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</strong><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><strong>

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<p data-start="241" data-end="396">Learn how to use advanced filters in <a href="https://www.revenue.io/conversation-ai#tag=nav">Conversation AI</a> 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>

How to Filter Conversation AI Searches for Better Insights | Interactive 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 | Revenue

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

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How to Filter Conversation AI Searches for Better Insights

Revenue.io is the Salesforce-native Revenue Orchestration Platform, unifying dialers, guided selling, call tracking, conversation intelligence, and AI agents to drive performance before, during, and after every sales call.

Revenue.io

Revenue.io powers high-performing Salesforce teams with real-time guidance, sales automation, and AI agents. As the #1 Salesforce-native revenue orchestration platform, Revenue.io helps reps accelerate pipeline, improve forecasts, coach smarter, and save hours every week, with tools trusted by companies like HPE, Nutanix, and Amazon. The Revenue.io platform combines sales engagement, lead response, AI-powered coaching, conversation intelligence, and intelligent Salesforce dialing, enabling reps to go from first call to closed-won faster and more predictably. Founded in 2013 and headquartered in Los Angeles, Revenue.io is backed by Goldman Sachs, Bryant Stibel, and Palisades Capital. Learn more at www.revenue.io

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<div align="center" style="background: #fff!important;margin-top:20px!important;max-width:1440px;margin-left:auto;margin-right:auto;margin-bottom:60px;">
</strong><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><strong>

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<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>

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

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><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><strong>

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<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>

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

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><h1 style="color:#000;margin-top:20px!important;text-align:center;margin-bottom:30px!important;">How to Track Metrics in Conversation AI</h1><strong>

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  </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>

How to Track Metrics in Conversation AI | Interactive 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 | 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

https://www.revenue.io/revu/how-to-track-metrics-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><h1 style="color:#000;margin-top:20px!important;text-align:center;margin-bottom:30px!important;">How to Listen to a Call in Conversation AI</h1><strong>

<div>
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  </div>
</div>

<p data-start="224" data-end="399">Quickly access and listen to any recorded call in <a href="https://www.revenue.io/conversation-ai#tag=nav">Conversation AI</a>. Use playback, transcript navigation, and annotations to review and share key moments.</p>

<ol data-start="401" data-end="1211">
 	<li data-start="401" data-end="521">
<p data-start="404" data-end="521">Click on any conversation to access and listen to the full call recording. There is no need to download, and no tab switching required.</p>
</li>
 	<li data-start="522" data-end="651">
<p data-start="525" data-end="651">Click <strong data-start="531" data-end="539">Play</strong> to begin listening instantly. Watch the video recording and follow along in real time within the same screen.</p>
</li>
 	<li data-start="652" data-end="782">
<p data-start="655" data-end="782">Use built-in tools like <strong data-start="679" data-end="700">playback controls</strong>, <strong data-start="702" data-end="716">highlights</strong>, and <strong data-start="722" data-end="745">annotation features</strong> to enhance your review experience.</p>
</li>
 	<li data-start="783" data-end="941">
<p data-start="786" data-end="941">Scroll to the <strong data-start="800" data-end="814">transcript</strong> section to search keywords or questions. Click any line of text, and the video will automatically jump to that exact moment.</p>
</li>
 	<li data-start="942" data-end="1069">
<p data-start="945" data-end="1069">Click <strong data-start="951" data-end="963">Annotate</strong> to add notes at any point in the call. This is ideal for capturing insights, follow-ups, or coaching comments.</p>
</li>
 	<li data-start="1070" data-end="1211">
<p data-start="1073" data-end="1211">Click <strong data-start="1079" data-end="1111">Create Best Practice Library</strong> to save standout moments. Curate these examples to share what “good” looks like across your team.</p>
</li>
</ol>

How to Listen to a Call in Conversation AI | Interactive Demo

Easily listen to recorded calls in Conversation AI. Use playback, transcripts, and annotations to review key moments and support coaching and sharing.

