Conversations Clips

Sharing an entire recording definitely has its perks, but in our fast-paced world most people prefer direct, quick information. Which is why Conversation Intelligence Clips let you share the most important, bite-sized nuggets from your recordings.

Things to Note: If you do not see the clip tool in the video player or the My Clips tab on the Conversation Intelligence page, contact your success manager to enable the feature. 

In this article, you will learn about Conversation Intelligence Clips, including how to: 

• Create a Clip
• Generate a Clip Link
• Send a Clip
• View My Clips
• My Clips Actions

Create a Clip

Clips may span from a fifteen-second blurb to a complete demo call that's shaved off meeting waiting time or small talk from the beginning or end. No matter how long the clip is, clips allow you to share the most important moments from your meetings.

To create a clip, follow these steps: 

1. From the Recordings tab, select the recording you would like to clip and go to the Recording Details Page.  

2. From the video player select the scissor icon to create a clip. The Create Clip window will appear. 

3. Edit the name of the clip from the Title text box in the upper left corner (if applicable). 

4. Click the Add to Playlist field to add the clip to a previously created playlist. A dropdown menu will appear with the available playlists. Once the playlist is selected, click anywhere outside the dropdown menu. The playlist's name will appear in the field. 

• Add the clip to multiple playlists by selecting the checkbox next to any playlists. When more than one playlists is selected, the Add to Playlist field will show the number of playlists the clip will be added to. 
• To remove a playlist after it has been selected, click the Add to Playlist field. The dropdown will populate with the playlists. Click the X to the right of the playlist's name. The clip will not be added to any playlists that are removed. 

5. From the video player, move the start point on the timeline to where you would like the clip to begin. 

6. Drag the end point along the timeline.

7. Click Create Clip in the bottom right corner of the module. 

Generate a Clip Link

To create a link of your newly created clip to share, follow these steps: 

1. From the Recordings tab, select the recording you would like to clip and go to the Recording Details Page.  
2. From the video player select the scissor icon to create a clip. The Create Clip window will appear. 
3. Click Generate Link in the bottom right corner of the Create Clip window. SalesLoft will take a moment to generate the link. The button will change to Copy to Clipboard. 
4. Click Copy to Clipboard. The Create Clip window will close. A notification will appear informing you that the link has been copied. Now you can add the link to an email or message. 

Things to Note: When you hit Generate Link, you will receive an email once your clip is ready to share. The email will contain a link to view the clip that you may also share. 

Send a Clip

To send a clip directly from the Create Clip window, follow these steps:

1. From the Recordings tab, select the recording you would like to clip and go to the Recording Details Page.  
2. From the video player select the scissor icon to create a clip. The Create Clip window will appear. 
3. Edit the name of the clip from the Title text box in the upper left corner (if applicable).
4. Add the Recipient Name in the text box. 
5. Type in the Recipient Email. 
6. Click Add Recipient. The recipient's information will appear below the Add Recipient button. The Generate Link button in the bottom right corner will become a Send button. 
7. Adjust the clip time. 
8. Click Send. 

View My Clips

Once you have created a clip (or multiple clips), the clips will live under the My Clips tab on the Conversation Intelligence page. 

Each clip contains the following: 

• Clip Card: Tile containing the clip details. New clips may appear with the message Clip still processing..., if the clip has not been loaded yet. 
• Clip Name: Title of the clip. Click the clip name to view the clip. 
• Clip Details: Date and time the clip was created.
• Organizer: User who organized the conversation. 
• Full Recording: Opens the Recording Details Page to view the full recording. 
• Clip Actions: The ellipses icon opens more actions you may take with your clips (see below).

My Clips Actions

From the ellipses icon at the bottom right corner of the clip, you can access additional clip actions. The following actions are available: 

• Manage Playlists: Opens the Manage Playlists module where you can assign the clip to a previously created Playlist (see walkthrough below). 
• Copy Link: Saves the recording link to your clipboard so you can paste the link into an email or other message. 
• Delete: Removes the clip from your SalesLoft record.