# Earn Course Certificates in Triple Session Academy
Source: https://docs.triplesession.com/academy/certificates

Complete Triple Session courses and reach 80% quiz accuracy to earn certificates you can display on your profile and share on LinkedIn.

Triple Session course certificates are a tangible way to showcase your investment in sales skill development. When you complete a course and meet the accuracy requirement, you receive a certificate that acknowledges your progress — not as a finish line, but as a milestone in your ongoing learning journey. You can display certificates on your personal profile and share them directly to your LinkedIn profile.

## What a certificate shows

Each Triple Session certificate includes:

* The name of the course you completed
* The issuing organization (Triple Session)
* Your issue date
* A unique credential ID
* A shareable credential URL

Certificates do not expire, so they remain a permanent record of your achievement.

## How to earn a certificate

<Steps>
  <Step title="Enroll in a course">
    Choose any course in the Triple Session Academy and start your first session. You can browse all available courses at [app.triplesession.com/tracks](https://app.triplesession.com/tracks).
  </Step>

  <Step title="Complete all sessions">
    Work through every session in the course. Each session ends with a quiz — answer the questions to lock in your score for that session before moving on.
  </Step>

  <Step title="Reach 80% average quiz accuracy">
    To earn a certificate, your overall average quiz accuracy across all sessions in the course must reach at least 80%. You do not need to score 80% on every individual quiz — only your overall average needs to meet the threshold.

    When you finish the course, you will see your average accuracy. If you fall short, you can retake sessions immediately to improve your score.
  </Step>

  <Step title="Receive your certificate">
    Once you meet the accuracy requirement, your certificate is ready. You can find it in your course page along with your credential ID and credential URL.
  </Step>
</Steps>

<Note>
  The 80% accuracy requirement ensures the certificate reflects genuine knowledge of the course material. If you don't reach 80% on the first attempt, retake the sessions where your score was lowest to bring your average up.
</Note>

## Where certificates appear

Your earned certificates appear on your **personal profile** in Triple Session. Your profile is the central record of your learning activity, including sessions completed, quiz accuracy, learning streaks, and the certificates you've earned.

## How to share your certificate on LinkedIn

<Steps>
  <Step title="Go to your LinkedIn profile">
    Log in to LinkedIn and navigate to your profile page.
  </Step>

  <Step title="Add a profile section">
    Click **"Add profile section"** below your name and picture.
  </Step>

  <Step title="Select licenses and certifications">
    Choose **"Recommended"** and then click **"Add licenses & certifications"**.
  </Step>

  <Step title="Fill in the certification details">
    Enter the following information:

    * **Name** — the course name
    * **Issuing organization** — Triple Session
    * **Issue date** — the date shown on your certificate page
    * **Expiration date** — leave empty (your certificate does not expire)
    * **Credential ID** — the ID number found on your certificate page
    * **Credential URL** — the URL found on your certificate page
  </Step>

  <Step title="Save">
    Click **Save**. Your Triple Session certificate now appears in your LinkedIn **Licenses & Certifications** section.
  </Step>
</Steps>

<Tip>
  You can optionally add the skills you practiced in the course and attach the certificate image to the Skills and Media sections of the LinkedIn entry. This information is already contained in the credential URL, so it is optional.
</Tip>


# Sales Courses Available in Triple Session Academy
Source: https://docs.triplesession.com/academy/courses

Explore Triple Session's catalog of sales courses — from cold calling and discovery to MEDDICC, SPICED, LinkedIn prospecting, and AI for sales.

The Triple Session Academy catalog is organized into three course types: **Pro Courses** (produced monthly by the Triple Session team and guest sales experts), **Career Courses** (comprehensive multi-module tracks for specific roles), and **Skill Courses** (focused, actionable content for sharpening a single skill). New courses are added every month. Below you'll find the catalog organized by topic category.

<Note>
  Courses marked as **Pro** require a [Triple Session Pro subscription](/academy/pro-plan). All other courses are available on the free plan.
</Note>

## Course catalog by category

<AccordionGroup>
  <Accordion title="Foundational sales skills">
    These courses cover the core mechanics of selling — the skills every rep needs regardless of role, industry, or deal size.

    * **Cold Calling Best Practices** (Skill, 11 sessions) — Master cold calling to generate leads with ease. Covers mindset, positioning statements, core value statements, live call examples, and techniques from Matt Doyon and Patrick Dang.
    * **Cold Calling with Confidence** (Pro, 7 sessions) — Learn strategies for confident and effective cold calling that set you apart from the competition.
    * **Discovery Best Practices** (Skill, 11 sessions) — Learn to ask the right questions, listen carefully, and run more successful discovery calls.
    * **Objection Handling** (Skill, 5 sessions) — A simple 3-step framework for handling the most common sales objections, with advice from experts including Brad Lea.
    * **Mastering Objection Handling** (Pro, 7 sessions) — Learn the RECIPES framework to effectively address and overcome sales objections, turning challenges into opportunities for successful deal closures.
    * **Rapport-building Tactics** (Skill, 11 sessions) — Discover how to listen actively and ask questions that lead to deeper understanding.
    * **Presenting a Solution** (Skill, 6 sessions) — Learn how to showcase your product or service effectively, focusing on the value it brings to your audience.
    * **Demo Best Practices** (Skill, 11 sessions) — Learn to understand your prospects' needs, clearly present your product's benefits, and keep your demos concise.
    * **Creating Urgency** (Skill, 7 sessions) — Learn how to keep your sales pipeline healthy and moving by discovering the right balance in creating urgency.
  </Accordion>

  <Accordion title="Sales methodologies">
    These Pro Courses provide deep dives into the qualification and discovery frameworks used by high-performing sales teams.

    * **MEDDICC Methodology** (Pro, 9 sessions) — The sales qualification framework used by the world's most successful sales teams. Covers Metrics, Economic Buyer, Decision Criteria, Decision Process, Identify Pain, Champion, Competition, and Root Cause Analysis. Created by Matt Doyon, CEO at Triple Session.
    * **GPCT Methodology** (Pro, 13 sessions) — Align marketing and sales with the GPCT/GPCTBACI methodology. Covers goal setting, SMART goals, plan, challenges, timeline, budget, authority, consequences, implications, and the COI slide. Particularly effective for small to mid-sized businesses.
    * **Mastering Discovery: SMB Framework** (Pro, 12 sessions) — Transform your sales approach with the Master Discovery framework, focusing on Situation, Pain, and Impact. Covers deep discovery, linking questions, root cause analysis, implications, consensus, and decision process. Created by Matt Doyon.
    * **Advanced Discovery Techniques** (Pro, 5 sessions) — Improve your sales conversations with sophisticated discovery questions and techniques that uncover the real needs of your prospects.
    * **Communication Styles** (Pro, 10 sessions) — Connect with customers by understanding and adapting to their communication styles using models like DISC and Social Styles.
  </Accordion>

  <Accordion title="Prospecting and pipeline">
    Build and manage a healthy pipeline with courses covering outbound strategy, list building, LinkedIn, and referral selling.

    * **LinkedIn Prospecting** (Skill, 9 sessions) — From perfecting your profile to mastering outreach, learn how to make LinkedIn a powerful tool for finding and connecting with customers.
    * **Advanced LinkedIn Prospecting** (Pro, 12 sessions) — Go beyond basic LinkedIn functionalities with strategic approaches to significantly improve outbound sales results.
    * **Mastering List Building** (Pro, 8 sessions) — Learn how to adapt your approach and effortlessly build lists of ideal clients to improve reply rates and meetings booked.
    * **Getting Referral Leads** (Skill, 6 sessions) — Insights into effectively asking for referrals and using your network to grow your pipeline and close more deals.
  </Accordion>

  <Accordion title="Deal management">
    These courses focus on the skills needed to move deals forward, handle negotiation, and close with confidence.

    * **Creating Urgency** (Skill, 7 sessions) — Learn the right balance in creating urgency to keep your pipeline healthy and moving.
    * **Mutual Action Plans** (Pro, 5 sessions) — Learn in-depth strategies for developing and maintaining mutual action plans, crucial for navigating complex sales processes.
    * **Reopening Closed Lost Opportunities** (Pro, 6 sessions) — Turn closed lost opportunities into potential wins by using past connections and data for successful re-engagement and conversion.
    * **CS Negotiation Techniques** (Pro, 6 sessions) — Master advanced negotiation strategies in customer success, including thorough preparation practices and impactful execution techniques to drive win-win outcomes.
  </Accordion>

  <Accordion title="Leadership and coaching">
    Courses for sales managers, coaches, and enablement professionals who want to build and develop high-performing teams.

    * **Coaching Best Practices** (Skill, 11 sessions) — Learn the essentials of effective coaching, from understanding coaching principles to fostering team autonomy, building trust, and establishing strong team relationships.
    * **Sales Leadership** (Career, 55 sessions, 11 modules) — A skilled sales leader can inspire and motivate their team, foster a positive work environment, and navigate intricate interpersonal dynamics with finesse.
    * **Sales Enablement** (Career, 37 sessions, 8 modules) — Learn the fundamentals of sales enablement, from equipping your team with essential knowledge to fostering customer relationships and boosting productivity.
    * **Onboarding Triple Session** (Skill, 4 sessions) — Transform how you train and coach your sales team. Learn how to effectively onboard new hires, streamline training processes, and optimize coaching sessions for better results.
    * **Onboarding AI Coach** (Skill, 4 sessions) — Learn how to set up and use AI Coach with your sales team to automatically review and score calls.
  </Accordion>

  <Accordion title="Mindset and psychology">
    Build the mental resilience and self-awareness that separate consistent top performers from the rest.

    * **The Mindset Behind Selling** (Pro, 7 sessions) — Learn how to shift your mindset, build resilience, and develop success-driven habits that will help you consistently hit your targets and elevate your career.
    * **Stoicism** (Skill, 10 sessions) — Covers the history and main concepts of Stoicism through practical techniques for building resilience and emotional intelligence in your professional and personal life.
    * **Selling with Authenticity** (Pro, 9 sessions) — Escape the world of scripts and learn about genuine interactions with Julia Carter.
    * **The SaaS Business Model** (Skill, 6 sessions) — Learn how SaaS companies operate, covering subscription pricing, cloud services, and the SaaS model's advantages.
    * **AI for Sales** (Pro, 6 sessions) — Learn how to use AI tools for insightful customer engagement and streamlined sales processes.
  </Accordion>

  <Accordion title="Career tracks">
    Comprehensive multi-module courses for professionals seeking mastery of a specific sales role.

    * **Sales Development Representative** (Career, 50 sessions, 5 modules) — A comprehensive course on the role of an SDR, one of the most critical positions on the sales team.
    * **SMB Sales Rep** (Career, 58 sessions, 9 modules) — Everything you need to excel in an SMB role, from social styles to referral selling, covering every aspect of the SMB selling approach.
    * **Enterprise Account Executive** (Career, 50 sessions, 7 modules) — A practical course on enterprise selling, designed to equip you with the strategies and skills needed to succeed in complex enterprise sales.
  </Accordion>
</AccordionGroup>

## How courses are structured

Each course — whether a Skill, Pro, or Career track — includes:

* Bite-sized video sessions from 2 to 12 minutes each
* A gamified quiz after every session with instant feedback
* Downloadable resources (guides, frameworks, and templates) for Pro courses

Complete all sessions in a course with an 80% average quiz accuracy and you earn a [course certificate](/academy/certificates) you can add to your LinkedIn profile.

<Tip>
  Career Courses like **SMB Sales Rep** and **Enterprise Account Executive** are ideal if you want a structured, role-specific curriculum. Skill and Pro Courses are better if you want to sharpen one specific capability quickly.
</Tip>


# Triple Session Academy: Sales Training Library
Source: https://docs.triplesession.com/academy/overview

Access 300+ micro-learning courses on sales frameworks, prospecting, discovery, objection handling, and more — with quizzes, badges, and global rankings.

Triple Session Academy is an on-demand sales training library built around the science of micro-learning and habit-building. Instead of lengthy, one-size-fits-all courses, the Academy delivers short video sessions — each between 2 and 12 minutes — followed immediately by a quiz so you reinforce what you just learned. Every session you complete is tracked on your personal profile, contributing to your quiz accuracy score, streak count, and position on the global leaderboard.

