Coaching and Training

The Coaching and Training section transforms conversations into material educational and actionable for the team. It allows you to identify the most impactful moments from any meeting, save them, organize them, and share them to improve sales performance.

1. Create and Manage Clips

The Clips are short, specific fragments of recordings that capture key moments: good objection handling, a great opening, a powerful question, or a common mistake. They are the foundation for evidence-based coaching.

The Clip Library (Clips Library)

This library is the central explorer where all generated clips are stored, whether they were created automatically by AI or manually by the user.

• Search and Filters: It offers a powerful toolbar to locate clips precisely using criteria such as Date, Company, Smart Category (AI smart categories) and Activity channel (recording source).

• Quick Creation: It is possible to create a clip directly from the Detail View timeline of any recording, selecting the desired fragment.

• Individual Management:

  • The three-dot menu (...) at the end of each clip row allows you to copy the link to share it individually or delete the clip from the library.

• Group into Playlists: The main button +Add to playlist lets you select one or more clips and quickly add them to an existing playlist or create a new one.

2. Create and Organize Playlists

Playlists are the most powerful tool for coaching and training. They allow you to group clips into thematic and structured collections, making it easier to create learning modules or conduct comparative analysis.

The Playlist Library

From this section, you can create new playlists (+New Playlist) and manage existing ones.

• Editing and Organization: By clicking on a playlist, you can perform the following actions:

  • Add more clips at any time.

  • Reorder clips by dragging them to structure your content.

  • Share the full playlist with the team or with third parties.

  • Delete the playlist if you no longer need it.

Frequently Asked Questions (FAQ)

Are clips created by AI different from those I create manually?

No, once created, all clips work the same way in your library and can be added to playlists. The main difference is their origin: some are generated automatically by AI when detecting key moments, and others are defined by you.

If I delete a clip, is the original recording it came from also deleted?

No. Deleting a clip only removes it from your Clip Library and from any Playlist where it was. The complete original recording remains intact and available in your Recording Explorer.

Can I share a clip or a playlist with someone who doesn't use Salescaling?

Yes, you can share clips and playlists by generating a "public link" (shareable link). Anyone who has that link will be able to view the content without needing to have an account on Salescaling.