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Manage Back to Back Meetings in Moments™

Manage Back to Back Meetings in Moments™

Roles:
AgentSupervisor
License:
RingDNA
Managing participants within the Moments™ Application requires enablement by the Revenue.io team. Please reach out to your Customer Success or Account Manager to request enablement.

The multi-tab Moments™ experience helps you manage back-to-back meetings and handle overlapping calls smoothly. Each meeting stays in its own tab, preventing sessions from blending together and giving you better control over meeting actions.

The multi-tab Moments App interface showing multiple meetings.

Key Features

Manage Multiple Meetings Simultaneously

  • Have multiple meetings open at the same time within Moments™
  • If one meeting runs over and overlaps with the next, each call remains distinct in its own tab

Seamless Meeting Assistant Control

  • Remove the Meeting Assistant from one meeting while continuing in another
  • Transition between calls without disrupting recording or transcription

Enhanced Post-Meeting Actions

  • Set related records, dispositions, and meeting types at your convenience
  • No more rushing to input details before a session times out. Conversation tools remain available until you update and save them

Quick Access to Scheduled Meetings

  • Meetings automatically start when detected in your calendar
  • Manually add a new meeting by clicking New Meeting and entering a meeting URL

How to Use the Multi-Tab Experience

  • Switch between meetings: If multiple meetings are in progress, select the tab for the call you want to focus on
  • Manage active sessions: End a call or remove the Meeting Assistant from a session you no longer need
  • Update meeting details: Add a disposition, meeting type, and related records after the call at your own pace
  • Start a new meeting: Click New Meeting, enter the meeting URL, and start tracking immediately

Why This Matters

  • Prevents call data from blending when meetings overlap
  • Provides flexibility to manage multiple conversations effortlessly
  • Eliminates time restrictions for entering post-call details
  • Ensures a cleaner, more organized experience when handling multiple meetings
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