## How the Academy works

Each course in Triple Session Academy follows a consistent three-step methodology:

1. **Learn** — Watch a focused video session covering one specific sales concept or tactic.
2. **Practice** — Complete a quiz immediately after each session and receive instant feedback on your answers.
3. **Measure** — Review your accuracy score, track your learning streak, and see how you rank against sales professionals worldwide.

This loop is designed to move knowledge from passive watching into active recall, so the skills you develop in the Academy translate directly to your conversations with prospects.

## Your personal profile

Every session you complete feeds into your **personal profile** — a live record of your learning activity. Your profile shows:

* **Sessions completed** — the total number of sessions where you finished the final quiz
* **Quiz accuracy** — your average score across all quizzes taken
* **Longest streak** — the highest number of consecutive days you completed at least one session
* **Areas of knowledge** — your progress across the five core knowledge areas: Leadership, Psychology of Sales, Prospecting, Discovery, and Presenting
* **Badges** earned for reaching learning milestones
* **Course certificates** you've earned by completing full courses with at least 80% average quiz accuracy

## Key capabilities

<CardGroup>
  <Card title="500+ bite-sized sessions" icon="play">
    Short video sessions from 2 to 12 minutes each, covering every stage of the sales process — from first contact to closing.
  </Card>

  <Card title="Quizzes with instant feedback" icon="circle-check">
    A quiz follows every session. You get immediate feedback on each answer, reinforcing retention and identifying gaps.
  </Card>

  <Card title="Gamified leaderboard" icon="trophy">
    Badges, streaks, and a global leaderboard keep you accountable and motivated to build a daily learning habit.
  </Card>

  <Card title="Course certificates" icon="award">
    Complete a full course with 80% average quiz accuracy to earn a certificate you can download and share on LinkedIn.
  </Card>

  <Card title="Personal profile" icon="user">
    Your profile tracks progress across all five core knowledge areas, making it easy to see where you're strong and where to focus next.
  </Card>

  <Card title="Expert-led content" icon="graduation-cap">
    Courses are created by the Triple Session team and guest sales experts, covering proven strategies you can apply right away.
  </Card>
</CardGroup>

## Skills covered in the Academy

The Academy covers the full range of skills a sales professional needs at any stage of their career:

* **Prospecting** — cold calling, LinkedIn outreach, email prospecting, list building, referral selling
* **Discovery** — discovery frameworks, root cause analysis, linking questions, implications
* **Sales methodologies** — MEDDICC, GPCT/GPCTBACI, SPIN Selling
* **Objection handling** — the RECIPES framework, common objections, recovery techniques
* **Deal management** — creating urgency, mutual action plans, presenting price, closing
* **Psychology and mindset** — stoicism, emotional intelligence, mindset behind selling, communication styles
* **Leadership and coaching** — coaching best practices, sales leadership, sales enablement
* **Career tracks** — complete curricula for SDR, SMB Rep, and Enterprise AE roles

## Free content and Pro plan

Many courses are available to all users at no cost. The **Triple Session Pro** plan unlocks additional Pro Courses released every month, Pro-exclusive Skill Courses, and downloadable resources such as sales guides, question scripts, and frameworks.

<Note>
  Some top-rated Skill Courses — including **Mastering Discovery**, **MEDDICC Methodology**, **GPCT Methodology**, **Cold Calling with Confidence**, **Advanced Discovery Techniques**, **AI for Sales**, **Communication Styles**, and **Reopening Closed Lost Opportunities** — require a Pro subscription.
</Note>

Browse the full catalog on the [Courses](/academy/courses) page, or learn more about what's included in [Triple Session Pro](/academy/pro-plan).


# Triple Session Pro: Premium Sales Training
Source: https://docs.triplesession.com/academy/pro-plan

Upgrade to Triple Session Pro for monthly expert-led courses, downloadable sales frameworks, and access to premium skill tracks from top sales practitioners.

Triple Session Pro is an elevated sales learning experience built on top of the free plan. It adds a stream of new expert-led courses every month, downloadable resources you can use on live deals, and exclusive access to some of the Academy's highest-rated skill courses. If you're committed to continuous improvement, Pro gives you fresh content and practical tools every month at no additional cost beyond your annual subscription.

## What Pro includes

<CardGroup>
  <Card title="Pro Courses released monthly" icon="calendar">
    Every month you receive one new Pro Course built exclusively from original sessions. Courses are organized in a sequence designed to build your comprehension gradually, session by session.
  </Card>

  <Card title="Content by guest sales experts" icon="users">
    In addition to content from the Triple Session team, Pro Courses are created by guest partner experts — seasoned, well-known sales professionals who share the strategies that made them successful.
  </Card>

  <Card title="Downloadable resources" icon="download">
    Each Pro Course includes actionable downloadable materials: sales process guides, consolidated and innovative sales frameworks, and winning question scripts you can use on any deal.
  </Card>

  <Card title="Pro-exclusive skill courses" icon="lock-open">
    Pro unlocks access to some of the Academy's top-rated Skill Courses that are otherwise gated, so you can sharpen the most in-demand skills without restriction.
  </Card>
</CardGroup>

## Pro-exclusive skill courses

The following Skill Courses are only accessible with a Pro subscription:

* **Cold Calling with Confidence** — strategies for confident and effective cold calling
* **Mastering Discovery: SMB Framework** — the Master Discovery framework focusing on Situation, Pain, and Impact
* **Advanced Discovery Techniques** — sophisticated discovery questions that uncover real prospect needs
* **MEDDICC Methodology** — the enterprise sales qualification framework used by the world's most successful sales teams
* **GPCT Methodology** — aligning sales and marketing with the GPCT/GPCTBACI framework
* **Reopening Closed Lost Opportunities** — re-engaging closed lost deals using past connections and data
* **AI for Sales** — using AI tools for customer engagement and streamlined sales processes
* **Communication Styles** — understanding and adapting to prospect communication styles using DISC and Social Styles

## Pricing

Triple Session Pro is **\$300 per year**.

[Upgrade to Pro](https://app.triplesession.com/signup?plan=pro)

<Note>
  If you choose not to upgrade, you can continue using all content and features available on the free plan.
</Note>

## Expensing Pro through your company

More than half of all businesses offer formal Learning & Development reimbursement for employees. If your company has a process to reimburse sales training, Triple Session Pro qualifies as a learning and development expense.

<Tip>
  Ask your manager to approve the subscription as an L\&D expense. You can copy and paste the following template and send it directly:

  > *\[Manager name], I am committed to continuous skill-building to improve my sales results. I'd like to use Triple Session Pro — a sales training platform with 300+ micro-learning sessions, monthly new courses, downloadable frameworks, and a gamified learning experience. A full-year subscription is \$300. Can you approve this as an L\&D reimbursement?*
</Tip>


# Set Up the AI Coach Bot on Zoom
Source: https://docs.triplesession.com/ai-coach-bot/bot-on-zoom

Configure Zoom-specific settings to let the AI Coach Bot join, record, and automatically review your Zoom meetings for sales performance analysis.

The AI Coach Bot works with Zoom, but requires a few settings to be enabled in your Zoom account before it can join and record meetings on your behalf. Complete the steps below to make sure everything is configured correctly.

## How the AI Coach Bot works on Zoom

When a new Zoom meeting appears on your calendar, the bot identifies it as a Zoom meeting and automatically schedules itself to join — unless you manually remove it from the Triple Session list of upcoming meetings.

When the meeting starts, the bot joins and requests permission to record. The meeting host must grant this permission for the bot to begin recording.

<Warning>
  The host must join Zoom using the **Zoom Desktop app** (Windows, Mac, or Linux). Joining through the Zoom web browser client is not supported because the recording permission prompt does not appear there.
</Warning>

## Configure Zoom to allow recording

<Steps>
  <Step title="Enable Local Recording">
    In your Zoom account, go to **Settings** > **Recording** and make sure **Local recording** is turned on. This setting allows participants to record meetings.

    <Frame>
      <img alt="Zoom local recording setting disabled — turn this on" />
    </Frame>
  </Step>

  <Step title="Allow internal and external participants to record">
    After enabling local recording, confirm that both of the following sub-options are also enabled:

    * **Internal meeting participants**
    * **External meeting participants**

    These settings allow the AI Coach Bot — which joins as an external participant — to record the meeting when the host grants permission.

    <Frame>
      <img alt="Zoom recording settings showing internal and external participant options" />
    </Frame>
  </Step>
</Steps>

<Note>
  These settings are usually enabled by default in Zoom, but they may have been turned off manually. If the bot is unable to record your Zoom meetings, check these settings first.
</Note>

## Manually invite the bot to a meeting

If the bot was accidentally removed from a call, or if you want to record a meeting that your settings would normally exclude, you can send a manual invite at any time.

<Tip>
  The manual invite feature works across all supported platforms — Zoom, Google Meet, and Microsoft Teams — not just Zoom.
</Tip>

<Steps>
  <Step title="Copy the meeting link">
    While in your active meeting, copy the unique meeting invitation link or URL from Zoom.
  </Step>

  <Step title="Go to your Triple Session home page">
    Navigate to your Triple Session home page and click the **Invite bot to meeting** button.
  </Step>

  <Step title="Paste the link and send the invite">
    In the dialog box, paste the meeting link into the URL field and click **Invite**. A new bot instance will request to join your meeting within a minute.
  </Step>
</Steps>

<Warning>
  A manually invited bot joins through a public link and cannot access the original participant list from the calendar invite. As a result, **automatic deal matching and CRM data pushing may not work** for these recordings. Use manual invites as a recovery option, not as a replacement for automatic recording.
</Warning>


# Enable the AI Coach Bot for Automatic Recording
Source: https://docs.triplesession.com/ai-coach-bot/enable-bot

Set up the AI Coach Bot to automatically join and record your sales meetings on Google Meet, Zoom, and Microsoft Teams — no manual uploads required.

The AI Coach Bot joins your calendar meetings automatically so you can stay focused on the conversation. Once enabled, it records your calls and reviews them when they finish — no special subscriptions or manual uploads needed.

## Why use the AI Coach Bot

* **No special subscriptions required:** You don't need a Google Business or Zoom paid plan. The bot joins and records calls on your behalf.
* **Faster processing:** Processing time is significantly faster than native integrations with Google Meet, Zoom, or Microsoft Teams.
* **Never miss a recording:** The bot joins every qualifying meeting automatically. You only need to allow it in, and it starts recording.

## How to enable the AI Coach Bot

<Steps>
  <Step title="Open Settings">
    In Triple Session, click **Settings** in the left-hand sidebar.

    <Frame>
      <img alt="Triple Session Settings sidebar" />
    </Frame>
  </Step>

  <Step title="Navigate to AI Coach Bot">
    Under the **AI Coach** section, select **AI Coach Bot**.
  </Step>

  <Step title="Connect your calendar">
    On the **AI Coach Bot** page, connect your **Google Calendar** or **Microsoft Outlook** account. The bot uses your calendar to detect upcoming meetings.

    <Frame>
      <img alt="Calendar connection options for Google and Outlook" />
    </Frame>
  </Step>

  <Step title="Enable the bot and set your preferences">
    After connecting your calendar, enable the bot and configure your preferences. The bot is now ready to join your upcoming meetings.

    <Frame>
      <img alt="Bot enablement interface with preferences" />
    </Frame>
  </Step>
</Steps>

## Customization options

Once the bot is active, you can adjust the following settings:

* **Bot display name:** By default, the bot appears in meetings as *Your Name's AI Coach Notetaker*. You can change this to any name you prefer.
* **Meeting selection:** By default, the bot joins every non-recurring meeting on your calendar. You can remove it from specific meetings where you don't want it to attend.

Scorecards are set separately, once, on the [Scorecards](/ai-coach/scorecards#choosing-which-scorecards-apply) page — they apply to every call AI Coach reviews for you, however it was recorded.

## Supported platforms

The AI Coach Bot supports meetings on:

* Google Meet
* Zoom
* Microsoft Teams

<Note>
  Zoom requires additional configuration to allow the bot to record. See [Set Up the AI Coach Bot on Zoom](/ai-coach-bot/bot-on-zoom) for the required settings.
</Note>

## Recording duration limit

The AI Coach Bot records up to **2 hours and 10 minutes** per meeting. If a meeting runs longer, the bot stops recording at that point and processes only the captured portion.

