<div style="background: #fff!important;">
<div align="center" style="background: #fff!important;margin-top:20px!important;max-width:1440px;margin-left:auto;margin-right:auto;margin-bottom:60px;">
</strong></p>
<h1 style="color:#000;margin-top:20px!important;text-align:center;margin-bottom:30px!important;">How to Access a Call Recording from Salesforce</h1>
<p><strong></p>
<div>
  <script async src="https://js.storylane.io/js/v2/storylane.js"></script></p>
<div class="sl-embed" style="position:relative;padding-bottom:calc(49.93% + 25px);width:100%;height:0;transform:scale(1)">
    <iframe loading="lazy" class="sl-demo" src="https://app.storylane.io/demo/5vpdx8bcg2jv?embed=inline" name="sl-embed" allow="fullscreen" allowfullscreen style="position:absolute;top:0;left:0;width:100%!important;height:100%!important;border:1px solid rgba(63,95,172,0.35);box-shadow: 0px 0px 18px rgba(26, 19, 72, 0.15);border-radius:10px;box-sizing:border-box;"></iframe>
  </div>
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<p data-start="210" data-end="343">Quickly find and listen to recorded calls directly from Salesforce, with transcripts and AI insights included.</p>
<ol data-start="345" data-end="937">
<li data-start="345" data-end="579">
<p data-start="348" data-end="579">Within the <strong data-start="359" data-end="375">Conversation</strong> object in Salesforce, click the <strong data-start="408" data-end="426">recording link</strong> (if available) to jump directly to the related conversation in the Revenue App. You’ll be able to play the recording based on your access permissions.</p>
</li>
<li data-start="580" data-end="715">
<p data-start="583" data-end="715">Initiate the <strong data-start="596" data-end="615">voice recording</strong> feature to capture customer requirements directly within the system for follow-up or documentation purposes.</p>
</li>
<li data-start="716" data-end="937">
<p data-start="719" data-end="937">After opening the recording, you’ll be redirected to the <strong data-start="776" data-end="793">Conversations</strong> page. There, you can review the full audio, read the transcript, and explore all available Conversation AI features for insight and coaching.</p>
</li>
</ol>


Interactive | How to Access a Call Recording from Salesforce - Demo

Learn how to access and play recorded calls from Salesforce using the Revenue.io Conversation AI object in Salesforce.

How to Access a Call Recording from Salesforce - Demo | Revenue

https://revenueio.wpengine.com/wp-content/uploads/2025/05/id-how-to-access-a-call-recording-from-salesforce-demo.jpg

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How to Access a Call Recording from Salesforce &#8211; Demo

Revenue is the leading provider of cloud based sales productivity and marketing intelligence software. Integrated call tracking, dialers, IVR, virtual call centers, and more for Salesforce.com.

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</strong></p>
<h1 style="color:#000;margin-top:20px!important;text-align:center;margin-bottom:30px!important;">How to Access a Call Recording from RingDNA</h1>
<p><strong></p>
<div>
  <script async src="https://js.storylane.io/js/v2/storylane.js"></script></p>
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</div>


<p data-start="216" data-end="383">Learn how to access, review, and analyze call recordings directly from RingDNA and Conversation AI.</p>
<ol data-start="385" data-end="1701">
<li data-start="385" data-end="482">
<p data-start="388" data-end="482">In Salesforce, click the <strong data-start="413" data-end="429">phone number</strong> linked to the call to open it directly in RingDNA.</p>
</li>
<li data-start="483" data-end="618">
<p data-start="486" data-end="618">Click the blue <strong data-start="501" data-end="520">Conversation AI</strong> link to launch the full conversation view. This link is available for any call over 60 seconds.</p>
</li>
<li data-start="619" data-end="775">
<p data-start="622" data-end="775">From here, you can listen to the full call recording, search the transcript, review keywords and questions, and explore key metrics all in one place.</p>
</li>
<li data-start="776" data-end="862">
<p data-start="779" data-end="862">Switch to the <strong data-start="793" data-end="807">Admin View</strong> to review call recordings at scale across your team.</p>
</li>
<li data-start="863" data-end="978">
<p data-start="866" data-end="978">Start by clicking into <strong data-start="889" data-end="900">Reports</strong> to explore call performance metrics and access the <strong data-start="952" data-end="971">Call Recordings</strong> tab.</p>
</li>
<li data-start="979" data-end="1079">
<p data-start="982" data-end="1079">Click <strong data-start="988" data-end="1003">View Report</strong> under Call Recordings to display all available recordings within RingDNA.</p>
</li>
<li data-start="1080" data-end="1175">
<p data-start="1083" data-end="1175">Refresh your report view to ensure you’re analyzing the most up-to-date conversation data.</p>
</li>
<li data-start="1176" data-end="1335">
<p data-start="1179" data-end="1335">Use sorting and search options to locate specific recordings, then click <strong data-start="1252" data-end="1286">Examine this Salesforce record</strong> to see how call data connects with CRM fields.</p>
</li>
<li data-start="1336" data-end="1453">
<p data-start="1339" data-end="1453">Select the <strong data-start="1350" data-end="1379">Conversation Recording ID</strong> to dive into that specific conversation and its associated AI analysis.</p>
</li>
<li data-start="1454" data-end="1573">
<p data-start="1458" data-end="1573">Click to view the <strong data-start="1476" data-end="1493">recording URL</strong> in the Conversations tab and unlock advanced AI-powered insights and metrics.</p>
</li>
<li data-start="1574" data-end="1701">
<p data-start="1578" data-end="1701">On the conversation page, review the full transcript and listen to the recording within a single, streamlined view.</p>
</li>
</ol>


Interactive | How to Access a Call Recording from RingDNA - Demo

Learn how to access, review, and analyze call recordings using RingDNA and Conversation AI with full transcripts, insights, and performance metrics.

