How To Add Bookmarks on a Sales Call in Copilot
Copilot helps you course-correct your own behavior on sales calls with monologue alerts and the ability to bookmark key moments that you can refer back to during call review and coaching.
Note: You’ll need the Copilot desktop app to add bookmarks on sales calls. Get it now.
1. Ensure that you are signed in to the desktop app before your meeting starts.
2. To add a bookmark in an ongoing call, click the blue bookmark on the left.:
To see the bookmarks on a call recording
- Click the call you want to view bookmarks for
- On the right side of your screen, go to the Bookmarks tab:
Once your call ends, give Copilot a few moments (typically less than five minutes) to work its magic and your recordings will show up on the My Calls page. Click on the latest call recording and your bookmarks will be listed under Highlights.
