What's the Explore page?
The Explore Page is your go-to hub for identifying and accessing the calls that matter most to you. With its robust filtering options, you can quickly go to specific conversations that align with your focus areas.
I. Filtering Calls to find what you need
To streamline your search, utilize the following filters available on the Explore Page:
CRM: View calls associated with specific accounts, opportunities, contacts or leads.
Team(s): Quickly access calls made by specific teams
User(s): Zero in on calls made by individual team members.
Tag(s): Leverage your pre-defined tags to find calls related to specific topics, outcomes, or stages in the sales cycle.
Call Review: Filter for calls that have been reviewed, are pending review, or require specific actions.
Call Title: Search for calls based on their descriptive titles.
Call Duration: Find calls within a specific length, ideal for identifying quick wins or in-depth conversations.
Language: Filter calls based on the language spoken.
Provider: Isolate calls made through specific telephony providers.
Topic: Surface calls where specific themes were discussed.
Keyword Search: Search for calls containing specific words or phrases mentioned during the conversation.
Use case:
Let's say you want to analyze all calls made by Thierry from CRM account "ACME - DEMO", tagged "Client Follow Up" and where the topic "Pricing" was discussed.
Here are the detailed CRM filters supported regarding your CRM:
2. Save Time with Custom Views
Do you frequently find yourself applying the same set of filters? Create a custom view to save your search criteria and access it with a single click.
Create a View: After applying your desired filters, click "Save as a view" and give your view a descriptive name.
Access Your Views: Your saved views are conveniently located in the sidebar for quick access.
Edit and Update: Easily modify your saved views as needed to reflect evolving priorities or search criteria.
Whether you're a sales manager looking for coaching opportunities or a sales rep seeking to replicate winning strategies, the Explore page empowers you to unlock the full potential of your conversational data.
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