How to Access a Call Recording from RingDNA - Demo | Revenue

https://revenueio.wpengine.com/wp-content/uploads/2025/05/id-how-to-access-a-call-recording-from-ringdna-demo.jpg

How to Access a Call Recording from RingDNA &#8211; Demo

https://www.revenue.io/revu/how-to-access-call-recording-ringdna

<div style="background: #fff!important;">
<div align="center" style="background: #fff!important;margin-top:20px!important;max-width:1440px;margin-left:auto;margin-right:auto;margin-bottom:60px;">
</strong></p>
<h1 style="color:#000;margin-top:20px!important;text-align:center;margin-bottom:30px!important;">How to Download the RingDNA Chrome Extension</h1>
<p><strong></p>
<div>
  <script async src="https://js.storylane.io/js/v2/storylane.js"></script></p>
<div class="sl-embed" style="position:relative;padding-bottom:calc(49.93% + 25px);width:100%;height:0;transform:scale(1)">
    <iframe loading="lazy" class="sl-demo" src="https://app.storylane.io/demo/sifqaa73htdw?embed=inline" name="sl-embed" allow="fullscreen" allowfullscreen style="position:absolute;top:0;left:0;width:100%!important;height:100%!important;border:1px solid rgba(63,95,172,0.35);box-shadow: 0px 0px 18px rgba(26, 19, 72, 0.15);border-radius:10px;box-sizing:border-box;"></iframe>
  </div>
</div>


<p data-start="218" data-end="342">Follow this quick guide to install the RingDNA Chrome Extension and get started in just a few clicks.</p>
<ol data-start="344" data-end="948">
<li data-start="344" data-end="415">
<p data-start="347" data-end="415">Open your Google Chrome browser to begin the installation process.</p>
</li>
<li data-start="416" data-end="512">
<p data-start="419" data-end="512">In the search bar, type <strong data-start="443" data-end="471">RingDNA Chrome Extension</strong> to locate the official extension page.</p>
</li>
<li data-start="513" data-end="621">
<p data-start="516" data-end="621">Click the result titled <strong data-start="540" data-end="567">“<a href="https://chromewebstore.google.com/detail/coeeccnnaonnljjhoonkmmoihpibgane?utm_source=item-share-cb">RingDNA by Revenue.io</a>”</strong> to open the extension page in the Chrome Web Store.</p>
</li>
<li data-start="622" data-end="709">
<p data-start="625" data-end="709">Click <strong data-start="631" data-end="648">Add to Chrome</strong> to begin installing the RingDNA extension to your browser.</p>
</li>
<li data-start="710" data-end="791">
<p data-start="713" data-end="791">When prompted, click <strong data-start="734" data-end="751">Add Extension</strong> to complete the installation process.</p>
</li>
<li data-start="792" data-end="948">
<p data-start="795" data-end="948">Once installed, open your extensions menu in the top-right corner of your browser, and click the pin icon next to RingDNA for quick access at any time.</p>
</li>
</ol>


Interactive | How to Download the RingDNA Chrome Extension - Demo

Install the RingDNA Chrome Extension in seconds. Follow this simple guide to add it to Chrome, pin it for quick access, and start selling smarter.

How to Download the RingDNA Chrome Extension - Demo | Revenue

https://revenueio.wpengine.com/wp-content/uploads/2025/05/id-how-to-download-the-ringdna-chrome-extension-demo.jpg

