Moments™ Console

Users can access the Moments™ Console to configure and manage real-time coaching notifications, content, checklists, and templates for their user, team, or organization.

Moments™ Console

Steps to Access:

1. In your browser, navigate to the Revenue App
2. If you’re not already logged in, you’ll see a login screen
3. Click Login and enter your Salesforce credentials
4. After successful login, hover over Coaching and click Moments

What Users Can Do in the Moments™ Console

The Moments™ Console provides comprehensive tools for managing the real-time coaching features of the platform:

Navigation Sections

• All Moments - Configure targeting details and triggering criteria for real-time notifications
• Templates - Browse, preview, and add pre-configured notifications or pre-written content to your account

Key Functions

• Create and manage notifications: Set up real-time notifications and control how and when they are delivered.
  • Agents can create and use personal notifications as reminders during their calls.
  • Supervisors can manage notifications for their teams.
  • Administrators can oversee and manage notifications organization-wide.
• Configure templates: Use ready-made templates or design custom options to meet your organization’s needs.

Next Steps

• Learn how to create your first notification.
• Visit the Moments™ User Licenses guide for instructions on enabling Moments™ access for your users.