### If you expect a longer meeting

**Split into back-to-back sessions (recommended)**

Schedule two separate meetings instead of one long one. Keep each under 2h10m. The bot joins both automatically and produces a separate report for each session. This is the most reliable approach and gives you cleaner, focused reports.

**Re-invite the bot mid-meeting**

When the bot reaches the 2h10m limit it leaves automatically. You can immediately invite it back to continue recording the rest of the meeting:

1. In AI Coach, click **Invite bot** (the bot icon in the top-right corner of the Meetings page).
2. Paste the meeting link (Google Meet, Zoom, or Microsoft Teams) and optionally add a title.
3. Click **Invite** — the bot rejoins and starts a new recording from that point.

<Frame>
  <img alt="Invite bot to a live meeting dialog" />
</Frame>

Each session produces its own report. Review them together for the full picture of the meeting.

**Upload segments manually**

If the meeting already happened and was recorded externally (via Zoom, Google Meet, or another tool):

1. Download the recording file.
2. Split it into segments under 2h10m using a tool like QuickTime, iMovie, or [Audacity](https://www.audacityteam.org/).
3. Upload each segment individually via **Review Call → Upload a file** in AI Coach.

<Note>
  Manually uploaded segments are processed independently. Each produces its own report — review them together to get a full picture of the meeting.
</Note>


# Customize AI Coach Bot Recording Preferences
Source: https://docs.triplesession.com/ai-coach-bot/recording-preferences

Control which meetings the AI Coach Bot records, set its display name, and adjust auto-review settings.

Recording preferences let you control exactly which meetings the AI Coach Bot attends. You can target specific meeting types, filter by participant domain, or match on title keywords — keeping your recording library relevant and avoiding unnecessary credit usage.

<Note>
  Bot recording is available only to members with a **Recording** seat. You can set a member's seat type when inviting them or later from **Settings** > **Team** > **People** — see [Roles & Permissions](/workspace/roles-and-permissions).
</Note>

## Why configure recording preferences

* **Targeted recording:** Focus the bot on specific meeting types, such as external calls, internal syncs, or meetings with keywords like "Discovery Call" in the title.
* **Reduced noise:** Prevent the bot from joining meetings where its presence isn't needed, saving credits and keeping your library clean.
* **Fuller coverage:** Optionally include recurring meetings alongside your chosen preference.

## How to configure recording preferences

<Steps>
  <Step title="Open AI Coach Bot settings">
    In Triple Session, click **Settings** in the left-hand navigation panel. Under the **AI Coach** section, select **AI Coach Bot**.

    <Frame>
      <img alt="Navigating to AI Coach Bot settings" />
    </Frame>
  </Step>

  <Step title="Choose a recording preference">
    Click **Recording Preference** and select one of the following options:

    * **All one-time meetings:** The bot records every non-recurring meeting. This is the default behavior.
    * **External meetings only (most common):** The bot records a meeting only if at least one participant's email domain differs from yours. For example, if you are `john@acme.com` and a meeting includes `laura@stephens.com`, the bot joins.
    * **Internal meetings only:** The bot records a meeting only if all participants share your email domain. For example, if you are `john@acme.com`, the bot joins only meetings where every invitee also has an `@acme.com` address.
    * **By title keyword:** The bot records a meeting only if the meeting title contains one or more keywords you define. Type each keyword into the **Meeting title keywords** field and press Enter or click **Add**. The bot joins if any of the keywords match. Example keywords: "Discovery," "Demonstration," "Kickoff."

    <Frame>
      <img alt="Recording preference selection interface" />
    </Frame>

    <Frame>
      <img alt="Entering keywords in the Meeting title keywords field" />
    </Frame>
  </Step>

  <Step title="Configure recurring meetings">
    Below the main preference options, find the **Include recurring meetings** toggle. By default, this is off — the bot only joins non-recurring meetings. Turn it on to also record meetings that repeat on a schedule.

    <Frame>
      <img alt="Include recurring meetings toggle" />
    </Frame>
  </Step>

  <Step title="Save your preferences">
    Click **Save preferences** to apply your changes.
  </Step>
</Steps>

<Warning>
  If the **Include recurring meetings** toggle is off, the bot skips all recurring meetings regardless of the recording preference you selected above.
</Warning>


# AI Coach Analytics: Team Performance Dashboards
Source: https://docs.triplesession.com/ai-coach/analytics

Use AI Coach Analytics to track team performance across all scorecards, drill into individual rep stats, and identify coaching opportunities at a glance.

**Analytics** in AI Coach gives you a consolidated view of your team's performance: how scores trend over time, how each rep is doing, and where coaching is needed.

## How the dashboard is organized

Your dashboard is built around **Views**. Each View is made up of **Stages**, and every stage tracks one scorecard. You can rename a stage — for example, "Cold Outreach" — to match the way your team actually sells. Switch between Views from the **Select View** dropdown, and set the one you use most as your default.

<Frame>
  <img alt="AI Coach Analytics team performance dashboard overview" />
</Frame>

<Note>
  The dashboard only shows stages that have call data by default, keeping the view clean. You can still add stages with no data — they appear with "0" values until calls are logged against them.
</Note>

## Performance Overview

The **Performance Overview** chart shows how scores and meeting volume trend over your selected date range. Switch between **Daily** and **Weekly** to zoom in or out, and read each stage's trend at a glance.

<Frame>
  <img alt="Performance Overview chart with the Daily and Weekly toggle" />
</Frame>

## Filtering by date

Use the date-range picker at the top of the dashboard to set the period you want to analyze. It defaults to the **last 30 days**, and score trends are compared against the previous period.

<Frame>
  <img alt="Date-range picker on the Analytics dashboard" />
</Frame>

## Navigating from team overview to individual performance

The dashboard opens on the team view, where you can see aggregate scores for each stage across all reps.

To drill into a specific rep:

1. Find the rep's name in the **Performance table** — use the **Search members** box to filter the list.
2. Click their name to open their individual page.

The individual page compares the rep against the team (**" vs Team average"**) across every stage, alongside an **Activity Feed** — a chronological timeline of their meetings showing each call's score, scorecard, deal, and any identified **Risks** and **Action Items**. Sub-tabs let you move between **Performance**, **Meetings**, **Notes**, and **Learning**.

<Frame>
  <img alt="Individual rep page showing vs-Team-average comparison and Activity Feed" />
</Frame>

<Frame>
  <img alt="Activity Feed timeline highlighting Risks and Action Items" />
</Frame>

<Note>
  A rep's data may be **private** and not visible to the workspace. Coaching **Notes** are visible to managers only.
</Note>

## Drilling into a stage

To see a detailed breakdown for any stage, click a score value in the **Performance table** (for example, "74%" under "Discovery") on either the team view or an individual rep's view to go straight to that scorecard's dashboard.

<Frame>
  <img alt="Clicking a score value in the Performance table to drill into a stage" />
</Frame>

## Customizing your Views

You can create multiple Views to organize how stages are displayed:

1. Use the **Select View** dropdown to **Create View**, **Edit view**, **Delete view**, or **Set as Default**.

<Frame>
  <img alt="View dropdown with Create, Edit, Delete, and Set as Default options" />
</Frame>

2. In **Edit view** mode, rename a stage or drag and drop stages to change their order.

<Frame>
  <img alt="Editing a view: renaming stages and reordering by drag and drop" />
</Frame>

<Note>
  Editing Views requires full (manager) access. View customizations are workspace-specific — changes you make in one workspace do not affect other workspaces.
</Note>

When you remove a stage from a View, its column is also removed from the **Performance table**. Hiding a column from the table does not affect the scorecard itself.

## Using the Performance table for quick insights

The **Performance table** is the fastest way to spot patterns across your team:

* A pinned **Team Average** row to benchmark each rep against.
* A **trend arrow** (up, down, or stable) on every score cell — hover to see the exact change vs. the previous period.
* **Search members** to filter rows, **sort** any column, and a column-visibility control to choose which stages appear.

<Frame>
  <img alt="Performance table showing Team Average row, trend arrows, and member search" />
</Frame>

<Frame>
  <img alt="Sorting a column in the Performance table to identify top performers" />
</Frame>

<Frame>
  <img alt="Managing column visibility in the Performance table" />
</Frame>

## Best practices

* **Tailor Views per workspace** — surface the stages most relevant to each team (for example, sales stages in a Sales workspace, CS stages in a Customer Success one).
* **Coach proactively** — review rep Activity Feeds and watch the Risks and Action Items on each call.
* **Watch the trends** — use the previous-period trend arrows to see whether coaching and process changes are landing.

## FAQ

<AccordionGroup>
  <Accordion title="Why are some of my stages not showing in the overview?">
    By default the dashboard only shows stages that have call data. Stages with no logged calls are hidden until calls are logged against them.
  </Accordion>

  <Accordion title="How do I add a stage that doesn't have data yet?">
    In **Edit view** mode, add the scorecard you want as a new stage. It appears with "0" data until calls are logged against it.
  </Accordion>

  <Accordion title="If I rename or reorder stages in one workspace, does it affect other workspaces?">
    No. Renaming and reordering are specific to each workspace.
  </Accordion>
</AccordionGroup>


# Ask AI Coach for On-Demand Call Analysis
Source: https://docs.triplesession.com/ai-coach/ask-ai-coach

Ask AI Coach targeted questions about any processed call to surface specific insights, scorecard results, and deal context without re-listening.

**Ask AI Coach** is an integrated assistant that lets you query any processed call directly. After a call has been evaluated against its scorecard, you can ask specific questions about it and get instant answers drawn from the call recording and its evaluation results — without re-listening to the full conversation.

## How to use Ask AI Coach

1. **Open a processed call** — Navigate to any call in **AI Coach** that has already been processed and evaluated.
2. **Click Ask AI Coach** — The chat input opens within the call report.
3. **Type your question** — Enter a specific question or select one of the suggested questions displayed in the chat.

AI Coach analyzes the call recording and scorecard evaluation to generate a targeted answer.

## What kinds of questions you can ask

Ask AI Coach works best when your questions are specific to the call or its scorecard evaluation. Examples of useful questions:

* "What were the main pain points discussed by the prospect?"
* "Where in the call was the scorecard item 'Asked about budget' addressed?"
* "Why was the 'Purpose Clearly Established' item marked as needing improvement?"
* "Summarize how the rep handled objections in this call."
* "What was agreed on as the next step at the end of the call?"

## Tips for better answers

<AccordionGroup>
  <Accordion title="Be specific">
    The more precise your question, the more relevant the answer. Instead of "How did the call go?", ask "What were the main pain points discussed by \[Person]?" to get a focused, actionable response.
  </Accordion>

  <Accordion title="Leverage scorecard context">
    Ask questions that reference specific scorecard items directly. For example: "Tell me where the scorecard item 'Asked about budget' was addressed" or "Why was 'Purpose Clearly Established' marked as needing improvement?" AI Coach uses the scorecard results as part of its analysis.
  </Accordion>

  <Accordion title="Iterate on your questions">
    If the first answer does not give you enough detail, rephrase your question or ask a follow-up. Ask AI Coach can handle multi-turn conversations about a call.
  </Accordion>

  <Accordion title="Combine with manual review">
    Use Ask AI Coach to navigate quickly to key moments or get summaries, but listen to crucial segments yourself when you need complete context and nuance.
  </Accordion>
</AccordionGroup>

<Note>
  Ask AI Coach is available on any call that has been fully processed and evaluated by Triple Session. The feature is not available on calls that are still being processed or that were not evaluated against a scorecard.
</Note>

<Tip>
  Ask AI Coach answers questions about a **single call**. To ask across your whole company's meetings, use [Company AI Chat](/ai-coach/company-chat) or [Global Insights](/ai-coach/insights).
</Tip>


# Automated Call Reviews in AI Coach
Source: https://docs.triplesession.com/ai-coach/automated-reviews

Set up Automated Reviews so AI Coach evaluates every meeting as soon as it ends — no manual uploads or scorecard selection required.

Automated Reviews let AI Coach evaluate your meetings the moment they end. Once you connect a supported calling tool and turn on Auto Reviews for it, AI Coach pulls in recordings automatically, picks the right scorecard with Smart Scorecards, and delivers coaching insights to your **AI Coach** dashboard — no manual uploads or scorecard selection needed.