How to Download the RingDNA Chrome Extension &#8211; Demo

https://www.revenue.io/revu/how-to-download-the-ringdna-chrome-extension

<div style="background: #fff!important;">
<div align="center" style="background: #fff!important;margin-top:20px!important;max-width:1440px;margin-left:auto;margin-right:auto;margin-bottom:60px;">
</strong></p>
<h1 style="color:#000;margin-top:20px!important;text-align:center;margin-bottom:30px!important;">How to Customize Your RingDNA Greeting</h1>
<p><strong></p>
<div>
  <script async src="https://js.storylane.io/js/v2/storylane.js"></script></p>
<div class="sl-embed" style="position:relative;padding-bottom:calc(49.93% + 25px);width:100%;height:0;transform:scale(1)">
    <iframe loading="lazy" class="sl-demo" src="https://app.storylane.io/demo/yuhsc6l1xyyb?embed=inline" name="sl-embed" allow="fullscreen" allowfullscreen style="position:absolute;top:0;left:0;width:100%!important;height:100%!important;border:1px solid rgba(63,95,172,0.35);box-shadow: 0px 0px 18px rgba(26, 19, 72, 0.15);border-radius:10px;box-sizing:border-box;"></iframe>
  </div>
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<p data-start="220" data-end="392">Discover how to create, manage, and deploy personalized voice greetings in RingDNA to maintain a professional tone and improve the caller experience.</p>
<ol data-start="394" data-end="1335">
<li data-start="394" data-end="473">
<p data-start="397" data-end="473">Open the <strong data-start="406" data-end="418">Settings</strong> menu to access your RingDNA personalization options.</p>
</li>
<li data-start="474" data-end="563">
<p data-start="477" data-end="563">Click the <strong data-start="487" data-end="506">Custom Greeting</strong> feature to begin creating personalized voice messages.</p>
</li>
<li data-start="564" data-end="689">
<p data-start="567" data-end="689">View and manage all your existing greetings in one place. Easily listen to, edit, or update them to match your workflow.</p>
</li>
<li data-start="690" data-end="788">
<p data-start="693" data-end="788">Click <strong data-start="699" data-end="722">Create New Greeting</strong> to enhance the customer experience with a personalized message.</p>
</li>
<li data-start="789" data-end="898">
<p data-start="792" data-end="898">Record and label your custom greetings. Assign one for out-of-office replies and preview it at any time.</p>
</li>
<li data-start="899" data-end="1030">
<p data-start="902" data-end="1030">Record a new message tailored for specific situations, such as campaign greetings, out-of-office notices, or personal intros.</p>
</li>
<li data-start="1031" data-end="1103">
<p data-start="1034" data-end="1103">Save your new greeting so it’s stored in the system for future use.</p>
</li>
<li data-start="1104" data-end="1214">
<p data-start="1107" data-end="1214">Select when and how the greeting should be automatically deployed based on your availability or workflow.</p>
</li>
<li data-start="1215" data-end="1335">
<p data-start="1218" data-end="1335">Look for the open door icon to quickly identify and manage your <strong data-start="1282" data-end="1299">Out of Office</strong> greeting when you&#8217;re unavailable.</p>
</li>
</ol>


Interactive | Learn How to Customize Your RingDNA Greeting - Demo

Create and manage custom voice greetings in RingDNA. Personalize your message for out-of-office, campaigns, or introductions with easy setup.

Learn How to Customize Your RingDNA Greeting - Demo | Revenue

https://revenueio.wpengine.com/wp-content/uploads/2025/05/id-learn-how-to-customize-your-ringdna-greeting-demo.jpg

Learn How to Customize Your RingDNA Greeting &#8211; Demo

https://www.revenue.io/revu/how-to-customize-ringdna-greeting

<div style="background: #fff!important;">
<div align="center" style="background: #fff!important;margin-top:20px!important;max-width:1440px;margin-left:auto;margin-right:auto;margin-bottom:60px;">
</strong></p>
<h1 style="color:#000;margin-top:20px!important;text-align:center;margin-bottom:30px!important;">How to Toggle Your Status Between Available and Unavailable</h1>
<p><strong></p>
<div>
  <script async src="https://js.storylane.io/js/v2/storylane.js"></script></p>
<div class="sl-embed" style="position:relative;padding-bottom:calc(49.93% + 25px);width:100%;height:0;transform:scale(1)">
    <iframe loading="lazy" class="sl-demo" src="https://app.storylane.io/demo/74mwm6zt6utm?embed=inline" name="sl-embed" allow="fullscreen" allowfullscreen style="position:absolute;top:0;left:0;width:100%!important;height:100%!important;border:1px solid rgba(63,95,172,0.35);box-shadow: 0px 0px 18px rgba(26, 19, 72, 0.15);border-radius:10px;box-sizing:border-box;"></iframe>
  </div>
</div>


<p data-start="235" data-end="365">Learn how to switch your status in one click to stay aligned with your team and maintain a smooth workflow.</p>
<ol data-start="367" data-end="899">
<li data-start="367" data-end="465">
<p data-start="370" data-end="465">Click your profile icon in the top-left corner to access and manage your availability status.</p>
</li>
<li data-start="466" data-end="557">
<p data-start="469" data-end="557">Choose from the available options to customize your current status according to your activity.</p>
</li>
<li data-start="558" data-end="667">
<p data-start="561" data-end="667">Select the appropriate status to let your team know whether you’re ready to take calls or stepping away.</p>
</li>
<li data-start="668" data-end="777">
<p data-start="671" data-end="777">Set a duration for your unavailable status to automatically reset when you&#8217;re back, then click <strong data-start="766" data-end="774">Save</strong>.</p>
</li>
<li data-start="778" data-end="899">
<p data-start="781" data-end="899">See how your selected status is displayed to teammates, including your current activity and how long you&#8217;ll be away.</p>
</li>
</ol>


Interactive | Toggle Your Status Between Available and Unavailable - Demo

Easily switch between available and unavailable in Conversation AI. Set status duration and keep your team informed of your activity in real time.

