Provided by AI, the call Highlights are designed to save your teams a considerable amount of time regarding call listenings. AI automatically points out call key moments. You are given the opportunity to go directly to the moment within the call. Stop losing time with a full call listening to unveil key moments !
More details in this article.
💡If you're aiming to get a synthetic short call summary, checkout Call Summary: how to generate it ?
I. How does it work?
A. In Modjo
You can access the call "highlights" within right handed column, on the associated call page. You have to select the "Highlights" tab (cf print screen).
Once enabled all of your calls with transcripts will be processed and summarized through two categories:
General Summary: Get an overview of what happened during the call
Next Steps: Instantly identify the upcoming stages of your sales cycle.
But you can customize them, more details in part III of this article.
Interact with highlights
On the contrary of the Call Summary feature, call Highlights provides you with more details, accessible within a clic to review precisely what has been said by your client within the central part of the page.
When hovering over a block, several interactive elements will be displayed:
▶️: Get more call context on what was said by playing the call
💬: Write a comment, mention your teammates or manager to share important information (they will get a notification)
📒 : add a custom vocabulary
🔗: Copy a private link to quickly share a specific moment of the call to other teammates
B. In your CRM
Save time on tedious manual data entry, improve your accuracy in recording customer interactions information, and increase the efficiency of tracking tasks.
Highlights can be automatically logged into the Notes Section of Salesforce, HubSpot, Pipedrive and Sellsy. If you want to disable or customize this option, refer to your CRM integration setup.
Summary timestamps will only be displayed for Salesforce and HubSpot users.
Salesforce:
HubSpot:
II. How to enable the feature?
Go check this detailed article : How to enable Modjo AI?
III. Create Highlights templates
In order to create non-biased highlights of calls, we highly encourage you to create Highlights templates!
Go to settings > templates section > highlights.
Each Highlights will be generated based on a given template. Each template works per team.
By default, the General template will be selected for all your teams, with 2 categories: general Information & Next Steps.
We also propose you 4 templates to help you setup:
SPICED method
BDR summary
AE summary
AM summary
If you want to create a new template, click on Highlights => Add Template
Give your template a title
Assign it to a team(s)
Click on Add a category
You can use on-the-shelf categories built by our Modjo AI experts:
Next Steps
General Information
Objections
Competitor References
Pricing
Prospects / Customers Pains
Customer Insights & Observations
User Feedback
Buying Decision
Response to Objections
Churn Potential
Closing Strategy
Support Requirements
Impact
Business-Oriented Questions
You can edit these categories in order to adjust them to your taste
You can build a category from scratch => click on this article for expert tips! 🙂
💡You can add up to five categories in order to ensure the relevance of your calls' highlights
💡When updating a template, the changes made will be applied only for future calls.
IV. How is a template chosen over another?
Single Team, Single Template:
💡Which template will be selected when I'm part of a single team with a single template?
When a participant is the only one in a meeting and belongs to a single team that has a specific highlights, that template is selected.
=> A lone participant from the "Product" team will have the "Product Summary" template applied.
2. Multiple Teams, Multiple Templates:
💡Which template will be selected if I'm part of multiple teams?
If a participant is associated with multiple teams, and each team has a different Template, a general template is selected.
=> A participant from both "Account Executive" and "Tech" teams will trigger the selection of the "General Summary" template.
3. Multiple Participants:
💡Which template will be selected when there are other teammates in my call?
AI counts each highlights template's occurrence among all participants.
=> The template with the highest count is selected.
In case of a tie, the general template is chosen.
=> If most participants are from the "Business Developers" team, the "Business Development Summary" template is used.
4. Uncertain Scenari:
In uncertain scenari => the general template is selected.
💡Example: In a meeting with mixed team members, if the majority is part of the "Account Managers" team, the "Account Management Summary" template is used. If the distribution is even, then the "General Summary" template is applied.
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