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How Do I Add Chorus.ai to a Call?

By 
Max Gayler
 on 
December 2, 2024
Remote Works

What is Chorus.ai?

Chorus.ai is a conversation intelligence platform designed to analyze sales interactions across calls, meetings, and emails. By capturing and analyzing these interactions, Chorus.ai provides actionable insights that help sales teams refine their strategies, improve communication, and ultimately close more deals.

What are the Benefits of Chorus.ai and Recording Sales Calls?

Reason 1: Enhanced Training and Performance Reviews

Chorus.ai records and analyzes sales calls, offering precise feedback and performance metrics. This allows sales managers to tailor coaching based on actual performance, helping each salesperson optimize their approach and improve their skills over time.

Reason 2: Improved Deal Execution

By recording sales calls, Chorus.ai provides visibility into customer interactions, capturing essential details that might otherwise be missed. This leads to better understanding of customer needs, more tailored follow-ups, and a higher chance of closing deals.

Reason 3: Streamlined Collaboration

Chorus.ai makes it easy to share call recordings and insights across the team. Sales representatives can learn from each other’s successful tactics, while support teams gain a clearer understanding of customer issues and responses, enhancing cross-functional collaboration.

How Do I Record My Meetings With Chorus.ai?

Recording meetings with Chorus.ai is streamlined and designed to integrate seamlessly into your daily workflow, ensuring you capture every important customer interaction without any hassle. Here’s how to get started:

Step 1: Enable Chorus in Your Meetings

First, ensure that Chorus.ai is integrated with your calendar and email systems. Chorus uses these integrations to automatically detect and join upcoming sales meetings. Here’s how to enable it:

  • Calendar Sync: Connect your Google or Microsoft Calendar with Chorus by going to Settings > Personal Settings > Link Calendar. This will allow Chorus to see upcoming meetings and join them.
  • Meeting Setup: When scheduling meetings, ensure they include a conferencing link (e.g., Zoom, GoToMeeting) and are set up at least 10 minutes in advance to allow Chorus to join effectively.

Step 2: Starting the Recording

  • Automatic Recording: By default, Chorus is set to automatically record meetings that meet the predefined criteria (external participants, included conferencing link, etc.). You can verify and toggle the recording settings for specific meetings directly from your Chorus dashboard under the upcoming meetings section.
  • Manual Adjustment: For ad hoc or internal meetings where you want Chorus to record, you can manually add Chorus to the call. Simply go to Chorus Recording Page and input the meeting link, or use the ‘Add Chorus to a Live Call’ button on your Chorus home page.

Step 3: Accessing and Managing Your Recordings

After your meeting ends, the recording will be available on the Chorus platform:

  • Review and Analysis: Navigate to the ‘Recordings’ section in Chorus to find your meeting. It will be tagged as “processing” initially, which typically takes half the duration of the call to complete.
  • Share and Collaborate: Once processed, share the recording link with teammates or stakeholders directly from Chorus. You can also comment, tag key moments, and leave feedback within the platform to enhance collaborative review.

Does Chorus.ai Integrate with Zoom?

Yes, Chorus.ai seamlessly integrates with Zoom. This integration allows Chorus.ai to automatically join and record Zoom meetings when scheduled through the integrated calendar. The recorded data is then analyzed to provide insights that help sales teams maximize their productivity and effectiveness. The setup involves authorizing Chorus.ai within your Zoom account to ensure it has access to join meetings as a participant.

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