Toggle Your Status Between Available and Unavailable - Demo | Revenue

https://revenueio.wpengine.com/wp-content/uploads/2025/05/id-toggle-your-status-between-available-and-unavailable-demo.jpg

Toggle Your Status Between Available and Unavailable &#8211; Demo

https://www.revenue.io/revu/toggle-status-between-available-and-unavailable

<div style="background: #fff!important;">
<div align="center" style="background: #fff!important;margin-top:20px!important;max-width:1440px;margin-left:auto;margin-right:auto;margin-bottom:60px;">
</strong></p>
<h1 style="color:#000;margin-top:20px!important;text-align:center;margin-bottom:30px!important;">How to Switch Between Your Dedicated Number, Local Presence, and Legacy Number in Conversation AI</h1>
<p><strong></p>
<div>
  <script async src="https://js.storylane.io/js/v2/storylane.js"></script></p>
<div class="sl-embed" style="position:relative;padding-bottom:calc(49.93% + 25px);width:100%;height:0;transform:scale(1)">
    <iframe loading="lazy" class="sl-demo" src="https://app.storylane.io/demo/bq0lt9plrehy?embed=inline" name="sl-embed" allow="fullscreen" allowfullscreen style="position:absolute;top:0;left:0;width:100%!important;height:100%!important;border:1px solid rgba(63,95,172,0.35);box-shadow: 0px 0px 18px rgba(26, 19, 72, 0.15);border-radius:10px;box-sizing:border-box;"></iframe>
  </div>
</div>


<p data-start="243" data-end="384">Learn how to manage your outbound calling identity and choose the number that aligns best with your outreach strategy.</p>
<ol data-start="386" data-end="1278">
<li data-start="386" data-end="503">
<p data-start="389" data-end="503">Navigate to the <strong data-start="405" data-end="417">Settings</strong> menu in the bottom-left corner to begin configuring your outbound call preferences.</p>
</li>
<li data-start="504" data-end="587">
<p data-start="507" data-end="587">Click on <strong data-start="516" data-end="536">Outbound Numbers</strong> to manage and customize your caller ID strategy.</p>
</li>
<li data-start="588" data-end="708">
<p data-start="591" data-end="708">View all available outbound numbers in one place. Edit existing numbers or add new ones to fit your outreach needs.</p>
</li>
<li data-start="709" data-end="798">
<p data-start="712" data-end="798">Click <strong data-start="718" data-end="745">Add New Outbound Number</strong> to register a new phone number for outbound calls.</p>
</li>
<li data-start="799" data-end="913">
<p data-start="802" data-end="913">Enter a label and phone number, then complete the quick verification steps to activate the new outbound line.</p>
</li>
<li data-start="914" data-end="1000">
<p data-start="917" data-end="1000">Once verified, return to the Outbound Numbers settings to continue configuration.</p>
</li>
<li data-start="1001" data-end="1152">
<p data-start="1004" data-end="1152">At the top of the screen under <strong data-start="1035" data-end="1054">Outbound Number</strong>, choose whether to use your dedicated dialer number, local presence number, or original number.</p>
</li>
<li data-start="1153" data-end="1278">
<p data-start="1156" data-end="1278">Click the number field to view available options, then select the one you want to use as your active outbound caller ID.</p>
</li>
</ol>


Interactive | Switch Between Your Dedicated Number, Local Presence, and Legacy Number - Demo

Easily switch between your dedicated number, local presence, or legacy number in Conversation AI. Customize caller ID for smarter outbound strategy.

Switch Between Your Dedicated Number, Local Presence, and Legacy Number - Demo | Revenue

https://revenueio.wpengine.com/wp-content/uploads/2025/05/id-switch-between-your-dedicated-number-local-presence-and-legacy-number-demo.jpg

Switch Between Your Dedicated Number, Local Presence, and Legacy Number &#8211; Demo

https://www.revenue.io/revu/switch-between-numbers-in-conversation-ai

<div style="background: #fff!important;">
<div align="center" style="background: #fff!important;margin-top:20px!important;max-width:1440px;margin-left:auto;margin-right:auto;margin-bottom:60px;">
</strong></p>
<h1 style="color:#000;margin-top:20px!important;text-align:center;margin-bottom:30px!important;">How to Log In to the RingDNA Communication Hub</h1>
<p><strong></p>
<div>
  <script async src="https://js.storylane.io/js/v2/storylane.js"></script></p>
<div class="sl-embed" style="position:relative;padding-bottom:calc(49.93% + 25px);width:100%;height:0;transform:scale(1)">
    <iframe loading="lazy" class="sl-demo" src="https://app.storylane.io/demo/mzm4hiktnhez?embed=inline" name="sl-embed" allow="fullscreen" allowfullscreen style="position:absolute;top:0;left:0;width:100%!important;height:100%!important;border:1px solid rgba(63,95,172,0.35);box-shadow: 0px 0px 18px rgba(26, 19, 72, 0.15);border-radius:10px;box-sizing:border-box;"></iframe>
  </div>
</div>


<p data-start="222" data-end="366">Learn how to access the RingDNA Communication Hub and log in securely using your organization’s Salesforce custom domain.</p>
<ol data-start="368" data-end="950">
<li data-start="368" data-end="530">
<p data-start="371" data-end="530">When you first open the RingDNA Communication Hub and click <strong data-start="431" data-end="440">Login</strong>, you’ll be redirected to Salesforce’s standard login page to authenticate your account.</p>
</li>
<li data-start="531" data-end="717">
<p data-start="534" data-end="717">To log in with Single Sign-On (SSO), click <strong data-start="577" data-end="598">Use Custom Domain</strong> and enter your Salesforce domain URL. This ensures you’re redirected through your organization’s secure SSO process.</p>
</li>
<li data-start="718" data-end="950">
<p data-start="721" data-end="950">To find your custom domain, open any Salesforce page and check the URL. This should look like <code data-start="814" data-end="846">MyDomainName.my.salesforce.com</code>. Enter this domain into the field, click <strong data-start="888" data-end="900">Continue</strong>, and follow your organization’s SSO login flow.</p>
</li>
</ol>


Interactive | How to Log In to the RingDNA Communication Hub - Demo

Access the RingDNA Communication Hub securely with Salesforce SSO. Learn how to use your custom domain for fast, authenticated login.