## How to set up Automated Reviews

<Steps>
  <Step title="Connect a supported calling tool">
    Automated Reviews require an active integration with at least one supported call recording platform. Follow the setup guide for your tool:

    * [Zoom](/integrations/zoom)
    * [Google Meet](/integrations/google-meet)
    * [HubSpot](/integrations/hubspot)
    * [Microsoft Teams](/integrations/microsoft-teams)
    * [Fireflies](/integrations/fireflies)
    * [Aircall](/integrations/aircall)
    * [Quo](/integrations/quo)
  </Step>

  <Step title="Turn on Auto Reviews for the tool">
    Auto Reviews are an opt-in setting on each integration. When you connect a tool, you'll be prompted to **confirm your Auto Review settings** during setup — you can also change this any time from the integration's panel in settings.

    Turn on **Automatically review meetings** for each tool you want AI Coach to process. When it's on, AI Coach reviews meetings recorded through that tool as soon as they end.

    <Frame>
      <img alt="The Automatically review meetings toggle on an integration's settings panel" />
    </Frame>
  </Step>

  <Step title="Review insights in your dashboard">
    After each meeting ends, AI Coach processes the recording and delivers results to your **AI Coach** dashboard. You can view performance scores, scorecard breakdowns, and coaching plans for every reviewed call.
  </Step>
</Steps>

## Smart Scorecards

Smart Scorecards let Automated Reviews pick the right scorecard for each meeting with no manual input. AI Coach matches the call against your eligible scorecards — using each one's description and smart selection hints — and applies the best fit.

Control which scorecards AI Coach picks for your calls at **Settings** > **Team** > **Scorecards**: toggle **Auto-apply** on a scorecard to include or exclude it. See [Scorecards](/ai-coach/scorecards#smart-scorecards) to tune how matching works.

<Frame>
  <img alt="Scorecards page with the Auto-apply toggle on each scorecard row" />
</Frame>

<Note>
  Auto-apply is personal — it only affects your own reviews. Admins and Managers set which scorecards apply to their team from the same page's **Assign** action, or from [People](/workspace/manage-members#assign-scorecards-to-your-team).
</Note>

## Controlling which meetings get reviewed

You can be more selective about what AI Coach picks up:

* **AI Coach Bot recording preferences** — choose which calendar meetings the Bot records: all one-time meetings, external only, internal only, or by title keyword, with an option to include recurring meetings. See [Recording preferences](/ai-coach-bot/recording-preferences).
* **HubSpot Call Sources** — if you use HubSpot, select which call sources (VoIP and/or other integrations) AI Coach reviews. See [HubSpot](/integrations/hubspot).

## Turning off Auto Reviews

Auto Reviews are controlled per integration. If you prefer to review certain meetings manually, turn off **Automatically review meetings** for that tool in its settings panel. You can still manually upload or import meetings for review at any time.

<Note>
  Have questions or run into issues? Contact the support team at [support@triplesession.com](mailto:support@triplesession.com).
</Note>


# Company AI Chat: Ask Across Your Whole Company
Source: https://docs.triplesession.com/ai-coach/company-chat

Have a back-and-forth conversation with AI about your team's performance and patterns, grounded in transcripts from across your entire company.

**Company AI Chat** is a conversational assistant that draws on transcripts from across your entire company. Ask about team performance, recurring patterns, objections, or competitors, and get answers in a natural back-and-forth — then keep asking follow-ups in the same thread.

<Frame>
  <img alt="Company AI Chat empty state: ask anything about your company's meetings, with suggested questions and chat history" />
</Frame>

## What you can do

* **Ask anything about company meetings** — performance, trends, objections, competitors, requested features, and more.
* **Have a conversation** — follow up, refine, and dig deeper without starting over. The chat keeps context across the thread.
* **Start from a suggestion** — pick one of the suggested prompts to get going quickly.
* **Pick up where you left off** — past conversations are saved in your chat history, so you can return to them anytime.

The scope is always **All company meetings** — every answer is grounded in your company's transcripts, with the relevant data pulled in as you ask.

## Access

Company AI Chat is available to **Admins by default**. Admins can extend access to Managers and Members from **Settings → Organization → Permissions**, in the **AI & Integrations** section, by toggling **Company AI chat** on for each role.

<Frame>
  <img alt="AI & Integrations settings with per-role toggles for Global Insights and Company AI chat" />
</Frame>

<Note>
  The three toggles map to the company roles **Admin**, **Manager**, and **Member**. Admins always keep access — the toggle stays on. See [Roles & Permissions](/workspace/roles-and-permissions) for how roles work.
</Note>

## Example questions

* "How is the team performing in the last 30 days?"
* "What are our most common objections?"
* "What is the most requested feature we don't have?"
* "What are the bottlenecks on signing customers?"
* "List the top 10 calls based on score in the past 90 days."

## Tips for better answers

<AccordionGroup>
  <Accordion title="Be specific">
    Narrow questions get sharper answers. "How did discovery calls go last month?" beats "How are we doing?"
  </Accordion>

  <Accordion title="Ask follow-ups">
    Treat it as a conversation. Once you get an answer, drill in — "Which reps had the most of those?" — instead of rephrasing from scratch.
  </Accordion>

  <Accordion title="Use chat history">
    Open the history to return to an earlier conversation, or start a new chat when you switch topics so each thread stays focused.
  </Accordion>
</AccordionGroup>

<Tip>
  For analyzed answers with patterns, examples, and recurring reports, use [Global Insights](/ai-coach/insights). For questions about a single call, use [Ask AI Coach](/ai-coach/ask-ai-coach).
</Tip>


# Export Meetings to CSV
Source: https://docs.triplesession.com/ai-coach/export-meetings

Export the meetings on your Meetings page to a CSV file, with a column picker and large exports delivered by email.

From the **Meetings** tab in AI Coach, export exactly the meetings you're looking at into a CSV file — with the columns you choose, matching whatever filters and search you already have applied.

## How to export

<Steps>
  <Step title="Open Meetings and filter as needed">
    Go to **AI Coach → Meetings** and set up the view you want — date range, scorecard, sales rep, deal, or search. Your export contains exactly the meetings this view shows, nothing more.
  </Step>

  <Step title="Click Export">
    Click **Export** in the toolbar, next to the date range and filters.

    <Note>
      Don't see the **Export** button? Exporting is limited to certain roles — see [Permissions](#permissions) below.
    </Note>
  </Step>

  <Step title="Choose your columns">
    In the **Export reports** dialog, check the columns you want in the file. Columns are grouped by type, with a **Select all** / **Clear all** toggle at the top. At least one column must stay selected.
  </Step>

  <Step title="Download or wait for your email">
    * **1,000 meetings or fewer** — the button reads something like **Download 42 reports**. Click it and the CSV downloads right away.
    * **More than 1,000 meetings** — the button reads something like **Email me 4,200 reports** instead. Click it and AI Coach builds the file in the background; you'll get an email with a download link in a few minutes.
  </Step>
</Steps>

<Frame>
  <img alt="Meetings page toolbar with the Export button next to the date range and filters" />
</Frame>

## Choosing your columns

<Frame>
  <img alt="Export reports dialog with grouped column checkboxes and a Select all toggle" />
</Frame>

Columns are grouped into:

* **Report** — Report ID, Report link, Meeting, Date, Scorecard, Source, Score, Duration (min)
* **Sales rep** — Sales Rep, Sales Rep email
* **CRM** — Deal, Deal URL, Contacts, Companies, Other CRM objects
* **Roleplay** — Roleplay difficulty

All columns are selected by default except **Other CRM objects** and **Roleplay difficulty**.

<Tip>
  Column selection isn't saved between exports — you'll pick again each time.
</Tip>

## Large exports (over 1,000 meetings)

For big exports, AI Coach builds the file in the background and emails you a link instead of making you wait on the page.

* The email arrives once the export is ready, with a **Download CSV** button.
* The link is personal to you — you need to be signed in to Triple Session to use it. Sharing it with someone else won't work for them.
* If the filtered export would contain more than 100,000 meetings, AI Coach won't generate it. You'll get an email explaining that instead of a download link — narrow your filters (for example, a shorter date range) and export again.

<Note>
  Download links stay valid for a limited time after the export finishes. If a link stops working, just repeat the export to get a fresh one.
</Note>

## What's in the file

* Exports are plain CSV files, formatted to open cleanly in Excel, Google Sheets, or any spreadsheet tool.
* An export only ever contains the meetings you can see. If a teammate's calls are private or outside your workspace access, they're left out — even for admins.
* The **Date** column uses your own timezone, labeled in the column header (for example, "Date (America/New\_York)").

## Permissions

Exporting requires the **Export Reports** permission. By default this is available to **Admins** and **Managers**; admins can extend it to Members from **Settings → Permissions**. See [Roles & Permissions](/workspace/roles-and-permissions#company-permissions) for the full list of configurable permissions.

## FAQ

<AccordionGroup>
  <Accordion title="Does the export include meetings I can't normally see?">
    No. An export always matches your **Meetings** page exactly — the same filters and the same visibility rules. It never includes private or restricted meetings, even for admins.
  </Accordion>

  <Accordion title="Can I export as XLSX instead of CSV?">
    Not currently — exports are CSV files, which open in Excel, Google Sheets, and most spreadsheet tools without any extra steps.
  </Accordion>

  <Accordion title="Why did my export switch from a download to an email?">
    Exports over 1,000 meetings are generated in the background and delivered by email instead of downloading immediately, so large exports don't hold up your browser.
  </Accordion>
</AccordionGroup>


# Global Insights: Query Across All Your Meetings
Source: https://docs.triplesession.com/ai-coach/insights

Ask natural-language questions across your team's entire conversation history and surface data-backed patterns — with recurring reports and auto-updating trends.

**Global Insights** lets you ask questions in plain language across all of your team's meetings and get data-backed answers drawn from your entire conversation history. Instead of listening to recordings one by one, you type a question and Insights surfaces the main patterns and the real calls and Moments that back them up.

<Frame>
  <img alt="The Insights bar: ask about your meetings, switch between Insights and Search, apply filters, and schedule recurring runs" />
</Frame>

## What you can do

* **Ask in plain language** — "What objections do we hear most often?" or "How are prospects comparing us with competitors?" No special syntax.
* **Switch between Insights and Search** — *Insights* generates an analyzed answer with patterns and examples. *Search* finds specific moments across transcripts by keyword.
* **Filter your question** — narrow to a date range, specific scorecards, team members, or workspaces.
* **Schedule recurring runs** — turn any question into a weekly, monthly, or quarterly report (see [Recurring insights](#recurring-insights)).
* **Browse Popular and Living insights** — see what your team is already asking and which trends are updating over time.
* **Upvote and share** — upvote useful questions so they rise to the top, and share results with teammates.

## Access

Global Insights is available to **Admins by default**. Admins can open it up to Managers and Members from **Settings → Organization → Permissions**, in the **AI & Integrations** section, by toggling **Global Insights** on for each role.

<Frame>
  <img alt="AI & Integrations settings with per-role toggles for Global Insights and Company AI chat" />
</Frame>

<Note>
  The three toggles map to the company roles **Admin**, **Manager**, and **Member**. Admins always keep access — the toggle stays on. See [Roles & Permissions](/workspace/roles-and-permissions) for how roles work.
</Note>

## How to use Insights

<Steps>
  <Step title="Open the Insights tab">
    From your Triple Session dashboard, open **AI Coach** and go to the **Insights** tab.
  </Step>

  <Step title="Type your question">
    Keep **Insights** mode selected, enter your question, and optionally apply filters for date range, scorecards, members, or workspaces. Switch to **Search** mode if you want to find specific moments by keyword instead.
  </Step>

  <Step title="Review your results">
    Insights analyzes your meetings and returns a main finding, related insights that expand on it, and links to the real calls and Moments behind each point. You also get an email when the answer is ready.
  </Step>

  <Step title="Explore the examples">
    Click any referenced meeting to jump to the exact part of the conversation that backs up the insight.
  </Step>
</Steps>

## Popular and Living insights

<Frame>
  <img alt="The Insights page showing Popular questions, auto-updating Living insights, and questions grouped by topic" />
</Frame>

* **Popular** — the questions your team has upvoted most. Upvote any question to surface the ones worth everyone's attention.
* **Living insights** — recurring questions that update themselves on a schedule. Each run is compared to the last, so you can see what's new, rising, falling, or gone — a trend you can watch rather than a one-time answer.
* **Topics** — questions are grouped into themes like Objection Handling, Pain Points & Needs, Competitive Intelligence, and Coaching & Training, so you can browse by area of interest.

