Create and Manage Notifications for Your Team

As a supervisor, you can create and manage Moments™ notifications specifically for the teams you supervise. This allows you to customize coaching content to match your team’s needs, sales methodology, and specific challenges. Team-specific notifications ensure that agents receive relevant, actionable guidance during their conversations.

Supervisor Notification Management Capabilities

With a Moments™ license and Supervisor role, you can:

• Create new notifications for your supervised teams
• Edit existing notifications to improve content or adjust trigger criteria
• Clone notifications to create variations for different scenarios
• Delete notifications that are no longer relevant
• View and manage only notifications for teams you supervise

Creating Notifications for Your Team

For step-by-step instructions on creating Moments™ notifications—including configuration, targeting options, and notification types—see the guide:

As a supervisor, you can leverage that process to create notifications specifically for your supervised teams.

Best Practices for Team Notifications

Align with Team Goals

• Create notifications that support your team’s specific sales methodology (BANT, MEDDIC, etc.)
• Focus on common challenges your team faces
• Reinforce company-specific talk tracks and messaging

Keep Content Actionable

• Use clear, concise language that agents can act on immediately
• Provide specific guidance rather than generic advice
• Include relevant context that helps agents understand why the notification appeared

Test and Iterate

• Start with a few key notifications and monitor their effectiveness
• Review engagement data to see which notifications agents find most useful
• Adjust trigger criteria based on when notifications actually appear during calls
• Remove or update notifications that aren’t providing value

Organizing Your Notification Library

Naming Conventions

Use clear, descriptive names for your notifications:

• Include the purpose (e.g., “Objection Handling - Price”)
• Indicate the trigger type (e.g., “BANT - Budget Check”)
• Add team identifier if notifications are team-specific

Grouping by Use Case

Organize notifications by:

• Sales stage - Discovery, qualification, closing
• Scenario type - Objections, compliance, best practices
• Team needs - New rep onboarding, advanced techniques

Monitoring Notification Effectiveness

After creating notifications, track their performance:

1. Review the Interactions report to see engagement rates
2. Check the Outcomes report to measure impact on call results
3. Analyze Behavioral Insights to see if notifications are changing behavior
4. Gather agent feedback on notification usefulness and timing

Team-Specific Considerations

New Rep Onboarding

Create notifications that help new reps:

• Remember key discovery questions
• Follow required talk tracks
• Handle common objections
• Complete necessary compliance statements

Advanced Reps

For experienced agents, focus on:

• Advanced objection handling
• Complex deal scenarios
• Upselling and cross-selling opportunities
• Relationship-building techniques

Team Challenges

Address specific team challenges:

• Low conversion rates - Create notifications that reinforce closing techniques
• Compliance issues - Add notifications for required phrases
• Talk time concerns - Use etiquette notifications to improve conversation balance