Create and Manage Streams

Learn how to create and manage streams to organize and filter conversations in your library, and how to access and interact with calls within streams.

Creating a Stream

  • Access the Library:
  • Go to Conversations > Streams > Your Library or Conversations > Streams > Company Library
  • Create a Stream:
  • Click Add Stream at the top
  • Define Stream Settings:
  • Name the stream, set its location, and configure filters and notifications
  • Save the Stream: Click Create Stream

Managing Streams

Edit a Stream

  • Navigate to the library containing the stream
  • Click the Options Icon next to the stream and select Edit
  • Make changes and click Save

Viewing and Using Streams

  • Access Streams:
  • Go to Conversations > Streams > Your Library or Company Library. Streams are marked with a stream icon
  • Explore Calls:
  • Click on a stream to view collected calls. Recent calls are listed at the top
  • Interact with Calls:
  • Hover over a call card to add it to a folder, or click to open the call page

Calls marked as private remain inaccessible in streams unless you have explicit access.