Manage Conversation Intelligence

As a SalesLoft admin, you may manage your team's access to Conversation Intelligence. By providing access to Conversation Intelligence, SalesLoft users can record and share their meetings.

Things to Note: If an admin disables Conversation Intelligence for any users, the user may still view available recordings.

Navigate to your Team Settings and find the Conversation Intelligence tab below the admin Communication section. From the Conversation Intelligence tab you can enable and set guidelines for your team’s recordings.

In this article, you will learn about the components of the Conversation Intelligence settings, including:

• Get Started with Conversation Intelligence
• Conversation Intelligence Module
• Bot Settings
• Live Note Tags
• X-Ray Settings

Get Started with Conversation Intelligence

Before your team can record their meetings, someone has to push “Start”. As a SalesLoft admin, you have the ability to start Conversation Intelligence for your team and enable the feature for individual users.

Wait, there’s a difference? Starting Conversation Intelligence offers your team the entry-level access to recordings. Once Conversation Intelligence has been turned on, all users on your team can view existing recordings.

But to unlock all the capabilities the Conversation Intelligence has to offer (call recordings, transcriptions, recording sharing, etc.), each user needs to have the feature enabled.

If this is your first time accessing Conversation Intelligence,  follow the instructions below:

1. Go to the Team Settings and select Conversation Intelligence.
2. On the Conversation Intelligence page, you will see a message prompt. Select Get Started below the prompt. The page will reload to the General Conversation Intelligence Settings.

After the first setup, follow these instructions to activate Conversation Intelligence and enable it for your users:

1. From your Team Settings, go to the Users tab.
2. To enable Conversation Intelligence for a user, turn the toggle from gray to blue in the Conversation Intelligence column. A notification will appear to confirm that the settings have been updated.

Conversation Intelligence Module

Conversation Intelligence is a paid module for each user to be able to record, annotate, and analyze your team’s recordings.

When Conversation Intelligence is enabled for users on your team, our SalesLoft team will reach out to add the feature to your contract.

Things to Note: You will not be charged for retroactive use of Conversation Intelligence. Enjoy testing the feature at no additional cost!

Bot Settings

The Bot settings let you determine how the Conversation Intelligence bot appears with your team’s instance. The Bot settings including the following sections: 

• Bot Name: Determines how the bot will appear as an attendee during meetings. 
• Bot Behavior: where you can configure how and when the bot will join your team's meetings. The bot behaviors include join behaviors and join time. 
• Bot Detects Alternate Emails: Shows the email addresses associated to each Conversation Intelligence user on your team. 

For a detailed walk through and setup instructions of the Bot Settings tab, check out the Conversation Intelligence Bot Settings article.   

Live Note Tags

Live Note Tags are specifically designed for Conversation Intelligence to help users quickly categorize their Live Notes. When a tag is added to live notes, users can filter by the tag, to review any notes that contain the tag.  

Admins can set up and manage tags that the team can use.

Things to Note: Users can only use tags that have been added by their admins.

Add a New Tag

To create a new Live Note tag, follow these steps:

1. Go to Conversation Intelligence under your Team Settings.
2. Select the Live Note Tags tab.
3. In the upper right corner of the page layout, click Add New Tag.
4. The Create New Tag window will appear. Enter the name of your tag in the text box.
5. Click Add. A notification will appear that says Flag Type Added.

Edit tag name

Once a tag has been created, you can edit the tag name if a better word or change needs to be made. To edit the tag name, follow these steps:

1. Go to Conversation Intelligence under your Team Settings.
2. Select the Live Note Tags tab.
3. Find your tag name in the list or search for your tag name.
4. To the right of the tag name, click the ellipses icon (three horizontal dots) to view more actions.
5. Select Edit Tag Name.
6. The Edit Tag window will appear. Enter the new name of your tag in the text box.
7. Click Update. A notification will appear that says Tag Type Updated.

Delete tag

To remove a Live Note tag, follow these steps:

1. Go to Conversation Intelligence under your Team Settings.
2. Select the Live Note Tags tab.
3. Find your tag name in the list or search for your tag name.
4. To the right of the tag name, click the ellipses icon (three horizontal dots) to view more actions.
5. Select Delete Tag.
6. The Confirm Delete window will appear. Click Delete.
7. A notification will appear that says Tag Type Deleted.

X-Ray Settings

The X-ray settings decide the words and phrases that Conversation Intelligence will specifically scan for. The x-ray uses groups to define which words or phrases to search for and who on the call may speak them.  

Maybe you want to focus training on crutch words (“like,” “um,” “uhh,” etc) or you could set a search for any mentions of competitors.

The X-Ray settings tab lets you add, search, edit, and view x-ray groups.

Things to Note: Add as many x-ray groups as you may anticipate needing upon enabling Conversation Intelligence. X-ray terms will only apply to calls recording after the x-ray is added. Conversation Intelligence does not retroactively scan calls for x-ray information. 

Add an X-Ray Group

To create a new X-Ray Group, follow these steps:

1. Go to Conversation Intelligence under your Team Settings.
2. Select the X-Ray Settings tab.
3. In the upper right corner of the page layout, click Add New Tag.
4. The Add New Group window will appear. Enter the name of your x-ray group in the text box.
5. Click Add.
6. A notification will appear that says X-Ray Group Created.

Edit an X-Ray Group

Once an x-ray group has been created, you will need to edit the group to set the actual parameters around which words to search for and the speaker to review. To edit the x-ray group name, follow these steps:

1. Go to Conversation Intelligence under your Team Settings.
2. Select the X-Ray Settings tab.
3. Find your x-ray group name in the list or search for your x-ray group name.
4. Select the group name, which is listed as a blue link.
5. The Edit X-Ray Group window will appear.
6. Edit the x-ray group name in the text box for X-Ray Group Name if applicable.
7. Select the drop down for Search phrases when said by. Your options include:
• Anyone
• People in my organization
• People outside my organization
8. Add the words or or phrases in Enter Search Terms. You can add as many words or phrases that fit the subject.
9. Click the enter key to add the term to the x-ray group.
10. To delete a word or phrase, hover your mouse over the term and click the X.
11. Once all of your words are added, click Save.
12. A notification will appear that says X-Ray Search Term Updated.

Disable An X-Ray Group

If an x-ray group is no longer applicable, you may disable it from your team’s use. To turn off an x-ray group, follow these steps:

1. Go to Conversation Intelligence under your Team Settings.
2. Find your x-ray group name in the list or search for your x-ray group name.
3. To the right of the group name, click the Disable Group button. The red Disable button will become a blue Enable button and the group name and information will turn gray.
4. A notification will appear that says X-Ray Topic Disabled.
5. To re-enable the x-ray group, select the blue Enable button.