Collaboration Hub
When you assign speakers in your recordings, they appear as participants in your Collaboration Hub. Assigning speakers names creates enriched contact records. When you assign an unidentified speaker to an
identified, name speaker, the talk ratio, sentiment and conversations
will have values instead of ("0").
Participant records (no CRM connected) can be deleted from the Collaboration Hub. Contact records (integration with CRM) can only be deleted from your CRM.
When there is no CRM connected
Select the 'Collaboration Hub' icon on the left hand side menu. When
you do not have an integrated CRM with Versational, you will see your 'Participants' on
this page. Every time you create a new participant on one of your
recordings, you will see them displayed in this table. From here, you can click on any participant name to view their record.
At the bottom of the record, you'll find the recordings they had attended and you can easily access them by selecting their title.
To delete a participant record, press the delete icon on the top right above Talk Ratio. Deleting a record will unassign the participant from the recordings they are in.
When there is a CRM connected
After you have integrated a CRM, the Collaboration Hub will automatically reconfigure to load your contacts from your CRM. Going to this page will display your contacts in order of most recently created. You can search for a contact in the search bar by name or organization/company name.
When you search by organization name, the contacts will be displayed in an account-based view.
To add a new contact, click the '+' button on the top right.
When adding a new contact, you can enter in their basic information and assign them to a company in your CRM. Note that you cannot create new companies from this page, you will need to create the company or organization in your CRM. Select 'Save Record' when you are done.
View newly created contacts by clicking their name just as you would do with attendees. Your CRM connection will provide basic information. Assign these speakers to recordings by searching for their names when assigning speakers. Until you assign an unidentified speaker to an identified, name speaker, the talk ratio, sentiment and conversations will have no values ("0").
Look out for much more functionality and conversation intelligence coming soon for your participant or contact records.
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