Share a call snippet

Call snippets are short, focused segments of a call that can be used to highlight important moments, such as a customer request, feedback, or a question you want help answering. Snippets can be shared with customers or colleagues, saved in the library, embedded in third-party applications, and more—all without affecting the original call. You can create as many snippets as needed from a single call.

How to Create Call Snippets

1. From the Call Timeline

1. Open the Call Page:
   • Click the call you want to edit and navigate to the playback screen.
2. Select the Snippet:
   • Click the Snippet Icon below the call screen.
   • Yellow bars will appear on the timeline. Drag the bars to highlight the segment you want to select.
   • The selected segment is also highlighted in the transcript, and changes are synchronized as you adjust either the timeline bars or transcript pointers.
3. Action Menu:
   • Once your snippet is selected, the action menu opens. From here, you can:
     • Share: Share the snippet internally or with customers.
     • Save: Add the snippet to the library.

What You Can Do with Snippets

• Share Snippets:
  • Share internally with your team or externally with customers.
• Collaborate:
  • Use comments to get feedback or discuss specific points.
• Save to Library:
  • Keep snippets organized in your library for easy access during coaching, training, or follow-ups.