## Recurring insights

Write a question once and let it run on a schedule instead of re-asking it.

* **Cadence** — weekly, monthly, or quarterly. Runs deliver at the end of the period (weekly on Fridays; monthly and quarterly on the last day).
* **Delivery** — results are sent by email to the recipients you choose, and can post to a Slack channel automatically.
* **Trend history** — each run builds on the last, so recurring questions become the Living insights you can track over time.

To schedule a question, turn on **Run every week** (and pick the cadence) before you run it. To route results into Slack, see [Slack notifications](/automations/slack-notifications).

## Example questions to try

* "What are the most common objections that come up?"
* "How are prospects comparing us with competitors?"
* "Which features are mentioned most in discovery calls?"
* "What is the main feature request during onboarding?"
* "How does \[Sales Rep] present \[Feature]?"
* "What are the common themes in customer feedback?"

## Tips for better results

* **Target the prospect or client voice** — to understand pain points, ask what prospects are saying, not what reps are saying.
* **Hunt for patterns** — Insights works best at scale. Focus on things that happen in 10% or more of meetings to find trends that matter.
* **Ask naturally** — phrase questions the way you'd ask a colleague.
* **Use filters** — narrow to a scorecard, team, or time period for more focused answers.

<Tip>
  For free-form, back-and-forth questions across your whole company, try [Company AI Chat](/ai-coach/company-chat). For questions about a single call, use [Ask AI Coach](/ai-coach/ask-ai-coach).
</Tip>


# Understanding AI Coach Moments
Source: https://docs.triplesession.com/ai-coach/moments

Moments are AI-extracted call clips highlighting key interactions like objections, competitor mentions, and value propositions — for faster coaching.

A **Moment** is a short, automatically extracted clip from a sales call that highlights a key interaction. Triple Session's AI scans your recorded calls and segments the most relevant and impactful sections — such as objection handling, competitor mentions, and value proposition delivery — so you can review what matters without watching the full recording.

<Frame>
  <img alt="AI Coach interface showing extracted Moments from a sales call" />
</Frame>

## What you can do with Moments

<CardGroup>
  <Card title="Analyze and learn" icon="magnifying-glass">
    Review critical parts of sales calls without listening to the entire conversation. Understand how reps handled specific scenarios like objection handling, value proposition delivery, and competitor comparisons. Pinpoint areas for improvement and highlight success stories.
  </Card>

  <Card title="Search and explore" icon="filter">
    Use tags and filters to quickly locate Moments across your team's calls. Filter by tags such as "Objection Handling," "Value Proposition Delivery," or "Competitor Mention," as well as by team member, topic, or call.
  </Card>

  <Card title="Train and coach" icon="chalkboard-user">
    Use Moments in coaching sessions to show real examples of good practices and areas needing improvement. Compile key Moments from multiple calls to develop targeted training materials backed by real-world scenarios.
  </Card>

  <Card title="Share insights" icon="share-nodes">
    Share Moments with your team to showcase success stories, align on sales strategies, or address recurring objections. Moments make it easy to spread learnings from top performers across the whole team.
  </Card>
</CardGroup>

## How Moments are generated

Moments are created automatically by Triple Session's AI whenever a call is processed. The generation process works as follows:

1. **Call processing** — The video recording is uploaded to the system after a sales call is completed.
2. **AI analysis** — The AI scans the video for key sections based on your process, speech patterns, keywords (such as objection handling or competitor mentions), and contextual cues like shifts in tone or key decision points.
3. **Segmentation and tagging** — The AI extracts clips and assigns relevant tags, for example "Budget Constraints" or "Competitor Mention."
4. **Auto-organized** — Moments are stored and made searchable, ready for review, coaching, and sharing.

<Frame>
  <img alt="Moments generation workflow diagram" />
</Frame>

## Where to find Moments

Moments are available in two places inside AI Coach.

**For all team Moments:**

<Steps>
  <Step title="Navigate to the Moments tab">
    Open **AI Coach** and click the **Moments** tab.
  </Step>

  <Step title="Explore Moments">
    Use the search bar or filters to find specific Moments by tags, team members, or topics.
  </Step>

  <Step title="Review a Moment">
    Click on any Moment to watch the video clip, read its description, and see related information.
  </Step>
</Steps>

**For Moments from a specific call:**

Open any call report and click the **Video** tab. This gives you access to the full call recording alongside all Moments generated from that call.

<Frame>
  <img alt="Video tab in a call report showing Moments alongside the recording" />
</Frame>

## Prerequisites

Moments are generated from recorded video calls. To ensure Moments are created for your conversations, import calls using one of the following methods:

* **Integrations** — Sync calls from Zoom or Google Meet directly into AI Coach, or use the AI Coach Bot.
* **Manual uploads** — Upload recorded video files directly into the system.

<Note>
  Moments are only generated from video call recordings. Text-only transcript uploads do not produce Moments.
</Note>


# Review Sales Calls with AI Coach
Source: https://docs.triplesession.com/ai-coach/reviewing-calls

Use Triple Session's AI Coach to get automated performance analysis, scorecard breakdowns, and personalized coaching plans for every sales call.

AI Coach analyzes your sales calls — transcript, audio, or video — against a scorecard and returns a full performance report with a quantitative score, a detailed breakdown of each criterion, and a personalized coaching plan. Each review consumes one credit from your account.

## How to review a call

<Steps>
  <Step title="Click Review meeting">
    Open **AI Coach** and click the **Review meeting** button to start a new review.

    <Note>
      Each meeting you review consumes **1 credit** from your account. If you prefer not to upload files manually, connect an integration instead — AI Coach supports Zoom, Google Meet, Microsoft Teams, HubSpot, Fireflies, Aircall, and Quo.
    </Note>
  </Step>

  <Step title="Fill out the meeting review form">
    Complete the review form:

    * **File** — Upload a **transcript** (`.txt`, `.vtt`, `.srt`), **audio** (`.wav`, `.mp3`), or **video** (`.mp4`) file. If you have an integration connected, you can import the call directly instead of uploading a file.
    * **Meeting title** — Optional. Leave it blank and AI Coach generates a title for you.
    * **Sales Rep** — Select the sales rep who made the call. To add a new rep, start typing their name and click the **Create** button that appears. (This field appears once your workspace has members.)
    * **Scorecard** — Select the scorecard the AI will use to evaluate the meeting. See [Scorecards](/ai-coach/scorecards) to learn which options are available.

    <Tip>
      Learn how to download transcripts from [Zoom](/integrations/zoom) and [Fireflies](/integrations/fireflies).
    </Tip>
  </Step>

  <Step title="Click Start review and wait">
    Click **Start review**. AI Coach processes the call and generates your report in approximately 2–5 minutes, depending on length.

    You can leave the page while the analysis runs in the background. You will receive an email notification when your report is ready.
  </Step>

  <Step title="Review your report">
    Once processing is complete, your full performance report is available in **AI Coach**. The report opens on the **Playbook** view, with the rest of the call's details organized into tabs alongside it.
  </Step>
</Steps>

## Understanding your report

### Playbook score and summary

A quantitative **Playbook** score and a short summary of where the rep did well and where there's room to improve.

### Scorecard breakdown

Each scorecard criterion is rated individually, with examples pulled directly from the call so you can see what drove each result.

### Coaching plan

AI Coach picks the single most important area to focus on and builds a coaching plan around it, with **Sessions for you** (recommended video sessions) and a **Talk-Time Ratio** showing how much the rep spoke versus listened.

### Tabs alongside the report

The side panel keeps the rest of the call one click away:

* **Deal Insights** — key signals about the deal.
* **Call Summary** — a concise recap.
* **Email** — a ready-to-edit follow-up draft.
* **Transcript** — the full transcript; **download** or **copy** it.
* **Notes** — coaching notes for the rep.

For audio and video uploads, a **recording** tab adds an in-app player with **Moments** — highlights and chapters you can jump to. See [Moments](/ai-coach/moments).

## Sharing a report

Use **Share** to set who can access a report — **anyone with the link**, **people in your company**, or **private to only me**. You can also invite people by email or copy the link.

## Ask AI Coach about a call

Use **Ask AI Coach** to ask questions about a specific meeting and get answers drawn from the call. See [Ask AI Coach](/ai-coach/ask-ai-coach).

## File formats and integrations

AI Coach accepts **transcript** files (`.txt`, `.vtt`, `.srt`), **audio** files (`.wav`, `.mp3`), and **video** files (`.mp4`). Alternatively, connect a supported call recording tool so AI Coach can import recordings automatically:

* Zoom
* Google Meet
* Microsoft Teams
* HubSpot
* Fireflies
* Aircall
* Quo

<Tip>
  If you use a calling tool that is not listed, contact [support@triplesession.com](mailto:support@triplesession.com) and the team will build the integration for you.
</Tip>


# AI Coach Scorecards
Source: https://docs.triplesession.com/ai-coach/scorecards

Scorecards power AI Coach's evaluation of every call. Learn how built-in and custom scorecards work, and how Smart Scorecards route the right scorecard to each meeting automatically.

Scorecards are the evaluation frameworks AI Coach uses to assess rep performance on every call. Each scorecard is built from consolidated playbooks and methodologies, defining the specific criteria the AI measures during a review. When you start a manual review or let [Automated Reviews](/ai-coach/automated-reviews) run, the scorecard that gets applied determines what is analyzed and how the report is structured.

## Where to find scorecards

Go to **Settings** > **Team** > **Scorecards** to see every scorecard available to you in one list, across all your workspaces.

<Frame>
  <img alt="Settings sidebar with Scorecards highlighted under the Team section" />
</Frame>

Search, group by tag or language, and switch between the **Custom** and **Template** tabs to find a scorecard. Click the info icon on any row to preview its contents.

<Frame>
  <img alt="Scorecards page showing the Auto-apply column, scorecards grouped by tag, and Assign and Edit row actions" />
</Frame>

Each row has up to three controls:

* **Auto-apply** — turn this scorecard on for your own reviews. It only affects your calls.
* **Assign** — give the scorecard to other people in a workspace you manage. See [Assigning a scorecard to your team](#assigning-a-scorecard-to-your-team).
* **Edit** — change the scorecard's criteria, insights, description, hints, or tags.

<Note>
  Template scorecards can't be edited. If you don't see **Edit** on your custom scorecards, ask a company admin — see [Company Permissions](/workspace/roles-and-permissions#company-permissions).
</Note>

### Assigning a scorecard to your team

Click **Assign** on a scorecard row to give it to other people. Pick the workspace, choose who gets it — **Everyone**, **Only Members**, **Only Managers**, or **Specific people** — and save.

The scorecard is added to whatever each person already has. Switch to **Override existing** to replace their current scorecards with this one instead.

<Tip>
  To assign several scorecards at once, use **Assign scorecards** on the [People](/workspace/manage-members#assign-scorecards-to-your-team) page instead.
</Tip>

## What's inside a scorecard

Every scorecard has three parts that work together:

<CardGroup>
  <Card title="Criteria" icon="list-check">
    The questions AI Coach scores the call against, grouped into sections like Opening, Agenda, and Situation.
  </Card>

  <Card title="Insights" icon="lightbulb">
    Structured information AI Coach extracts from the conversation — pain points, next steps, competitors, and more.
  </Card>

  <Card title="Description & hints" icon="route">
    The signals that tell AI Coach when this scorecard should be applied to a call.
  </Card>
</CardGroup>

You can preview these in the scorecard template viewer. The **Scorecard** tab lists every criterion AI Coach evaluates:

<Frame>
  <img alt="Discovery using SPICED scorecard criteria, grouped into Opening, Agenda, and Situation sections" />
</Frame>

The **Insights** tab shows what AI Coach pulls out of each matching call:

<Frame>
  <img alt="Insights for the Discovery using SPICED scorecard — Impact, Situation, Next Steps, Competitors, and more" />
</Frame>

## How criteria are scored

Each criterion is a question AI Coach answers about the call. Every criterion defines what counts as **Met**, **Partially met**, and **Not met**, so the evaluation is consistent from call to call. For example, for *"Was the agenda and objectives for the call agreed upon by both parties?"*:

> **Met:** The rep set a clear agenda and the prospect explicitly aligned on the goals for the call. **Partially met:** An agenda was mentioned, but in a superficial way or without confirming the prospect agreed. **Not met:** No agenda or objectives were established at the start of the call.

