Accessing Zoom Revenue Accelerator recordings
All the recordings that meet the criteria set by your Revenue Accelerator admins will appear to you as conversations. You will receive an email notification once the conversation has been processed and analyzed. You can review the recording and associated metrics through the Conversations page in the web portal.
The Conversations page allows you to:
Note: Zoom Revenue Accelerator recordings follow the data retention policies of the Zoom account. If your account owner or admins are configured to delete Zoom recordings automatically after a period of time, then the recordings will be removed from Zoom Revenue Accelerator as well.
This article covers:
Prerequisites for using Zoom Revenue Accelerator recordings
How to access Zoom Revenue Accelerator conversations
Using the Zoom web portal
- Sign in to the Zoom web portal.
- In the navigation menu, click Revenue Accelerator then Conversations.
You can view personal conversations in the My Conversations tab. Conversations shared with you or your team appear in the All Conversations tab.
Using the Zoom desktop client
- Sign in to the Zoom desktop client.
- In the top navigation menu, click Revenue then Conversations.
Note: If Revenue is not listed in the top navigation menu, click More then Revenue.
How to filter conversations
Select columns to display
From the Conversations page, control the columns you want the page to display by selecting from:
- Start Time
- Customer or Lead
- Call Queues
- Internal Participants (No-show participant names are grayed out)
- External Participants (No-show participant names are grayed out)
- Stage during Conversation
- Engagement Score
- Sentiment Score
- Longest Spiel
- Filler Words
- Good Questions
- Next Steps
Note: Columns selected in the My Conversation tab will not sync to the All Conversations tab.
Filter search results
You can search all conversations, including meetings you hosted and meetings you attended.
From the Conversations page, set the following filters based on your preference:
Date range: Click the dropdown to select Last 7 days, Last 30 days, Last 90 days, Last 365 days, or Custom Period.
Advanced Search: Click the search field then click Advanced Search. Use search parameters to search for multiple terms and exclude specific terms.
Team: Click the dropdown to select teams. The teams listed depend on the access configured by your Revenue Accelerator admins.
Note: This field is only displayed in the All Conversations tab.
Callouts: Enter a keyword or select Good Questions, Next Steps, Topics, or Indicators.
Topic: Click the dropdown to select All, Meeting Topic, Phone Topic, or Call Queue Topic.
Start Time: Click the button to arrange the start time from newest to oldest or oldest to newest.
Customer or Lead: Click to select All, Customer, or Lead.
Deal: Click to select All, a single deal, or multiple deals.
Internal Participants: Click to select participants from the list.
External Participants: Click to select participants from the list.
Engagement Score: Click the button to arrange the score from highest to lowest or lowest to highest.
Sentiment Score: Click the button to arrange the score from highest to lowest or lowest to highest.
Language: Click to select All or a specific language from the list. This refers to the spoken language in the conversation.
Create custom filter groups for conversations
Users can create custom filter groups when searching for Conversations or Deals and save them for future use.
The filter group applies to both My Conversations and All Conversations.
If you have created multiple filter groups, you will see a dropdown arrow next to the filter group name so you can toggle between your saved filters.
From the Zoom Revenue Accelerator Conversations page, select your preferred filters.
Click Save as Filter Group.
In the Save as Filter Group window, enter the filter group name.
(Optional) Enable the following settings:
Include selected columns: This option is turned off by default. When enabled, it saves the selections made to any column categories.
Set as default filter group: This option is turned off by default. When enabled, the saved filter loads the next time you access the Conversations page.
(Optional) To edit the custom filter, click the pencil icon next to the filter group name, modify the filter group, then click Save to confirm changes.
(Optional) To delete the custom filter, click the dropdown arrow next to the filter group name, followed by the trash bin icon , then Delete to confirm the deletion.
How to navigate the recording playback section
You can access the recordings that Zoom Revenue Accelerator analyzed and review the associated metrics to get more data on how a conversation went. The recording playback has typical controls, such as play/pause, volume, playback speed control, and full-screen mode.
- In the Conversations page, click the topic of the meeting you wish to review
- (Optional) Click beside the conversation topic to Add to a Playlist or Share Link.
- (Optional) Click the ellipsis then Copy Summary, Download, or Remove.
Note: Removing a conversation will delete all related analytics. This action cannot be undone.
- In the recording playback section, you can:
- Play the recording
- Skip forward or backward by 15 seconds
- Skip to the next speaker
- Adjust the recording volume
- Change the playback speed
- Show or hide the subtitle
- Create a clip
- Enable Skip silence
- Enter or exit full screen
Cut to the chase (applicable to conversations with external participants)
- Under the recording playback section, select a tab to start reviewing the conversation.
Conversation: Helps you gain insights into the meeting using Summary and Smart Chapters.
Participants: Shows a visual breakdown of each participant’s speaking throughout the meeting and the percentages of each participant. This can help you see who spoke more during certain parts of the conversation and jump directly to those sections with a click.
Coaching: allows sales leads to provide score-based feedback. Learn more about using the scorecard for rating a conversation.
- In the right pane of the recording playback section, select a tab to view:
Overview: This contains the Deal Info, Conversation Summary, Next Steps, Good Questions, and Callouts
Note: Sections available here depend on configurations made by your Revenue Accelerator admins.
Content: This contains a Transcript of the conversation that you can download and an option to adjust language settings.
Comments: Write a note to start a conversation and give feedback. Use @mention to tag others.
Clips: You can highlight moments in the conversation to return to that part of the recording quickly by creating clips. All the clips you have created for that particular conversation will appear in this section.