How to Log In to the RingDNA Communication Hub - Demo | Revenue

https://revenueio.wpengine.com/wp-content/uploads/2025/05/id-how-to-log-in-to-the-ringdna-communication-hub-demo.jpg

How to Log In to the RingDNA Communication Hub &#8211; Demo

https://www.revenue.io/revu/how-to-login-to-ringdna-communications-hub

<div style="background: #fff!important;">
<div align="center" style="background: #fff!important;margin-top:20px!important;max-width:1440px;margin-left:auto;margin-right:auto;margin-bottom:60px;">
</strong></p>
<h1 style="color:#000;margin-top:20px!important;text-align:center;margin-bottom:30px!important;">How to Search, Favorite, and Create Leads or Contacts in RingDNA</h1>
<p><strong></p>
<div>
  <script async src="https://js.storylane.io/js/v2/storylane.js"></script></p>
<div class="sl-embed" style="position:relative;padding-bottom:calc(49.65% + 25px);width:100%;height:0;transform:scale(1)">
    <iframe loading="lazy" class="sl-demo" src="https://app.storylane.io/demo/eiwqzplnalxy?embed=inline" name="sl-embed" allow="fullscreen" allowfullscreen style="position:absolute;top:0;left:0;width:100%!important;height:100%!important;border:1px solid rgba(63,95,172,0.35);box-shadow: 0px 0px 18px rgba(26, 19, 72, 0.15);border-radius:10px;box-sizing:border-box;"></iframe>
  </div>
</div>


<p data-start="254" data-end="397">Learn how to quickly search, favorite, and create leads or contacts without leaving the RingDNA Communication Hub.</p>
<ol data-start="399" data-end="1455">
<li data-start="399" data-end="525">
<p data-start="402" data-end="525">Go to the <strong data-start="412" data-end="424">Contacts</strong> tab to access your complete contact database and manage all customer relationships from one place.</p>
</li>
<li data-start="526" data-end="620">
<p data-start="529" data-end="620">Use the search bar to quickly find leads, contacts, and associated companies in your CRM.</p>
</li>
<li data-start="621" data-end="778">
<p data-start="624" data-end="778">Use the drop-down filter to search for other RingDNA or Salesforce users. By default, you’ll see your most frequently contacted records for fast access.</p>
</li>
<li data-start="779" data-end="915">
<p data-start="782" data-end="915">Click the star icon next to any contact to mark it as a favorite. Favorites help you keep high-priority contacts easily accessible.</p>
</li>
<li data-start="916" data-end="1099">
<p data-start="919" data-end="1099">Click the <strong data-start="929" data-end="942">Favorites</strong> tab on the Contacts page to view and manage your starred contacts. From here, you can call, message, or email them just like you would from the main list.</p>
</li>
<li data-start="1100" data-end="1216">
<p data-start="1103" data-end="1216">You can also manually favorite contacts by clicking the star icon at the top right corner of the Contacts page.</p>
</li>
<li data-start="1217" data-end="1455">
<p data-start="1220" data-end="1455">To create a new contact or lead, click the <strong data-start="1263" data-end="1282">Add New Contact</strong> button. Choose whether the record is a lead or contact, fill in the required fields, and click <strong data-start="1378" data-end="1386">Save</strong> to automatically add it to your CRM. No need to switch to Salesforce.</p>
</li>
</ol>


Interactive | How to Search, Favorite, and Create Leads or Contacts in RingDNA - Demo

Learn how to search, favorite, and create leads or contacts directly in RingDNA without switching to Salesforce.

How to Search, Favorite, and Create Leads or Contacts in RingDNA - Demo | Revenue

https://revenueio.wpengine.com/wp-content/uploads/2025/05/id-how-to-search-favorite-and-create-leads-or-contacts-in-ringdna-demo.jpg

How to Search, Favorite, and Create Leads or Contacts in RingDNA &#8211; Demo

https://www.revenue.io/revu/how-to-search-favorite-create-leads-contacts-ringdna

<div style="background: #fff!important;">
<div align="center" style="background: #fff!important;margin-top:20px!important;max-width:1440px;margin-left:auto;margin-right:auto;margin-bottom:60px;">
</strong></p>
<h1 style="color:#000;margin-top:20px!important;text-align:center;margin-bottom:30px!important;">How to Filter Conversation AI Searches for Better Insights</h1>
<p><strong></p>
<div>
  <script async src="https://js.storylane.io/js/v2/storylane.js"></script></p>
<div class="sl-embed" style="position:relative;padding-bottom:calc(49.93% + 25px);width:100%;height:0;transform:scale(1)">
    <iframe loading="lazy" class="sl-demo" src="https://app.storylane.io/demo/7m3kfltiemit?embed=inline" name="sl-embed" allow="fullscreen" allowfullscreen style="position:absolute;top:0;left:0;width:100%!important;height:100%!important;border:1px solid rgba(63,95,172,0.35);box-shadow: 0px 0px 18px rgba(26, 19, 72, 0.15);border-radius:10px;box-sizing:border-box;"></iframe>
  </div>
</div>