### Weight

Every criterion carries a **weight** that controls how much it moves the overall score:

| Weight         | Meaning                                      |
| -------------- | -------------------------------------------- |
| **Critical**   | Must do. Affects the score significantly.    |
| **Important**  | Should do. Affects the score moderately.     |
| **Encouraged** | Nice to do. Has a minor effect on the score. |

Use weights to reflect what matters most for a given call type — a critical step a rep must never miss versus a nice-to-have that only slightly nudges the score.

### Skippable criteria

A criterion can be marked with a **skippable condition** — a rule that tells AI Coach when the question simply doesn't apply. When the condition is true for a call, the criterion is skipped and left out of the score instead of being marked Not met.

> **Skippable Condition:** Skip if no objections were raised during this conversation.

This keeps scores fair: a rep isn't penalized for not handling objections on a call where none came up.

## Built-in scorecards

Triple Session provides a set of ready-to-use scorecards covering the most common call types:

<CardGroup>
  <Card title="Cold Call">
    Evaluates performance on outbound cold calling, covering how reps introduce themselves, handle early objections, and secure next steps.
  </Card>

  <Card title="Discovery Call">
    Assesses how thoroughly reps uncover prospect pain points, goals, and decision-making criteria during discovery conversations.
  </Card>

  <Card title="Demo Call">
    Measures how effectively reps present the product, tie features to prospect needs, and advance the opportunity during demonstrations.
  </Card>

  <Card title="Discovery using MEDDICC">
    A discovery scorecard structured around the MEDDICC qualification framework — Metrics, Economic Buyer, Decision Criteria, Decision Process, Identify Pain, Champion, and Competition.
  </Card>

  <Card title="Discovery using SPICED">
    A discovery scorecard built on the SPICED methodology — Situation, Pain, Impact, Critical Event, and Decision.
  </Card>
</CardGroup>

## Scorecard details and language

Open a scorecard and go to the **Details** tab to set its name, language, and tags.

<Frame>
  <img alt="Scorecard Details tab showing Scorecard Name, Scorecard language, and Tags" />
</Frame>

* **Scorecard Name** — How the scorecard appears in lists and reviews.
* **Scorecard language** — The language used for scorecard prompts, criteria, and generated evaluation text. Set this to the language you want the criteria breakdown and scores written in.
* **Tags** — Comma-separated labels used for quick search, grouping, and filtering in the scorecard list.

### Insights language

Insights have their own language setting, found on the **Insights** tab. **Insights language** controls the language used for generated insight titles and prompts — independent of the scorecard language. A team can score calls in English while producing insights in Portuguese, for example.

<Frame>
  <img alt="Insights tab showing the insights language selector above the insight list" />
</Frame>

<Note>
  Scorecard language and insights language are set per scorecard. Changes apply to new meetings reviewed with that scorecard.
</Note>

## Smart Scorecards

When you use [Automated Reviews](/ai-coach/automated-reviews), AI Coach selects the most appropriate scorecard for each meeting automatically. This is what makes a scorecard a **Smart Scorecard**.

Before reviewing a meeting, AI Coach matches the call against your eligible scorecards and picks the best fit — no manual selection needed. Two things drive the match:

1. **The description** — a plain-language explanation of when to use the scorecard.
2. **Smart selection hints** — optional structured signals that sharpen matching when the description alone is not enough.

Per-call context like the meeting provider, attendees, and duration is detected automatically, so you only need to describe what the matcher can't infer on its own.

### Choosing which scorecards apply

Only the scorecards you've turned on are eligible for Smart Scorecard selection on your calls. To control which ones AI Coach can pick:

<Steps>
  <Step title="Open your Scorecards page">
    Go to **Settings** > **Team** > **Scorecards**.
  </Step>

  <Step title="Find the scorecard">
    Search for it, or use the **Custom** and **Template** tabs and the group-by control to narrow the list.
  </Step>

  <Step title="Toggle Auto-apply">
    Switch **Auto-apply** ON or OFF to include or exclude that scorecard from your Automated Reviews.
  </Step>
</Steps>

## Writing the description

Open a scorecard and find the **When to use this scorecard** section. Triple Session reads the **Description** to route the right calls to this scorecard — the clearer it is, the better the match.

<Frame>
  <img alt="When to use this scorecard section, with a Description field and a Get AI Feedback button" />
</Frame>

A strong description mentions the call type, who is on the call, and what a good call looks like. The most reliable descriptions cover three things:

* **Call type and stage** — for example, "initial discovery videocalls before any solution is presented."
* **Qualifiers** — minimum or maximum duration, participants, prospect vs. customer status, language.
* **Exclusions** — what calls do *not* fit, such as demos, cold calls, follow-ups, or internal meetings.

### Get AI Feedback

Click **Get AI Feedback** to have Triple Session review your description and hints. It checks whether the description clearly defines the call type, includes essential qualifiers, and states what's excluded — then flags gaps and offers fixes you can apply in one click.

<Frame>
  <img alt="Get AI Feedback button highlighted on the When to use this scorecard panel" />
</Frame>

Each suggestion is tied to a specific field. For example, if the description says calls run at least 15 minutes but **Minimum call duration** is empty, the feedback proposes setting it to 15 minutes. Click **Apply** on any suggested edit to accept it.

<Frame>
  <img alt="AI feedback panel listing suggested edits for Minimum call duration, Participant type, and Required signals, each with an Apply button" />
</Frame>

## Smart selection hints

Smart selection hints are optional structured signals that sharpen matching when the description alone is not enough. Fill in as many or as few as you need — every hint you add gives the matcher one more way to confirm (or rule out) a call.

<Frame>
  <img alt="Smart selection hints fields — Call stage, Participant type, Minimum call duration, Required signals, Example phrases, Disallowed scenarios, and Often confused with" />
</Frame>

<ParamField type="tags · up to 10">
  The stages these calls usually happen in. Select any that apply from Discovery, Qualification, Demo, Proposal, Negotiation, Closing, and Follow-up, or add your own.
</ParamField>

<ParamField type="tags · up to 10">
  Who joins from the customer side on these calls — Prospect, Decision maker, Champion, Customer, Internal team, Buyer, or a custom value. Select any that apply.
</ParamField>

<ParamField type="minutes">
  Calls shorter than this won't be matched to this scorecard. Use it to keep brief or accidental calls from being scored against a scorecard meant for longer conversations.
</ParamField>

<ParamField type="text · up to 2000 chars">
  What has to actually happen on the call for this scorecard to fit. Write it in plain words, the way you'd brief a teammate — for example, "The call explicitly discusses the prospect's business goals, pain points, current process or tools, and desired outcomes as part of an initial diagnostic discovery conversation before any solution is presented."
</ParamField>

<ParamField type="tags · up to 25">
  Things people actually say on these calls that point to this scorecard. Short quotes work best — "What process does your team run?" or "What are your top business goals this quarter?"
</ParamField>

<ParamField type="tags · up to 25">
  Situations where this scorecard should never be used. Triple Session skips the scorecard automatically when a call matches one — for example, cold calls, onboarding sessions, internal meetings, trial setup, or product walkthroughs.
</ParamField>

<ParamField type="scorecards · up to 25">
  Pick scorecards that cover similar calls. Triple Session works harder to tell them apart from this one — useful when a Discovery and a Demo scorecard, for example, keep matching the same calls.
</ParamField>

<Tip>
  Start with a clear description, run **Get AI Feedback**, then add hints only where the feedback shows the matcher is uncertain. You rarely need every field filled in.
</Tip>

## Custom scorecards

If your team follows a proprietary playbook, Triple Session can build a custom scorecard tailored to your process.

To request a custom scorecard, send a message to [support@triplesession.com](mailto:support@triplesession.com) and describe your playbook. The team will build it for you.

<Note>
  Have questions or run into issues? Contact the support team at [support@triplesession.com](mailto:support@triplesession.com).
</Note>


# Get a call
Source: https://docs.triplesession.com/api-reference/calls/get-a-call

/public-v2.json get /calls/{callId}
Gets one call report after direct resource authorization. Requires `calls.read`.



# Get a call scorecard
Source: https://docs.triplesession.com/api-reference/calls/get-a-call-scorecard

/public-v2.json get /calls/{callId}/scorecard
Gets scorecard evaluation output and coaching plan data for a call. Requires `calls.read`.



# Get a call transcript
Source: https://docs.triplesession.com/api-reference/calls/get-a-call-transcript

/public-v2.json get /calls/{callId}/transcript
Gets a paginated and capped transcript for a call. Requires `calls.read`.



# List calls
Source: https://docs.triplesession.com/api-reference/calls/list-calls

/public-v2.json get /calls
Lists calls visible to the API key. Optionally narrow results with `workspaceId`. Requires `calls.read`.



# Get a report
Source: https://docs.triplesession.com/api-reference/reports/get-a-report

/public-v1.json get /workspaces/{workspaceId}/reports/{reportId}
Gets one AI Coach report after verifying the report belongs to the workspace.



# Get a report scorecard
Source: https://docs.triplesession.com/api-reference/reports/get-a-report-scorecard

/public-v1.json get /workspaces/{workspaceId}/reports/{reportId}/scorecard
Gets the scored scorecard and coaching plan for one AI Coach report.



# Get a report transcript
Source: https://docs.triplesession.com/api-reference/reports/get-a-report-transcript

/public-v1.json get /workspaces/{workspaceId}/reports/{reportId}/transcript
Gets the transcript text for one AI Coach report.



# Get report deal insights
Source: https://docs.triplesession.com/api-reference/reports/get-report-deal-insights

/public-v1.json get /workspaces/{workspaceId}/reports/{reportId}/deal-insights
Gets deal insight output for one AI Coach report.



# List reports
Source: https://docs.triplesession.com/api-reference/reports/list-reports

/public-v1.json get /workspaces/{workspaceId}/reports
Lists completed AI Coach reports visible to a workspace-scoped API key.



# Get a scorecard rubric
Source: https://docs.triplesession.com/api-reference/scorecards/get-a-scorecard-rubric

/public-v2.json get /scorecards/{scorecardId}/rubric
Gets the rubric for a scorecard visible in the workspace. Requires `coaching.read`.



# Authentication
Source: https://docs.triplesession.com/authentication

Authenticate API requests using your workspace API key as a Bearer token.

All API requests must include your API key in the `Authorization` header as a Bearer token.

```http theme={null}
Authorization: Bearer YOUR_API_KEY
```

## Get your API key

Your API key and workspace ID are both available in **Settings → API**.

<Steps>
  <Step title="Open API Settings">
    In the Triple Session app, go to **Settings** and select **API** from the left sidebar.
  </Step>

  <Step title="Copy your Workspace ID">
    Your workspace ID (a UUID) appears at the top. You'll need it in every request URL.
  </Step>

  <Step title="Copy your API key">
    Your API key starts with `wk_`. Click **Copy** to copy it to your clipboard.

    <Warning>
      Keep your API key secret. If it is compromised, click **Regenerate API Key** to invalidate the old one and generate a new one.
    </Warning>
  </Step>
</Steps>

## Making a request

Every request combines your workspace ID in the URL and your API key in the header:

```bash theme={null}
curl -X GET "https://app.triplesession.com/api/public/ai-coach/workspaces/YOUR_WORKSPACE_ID/reports?page=1&limit=10" \
  -H "Authorization: Bearer YOUR_API_KEY"
```

Replace `YOUR_WORKSPACE_ID` with the UUID from Settings and `YOUR_API_KEY` with your key.

## Errors and limits

The API returns standard HTTP status codes:

| Code  | Meaning                                       |
| ----- | --------------------------------------------- |
| `200` | Request succeeded                             |
| `401` | Missing or invalid API key                    |
| `403` | API key does not have access to this resource |
| `404` | Resource not found                            |
| `429` | Rate limit exceeded — slow down and retry     |
| `500` | Server error — retry with exponential backoff |

If you receive a `401`, verify that your `Authorization` header is formatted correctly and that the API key has not been regenerated since you last copied it.


# Build Deal Insight Automations in Triple Session
Source: https://docs.triplesession.com/automations/deal-insights-automations

Create automations triggered by deal insights from AI Coach to automatically notify teams, update CRM fields, or trigger workflows based on call analysis.

