Reviewing sessions

Every time a rep ends a call, the session uploads to your portal. You can review any of them on the Sessions page.

Session list

Each row shows:

• When the call started
• The rep
• The call type (the playbook they used)
• The contact, if one was attached
• Duration
• The final stage the call reached

Click any row to open the session detail. (As a superadmin you see every org grouped together; as an admin you see your own org’s calls.)

Session detail

A session detail page gives you, top to bottom:

• After-action report. RingMentor’s summary of the call: commitments the rep made, open questions left hanging, topics to recover next time, and a suggested agenda for the next call. This is the headline artifact, and it’s generated automatically a few seconds after the call uploads.
• Outcome. Set or edit how the call ended (and add notes). Reps can set their own outcome for a short window after the call; admins can always edit it.
• Transcript + coaching timeline. The full conversation, interleaved with every suggestion the coach surfaced, in time order. Critical (red) corrections sit inline right where they fired.
• Summaries sidebar. Counts of suggestions by kind (critical, coaching, technique, and how many the rep dismissed) plus transcript line counts for rep and customer.

Sharing a session

Any session detail page can be opened by anyone in your organization who’s signed in. Copy the page URL from your browser and send it to the rep or another admin. The link only resolves for members of your org.