<p data-start="241" data-end="396">Learn how to use advanced filters in Conversation AI to narrow results and uncover the most valuable conversations across your team.</p>
<ol data-start="398" data-end="1839">
<li data-start="398" data-end="494">
<p data-start="401" data-end="494">Start by exploring <strong data-start="420" data-end="440">Advanced Filters</strong> to customize your conversation analysis experience.</p>
</li>
<li data-start="495" data-end="643">
<p data-start="498" data-end="643">Each time you search a word, it becomes an active filter, automatically narrowing results to only those conversations where that word appears.</p>
</li>
<li data-start="644" data-end="783">
<p data-start="647" data-end="783">Click <strong data-start="653" data-end="668">Save Search</strong> to preserve custom searches for future access, ideal for tracking key topics or monitoring specific team trends.</p>
</li>
<li data-start="784" data-end="880">
<p data-start="787" data-end="880">Refine your analysis by clicking <strong data-start="820" data-end="840">Advanced Filters</strong> to unlock powerful filtering options.</p>
</li>
<li data-start="881" data-end="1021">
<p data-start="884" data-end="1021">View all active filters and refine them further using conversation-specific insights such as talk time, keywords, or participant roles.</p>
</li>
<li data-start="1022" data-end="1127">
<p data-start="1025" data-end="1127">Set custom timeframes or filter by conversation duration to focus on the most relevant interactions.</p>
</li>
<li data-start="1128" data-end="1239">
<p data-start="1131" data-end="1239">Use participant filters to view conversations that include specific stakeholders or internal team members.</p>
</li>
<li data-start="1240" data-end="1390">
<p data-start="1243" data-end="1390">Apply <strong data-start="1249" data-end="1272">Conversation Detail</strong> filters to focus on call type, call direction, or opportunity stage, helping you pinpoint priority conversations.</p>
</li>
<li data-start="1391" data-end="1532">
<p data-start="1394" data-end="1532">Use <strong data-start="1398" data-end="1417">Keyword Filters</strong> to surface calls that include critical terms or phrases, making it easy to find valuable coaching opportunities.</p>
</li>
<li data-start="1533" data-end="1648">
<p data-start="1537" data-end="1648">Apply <strong data-start="1543" data-end="1565">Engagement Filters</strong> to display only conversations with notes, tasks, annotations, or coaching flags.</p>
</li>
<li data-start="1649" data-end="1839">
<p data-start="1653" data-end="1839">Use <strong data-start="1657" data-end="1682">Agent Metrics Filters</strong> to analyze calls by talk time, overtalk ratio, incident count, or longest talk streak. This helps you to identify performance patterns and coaching needs fast.</p>
</li>
</ol>


Interactive | How to Filter Conversation AI Searches for Better Insights - Demo

Use advanced filters in Conversation AI to uncover key sales insights. Refine searches by keywords, talk time, roles, or engagement for smarter analysis.

How to Filter Conversation AI Searches for Better Insights - Demo | Revenue

https://revenueio.wpengine.com/wp-content/uploads/2025/05/id-how-to-filter-conversation-ai-searches-for-better-insights-demo.jpg

How to Filter Conversation AI Searches for Better Insights &#8211; Demo

https://www.revenue.io/revu/how-to-filter-conversation-ai-searches-for-better-insights

<div style="background: #fff!important;">
<div align="center" style="background: #fff!important;margin-top:20px!important;max-width:1440px;margin-left:auto;margin-right:auto;margin-bottom:60px;">
</strong></p>
<h1 style="color:#000;margin-top:20px!important;text-align:center;margin-bottom:30px!important;">How to Set Up Saved Alerts to Stay on Top of Key Conversations</h1>
<p><strong></p>
<div>
  <script async src="https://js.storylane.io/js/v2/storylane.js"></script></p>
<div class="sl-embed" style="position:relative;padding-bottom:calc(49.93% + 25px);width:100%;height:0;transform:scale(1)">
    <iframe loading="lazy" class="sl-demo" src="https://app.storylane.io/demo/0mkh4juoxivf?embed=inline" name="sl-embed" allow="fullscreen" allowfullscreen style="position:absolute;top:0;left:0;width:100%!important;height:100%!important;border:1px solid rgba(63,95,172,0.35);box-shadow: 0px 0px 18px rgba(26, 19, 72, 0.15);border-radius:10px;box-sizing:border-box;"></iframe>
  </div>
</div>