How to Listen to a Call in Conversation AI | Revenue

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

How to Listen to a Call in Conversation AI

https://www.revenue.io/revu/how-to-listen-to-a-call-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><h1 style="color:#000;margin-top:20px!important;text-align:center;margin-bottom:30px!important;">How to View Your Alerts and Clear Your Inbox in Conversation AI</h1><strong>

<div>
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  </div>
</div>

<p data-start="250" data-end="403">Stay on top of key updates by using the Inbox tab in Conversation AI to manage alerts, flagged calls, coaching requests, and more.</p>

<ol data-start="405" data-end="1192">
 	<li data-start="405" data-end="551">
<p data-start="408" data-end="551">Select <strong data-start="415" data-end="424">Inbox</strong> from the Conversation AI menu to view your alerts. The number displayed indicates the number of notifications that require your attention.</p>
</li>
 	<li data-start="552" data-end="670">
<p data-start="555" data-end="670">Your Inbox opens with all notifications displayed by default, giving you a centralized view of what needs review.</p>
</li>
 	<li data-start="671" data-end="793">
<p data-start="674" data-end="793">Sort your notifications by date, filter by type, or narrow results by user to quickly focus on high-priority updates.</p>
</li>
 	<li data-start="794" data-end="928">
<p data-start="797" data-end="928">Click any individual checkbox to select specific notifications, or use the top checkbox to select all for efficient bulk actions.</p>
</li>
 	<li data-start="929" data-end="1050">
<p data-start="932" data-end="1050">Use the options bar to <strong data-start="955" data-end="965">Delete</strong>, <strong data-start="967" data-end="983">Mark as Read</strong>, or <strong data-start="988" data-end="1006">Mark as Unread</strong>. This helps you stay organized and current.</p>
</li>
 	<li data-start="1051" data-end="1192">
<p data-start="1054" data-end="1192">After selecting <strong data-start="1070" data-end="1086">Mark as Read</strong>, the selected items will be cleared from your alert count, giving you a refreshed and up-to-date inbox.</p>
</li>
</ol>

How to View Your Alerts and Clear Your Inbox in Conversation AI | Interactive Demo

Stay organized by viewing and clearing alerts in Conversation AI’s Inbox. Sort, filter, and mark notifications to stay current and focused on key updates.

How to View Your Alerts and Clear Your Inbox in Conversation AI | Revenue

https://revenueio.wpengine.com/wp-content/uploads/2025/05/id-how-to-view-your-alerts-and-clear-your-inbox-in-conversation-ai-demo.jpg

How to View Your Alerts and Clear Your Inbox in Conversation AI

Stay organized by viewing and clearing alerts in Conversation AI&rsquo;s Inbox. Sort, filter, and mark notifications to stay current and focused on key updates.

https://www.revenue.io/revu/how-to-view-your-alerts-and-clear-inbox-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><h1 style="color:#000;margin-top:20px!important;text-align:center;margin-bottom:30px!important;">How to Build a Best Practice Library in Conversation AI</h1><strong>

<div>
  <script async src="https://js.storylane.io/js/v2/storylane.js"></script>
  <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/qlksbrdeehbv?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="248" data-end="370">See how to capture, organize, and scale winning sales conversations with the Best Practice Library.</p>

<ol data-start="372" data-end="1407">
 	<li data-start="372" data-end="469">
<p data-start="375" data-end="469">Use the Best Practice Library to save and share winning conversation moments with your team.</p>
</li>
 	<li data-start="470" data-end="572">
<p data-start="473" data-end="572">Click “Create New Library” to begin grouping top calls into a shareable best practice collection.</p>
</li>
 	<li data-start="573" data-end="672">
<p data-start="576" data-end="672">Give your library a clear, descriptive name so team members know what kind of calls to expect.</p>
</li>
 	<li data-start="673" data-end="792">
<p data-start="676" data-end="792">For example, you might create a library titled “CSM Best Practices” to highlight excellent customer success calls.</p>
</li>
 	<li data-start="793" data-end="883">
<p data-start="796" data-end="883">Go to the Conversations tab and flag standout moments that are worth coaching around.</p>
</li>
 	<li data-start="884" data-end="966">
<p data-start="887" data-end="966">Click into any call to identify teachable moments that others can learn from.</p>
</li>
 	<li data-start="967" data-end="1065">
<p data-start="970" data-end="1065">Review how the rep performed, including their score based on your defined coaching framework.</p>
</li>
 	<li data-start="1066" data-end="1168">
<p data-start="1069" data-end="1168">If the call scored 100 percent, it’s a prime candidate to be added to your best practice library.</p>
</li>
 	<li data-start="1169" data-end="1242">
<p data-start="1172" data-end="1242">To save the call, go to the Actions tab and select “Add to Library.”</p>
</li>
 	<li data-start="1243" data-end="1323">
<p data-start="1247" data-end="1323">Choose the appropriate library to store and share the call with your team.</p>
</li>
 	<li data-start="1324" data-end="1407">
<p data-start="1328" data-end="1407">Click Save, and your best practice example is ready for others to learn from.</p>
</li>
</ol>

