Calls
Call Library

Call library

The Call Library holds the calls your managers saved as examples for the team. Calls are organized in folders.

Who can use it: Everyone can browse the Library. Owners, Admins, and Managers can save calls and manage folders.

Browse the library

  1. Open Library in the sidebar.
  2. Pick a folder tab to see that folder's calls.
  3. Use Search by call name… to find a call.
  4. Play a call inline, or open it for the full transcript.

Save a call

  1. Open a call from Calls.
  2. Click Actions, then Library.
  3. In Save Call To Library, enter a Name and Description.
  4. Pick a Folder or leave None.
  5. Save.

Manage folders

Create, rename, and delete folders from the folder tabs at the top of the Library. Deleting a folder asks you to confirm.

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