Recordings: Review all your team’s
meetings at a glance

The Recordings page is where you can view all the calls that have been recorded in Chorus by anyone in your company. If you’re a manager, this is where you will default to when you login - so you can easily view whether key closing signals were identified across your team’s meetings (such as Next Steps and Deal Risk), and sort by important indicators like Opportunity Stage and Deal Size. Intrigued? More info below!

Finding your team’s meetings

The Recordings page is divided into 3 tabs: My Recordings (displays all of your calls), My Team's Recordings (displays just your team's calls and filters out everyone else), and All Recordings (displays every recording in your organization). By default we will show all calls greater than 1 min long, sorted by most recent call. However, you can use the filters at the top of the page to find calls from individuals, entire teams, or opportunities in specific stages.

For finding your team’s conversations, use the My Team's Recordings page. You can filter further by specific person, deal stage, etc. 

PRO TIP: Use the "More" tab to access out of the box recommended views as well as previously saved views. For more information on saved views, please click here. 

Sorting by Key Themes

You can sort calls by the columns in the Recordings page to quickly highlight the most relevant calls to review. The calls are defaulted sorted by most recent date, but you can also sort by:

• Duration
• SFDC Stage
• Next Steps
• Risks

From all of our product feedback sessions, Managers told us that knowing whether there are Next Steps on a call, and whether Risk was identified, were two of the most important things they were looking for in their team’s calls. This is why we’ve highlighted them for you to review - without having to click into the full call!

Next Steps - Chorus automatically identifies Next Steps in your team’s conversations by looking for language like “Our Next Steps are”, “I’ll follow up with Action Items”, “I’ll follow up with you”, etc. Our AI is trained specifically off of sales / CS conversations, so is very good at picking up any time that Next Steps are identified. If there are one (or zero!) Next Steps are identified by Chorus, chances are the Prospect isn’t clear on Next Steps either.

Risks - Risks looks for language like “I have a problem”, “we have concerns”, “we identified an issue”, etc. Essentially anything that could present a potential roadblock to closing the deal. The more Risks that were identified by Chorus, the higher likelihood there is that the deal is at risk - and may need your intervention.

Quick Wins / Use Cases

Identify calls without clear next steps:

• Filter by your team
• Sort by Next Steps - least to greatest
• Calls with 1 or less Next Steps are less likely to move forward to the next Opportunity stage - click on the number under Next Steps to listen to them and view the transcript

Identify calls with Deal Risk

• Filter by your team
• Sort by Risks - greatest to least
• Click on the number under risk to listen to all the Risk moments, and take action with your rep as necessary

Identify great discovery calls

• Filter by your team
• Filter by calls where the Stage at Time of Call was Discovery (or equivalent), and Current Stage is Closed / Won.
• Click on the video icon to listen to that call, and from there save it to a playlist from onboarding new members of your team in the future

We’ve only scratched the surface on some of the use cases above, but this should give you a great starting point to leverage the power of Chorus’s conversation intelligence in your team’s conversations. Check out the Deals page for other ways to identify at risk deals in your teams pipeline.