Call Library
The Call Library is a curated repository of exemplary calls used for team onboarding, training, and sales enablement.
Access: Available to all organization members.
Curating the Library
Managers can save standout calls to the library to establish golden standards.
Adding a Call to the Library
- Open the target call in the Calls dashboard.
- Click the Bookmark / Add to Library icon.
- Select an existing Playlist or create a new one (e.g., "Top Discovery Calls", "Objection Handling", "VA Loan Intake").
- Add descriptive training tags and notes highlighting specific moments.
- Click Save to Library.
Organizing Playlists
- Playlists by Role: Group calls by function (e.g., SDR Inbound, Account Executive Demos, Loan Processors).
- Playlists by Skill: Group calls by conversational technique (e.g., Gatekeeper Navigation, Budget Negotiation).
- Playlists by Product: Group calls by product line or service tier.
Library Search and Filtering
Team members can search library calls by:
- Playlist Category: Browse specific curated collections.
- Quality Score: Filter for calls with 95%+ QA scorecard ratings.
- Tags & Keywords: Search for specific objection types or technical topics.
- Assigned Rep: Learn from specific top performers on the team.
Related Documentation
- Calls Overview: Call search and filtering.
- Coaching: Link library calls directly into coaching action items.
- Call Scoring: Identify high-scoring calls for library promotion.