Overview
Please note, this feature is currently in Beta. If you do not have access to Apollo Conversations just yet, we haven't forgotten you! Please bear with us while we fine-tune the magic formula.
Conversations gives you easy access to your team's call recordings within Apollo. This means that you can effectively filter and playback calls, view and download high-accuracy transcripts, and leverage important meeting insights to better coach your team and increase call conversions.
Refer to the sections below for more information about how to view your call recordings, use the conversations filters, view call participants, access call transcripts, play back calls, and tap into meeting insights.
Please note, you can only access this feature if you are on a custom plan. If you are not currently on a custom plan but are interested in leveraging Apollo conversations in your day-to-day workflow, please contact the Apollo sales team to discuss your options.
View and Filter Your Conversations
Before you can access your Zoom conversations in Apollo, you need to follow the instructions in the "Integrate Apollo with Your Zoom Account" article first. Then when you are ready, hop back into this article and follow the steps below. We'll be waiting for you—in a friendly, non-creepy kind of way!
Launch Apollo, click Engage, and then click Conversations.
From here, you can view all the calls you and your team have recorded since connecting Zoom with Apollo.
Click the Sort by drop-down to select the default order in which you want to view your team's call recordings. Then, click Apply to save any changes you make.
Please note, the Sort by settings in Apollo Conversations are user-specific. This means that any changes you make will only reflect on your end. You can adapt your view according to your preferences without affecting your teammates' view.
Browse through all the recordings, or apply the filters on the left-hand side of your screen to find specific calls.
If you cannot see the filters, click the Filters icon to expand the section.
There are 5 types of filters available. Refer to the "Conversations Filters" section below for more information about each one. When you apply a filter, Apollo displays the results on the right-hand side of your screen.
Click the recording title to access the conversation insights.
To delete a call recording from Apollo Conversations, click the Additional Options (...) button next to a call recording, and then click Delete Conversation.
Conversations Filters
Title
You can use keywords to search for a call recording.
Enter any keywords from the meeting title into the Search bar and click enter to load all related calls.
User
You can search for the call recordings hosted by a particular user.
Click the User drop-down. Then, type the Apollo user's name or click the Specify Owner drop-down to find all the recordings from a specific user. You can select as many users as you like.
Contact
You can search for the calls that specific contacts have attended.
Click the Contact drop-down. Then, type in a contact's name or click the Select drop-down and choose the contact(s) by whom you want to filter. You can select multiple contacts if you want to.
Date
You can search for the recordings that took place within a specific time period. For example, calls that your team has hosted within the last 2 months.
Click the Date drop-down. Then, click the From and To fields to select the date or timeframe by which you want to filter your call recordings.
Duration
You can search for the recordings that last a specific amount of time. For example, calls that are between 15 and 30 minutes long.
Click the Duration drop-down. Then, add the minimum and maximum call length by which you want to filter your call recordings.
You have now accessed and applied the conversations filters in Apollo.
Play Back Your Calls
To listen back to a call recording, launch Apollo, click Engage, and then click Conversations.
Apply any filters to find the call that you want to watch. Then, click the recording title to access the conversation insights.
Click the Play icon to watch the call recording.
Click the Fast Forward or Rewind icons to skip forward or back by 10 seconds.
Hover your mouse over the Speaker icon and use the audio bar to adjust the volume.
Click the Full-screen icon to view the video in full-screen mode.
You have now accessed the playback features for a Zoom recording in Apollo.
View Participant Insights
To view participant insights, launch Apollo, click Engage, and then click Conversations.
Apply any filters to find the call that you want to watch. Then, click the recording title to access the conversation insights.
There are 2 types of participant insights that you can access in Apollo Conversations.
Participant Data
On the right-hand side of the call recording, Apollo displays a summary of the account and contact data of all participants.
From here, you can view the account name, stage, and ARR, as well as the names and titles of the participating contacts that work for the respective account.
To access more detailed insights, click the account or contact name(s) and view their full profile(s) in Apollo.
Apollo displays any other participants with unidentifiable account or contact data under the Others drop-down.
To close the summary of participant data for an account, click the drop-down arrow on the right of the account.
Participant Activity
Below the recording, you can access a summary of the participants' activity throughout the call.
From here, Apollo displays the specific moments in which a participant spoke within the call. Click a section of a participant's activity bar and then click the Play icon if you want to play back that specific period of the call.
Apollo also displays the percentage of the call in which the participant was speaking.
Click the Listening to drop-down and then click a participant's checkbox to disable their activity bar.
Please note, by default, Apollo selects all participants. You can use the checkboxes to enable or disable a participant's activity at any time. However, you must enable at least one participant at the very minimum.
If Apollo cannot identify a participant who has taken an active role in the call, Apollo will display the activity bar under the Unknown Participants section.
Please note, the Apollo participant detection logic is constantly evolving and keen to learn! As it continues to improve, you should start to see a reduction in the number of unknown participants and an increase in the number of known participants.
You can check the Others drop-down to see if Apollo could identify the participant from there.
Alternatively, click a section of the Unknown Participant activity bar and then press the Play icon to identify the contact within the call.
Please note, Apollo only generates insights for participants that speak for at least 10% of the overall call recording.
Apollo also displays the specific moments in which participants shared their screens throughout the call. Click a section of the Screen Share activity bar and then click the Play icon if you want to view the screen and play that specific period of the call.
You have now accessed the participant insights from a call recording.
Access Call Transcripts
To view a call transcript, launch Apollo, click Engage, and then click Conversations.
Apply any filters to find the call that you want to access. Then, click the recording title to open the conversation insights.
Click the Transcript tab above the call recording.
You can type keywords into the Search transcript bar and press enter to view all the moments in which participants spoke those particular words.
You can also scroll through the transcript and click the text to jump to that specific point in the call.
If you are listening to a call while browsing through the transcript, click Sync back to time to return to the specific point in which the speaker is talking.
You have now accessed the transcript in Apollo Conversations.