Coaching and Training

The Coaching and Training section turns conversations into educational material and actionable for the team. It allows you to identify the most impactful moments of any meeting, save them, organize them and share them to raise salespeople's performance.

1. Create and Manage Clips

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

The Clip Library (Clip Library)

This library is the central explorer where all generated clips are stored, whether created automatically by the 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 (source of the recording).

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

• Individual Management:

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

• Group into Playlists: The main button +Add to playlist allows selecting one or several clips and quickly adding them to an existing playlist or creating a new one.

2. Create and Organize Playlists

Playlists are the most powerful tool for coaching and training. They allow grouping clips into thematic, structured collections, facilitating the creation of learning modules or comparative analysis.

The Playlists Library

From this section it is possible to 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 complete 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 the 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 the AI when it detects key moments, and others you define.

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 full original recording remains intact and available in your Recordings Explorer.

Can I share a clip or a playlist with someone who does not 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 an account on Salescaling.