Intro to Streams and Library

Conversations > Streams

Explore Conversations > Streams to save, organize, and collect significant calls to you and company using streams. Streams is an automated playlist (think Spotify radiostation) with a preset filter to keep the playlist up to date.

Create Streams: 

• Set up streams for calls where competitors are mentioned.
• Establish streams for calls discussing new methodologies or products.

If you are a manager, here are a few examples of streams to get the best out of your 1:1s:

• Calls with score: 1-2
• Discovery/demo stage calls where next steps were not discussed
• Longest customer story was less than 2m
• Talk-ratio was more that 45% 
• Calls where you have given a comment

Conversations > Library

Visit Conversations > Library to save, organize, and collect significant calls to you and company using folders.

Your Library: Your private library includes folders and streams that you create. You can share these calls with individuals or teams, or keep them private. Here are some examples of how you can utilize your library:

• Organize a folder with sales sync calls for your team.
• Share a folder containing snippets of objection handling for team members who need coaching in this area.
• Share a folder with your manager that includes calls related to your recent successes.

Company Library: The company library is a shared resource containing folders with content accessible to all teams within your organization. Here are some ways it can be used:

• For Onboarding and Training - The Director of Sales Enablement can share exemplary calls for onboarding and training purposes.
• For Product Knowledge - The VP of Product can ensure new hires across the company listen to calls highlighting your product’s competitive advantages.
• For Strategic Alignment - The Director of Marketing can share presentations about the new marketing strategy with the Sales and Customer Success teams.

Add calls to your Library folders: To add specific calls to a folder in your Library, follow these simple steps:

1. Go to Conversations > Calls
2. Open the call you want to add
3. Click on 'Add to Library' (as shown in the image below)

That's it — the call will be saved to your selected Library folder for easy access later.

If you need any further help, please contact support for further assistance at [email protected]