How to Capture and Share Key Call Moments Easily

1. Open any conversation to access the transcript, create highlights, and share key moments with teammates.

2. Click “Create a Highlight” to begin capturing an important moment from the conversation.

3. Select the specific segment you want to highlight, then click “Complete Highlight” to finalize the selection.

4. Confirm the highlight to capture the moment and prepare it for sharing.

5. Name your highlight so it’s easy to find later, then click “Save” to store it in your library.

6. Click the three-dot menu next to any saved highlight to open sharing options.

7. Choose the teammate or team you want to share the highlight with. Add a brief message explaining why it matters and how it can benefit them, or any additional context that may be needed.

8. Click “Share” or copy the direct link to send the highlight instantly to the right person or group.

Share a Conversation with Leaders and Peers

Sharing a whole conversation and sharing a selected highlight are different workflows. Use the walkthrough below for the whole-conversation path.

Learn how to share key call moments to support coaching, align with leadership, and scale learning across teams.

1. In any conversation, whether it’s a strong example or a learning opportunity. You can highlight and share key moments to support coaching and team alignment.

2. Click the Actions menu to share the conversation or access options like saving, highlighting, or tagging.

3. Review the available sharing options. In this step, we’ll focus on sharing a conversation internally with your team.

4. Select the colleagues or teams who would benefit from these insights, whether for coaching, collaboration, or prep for an upcoming meeting.

5. Add a clear title or recipient team name, then include a short message to explain the value of the shared conversation.

6. Click Share to send the conversation. The recipient will be notified and can immediately review the content.

Choose the Right Context

Use a highlight for a specific coaching example and a full conversation when reviewers need the surrounding context. Confirm recipient access and add a short explanation of what to review.

The standalone sharing tutorial remains available for existing customer links. For a manager coaching process, see the conversation intelligence coaching guide.