Conversation Intelligence captures recordings so you and your team can analyze and review meetings. This functionality allows team managers to showcase success stories to your organization, faster onboarding due to sharing examples, and improve call coaching with live notes and recording reviews.
To reap all of these rewards, you will want to make sure your team is setup for Conversation Intelligence success. So, to get you started, we've put together this Conversation Intelligence admin checklist.
In this article, you will learn the recommended steps to set up Conversation Intelligence as a team admin. Each step will direct you to additional resources for including set up instructions. Use the checklist below to track your progress!
|Enable Conversation Intelligence for Users|
|Configure Your Team’s Meeting Platform|
|Set Team Bot Behavior|
|Add Do Not Record Domains|
|Create Note Tags|
|Add X-ray Groups|
|Setup Team Playlists|
|Send Out the Conversation Intelligence User Checklist|
Enable Conversation Intelligence for Users
Step 1: You have to turn Conversation Intelligence on for your team. To turn Conversation Intelligence on, go to the Conversation Intelligence Settings in your Team Settings.
You can select which users will have Conversation Intelligence functionality in the Users Settings.
Things to Note:
- Enabling Conversation Intelligence means that the user's meetings can be captured and viewed in Conversation Intelligence.
- If a SalesLoft user does not have Conversation Intelligence enabled, they can still view meetings captured for other Conversation Intelligence users.
To learn more about enabling Conversation Intelligence for your team, check out Get Started with Conversation Intelligence.
Configure Your Team’s Meeting Platform
Conversation Intelligence integrates with a variety of meeting platforms. Before your team starts with Conversation Intelligence, you will want to be sure that your meeting platform are set up for your organization.
Work with your IT team and review your meeting platform. Here are some items you may want to consider:
- Do you want to set default recordings? This will guarantee recordings can be added to Conversation Intelligence, but may lead to storage fees or security risks.
- Will meeting wait rooms be enabled?
- Will you require passwords on team member's meetings?
Set Team Bot Behavior
The Bot Settings determine how the Conversation Intelligence bot interacts within 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.
Add Do Not Record Domains
Conversation Intelligence is a very collaborative tool. With that in mind, there may be some meetings that should not be captured by Conversation Intelligence in the first (think meetings with investors or lawyers).
Admins can add do not record domains to keep Conversation Intelligence out of those confidential calls.
To learn how to manage the do not record list, check out the Set Domains as Do Not Record article.
Create Note Tags
Note Tags are labels your team can add to any comments made during the meeting. Once recordings are tagged, you can filter recording lists by a specific tag, to search and review the meetings with that tag.
Only an admin can create the tags your team will use. So, consider the categories that your team would like to review the most. Some common starter ideas include:
- "competitor mentioned"
- "needs review"
Then, check out Manage Conversation Intelligence to learn how to add and edit Note Tags.
Add X-ray Groups
X-ray groups define words or phrases Conversation Intelligence will search for during a call. Managers can use x-ray groups as an additional coaching tool to make sure a subject of importance is mentioned, or to help a rep get rid of a pesky crutch word habit.
As an admin, you decide the words and phrases to zero in on with x-ray groups. For example, my manager would create an x-ray group that includes "so" and "and" because that's how I start way too many of my spoken sentences. The x-ray group would help increase my awareness and, hopefully, improve my way of speaking.
To learn how x-ray groups are created, check out the Manage Conversation Intelligence article.
Setup Team Playlists
Conversation Intelligence playlists are collections of recordings saved in a view. Anyone on your team can create or view a playlists. However, to keep playlists collaborative, you may want to go ahead and create some standard playlists for your team. Here are some playlists suggestions:
- Playlists to train new reps on the parts of your Sales process from Qualifying to Close.
- Rep specific playlists to track progress.
- Playlists for wins vs losses.
To learn more about playlists, check out the Conversations Playlists Tab article.
Send Out the Conversation Intelligence User Checklist
Good news! Your part in setting up Conversation Intelligence as an admin is almost complete. Now, it's your team's turn to set up their own instances.
Once you've completed the steps above, send each Conversation Intelligence-enabled user the Conversation Intelligence User Checklist.
Here, they will walk through the set up instructions as a user. You can also follow these steps for your own SalesLoft instance. You will also find a daily Conversation Intelligence checklist with the recommended steps for Conversation Intelligence success.