Creating a Zoom IQ for Sales conversation playlist

Zoom IQ allows you to create a regular playlist where you can manually add conversations to or a smart playlist where recordings and clips that match the defined filters are added automatically.

This article covers

• How to create a playlist
• How to create a smart playlist

Prerequisites for coaching with Zoom IQ for Sales

• Business or Enterprise account
• Licensed user with Zoom IQ license

How to create a playlist

1. Sign in to the Zoom web portal.
2. In the navigation menu, click Zoom IQ for Sales then Conversations.
3. Click the Playlists tab
4. Click Create Playlist.
5. In the Create a Playlist window, enter a playlist name then select the Playlists button.
6. Under Who can View, select between Private, Everyone in the account, and Specified teams or members.
7. Click Create.

How to create a smart playlist

A smart playlist capture selected topics, indicators, or keyword phrases from conversations and automatically add it to the playlist if the criteria have been met. Users can also match history conversations and choose from the last 30, 90, or 365 days.

1. Sign in to the Zoom web portal.
2. In the navigation menu, click Zoom IQ for Sales then Conversations.
3. Click the Playlists tab
4. Click Create Playlist.
5. In the Create a Playlist window, enter a playlist name then select the Smart Playlist button.
6. Under Auto-Add to the playlist if the conversation matches to, select from checkboxes

   • Selected Reps

   • Selected Customers

   • Specified Stage at Time of Conversation

   • Selected Topics

7. Under Auto-Add to the playlist if the conversation mentions, you can only add indicators or keyword phrases created by your team
8. Under Match historical conversations based on the above criteria for the, choose from Last 30 days, Last 90 days, 365 days, or Do not match.
9. Under Who can View, select between Private, Everyone in the account, and Specified teams or members.
10. Click Create.

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