How to Share Call Highlights with Leaders and Peers

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.

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

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

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

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

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