Add Calls and Snippets to Folders

Adding a Call to a Folder

Open the Call Page:

• Navigate to the call page and click Add to Library in the top panel

Select a Folder:

• In the screen that opens, choose an existing folder to save the call

Save the Call:

• Click ADD CALL. The call is now saved in the selected library folder, and anyone with access to the folder can view it

Adding a Snippet to a Folder

Open the Call Page:

• Go to the call page and click the Scissors Icon under the call screen

Select the Snippet:

• Yellow bars will appear on the timeline. Move the bars to highlight the segment you want to save

• The selected snippet is synchronized with the transcript, so you can refine the selection as needed

Save the Snippet:

• In the action menu that opens, click Add to Library

• Choose an existing folder

• Click ADD SNIPPET. The snippet is now saved in the folder, and team members with access to the folder can view it

Organizing your calls and snippets in folders creates a centralized resource for your team, making it easy to access key moments.

Related articles

• Create and Manage Folders

• Intro to Streams and Library

• Share a call snippet