Standard automations trigger whenever a meeting ends. Deal Insight automations go further: they fire only when the actual content of a conversation matches specific criteria you define. By filtering on the insights that AI Coach extracts from each call — such as competitors mentioned, pain points raised, or features requested — you can build precise workflows that respond to what was actually said, not just the fact that a call happened.

## Common use cases

<AccordionGroup>
  <Accordion title="Competitor tracking">
    Automatically update a CRM field when a specific competitor is mentioned during a call. For example, set a "Competitors Mentioned" property in HubSpot whenever Acme or any other named competitor appears in the deal insights.
  </Accordion>

  <Accordion title="Lead scoring">
    Increase a lead's priority score in your CRM when the prospect mentions a must-have feature or a specific budget range. Because the filter only fires when those signals appear, your scoring stays accurate and is not inflated by routine calls.
  </Accordion>

  <Accordion title="Product feedback routing">
    Send a Slack notification to your product team channel whenever a specific feature request is detected in a discovery or demo call. This gives the product team real-time signal directly from the sales conversation.
  </Accordion>

  <Accordion title="Objection handling alerts">
    Trigger an internal alert or a follow-up email sequence in your CRM when a common sales objection is raised. This allows managers or enablement teams to respond quickly and support the rep before the deal stalls.
  </Accordion>
</AccordionGroup>

## Setup

<Steps>
  <Step title="Start your automation">
    Go to the **Automations** section in Triple Session and click **New Automation** to open the workflow editor.

    <Frame>
      <img alt="Creating a new automation in the workflow editor" />
    </Frame>
  </Step>

  <Step title="Configure the Meeting Finished trigger">
    Set the **Trigger** to **Meeting Finished**. In the trigger settings:

    * **Select your scorecard** — choose the scorecard you want to pull insights from (for example, *Discovery*).
    * **Apply standard filters** — optionally filter by meeting duration, score, or other meeting-level criteria.
  </Step>

  <Step title="Add advanced filters for deal insights">
    Open the **Advanced Filters** section and select the **Deal Insights** tab. Configure the following:

    * **Match When** — choose **AND** if all filters must match, or **OR** if any single filter is enough to trigger the automation.
    * **Deal Insight** — select the specific insight to track (for example, *Competitors*).
    * **Operator** — choose **Contains**, **Does not contain**, or another operator to define how the value is matched.
    * **Values** — enter the keywords or values you are looking for (for example, *Acme*, *John Deere*).

    You can add multiple insight filters to build more targeted conditions.

    <Frame>
      <img alt="Configuring deal insight filters with AND/OR logic and keyword matching" />
    </Frame>

    <Tip>
      Using the **Contains** operator ensures your CRM is only updated when relevant information is actually discussed. This keeps your pipeline data clean and prevents empty fields from accumulating on every call.
    </Tip>
  </Step>

  <Step title="Define the action">
    Choose what happens when the filter conditions are met:

    * **Update CRM** — map the insight directly to a field in HubSpot or Salesforce.
    * **Send to Slack** — send a real-time alert to a specific Slack channel.
    * **Send Webhook** — route the data to Zapier or any other app for a custom downstream workflow.

    <Frame>
      <img alt="Selecting an action for the deal insight automation" />
    </Frame>
  </Step>

  <Step title="Save and enable the automation">
    Click **Save Workflow**, then click **Live** to activate the automation. It will start running immediately for any new calls that meet your conditions.
  </Step>
</Steps>

<Note>
  Need help setting up a specific workflow? Contact the Triple Session support team at [support@triplesession.com](mailto:support@triplesession.com).
</Note>


# Getting Started with Triple Session Automations
Source: https://docs.triplesession.com/automations/getting-started

Use Triple Session Automations to connect AI Coach intelligence with external tools using a simple Trigger → Filter → Action workflow model.

Automations allows you to connect Triple Session with other tools, enabling your team to send and receive data anywhere. Because AI Coach produces unique intelligence and insights about your sales conversations, Automations gives you a way to put that data to work in the tools your team already uses — from CRMs and spreadsheets to Slack and custom webhooks.

<Note>
  **Automations is currently in closed beta.** If you're interested in testing it, reach out to your CSM or email [support@triplesession.com](mailto:support@triplesession.com).
</Note>

## How automations work

Every automation follows the same **Trigger → Filter → Action** model:

1. **Trigger** — An event occurs that starts the automation (for example, a meeting finishes).
2. **Filter** — Conditions are checked to determine whether the automation should run (for example, score above 70 or meeting duration over 30 minutes).
3. **Action** — One or more actions execute in sequence (for example, send a Slack message or update a CRM field).

<Frame>
  <img alt="Trigger → Filter → Action automation workflow" />
</Frame>

This three-step structure keeps automations predictable and easy to audit. You define exactly when a workflow fires and what it does, so there are no surprises.

## When to use automations vs. manual exports

Use **automations** when you want data to flow without any manual intervention — for example, posting a Slack summary to a channel after every reviewed call, or writing deal insights into HubSpot the moment a call ends.

Use **manual exports** (such as the Update CRM button on a recording) when you want to review the data before it is sent, or when you only need to push information on a case-by-case basis.

## Available recipes

The following guides walk you through the most common automation workflows:

<CardGroup>
  <Card title="Slack notifications" icon="slack" href="/automations/slack-notifications">
    Push call summaries, insights, and coaching alerts to a Slack channel as soon as a meeting is reviewed.
  </Card>

  <Card title="Send to Power BI, Sheets, and more" icon="chart-bar" href="/automations/send-to-other-apps">
    Export AI Coach data to Power BI, Google Sheets, Tableau, or any other app using a webhook and Zapier.
  </Card>

  <Card title="Review meetings from other platforms" icon="arrow-right-to-bracket" href="/integrations/review-from-other-platforms">
    Send transcripts or recordings from any external system to Triple Session via a webhook for automatic AI Coach review.
  </Card>

  <Card title="Auto-update CRM fields" icon="database" href="/crm/auto-update-fields">
    Automatically write scorecard results and deal insights into HubSpot or Salesforce fields when a call ends.
  </Card>

  <Card title="Write to HubSpot tickets" icon="ticket" href="/automations/hubspot-tickets">
    Add meeting notes to an open HubSpot ticket and fill ticket properties automatically after a call ends.
  </Card>

  <Card title="Deal insight automations" icon="lightbulb" href="/automations/deal-insights-automations">
    Trigger workflows based on specific keywords, competitors, or insights detected in a conversation.
  </Card>
</CardGroup>


# Send Meeting Notes and Update Properties on HubSpot Tickets
Source: https://docs.triplesession.com/automations/hubspot-tickets

Use Automations to add AI Coach meeting notes to an open HubSpot ticket and to fill ticket properties automatically after a call ends.

If your CS or Support team works out of HubSpot tickets, Automations can write to the ticket that a call was actually about. There are two ways to do it, and both can run in the same automation:

* **Send notes to ticket** — adds the meeting notes AI Coach already generates as a note on an open ticket.
* **Update CRM with Ticket as the object type** — fills ticket properties from scorecard results and deal insights, using the same field mapping you already use for deals and contacts.

Both find the right ticket the same way, so once you have configured one you know how to configure the other.

## Requirements

* Your account must have access to [Automations](/automations/getting-started).
* HubSpot must be connected with **Tickets** access granted. See [Connect HubSpot](/crm/connect-hubspot).
* Tickets are available on **Meeting Finished** automations.

<Note>
  Tickets are supported for HubSpot only. Salesforce Cases are not supported.
</Note>

If Tickets are unavailable, the options stay visible in the builder with the reason:

* **Connect HubSpot to use Ticket automations** — no HubSpot connection on the workspace.
* **Reconnect HubSpot and grant Tickets access** — HubSpot is connected, but it was authorized without access to tickets. Reconnect it from **Settings > CRM** and approve tickets.

## How the right ticket is chosen

A customer can have several tickets, and more than one may be open at the same time. Two settings, shown on both ticket actions, decide which one gets written to.

### Ticket resolution path

This tells Triple Session where to start looking. Triple Session takes the CRM records already matched to the call, then follows their ticket associations in HubSpot.

| Option                            | What it looks at                                                          |
| --------------------------------- | ------------------------------------------------------------------------- |
| **All standard objects → Ticket** | Tickets associated with any company, contact, or deal matched to the call |
| **Contact → Ticket**              | Tickets associated with the matched contacts only                         |
| **Company → Ticket**              | Tickets associated with the matched companies only                        |
| **Deal → Ticket**                 | Tickets associated with the matched deals only                            |

Pick the narrowest path that reliably reaches your tickets. If every ticket in your portal is associated with a contact, **Contact → Ticket** is the most predictable choice. Use **All standard objects → Ticket** when tickets are attached inconsistently.

<Note>
  Only **open** tickets are considered. Closed tickets are never written to, and Triple Session never creates a ticket — if nothing open is found, the action is skipped.
</Note>

### When several open tickets match

<Frame>
  <img alt="Choosing between Most recently updated and Best match with AI when several open tickets match" />
</Frame>

* **Most recently updated** — picks the open ticket that was updated most recently. Always writes when there is at least one open ticket. Start here.
* **Best match with AI** — compares the conversation against the open tickets and picks the one it is about. If the call does not clearly point to a single ticket, the action is skipped rather than guessing.

If only one open ticket is found, it is used regardless of which option you choose.

## Send meeting notes to a ticket

<Steps>
  <Step title="Add the action">
    Go to **Settings > Automations**, open or create a **Meeting Finished** automation, then click **Add Action** and choose **Send notes to ticket**.

    Optionally give the action a name — for example, *Send meeting notes to support ticket* — to identify it in the workflow.
  </Step>

  <Step title="Choose how the ticket is found">
    Set the **Ticket resolution path** and **When several open tickets match**, as described above.

    <Frame>
      <img alt="Configuring the Send notes to ticket action with resolution path, selection mode, and notes format" />
    </Frame>
  </Step>

  <Step title="Choose the notes format">
    Pick what the note contains:

    * **Summary** — the meeting summary.
    * **Deal Insights** — the insights extracted from the conversation.
    * **Summary + Deal Insights** — both.

    This is the same content produced by the note push in **Settings > AI Coach > CRM**, but this action is configured on its own. It runs even if automatic note push is turned off, and it does not change those settings.
  </Step>

  <Step title="Save and enable">
    Click **Save**, then set the automation status to **Live**.
  </Step>
</Steps>

## Update ticket properties

<Steps>
  <Step title="Add an Update CRM action">
    In your **Meeting Finished** automation, click **Add Action** and choose **Update CRM**.
  </Step>

  <Step title="Select the scorecard and Ticket as the object type">
    Choose the scorecard whose results should fill the ticket, then set **Object Type** to **Ticket**.

    The ticket settings appear below it: set the **Ticket resolution path** and **When several open tickets match**.

    <Frame>
      <img alt="Selecting Ticket as the object type in Update CRM and mapping fields to ticket properties" />
    </Frame>
  </Step>

  <Step title="Map fields to ticket properties">
    Map report properties and scorecard deal insights to HubSpot ticket properties, exactly as you would for a deal or contact. For text properties you can choose **Append** or **Replace**.

    Click **Get mapping recommendations** to have Triple Session suggest matching ticket properties.

    <Note>
      The ticket's **pipeline** and **stage** are not available for mapping. Automations fill ticket properties only — they never close, reopen, or move a ticket.
    </Note>
  </Step>

  <Step title="Save and enable">
    Click **Save**, then set the automation status to **Live**.
  </Step>
</Steps>

For more detail on field mapping, see [Auto-update CRM fields](/crm/auto-update-fields).

## Using both actions together

You can add **Send notes to ticket** and **Update CRM → Ticket** to the same automation. When both use the same resolution path and the same selection option, they write to the same ticket in that run, so the note and the property updates always land together.

If you deliberately configure them differently — for example, notes onto a contact's ticket and properties onto a deal's ticket — each finds its own ticket independently.

## Reading the results

Open **Logs** on the automation to see what each run did. Ticket actions report which ticket was written to, or why they were skipped:

| Result                                    | What it means                                                                           |
| ----------------------------------------- | --------------------------------------------------------------------------------------- |
| **No matching source object found**       | The call was not matched to any company, contact, or deal on the configured path.       |
| **No sufficiently relevant ticket found** | **Best match with AI** did not find a ticket the conversation was clearly about.        |
| **Selected ticket is no longer open**     | The ticket was closed between being selected and being written to. Nothing was written. |

Skips are normal and expected — they mean no ticket was a safe match, so nothing was changed in HubSpot.

