Team settings

TODO: Fill in with real portal screenshots and exact copy once settings page ships.

Call types

Your organization has one or more call types enabled. Each call type defines:

• The product knowledge the coach uses (e.g. WellthCare vs general sales)
• The call stages (opening, qualifying, discovery, etc.)
• The compliance hard stops

Reps pick their call type from the dropdown in the desktop app before they start listening.

If you need a new call type added, email hello@ringmentor.com. We add them server-side — no rep update required.

Retention

Sessions are stored for 1 year by default.

• Want longer? Upgrade to a plan that includes extended retention.
• Want shorter? Contact us and we’ll set your org’s retention to 90 days or 30 days on request.

After the retention window, sessions are deleted permanently.

Downloading your data

Every session has an Export button that downloads the transcript and suggestion log as JSON. Org admins can also bulk-export everything the org has produced — contact us for the export package.