​
Using the Momentum CI Platform

Once your setup is complete, you can begin to leverage the full power of the Momentum CI platform. This guide covers the key features you’ll use day-to-day.

​
The Call Library

The Call Library is your central hub for all recorded conversations.
  • Accessing the Library: Navigate to the “Call Library” tab in your Momentum dashboard.
  • Viewing Calls: You’ll see a list of all recent recordings. Click on any call to open the playback page, which includes the video, a searchable transcript, and AI-powered insights.

​
Searching for Calls

The search functionality is one of the most powerful features of Momentum CI. You can find calls based on:
  • Call Details: Search by participant name, meeting title, or date.
  • Transcript Keywords: Search for specific words or phrases mentioned during the conversation.
  • CRM Data: This is where Momentum CI shines. You can search using any data from your connected Salesforce instance. For example:
    • Find all calls for Opportunity "Project X"
    • Show me calls with Accounts in the "Technology" industry
    • Search for calls where the deal stage is "Negotiation"

​
Creating Clips and Playlists

Clipping allows you to isolate key moments from a call for coaching or sharing.
  1. Create a Clip: On the call playback page, highlight a section of the transcript. A “Create Clip” button will appear. Click it and give your clip a descriptive name.
  2. Create a Playlist: A playlist is a collection of clips, like a highlight reel. You can create a new playlist from the “Playlists” tab or add a clip to an existing one.
  3. Use Cases for Playlists:
    • Coaching: Create a playlist of a rep’s best discovery questions.
    • Onboarding: Build a playlist of perfect objection handling examples for new hires.
    • Competitive Intelligence: Compile a playlist of every time a specific competitor is mentioned.

​
Sharing Content

Momentum makes it easy to share insights securely.
  1. Sharing Options: On any call, clip, or playlist, click the “Share” button.
  2. Share with Individuals: You can share directly with another Momentum user via email.
  3. Share with a Public Link: Generate a secure link to share with anyone, even people outside your organization (like a customer).
  4. Track View Counts: When you share content, Momentum will show you who has viewed it and how many times, giving you insight into engagement.
Remember, sharing with internal colleagues is always free, as Viewer seats do not incur any cost.