> ## Documentation Index
> Fetch the complete documentation index at: https://docs.salesfinity.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Share your best calls in AI Coaching

> Turn the moments that worked on real calls into playlists your reps hear before they practice, with a note on what to listen for.

**Best calls** keeps the moments worth learning from on your team's real calls, in playlists.
Reps listen first, then practice with the same kind of prospect. Owners and admins pick the clips,
and Ari suggests new ones every week. A playlist can also be a listen step in a training plan, so
new reps hear it before they practice.

> [!NOTE]
>
> Everyone on the team can listen to Best calls. Only owners and admins add calls, cut clips and
> build playlists.

## Listen to a playlist

**1. Open Best calls**

Open **Coaching** › **Best calls** and pick a playlist. Its clips show on the left and the
player on the right.

**2. Play a clip**

Each clip shows the rep, the company, its length and how the call ended, such as **Booked**,
**Callback booked** or **Put through**. Under **What was said**, the key line is highlighted.
Click any line to jump to it, and read your coach's note on what to listen for.

**3. Practice it**

Click **Practice with this prospect**. You get a practice call built from that real call,
starting where the clip starts.

A clip counts as heard once most of it has played. Each playlist card shows how many clips you've
heard, such as "You’ve heard 2 of 6".

## Start with one playlist

A team with no playlists yet sees one card: **Booked on the first call**. It holds every call that
scored 85 or more and booked a meeting in the last 30 days, up to 10, and it **Updates itself**.
Click **Create it**. Or click **Add a call** to cut a moment yourself.

## Add a call

**1. Click Add a call**

On **Best calls**, click **Add a call**. You can also click **Add to Best calls** on a call in
**Call history**, in a call's details panel, or on its scorecard.

**2. Pick the call**

Pick a scored call with a recording. The search covers the last 30 days unless you pick dates,
and you can filter by rep, outcome and score.

**3. Trim the moment**

The clip starts on the strongest moment the scorer found, from 5 seconds before it to 15
seconds after. Drag the handles, or type **Starts at** and **Ends at**. A clip runs from 5
seconds to 3 minutes, or switch on **Full call**. The **Moments Ari scored on this call** chips
jump to other moments.

**4. Say what it's for**

Write a **Title** in plain words and, if you like, **Your note** on what to listen for. Pick the
**Skill**, and the **Objection** if there is one.

**5. Save it to a playlist**

Tick at least one playlist, or click **New playlist**, then click **Save clip**.

## Build a playlist

Click **New playlist** and give it a **Title** and, if you like, a **Description**. A playlist
holds up to 30 clips. Drag clips to reorder them, or click × to take one out.

On each playlist card, owners and admins see how far the team got, such as "3 of 8 reps have
listened to all of it". When a training plan uses the playlist as a listen step, the card says
which plan.

### Let a playlist update itself

In **Edit playlist**, turn on **Updates itself**. Ari then picks the calls that match your rule
every night, and you can't add or reorder clips by hand. The rule can use:

* the overall score, 85 or more by default
* the outcome, **Booked a meeting** by default
* a score on one skill
* an objection that was handled
* how far back to look, 30 days by default
* how many calls to keep, up to 30 (10 by default)
* whole calls instead of the best moment

Turning it on replaces the clips you added by hand. Turning it off keeps the clips that are there.

### Hide names

Turn on **Hide names** for a playlist of common mistakes. Reps, prospects and companies then read
as "a rep", "the prospect" and "a company". Names are hidden in the text only: the audio is the
same, so voices can be recognized.

## Ari found these this week

Owners and admins see up to 5 clips Ari suggests, every Monday morning, or on your first visit to
**Best calls** that week. They come from your team's recorded real calls in the last 7 days that
ended well, such as a meeting booked, and scored high. Each one says why it's worth hearing, such
as "Your team lost 24 calls to this line this week." Click **Add to playlist**, or **Skip** to hide
it for good. A suggestion you leave goes away after 14 days.

## Share a clip in Slack

Click **Share in Slack** on a clip, and Ari posts its title, your note and a link to listen, in a
channel or to a teammate. This needs Ari connected to your team's Slack. Without it, click
**Copy link** and share it yourself. See [Connect Ari to Slack](https://docs.salesfinity.ai/ari/slack-setup.md).

The link opens the clip in Salesfinity, so only people signed in to your team can play it. To post
in a private channel, invite Ari to it first.

## Good to know

> **Why can't I clip this call?**
>
> A clip needs a call with a recording. Without a score, the editor has no moments to suggest and
> starts at the first 30 seconds.

> **Can I see who listened?**
>
> Owners and admins see it on each clip, such as "Heard by 7 reps · 4 of them practiced it
> afterwards".

> **What happens when I delete a playlist?**
>
> Its clips stay in Best calls. Any training plan step that listened to it is taken out.

> **Can reps add calls?**
>
> No. Reps listen and practice. Owners and admins add calls and build playlists.

## Next steps

> **[Assign training plans](https://docs.salesfinity.ai/coaching/training-plans.md)**
>
> Add a playlist as a listen step, before reps practice.

> **[Learn from your best reps](https://docs.salesfinity.ai/coaching/leaderboard.md)**
>
> See who does each skill best, and hear their best call.


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