Sharing Call Analytics
Generate shareable reports from your call analysis.
Last updated: Feb 6, 2026
Shareable Reports
Create shareable links to call analysis for review by managers, peers, or coaches:
Creating a Share Link
Generate a shareable link:
1. Open the call you want to share
2. Click the 'Share' button
3. Configure what to include (scores, transcript, coaching)
4. Set link expiration (optional)
5. Copy the generated link
6. Send to your recipient
Share Settings
Control what recipients can see:
Full Report - Everything including transcript and all scores
Scores Only - Just the performance metrics
Summary - Overview without detailed transcript
Custom - Pick specific sections to include
Team Sharing
Within your team, calls are visible based on permissions:
- Team members see their own calls
- Managers see their direct reports' calls
- Admins and Owners see all team calls
- Use share links for people outside your team
Privacy Considerations
Important notes on sharing:
- Shared links may contain sensitive sales information
- Consider your company's data policies
- Set expiration dates for temporary access
- Revoke links when no longer needed
- Be mindful of customer information in transcripts