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How to Get to Know Your “My Profile” Conversation Page

Learn how to navigate your personalized dashboard to manage conversations, coaching, deals, and performance insights — all in one place.

  1. Click My Profile to access your centralized view of conversations, deals, coaching insights, and key activities.

  2. Explore Recent Conversations to review and analyze your latest customer interactions. Use the search bar to quickly find specific calls.

  3. Navigate to Opportunities to track and manage your active deals. Search by account name, deal stage, or close date to stay in control of your pipeline.

  4. Click Accounts to view and organize all your customer relationships. Search for companies, contacts, or recent activity to stay informed.

  5. Go to Moments™ to review real-time, AI-powered activity insights from past conversations. See how well you’re following guidance and staying on track.

  6. Use the Scorecards tab to measure your performance over time. Monitor progress, identify trends, and uncover areas for improvement.

  7. Open Conversation AI to access automated insights, annotations, product usage patterns, and personalized coaching opportunities.