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Centralized Sales Call Channel

  • Updated

In today's landscape, the success of a sales team hinges on its ability to adapt, collaborate, and continuously refine its strategies. One crucial element in achieving these goals is the establishment of a centralized location for sharing sales calls. A centralized Channel for sharing calls not only fosters seamless communication, but also empowers sales professionals to learn from each other's experiences, refine their pitches, and collectively drive revenue growth. Otter provides an easy way for team members to automatically share conversations to a central Channel. 

Plan: This feature is only available for the Enterprise plan. 

Auto-share for a Channel overview

For members of a Channel that has the auto-share setting enabled, their calendar recordings will automatically be shared with the Channel. Sales team members can follow along during the live recording or review the conversation post-meeting.

Enabling auto-share for a Channel

You have the option to create a new Channel with auto-share or enable an existing Channel for auto-share. 

Note: Only Admins can enable auto-share settings for a Channel. Admins will be able to enable auto-share settings for any Channel they are a member of. Members can manage their own individual auto-share settings and opt out of contributing to the Channel. Learn more about Workspace Roles in Otter. 

Create a new Channel for auto-share

Tip: Channels are a great way to organize and share conversations with your team members. Learn more about creating Channels. 
  1. Click the plus button (+) on the left navigation bar next to Channels, or click into Channels and click New Channel in the upper corner.
  2. Name your Channel and invite your team members. Click Create when you’re finished.
    Tip: You can invite multiple members by typing in their emails, separated by a comma or space.

  3. In your new Channel, click on the gear icon in the upper corner to manage your Channel’s settings.
  4. In the pop-up, click on the 3 dots and select Enable auto-share.
  5. Toggle on Auto-share my external meetings to this channel.
  6. All members are now set to auto-share conversation recordings of a calendar event to the Channel.
    Note: If you don’t see a checkmark next to each member, refresh the page.

Enable an existing Channel for auto-share 

  1. Navigate to your existing Channel.
  2. Click on the gear icon in the upper corner to manage your Channel’s settings.
  3. In the pop-up, click on the 3 dots and select Enable auto-share.
  4. Toggle on Auto-share my external meetings to this channel.
  5. All members are now set to auto-share conversation recordings of a calendar event to the Channel.
    Note: If you don’t see a checkmark next to each member, refresh the page.

Managing auto-share for individual members of the Channel

You can manage the individual setting for each member after toggling on the auto-share for the Channel.

  1. Hover over the member you want to manage the setting for and click the 3 dots on the right.
  2. Select Turn Off to auto-share to this channel.
  3. The setting for that member is now turned off.
  4. Repeat the steps for any other members who should not auto-share their external meetings to the Channel. 

Managing your own setting

Users can manage their own individual settings for the Channel. Toggle off Auto-share my external meetings to this channel.

  • Admins can manage both their own and other member’s settings. 
  • Members can manage only their own settings.

Members can leave a Channel if they no longer wish to be part of the Channel. Click the 3 dots and select Leave channel. Learn more about Channels. 

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