Conversations Recordings Tab

Your Conversation Intelligence Recordings tab gives you a comprehensive view of any recordings that have been captured for you and your team.

In this article, you will learn about the views and actions you can take from the Conversation Intelligence Recordings tab, including:

• The Recordings Panel at a Glance
• Recordings Actions
• Edit Meeting Details
• Share the Recording
• Add Attendee
• Manage Playlist
• Download_Transcript
• Download Video
• Link Recording to a Person
• Link Recording to an Account
• Delete a Recording

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The Recordings Panel at a Glance

Each meeting recording is contained to its own tile, or panel. Each meeting recording panel contains the following information:

• Meeting Name: The name of the meeting according to the calendar invite. The Meeting name is a clickable link that will take you to the meeting's details page.
• Duration: The play button along with the time length of the meeting. Clicking the duration play button will take you to the timestamp notes on the meeting's detail page.
• Details: The date, time, and rounded duration time
• Organizer: Name of the SalesLoft User that set the meeting.
• Platform: Type of meeting platform used to run the meeting.
• Invitees: Names or email addresses of the people who were sent a meeting invite. Long lists of Invitees will be collapsed by default. Click on the small arrow on the right side of panel to expand the lists.
• Attendees: The list of people who attended the actual call as listed during the meeting. The attendees list will also include phone numbers if someone dials into a meeting. Long lists of Attendees will be collapsed by default. Click on the small arrow on the right side of panel to expand the lists.

In the upper right corner of the panel, you may see a processing or meeting state depending on the status of your recording

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Recordings Actions

If you select the ellipses icon in the upper right corner of a recording panel, you will open the recording actions menu.

Continue reading to learn more about each recording action.

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Edit Meeting Details

You may change the name and organizer of your meeting by editing the meeting details. To edit, follow these steps:

1. Use the search and filter options to find your meeting (if applicable).
2. Click the ellipses icon in the upper right corner of the recording panel.
3. Select Edit Meeting Details.
4. From the edit window, type in the new name of the meeting. 
5. Change the Meeting Organizer by selecting this dropdown menu and choosing a different SalesLoft user. This will update which rep owns the meeting.
6. Click Save. A notification will appear informing you that of the Saved recording details.

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Share the Recording

Sharing a recording allows you to send the meeting recording to any recipients of your choice. Maybe you want a manager to hear a call for training purposes or you could send a prospect the recording.

To learn more about how to share a call, check out the Share the Recording section in the knowledge base.

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Add Attendee

To add an attendee, follow these steps:

1. Use the search and filter options to find your meeting (if applicable).
2. Click the ellipses icon in the upper right corner of the recording panel.
3. Under the Add section, select Add Attendee.
4. In the Add Attendee window, enter the Name and Email of the person you would like to add.
5. Click Save. A notification will appear informing you Attendee added.

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Manage Playlist

Adding a recording to your own personal playlist makes it simple for you to manage particular groups of meetings.

To add a recording to a playlist, follow these steps: 

1. Use the search and filter options to find your meeting (if applicable).
2. Click the ellipses icon in the upper right corner of the recording panel.
3. Under the Add section, select Add to Playlist.
4. In the Add Attendee window, use the dropdown menu to select a playlist.
5. Click Add. A notification will appear informing you Added to Playlist.

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Download Transcript

Transcripts offer your entire recorded conversation in text form. So if you prefer to read versus watch a video, viewing the transcript may be right up your alley.

To download a recording transcript, follow these steps: 

1. Use the search and filter options to find your meeting (if applicable).
2. Click the ellipses icon in the upper right corner of the recording panel.
3. Under the Download section, select Transcript.
4. The transcript will download within your web browser. A notification will appear to inform you Transcript has downloaded.

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Download Video

To download a recorded video, follow these steps: 

1. Use the search and filter options to find your meeting (if applicable).
2. Click the ellipses icon in the upper right corner of the recording panel.
3. Under the Download section, select Video.
4. The video will appear in another tab within your web browser.

The video will download as an external URL in a new tab in your browser. 

Things to Note: The URL will expire 30 minutes after it is generated. If a person were to try to load the URL or reload it in their browser after the 30-minute window has passed, they will get see an "Access Denied" error and not be able to access the recording.

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Link Recording to a Person

The meetings you host are most likely (hopefully) with people who have been previously imported into SalesLoft. When this is the case, link the person to the recording.

Linking a person creates a link to that Person's profile page. Once a person is linked to a recording you can quickly jump to the profile page and view all the relevant person information or take additional person actions.

To link a person to the recording, follow these steps: 

1. Use the search and filter options to find your meeting (if applicable).
2. Click the ellipses icon in the upper right corner of the recording panel.
3. Under the Link section, select Person.
4. In the Link Person window, begin typing the name of the SalesLoft Person in the text box.
5. The dropdown will expand with search options. Select the person you with to link to.
6. Click Link.
7. A Linked To: detail will appear in the recording info. The person's name will appear as a blue link to the person's profile page.

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Link Recording to an Account

Linking your recording to an account creates a link to that Account's profile page. Once an account is linked to a recording you can quickly jump to the account page and view all the relevant account information or take additional actions.

To link an account to the recording, follow these steps: 

1. Use the search and filter options to find your meeting (if applicable).
2. Click the ellipses icon in the upper right corner of the recording panel.
3. Under the Link section, select Account.
4. In the Link Account window, begin typing the name of the SalesLoft Account in the text box.
5. The dropdown will expand with search options. Select the account you with to link to.
6. Click Link.
7. A Linked To: detail will appear in the recording info. The account's name will appear as a blue link to the account's profile page.

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Delete a Recording

Deleting a recording will remove it entirely from the SalesLoft database.

Things to Note: Delete Recordings is an available SalesLoft permission. If you do not see the Delete option, contact your SalesLoft admin about adding the feature to your role. 

To delete a recording, follow these steps:

1. Use the search and filter options to find your meeting (if applicable).
2. Click the ellipses icon in the upper right corner of the recording panel.
3. Select Delete.
4. From the Confirm Delete window, select Yes, Delete it.
5. A notification will appear to confirm the message has been removed.