You can easily share Sale Insights that your meeting has generated. Whether you want to link users to the conversation or copy and paste the insight into other places (e.g. email, Slack, documents, messages, etc.), insights allow your team to efficiently collaborate and take actionable steps post-meeting.
Sharing insights
You can easily share links directly to the insights page. An Otter user must be logged in and have shared access to the conversation either as a Viewer or Collaborator to view insights. If not, the user will not be able to access the conversation to view the insights. The user will be able to request access if needed.
Share links to the full insights
You can generate a link to the insights tab of the conversation. At the top of the insights, click on the hyperlink icon to generate a link. When users open this link, they will be brought to the general insights tab for the conversation.
Share links to an individual insight
You can generate a link directly to an insight. Hover an individual insight and click on the hyperlink icon to generate a link. When users open this link, they will be brought to the individual insight as well as the point in the meeting conversation where the insight was generated.
Copy all Insights highlights
You can copy the entire generated insights to share. It will include formatting and you can paste the insights directly into other places such as email, Slack, or any documents.
Copy all insights
You can copy all of the generated insights. At the top of the insights, click on the copy icon to copy the full insights. This will copy the full insights with formatting.
Copy all individual insights.
You can copy all of the generated insights. At the top of the insights, click on the copy icon to copy the full insights. This will copy that individual insight with formatting.
Once you have copied the insights, you can paste them into other programs and documents.