<p data-start="229" data-end="402">Learn how to save filtered searches and receive real-time alerts when new conversations match your criteria so you never miss a moment that matters.</p>
<ol data-start="404" data-end="1076">
<li data-start="404" data-end="553">
<p data-start="407" data-end="553">Click <strong data-start="413" data-end="428">Save Search</strong> to create a custom alert based on your selected filters, allowing you to track high-priority conversations as they happen.</p>
</li>
<li data-start="554" data-end="693">
<p data-start="557" data-end="693">Give your saved search a clear, descriptive name. Choose whether to keep it private or share it with your team for broader visibility.</p>
</li>
<li data-start="694" data-end="831">
<p data-start="697" data-end="831"><span style="box-sizing: border-box; margin: 0px; padding: 0px;">Select your preferred notification frequency, choose from immediate, daily, weekly, or no alerts, then click <strong>Next</strong> to continue.</span></p>
</li>
<li data-start="832" data-end="948">
<p data-start="835" data-end="948">Assign your saved search to a relevant <strong data-start="874" data-end="885">Library</strong> for easy organization and access alongside similar insights.</p>
</li>
<li data-start="949" data-end="1076">
<p data-start="952" data-end="1076">Return to your <strong data-start="967" data-end="985">Saved Searches</strong> anytime to monitor, review, and manage conversation details that meet your set criteria.</p>
</li>
</ol>


Interactive | How to Set Up Saved Alerts to Stay on Top of Key Conversations - Demo

Stay informed with saved alerts in Conversation AI. Get real-time updates when key conversations match your filters.

How to Set Up Saved Alerts to Stay on Top of Key Conversations - Demo | Revenue

https://revenueio.wpengine.com/wp-content/uploads/2025/05/id-how-to-set-up-saved-alerts-to-stay-on-top-of-key-conversations-demo.jpg

How to Set Up Saved Alerts to Stay on Top of Key Conversations &#8211; Demo

https://www.revenue.io/revu/how-to-set-up-saved-alerts-for-key-conversations

<div style="background: #fff!important;">
<div align="center" style="background: #fff!important;margin-top:20px!important;max-width:1440px;margin-left:auto;margin-right:auto;margin-bottom:60px;">
</strong></p>
<h1 style="color:#000;margin-top:20px!important;text-align:center;margin-bottom:30px!important;">How to Listen to Live Calls in Conversation AI</h1>
<p><strong></p>
<div>
  <script async src="https://js.storylane.io/js/v2/storylane.js"></script></p>
<div class="sl-embed" style="position:relative;padding-bottom:calc(49.93% + 25px);width:100%;height:0;transform:scale(1)">
    <iframe loading="lazy" class="sl-demo" src="https://app.storylane.io/demo/qwcbfaoh1oum?embed=inline" name="sl-embed" allow="fullscreen" allowfullscreen style="position:absolute;top:0;left:0;width:100%!important;height:100%!important;border:1px solid rgba(63,95,172,0.35);box-shadow: 0px 0px 18px rgba(26, 19, 72, 0.15);border-radius:10px;box-sizing:border-box;"></iframe>
  </div>
</div>


<p data-start="251" data-end="425">Learn how to listen to your team’s active calls in real time for coaching, support, and deal visibility.</p>
<ol data-start="427" data-end="1820">
<li data-start="427" data-end="520">
<p data-start="430" data-end="520">Click the <strong data-start="440" data-end="452">Live Hub</strong> to view all active calls happening in real time across your team.</p>
</li>
<li data-start="521" data-end="658">
<p data-start="524" data-end="658">Access ongoing calls from the <strong data-start="554" data-end="579">Live Conversation Hub</strong>, giving you full visibility for live coaching, support, and sales alignment.</p>
</li>
<li data-start="659" data-end="788">
<p data-start="662" data-end="788">Click the three-dot menu on any active call to access options like <strong data-start="729" data-end="742">Listen In</strong>, <strong data-start="744" data-end="760">View Profile</strong>, or <strong data-start="765" data-end="785">View Caller Info</strong>.</p>
</li>
<li data-start="789" data-end="947">
<p data-start="792" data-end="947">After clicking <strong data-start="807" data-end="820">Listen In</strong>, you’ll silently join the live call. This allows you to observe the conversation in real time without interrupting the flow.</p>
</li>
<li data-start="948" data-end="1143">
<p data-start="951" data-end="1143">Use <strong data-start="955" data-end="974">Supervisor Note</strong> to send real-time feedback during or after a call. These notes are instantly shared with the rep and logged in Salesforce under the call activity for full visibility.</p>
</li>
<li data-start="1144" data-end="1273">
<p data-start="1147" data-end="1273">Open the agent’s contact record to review all related activity, including calls, emails, and messages, from a single view.</p>
</li>
<li data-start="1274" data-end="1390">
<p data-start="1277" data-end="1390">Click <strong data-start="1283" data-end="1296">View Team</strong> to see who is currently online, offline, or engaged in calls, all from a central dashboard.</p>
</li>
<li data-start="1391" data-end="1523">
<p data-start="1394" data-end="1523">Instantly identify which reps are available or busy, and click on any name to review their call history or join a live session.</p>
</li>
<li data-start="1524" data-end="1629">
<p data-start="1527" data-end="1629">Use team filters to narrow your view to specific sales groups or departments for focused monitoring.</p>
</li>
<li data-start="1630" data-end="1714">
<p data-start="1634" data-end="1714">Select relevant <strong data-start="1650" data-end="1660">Queues</strong> to monitor specialized campaigns or sales channels.</p>
</li>
<li data-start="1715" data-end="1820">
<p data-start="1719" data-end="1820">Filter by <strong data-start="1729" data-end="1740">Inbound</strong> or <strong data-start="1744" data-end="1756">Outbound</strong> call direction to tailor your listening and support strategy.</p>
</li>
</ol>


Interactive | How to Listen to Live Calls in Conversation AI - Demo

Monitor live sales calls in real time with Conversation AI. Join silently, send supervisor notes, and support reps instantly during active conversations.