How to Build a Best Practice Library in Conversation AI | Interactive Demo

Capture and organize high-performing sales calls in Revenue.io’s Best Practice Library to coach teams and scale top-performing behaviors.

How to Build a Best Practice Library in Conversation AI | Revenue

https://revenueio.wpengine.com/wp-content/uploads/2025/05/id-best-practices-library-demo.jpg

How to Build a Best Practice Library in Conversation AI

Capture and organize high-performing sales calls in Revenue.io&rsquo;s Best Practice Library to coach teams and scale top-performing behaviors.

https://www.revenue.io/revu/best-practices-library

<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><h1 style="color:#000;margin-top:20px!important;text-align:center;margin-bottom:30px!important;">How to Share Call Highlights with Leaders and Peers</h1><strong>

<div>
  <script async src="https://js.storylane.io/js/v2/storylane.js"></script>
  <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/wohqo2dja8gy?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="364">Learn how to share key call moments to support coaching, align with leadership, and scale learning across teams.</p>

<ol data-start="366" data-end="1147">
 	<li data-start="366" data-end="530">
<p data-start="369" data-end="530">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.</p>
</li>
 	<li data-start="531" data-end="641">
<p data-start="534" data-end="641">Click the Actions menu to share the conversation or access options like saving, highlighting, or tagging.</p>
</li>
 	<li data-start="642" data-end="763">
<p data-start="645" data-end="763">Review the available sharing options. In this step, we’ll focus on sharing a conversation internally with your team.</p>
</li>
 	<li data-start="764" data-end="908">
<p data-start="767" data-end="908">Select the colleagues or teams who would benefit from these insights, whether for coaching, collaboration, or prep for an upcoming meeting.</p>
</li>
 	<li data-start="909" data-end="1033">
<p data-start="912" data-end="1033">Add a clear title or recipient team name, then include a short message to explain the value of the shared conversation.</p>
</li>
 	<li data-start="1034" data-end="1147">
<p data-start="1037" data-end="1147">Click Share to send the conversation. The recipient will be notified and can immediately review the content.</p>
</li>
</ol>

How to Share Call Highlights with Leaders and Peers | Interactive Demo

Easily share key call moments in Revenue.io to support coaching, align with leaders, and scale insights across your sales team.

How to Share Call Highlights with Leaders and Peers | Revenue

https://revenueio.wpengine.com/wp-content/uploads/2025/05/id-share-call-highlights-with-leaders-and-peers-demo.jpg

How to Share Call Highlights with Leaders and Peers

https://www.revenue.io/revu/share-call-highlights-with-team

<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><h1 style="color:#000;margin-top:20px!important;text-align:center;margin-bottom:30px!important;">How to Quickly Review and Search Call Transcripts</h1><strong>

<div>
  <script async src="https://js.storylane.io/js/v2/storylane.js"></script>
  <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/kogstdpmlrvv?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="236" data-end="374">Learn how to scan, search, and analyze call transcripts to uncover insights without replaying entire conversations.</p>

