Collections let you group related calls, for example all discovery calls for a product line, customer testimonial material, or onboarding examples for new reps, so they're easy to find, review, and share.
The Collections page
Open Collections from the left navigation.
Switch between My Collections (yours) and All Collections (everything shared in your organization).
Each collection shows how many meetings it contains, who created it, and when it was last modified.
Use the search bar to find a collection, or Filter to narrow the list.
Create a collection
Click New collection in the top right.
Give it a name and an optional description so teammates know what belongs inside.
Add calls to a collection
Find the call you want, from the Meetings page or search.
Use the call's menu to add it to a collection, choosing an existing collection or creating a new one on the spot.
Use and share collections
Open any collection to review and play its calls in one place.
Share a collection with other users in your organization, which is great for coaching, onboarding, and voice-of-customer highlights.
Use the ⋮ menu on a collection to edit or manage it.