  • Managing a Multi-Language and Cross-Cultural Team
Compliance and Updates
  • Release Notes
  • Security and Privacy
  • Employee Consent and Privacy
  • Exclusion Lists
More
  • Proof of Concept (POC) Process
  • Best Practices
Product Overview

Understanding Our Products

Welcome to the Momentum Product Documentation. This index provides an overview of all the available documentation pages to help you navigate and find the information you need.

Conversation Intelligence

Record, organize, and share customer calls.

Summaries

Turn calls into actionable CRM summaries.

Autopilot

Auto-capture and update Salesforce data.

AI Signals

Share key data across GTM.

Email Follow-Ups

Send the right message.

Executive Briefs

Automated and tailored call analysis.

Account Briefs

AI-powered account overviews with timelines and interactive Q&A.

Coaching Agent

Automatically evaluate and coach every sales call with objective competency assessments.
Integrating ChorusConversation Intelligence
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