Overview
Conversations provide easy access to your team's video call recordings within Apollo, with AI-generated call summaries, the ability to comment and add emojis to recordings, and coaching tools like conversation scorecards and video playlists.
The following sections show how to view call recordings, access a variety of call insights, share recordings and call summary briefs, and request feedback on conversations.
Access and Share a Conversation
To access and share a conversation recording:
- Launch Apollo and click Conversations to see the calls you and your team have recorded.
- Use filters to find a specific recording:
To search for conversations by title, enter any keywords from the meeting title. Then press enter to see all related recordings. 
To search for conversations that a specific person hosted or attended, enter their name or select them from the list. You can select multiple users.
Click the Host or Participant checkboxes to filter based on the user's role in the meeting.
To search for conversations that specific contacts attended, enter their name or choose someone from the list. You can select multiple contacts. 
To search for conversations that took place within a specific period, click From and To to select a date or timeframe. 
To search for conversations based on the length of the calls, enter the minimum and maximum call length, then press enter. 
To search for conversations that participants from a specific company attended, enter a company name or choose one from the drop-down. You can select multiple companies. 
To search for conversations based on trackers, click the checkboxes for the trackers you want to use. 
To search for conversations based on the tags, enter a tag name or choose one from the list. 
- Click a conversation to see the recording. You can play, rewind, fast forward, or adjust the playback speed.
Below the recording, Apollo summarizes the participants' activity throughout a call. To move to a section of the recording where a specific participant speaks, click the participant's activity bar. You can leave comments or create clips of specific moments. When you create clips, you can share with team. Review created clips under Clips.
For more participant information, click the Details tab. Apollo provides the names and titles of any saved contacts for the associated account. Click the account and contact links to access more detailed information about them.
- An AI-generated summary shares the conversation's outcome, next steps, and any objections.
- Click Auto-draft email to automatically draft a follow-up email using AI.
- Click Push to CRM to sync the meeting with your CRM.
- Click Share to share the recording. You can share with your organization, specific people, or anyone who has the link After making your selection, click Copy link, then share the link.
- Click Tags to add tags to the recording. Select an existing tag or create a new one. You can then use conversation filters to find recordings based on tags.
- Click Transcript to review the full recording transcript.
- Click Trackers to view trackers associated with the conversation.
- Click Comments to view and leave comments.
Send Call Summary Briefs
If you're an SDR, it can be challenging to hand off an account to an AE. You might have held several calls with a single contact or multiple contacts across an account, which means you need to summarize all of those interactions or send several call recordings to the AE.
Apollo simplifies this process by automatically summarizing several related calls into a brief and making that brief easily shareable. To access and share these call summary briefs:
- Launch Apollo and click either People or Companies. Then, access the profile page for a contact or an account.
- Click the Conversations tab.
- The Ask Apollo AI automatically generates the summary brief for all call recordings for a contact or account.
- To share the brief with an AE or others, click Share brief. Then, choose to either share access to the brief via email, copy a link to the brief in Apollo to share via a tool like Slack or Microsoft Teams, or copy and paste the brief directly.
- To share via email, choose names from the drop-down or enter email addresses. Then, click Send.
If you enter an email address for someone not already added to your team's Apollo account, you can still send the brief to them. The recipient will be prompted to join your team's Apollo account before being able to access the brief.
You've now shared a call summary brief for a contact or account in Apollo.
Request Feedback on a Conversation
You can use conversations to grow and improve over time by requesting feedback from managers and sales leaders.
To request feedback on a conversation:
- Launch Apollo and click Conversations.
- Select your conversation.
- Click Scoring > Request score.
- Select an evaluator and a scorecard template, then click Request.
The evaluator you selected will receive an email request to score your conversation.
To learn more about scoring conversations, check out Coach Teams with Conversations.