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How to Annotate and Review Key Moments in Any Call

Learn how to capture insights, flag follow-ups, and highlight coachable moments by adding annotations to your calls.

  1. In any conversation, scroll down to open the Annotations tab, where you can search, create, and review call notes.

  2. Use the search bar to enter a keyword and instantly jump to that moment in the transcript, making it easy to locate the exact section you want to annotate.

  3. Click the Annotate button to highlight key moments from the conversation.

  4. Write your annotation, add relevant tags, and click Save to capture your insight for future reference.

  5. All saved annotations appear in the Annotations tab and are accessible to your team, improving visibility and enabling more effective, collaborative coaching.