<ol data-start="376" data-end="1058">
 	<li data-start="376" data-end="517">
<p data-start="379" data-end="517">On any conversation, scroll down to access the full transcript, where you can quickly search, scan, and review everything that was said.</p>
</li>
 	<li data-start="518" data-end="674">
<p data-start="521" data-end="674">Use the search bar to enter any keyword and instantly jump to that moment in the transcript. This is ideal for fast review, coaching, or sharing key insights.</p>
</li>
 	<li data-start="675" data-end="797">
<p data-start="678" data-end="797">Navigate to the Keywords tab to analyze product mentions, competitor names, and other tracked terms for intelligence.</p>
</li>
 	<li data-start="798" data-end="923">
<p data-start="801" data-end="923">Open the Annotations tab to review and add annotated call segments that highlight coaching opportunities or key moments.</p>
</li>
 	<li data-start="924" data-end="1058">
<p data-start="927" data-end="1058">Click into the Questions tab to see all questions asked during the call. These are automatically surfaced for easy follow-up and analysis.</p>
</li>
</ol>

How to Quickly Review and Search Call Transcripts | Interactive Demo

Easily search and review full call transcripts in Revenue.io to find keywords, annotations, questions, and answers.

How to Quickly Review and Search Call Transcripts | Revenue

https://revenueio.wpengine.com/wp-content/uploads/2025/05/id-quickly-review-and-search-call-transcripts-demo.jpg

How to Quickly Review and Search Call Transcripts

https://www.revenue.io/revu/review-and-search-call-transcripts

<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><h1 style="color:#000;margin-top:20px!important;text-align:center;margin-bottom:30px!important;">How to Instantly Find Keywords in Any Conversation</h1><strong>

<div>
  <script async src="https://js.storylane.io/js/v2/storylane.js"></script>
  <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/cuk47xwfwhty?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="219" data-end="375">Learn how to search for any word or phrase to jump directly to key moments, making reviews, follow-ups, and coaching more efficient.</p>

<ol data-start="377" data-end="1014">
 	<li data-start="377" data-end="522">
<p data-start="380" data-end="522">In any conversation, scroll down to access the Keywords tab, where you can instantly search, scan, and review important terms from the call.</p>
</li>
 	<li data-start="523" data-end="644">
<p data-start="526" data-end="644">View a complete list of keywords mentioned in the conversation and explore relevant topics for follow-up and review.</p>
</li>
 	<li data-start="645" data-end="738">
<p data-start="648" data-end="738">Click on any keyword topic to see exactly where that term was mentioned during the call.</p>
</li>
 	<li data-start="739" data-end="883">
<p data-start="742" data-end="883">Each time your selected keyword appears, it’s marked with blue dots along the call timeline. Click any dot to jump directly to that moment.</p>
</li>
 	<li data-start="884" data-end="1014">
<p data-start="887" data-end="1014">Explore keyword themes such as BANT, Pricing, Objections, or Filler Words to surface insights quickly and take action faster.</p>
</li>
</ol>

How to Instantly Find Keywords in Any Conversation | Interactive Demo

Quickly search and jump to key phrases in Revenue.io conversations using the Keywords tab to streamline reviews, follow-ups, and coaching insights.

How to Instantly Find Keywords in Any Conversation | Revenue

https://revenueio.wpengine.com/wp-content/uploads/2025/05/id-instantly-find-keywords-in-any-conversation-demo.jpg

How to Instantly Find Keywords in Any Conversation

https://www.revenue.io/revu/find-keywords-in-any-conversation

<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><h1 style="color:#000;margin-top:20px!important;text-align:center;margin-bottom:30px!important;">How to Get to Know Your “My Profile” Conversation Page</h1><strong>

<div>
  <script async src="https://js.storylane.io/js/v2/storylane.js"></script>
  <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/suqkeqaeb9mh?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="226" data-end="385">Learn how to navigate your personalized dashboard to manage conversations, coaching, deals, and performance insights — all in one place.</p>