How to Listen to Live Calls in Conversation AI - Demo | Revenue

https://revenueio.wpengine.com/wp-content/uploads/2025/05/id-how-to-listen-to-live-calls-in-conversation-ai-demo.jpg

How to Listen to Live Calls in Conversation AI &#8211; Demo

https://www.revenue.io/revu/how-to-listen-to-live-calls-in-conversation-ai

<div style="background: #fff!important;">
<div align="center" style="background: #fff!important;margin-top:20px!important;max-width:1440px;margin-left:auto;margin-right:auto;margin-bottom:60px;">
</strong></p>
<h1 style="color:#000;margin-top:20px!important;text-align:center;margin-bottom:30px!important;">How to Track Metrics in Conversation AI</h1>
<p><strong></p>
<div>
  <script async src="https://js.storylane.io/js/v2/storylane.js"></script></p>
<div class="sl-embed" style="position:relative;padding-bottom:calc(49.93% + 25px);width:100%;height:0;transform:scale(1)">
    <iframe loading="lazy" class="sl-demo" src="https://app.storylane.io/demo/aryvf4halfqt?embed=inline" name="sl-embed" allow="fullscreen" allowfullscreen style="position:absolute;top:0;left:0;width:100%!important;height:100%!important;border:1px solid rgba(63,95,172,0.35);box-shadow: 0px 0px 18px rgba(26, 19, 72, 0.15);border-radius:10px;box-sizing:border-box;"></iframe>
  </div>
</div>


<p data-start="242" data-end="409">Discover how to evaluate rep performance by tracking talk time, emotion, coaching behavior, and conversation depth within Conversation AI.</p>
<ol data-start="411" data-end="1797">
<li data-start="411" data-end="506">
<p data-start="414" data-end="506">Click the blue <strong data-start="429" data-end="448">Conversation AI</strong> link to access a complete view of tracked call metrics.</p>
</li>
<li data-start="507" data-end="652">
<p data-start="510" data-end="652">Open any call recording to begin your review. You can press <strong data-start="570" data-end="578">Play</strong> to listen or scroll down to jump directly to call metrics and insights.</p>
</li>
<li data-start="653" data-end="828">
<p data-start="656" data-end="828">View detailed metrics<span style="box-sizing: border-box; margin: 0px; padding: 0px;">, including <strong>talk ratio</strong>, <strong>interruptions</strong>, <strong>silence</strong>, <strong>vocabulary usage</strong>, and more, to</span> assess call engagement and quality at a glance.</p>
</li>
<li data-start="829" data-end="978">
<p data-start="832" data-end="978">Analyze <strong data-start="840" data-end="859">emotion metrics</strong> for each participant to see how sentiment shifted throughout the conversation, from negative to neutral or positive.</p>
</li>
<li data-start="979" data-end="1178">
<p data-start="982" data-end="1178">You can also access metrics from the <strong data-start="1019" data-end="1029">dialer</strong> by clicking the outbound call task and selecting the <strong data-start="1083" data-end="1103">number hyperlink</strong>. This will take you directly to the conversation details in Salesforce.</p>
</li>
<li data-start="1179" data-end="1304">
<p data-start="1182" data-end="1304">From the task, navigate to the custom Revenue.io object labeled <strong data-start="1246" data-end="1262">Conversation</strong> to unlock additional data and analysis.</p>
</li>
<li data-start="1305" data-end="1474">
<p data-start="1308" data-end="1474">On the <strong data-start="1315" data-end="1331">Conversation</strong> record, you’ll see a full breakdown of call performance metrics. This includes advanced insights not available from the standard activity view.</p>
</li>
<li data-start="1475" data-end="1611">
<p data-start="1478" data-end="1611">Scroll further down the record to explore agent-specific and caller-specific behaviors that shaped the outcome of the conversation.</p>
</li>
<li data-start="1612" data-end="1797">
<p data-start="1615" data-end="1797">Review additional data points<span style="box-sizing: border-box; margin: 0px; padding: 0px;">, such as <strong>key keywords mentioned</strong> and <strong>the total number of questions asked</strong> during the call, to gain</span> a quick view into the quality and depth of the conversation.</p>
</li>
</ol>


Interactive | How to Track Metrics in Conversation AI - Demo

Track talk time, emotion, interruptions, and engagement in Conversation AI to evaluate rep performance and improve conversation quality.

How to Track Metrics in Conversation AI - Demo | Revenue

https://revenueio.wpengine.com/wp-content/uploads/2025/05/id-how-to-track-metrics-in-conversation-ai-demo.jpg

How to Track Metrics in Conversation AI &#8211; Demo

https://www.revenue.io/revu/how-to-track-metrics-in-conversation-ai

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