How To: Create Playlists

Creating playlists in Hyperbound allows you to organize and curate calls that are essential for training, review, or sharing best practices. Playlists help sales managers and reps access key learning moment from past calls, making it easy to analyze, improve, and learn from real sales interactions. Whether you want to highlight top performances, common objections, or areas for improvement, playlists give you a structured way to focus your team's development.

Follow these steps to create playlists and assign them to specific calls!

Step 1: Access Playlists

• From your Hyperbound dashboard, look at the left-hand navigation panel.

• Click on "Call History."

This section stores all the recorded calls, giving you a valuable resource for reviewing conversations and identifying patterns in customer behavior.

Step 2: Create a New Playlist

• In the upper right-hand corner, click on "All Playlists."

• Then select "Create a New Playlist."

This allows you to gather relevant calls into one organized list, making it easy to review and share key learning materials with your teams.

Step 3: Name + Describe Your Playlist

• In the "Create a Playlist" pop-up window, give your playlists a name. This helps you and your team quickly identify the purpose of the playlist.

• You also have the option to give your playlist a description. This could be used to explain the playlist's goal, like "Best Objection Handling Calls" or "Successful Discovery Calls."

Adding descriptions helps clarify the playlist's focus, especially when sharing it with others.

Step 4: Save the Playlist

• Once you've named your playlist and added a description (if you decided to), click "Create."

Your playlist is now ready, but it's still empty. The next step is to fill it with calls!

Step 5: Add Calls to Your Playlist

• To add specific calls to a playlist, navigate to the "Playlist" column in your Call History.

• Click "+ Add to Playlist" next to the call you want to include.

• Choose the relevant playlist from the dropdown list.

This feature allows you to quickly curate important calls, making it easy to review specific sales interactions and track rep progress.

Why Create Playlists in Hyperbound?

Playlists are a great tool for organizing call recordings and making them actionable. You can use playlists to:

• Train new reps by showcasing best practices or common mistakes in real calls.

• Highlight top performances that show off successful techniques.

• Group calls by themes such as objection handling, closing techniques, or discovery calls.

• Provide easy access to feedback for reps, helping them learn from past interactions.

By creating and sharing playlists, you ensure your team can revisit key calls and improve their skills through structured learning moments.