<ol data-start="387" data-end="1401">
 	<li data-start="387" data-end="508">
<p data-start="390" data-end="508">Click <strong data-start="396" data-end="410">My Profile</strong> to access your centralized view of conversations, deals, coaching insights, and key activities.</p>
</li>
 	<li data-start="509" data-end="654">
<p data-start="512" data-end="654">Explore <strong data-start="520" data-end="544">Recent Conversations</strong> to review and analyze your latest customer interactions. Use the search bar to quickly find specific calls.</p>
</li>
 	<li data-start="655" data-end="815">
<p data-start="658" data-end="815">Navigate to <strong data-start="670" data-end="687">Opportunities</strong> to track and manage your active deals. Search by account name, deal stage, or close date to stay in control of your pipeline.</p>
</li>
 	<li data-start="816" data-end="962">
<p data-start="819" data-end="962">Click <strong data-start="825" data-end="837">Accounts</strong> to view and organize all your customer relationships. Search for companies, contacts, or recent activity to stay informed.</p>
</li>
 	<li data-start="963" data-end="1122">
<p data-start="966" data-end="1122">Go to <a href="https://www.revenue.io/moments#tag=nav"><strong data-start="972" data-end="984">Moments™</strong></a> to review real-time, AI-powered activity insights from past conversations. See how well you’re following guidance and staying on track.</p>
</li>
 	<li data-start="1123" data-end="1263">
<p data-start="1126" data-end="1263">Use the <strong data-start="1134" data-end="1148">Scorecards</strong> tab to measure your performance over time. Monitor progress, identify trends, and uncover areas for improvement.</p>
</li>
 	<li data-start="1264" data-end="1401">
<p data-start="1267" data-end="1401">Open <strong data-start="1272" data-end="1291">Conversation AI</strong> to access automated insights, annotations, product usage patterns, and personalized coaching opportunities.</p>
</li>
</ol>

How to Get to Know Your “My Profile” Conversation Page | Interactive Demo

Learn how to use the Revenue.io My Profile page to manage conversations, track deals, monitor performance, and access AI coaching insights.

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

https://revenueio.wpengine.com/wp-content/uploads/2025/05/id-my-profile-conversation-page-demo.jpg

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

How to Get to Know Your &ldquo;My Profile&rdquo; Conversation Page | Interactive Demo

How to Get to Know Your &ldquo;My Profile&rdquo; Conversation Page

https://www.revenue.io/revu/my-profile-conversation-page

<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><h1 style="color:#000;margin-top:20px!important;text-align:center;margin-bottom:30px!important;">How to Capture and Share Key Call Moments Easily</h1><strong>

<div>
  <script async src="https://js.storylane.io/js/v2/storylane.js"></script>
  <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/eie6h09eqcx6?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="391">See how to quickly highlight the most important parts of any call and share them with your team to align, coach, or prepare for next steps.</p>

<ol data-start="393" data-end="1214">
 	<li data-start="393" data-end="502">
<p data-start="396" data-end="502">Open any conversation to access the transcript, create highlights, and share key moments with teammates.</p>
</li>
 	<li data-start="503" data-end="596">
<p data-start="506" data-end="596">Click “Create a Highlight” to begin capturing an important moment from the conversation.</p>
</li>
 	<li data-start="597" data-end="711">
<p data-start="600" data-end="711">Select the specific segment you want to highlight, then click “Complete Highlight” to finalize the selection.</p>
</li>
 	<li data-start="712" data-end="788">
<p data-start="715" data-end="788">Confirm the highlight to capture the moment and prepare it for sharing.</p>
</li>
 	<li data-start="789" data-end="888">
<p data-start="792" data-end="888">Name your highlight so it’s easy to find later, then click “Save” to store it in your library.</p>
</li>
 	<li data-start="889" data-end="971">
<p data-start="892" data-end="971">Click the three-dot menu next to any saved highlight to open sharing options.</p>
</li>
 	<li data-start="972" data-end="1109">
<p data-start="975" data-end="1109">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.</p>
</li>
 	<li data-start="1110" data-end="1214">
<p data-start="1113" data-end="1214">Click “Share” or copy the direct link to send the highlight instantly to the right person or group.</p>
</li>
</ol>

How to Capture and Share Key Call Moments Easily | Interactive Demo

Learn how to create and share call highlights in Revenue.io to align teams, coach reps, and spotlight important insights with just a few clicks.

How to Capture and Share Key Call Moments Easily | Revenue

https://revenueio.wpengine.com/wp-content/uploads/2025/05/id-capture-and-share-key-call-moments-demo.jpg

How to Capture and Share Key Call Moments Easily

https://www.revenue.io/revu/how-to-capture-and-share-key-call-moments

Welcome to your self-serve demo experience