After a successful write, the call is linked to the ticket in Triple Session, alongside its existing contact, company, and deal associations.

## Best practices

* **Start with Most recently updated.** It always writes when an open ticket exists, which makes it easy to confirm the automation is working before you switch to AI selection.
* **Use the narrowest resolution path that works.** Fewer candidate tickets means fewer ambiguous matches.
* **Check the logs after the first few calls.** Repeated skips usually mean the resolution path doesn't reach your tickets, or the calls aren't being matched to CRM records.

<Note>
  Need help setting up a specific workflow? Contact the Triple Session support team at [support@triplesession.com](mailto:support@triplesession.com).
</Note>


# Send Call Insights to Power BI, Sheets, and More
Source: https://docs.triplesession.com/automations/send-to-other-apps

Use Triple Session Automations to push AI Coach data to Power BI, Google Sheets, Tableau, or any other app via webhook or integration.

Automations can send deal insights data to virtually any external application. By combining a **Send Webhook** action with an automation platform such as Zapier or N8N — or by handling the data internally — you can route AI Coach output into Power BI dashboards, Google Sheets, Tableau reports, or any other tool your team relies on.

## Requirements

* Your account must have access to [Automations](/automations/getting-started).
* A Zapier account (or another automation platform such as N8N), or a custom endpoint to receive the webhook. Zapier is used in the example below, but any platform that can receive webhooks will work.

## Example use case

*"We want to store specific data extracted from calls in a spreadsheet when the call ends."*

For this example, the automation uses:

* **Meeting Finished** as the trigger
* **Send Webhook** as the action
* **Zapier** to route the data to Google Sheets

## Setup

<Steps>
  <Step title="Create a new automation">
    Go to **Settings > Automations** and click **New Automation**.

    Set the **Trigger** to **Meeting Finished** and the **Action** to **Send Webhook**.

    <Frame>
      <img alt="Creating a new automation with Meeting Finished trigger and Send Webhook action" />
    </Frame>
  </Step>

  <Step title="Configure the webhook">
    In the **Action** settings, paste the webhook URL from Zapier (or your chosen platform) into the **Webhook** field. Select the data fields you want to include in the payload.

    <Frame>
      <img alt="Configuring the webhook URL and selecting data fields" />
    </Frame>

    <Tip>
      In Zapier, create a new Zap and choose **Webhooks by Zapier** as the trigger. Zapier will give you a unique webhook URL to paste here.
    </Tip>
  </Step>

  <Step title="Connect the webhook to your destination app in Zapier">
    In your Zapier Zap, add an action step and connect it to the app you want to send data to — for example, **Google Sheets**. Map the fields from the incoming webhook payload to the columns in your spreadsheet.

    <Frame>
      <img alt="Connecting the webhook to Google Sheets in Zapier" />
    </Frame>
  </Step>

  <Step title="Save and enable the automation">
    Back in Triple Session, click **Save Workflow**, then click **Live** to activate the automation.

    <Frame>
      <img alt="Saving and activating the automation" />
    </Frame>
  </Step>
</Steps>

## Supported destinations

Because the **Send Webhook** action sends a standard HTTP POST with a JSON payload, you can connect it to any app that accepts incoming webhooks. Common destinations include:

* Google Sheets (via Zapier or N8N)
* Microsoft Power BI (via a streaming dataset or Azure Function)
* Tableau (via a connected data source)
* Any internal system or custom endpoint

<Note>
  You are not limited to Zapier. You can use N8N, Make (formerly Integromat), or write your own endpoint to receive and process the webhook payload.
</Note>


# Send Call Notifications to Slack from Triple Session
Source: https://docs.triplesession.com/automations/slack-notifications

Set up a Triple Session automation to push call summaries, insights, and coaching alerts directly to your Slack channels after meetings end.

The easiest way to notify your team about reviewed calls is through Automations. Once you set up the workflow, Triple Session automatically posts a message to a Slack channel as soon as a meeting is processed — no manual steps required.

## Requirements

* Your account must have access to [Automations](/automations/getting-started).
* You must be an admin in your Triple Session workspace.

## Example use case

*"When a sales rep finishes a discovery call with a score above 70, notify the sales managers in #sales with the deal insights."*

## Setup

<Steps>
  <Step title="Connect Slack">
    Go to **Settings > Integrations** and click **Connect** next to Slack. Follow the OAuth flow to authorize the integration.

    <Frame>
      <img alt="Slack integration settings page" />
    </Frame>

    <Frame>
      <img alt="Connecting Slack to Triple Session" />
    </Frame>
  </Step>

  <Step title="Invite the AI Coach app to your Slack channel">
    In Slack, open the channel where you want to receive notifications and invite the AI Coach app. This step is required — without it, the app cannot post messages to the channel.

    <Frame>
      <img alt="Inviting the AI Coach app to a Slack channel" />
    </Frame>

    <Warning>
      If you skip this step, the automation will be saved but notifications will not appear in the channel.
    </Warning>
  </Step>

  <Step title="Create a new automation">
    Go to **Settings > Automations** and click **New Automation**.

    <Frame>
      <img alt="Creating a new automation" />
    </Frame>
  </Step>

  <Step title="Configure the trigger and action">
    In the automation editor:

    * Set the **Trigger** to **Meeting Finished**.
    * Set the **Action** to **Send to Slack**.
    * Enter the name of the Slack channel you want to post to.

    You can also add **Filters** to narrow when the automation fires — for example, only for meetings with a score above a certain threshold or for a specific scorecard.

    <Frame>
      <img alt="Configuring the Meeting Finished trigger and Slack action" />
    </Frame>
  </Step>

  <Step title="Save and enable the automation">
    Click **Save Workflow**, then click **Live** to activate the automation.

    <Frame>
      <img alt="Setting the automation to Live" />
    </Frame>

    <Tip>
      You can pause the automation at any time by switching it back to **Draft**.
    </Tip>
  </Step>
</Steps>

## What happens next

Once the automation is live, every new meeting that meets your filter criteria will trigger a Slack notification as soon as the AI Coach finishes processing it. The message appears in the channel you specified and includes the deal insights from the review.

<Frame>
  <img alt="Example Slack notification with deal insights" />
</Frame>


# Transfer Calls
Source: https://docs.triplesession.com/changelog/2025-11-13-transfer-calls

Managers and members can now transfer a call report to a different rep — changing both the owner and the evaluatee when the wrong person was credited.

<div><span>November 13, 2025</span><Badge>New</Badge></div>

When the AI Coach bot joins from a manager's account, or a rep forwards a recording, the call sometimes gets attributed to the wrong person. Fixing this used to require contacting support.

When changing the scorecard on a call, managers can now also **change the call owner and evaluatee** in the same action.

* Transfer the report to the rep who actually did the call
* Correct the evaluatee if the wrong profile was assigned
* Works for any call — bot recordings, uploaded files, and third-party imports

## Who can use it

* **Managers** — can transfer any call in their workspace
* **Members** — can transfer calls in workspaces where members can see other members (open workspaces)

Members in restricted workspaces should ask their manager to transfer on their behalf.


# Advanced Permissions & CRM Field Explorer
Source: https://docs.triplesession.com/changelog/2025-12-08-advanced-permissions

Admins can now enforce company-wide permissions on deleting reports, changing scorecards, and editing scorecards. Plus a new tool to explore CRM fields directly from the scorecard builder.

<div><span>December 8, 2025</span><Badge>New</Badge></div>

More admin control over what users can do in the platform, and over how scorecards map to the CRM.

## Advanced Permissions

Admins can now enforce permissions across the company. The first batch of configurable permissions:

| Permission                 | Default roles          |
| -------------------------- | ---------------------- |
| Delete reports             | Admin, Manager, Member |
| Change scorecard on a call | Admin, Manager, Member |
| Edit scorecards            | Admin only             |

Each permission can be restricted to `Admin`, `Manager`, or `Member` level — or locked to Admin only. Changes apply company-wide.

## CRM Field Explorer

A new **Explore CRM Fields** button in the scorecard builder lets you browse your connected CRM's available fields and options without leaving Triple Session.

Particularly useful for:

* Seeing available options for dropdown fields before writing a deal insight prompt
* Confirming which fields exist and what values they accept
* Copying field options directly into your scorecard configuration

Available in the Deal Insights section of the scorecard builder and in the Automations mapping screen.

## AI CRM Mapping Recommendations

The scorecard CRM mapping screen now generates mapping recommendations. Triple Session reads your deal insight fields, compares them to your available CRM properties, and suggests mappings you can accept with one click.


# Scheduled Insights
Source: https://docs.triplesession.com/changelog/2025-12-18-scheduled-insights

Set up questions that run automatically every week, month, or quarter — with results delivered by email and Slack, and trends that get richer over time.

<div><span>December 18, 2025</span><Badge>New</Badge></div>

Global Insights answers questions about your calls, but someone has to remember to ask. Scheduled Insights removes that step.

Write a question once. Set a schedule — weekly, monthly, or quarterly. Triple Session runs it and delivers the results.

* **Email delivery** — choose which team members receive the insight when it's ready
* **Slack notifications** — send results to any Slack channel automatically
* **Trend history** — each scheduled insight builds a history over time, so you can compare runs and spot changes

Recurring questions like "What objections came up most this month?" or "Where is the team struggling on Discovery calls?" turn into automatic reports.

Results show up in your Insights page under a dedicated Scheduled tab, separate from manually triggered insights.


# Training Focus & New Dashboard
Source: https://docs.triplesession.com/changelog/2026-01-11-training-focus-dashboard

Managers and reps can now set a Training Focus based on scorecard performance. Plus a new dashboard with recent meetings, workspace shortcuts, and coaching notes.

<div><span>January 11, 2026</span><Badge>New</Badge></div>

A new dashboard for both managers and reps, plus a dedicated Training Focus feature.

## Training Focus

Managers and reps can now define a **Training Focus** — a specific scorecard section to improve over time. Once set:

* The dashboard tracks week-over-week progress on that section
* The AI Coach surfaces relevant recommendations linked to the focus area
* Managers can see each rep's Training Focus on their profile

## New Dashboard

The dashboard has been redesigned with coaching front and center:

* **Recent meetings** — the last few calls, visible at a glance
* **Workspace shortcuts** — quick access to your most-used workspaces
* **Team member list** — for managers, a view of each rep's recent activity
* **Coaching notes widget** — notes from managers appear directly on the dashboard for both managers and reps

## Coaching Notes

Notes are now available to everyone in the platform with a dedicated notes page. Reps can view feedback from their manager, and managers can track which notes have been acknowledged. Notes can be marked as completed — useful for action items and follow-ups.

## Default Pipeline

Admins can now set a default Pipeline for a workspace. This removes the need for reps to select a pipeline every time they open the Deals view.


# Automations Upgrade
Source: https://docs.triplesession.com/changelog/2026-01-13-automations-upgrade

Filter automations by deal insight values, test automations against real past calls, and skip pre-filled CRM fields on autofill automations.

<div><span>January 13, 2026</span><Badge>Improvement</Badge></div>

Three changes to how automations work.

## Filter by deal insight values

Automations can now be conditioned on deal insight values, not just scorecard scores. For example:

* Send a Slack alert only when deal size is above X
* Post to a channel when competitor mentions are detected
* Trigger a CRM update only when the call outcome is "Interested"

Any deal insight field defined in your scorecard can be used as a filter condition.

## Test automations against real calls

A new **Test automation** button lets you pick any past call and run the automation against it in real time. Logs appear as it runs so you can verify exactly what would happen — before enabling the automation for live calls.

## Ignore pre-filled CRM fields

When using the Autofill CRM automation, you can now set individual fields to **Ignore if already filled**. This prevents Triple Session from overwriting values that were set by another tool — useful when other systems manage fields like deal amount, stage, or owner.


# Company Context & Email Templates
Source: https://docs.triplesession.com/changelog/2026-02-10-company-context

Admins can now define company-wide context — product info, competitors, dictionary — that the AI uses across all chats. Plus company-level email templates for reps.

<div><span>February 10, 2026</span><Badge>New</Badge></div>

## Company Context

Admins can now define context that the AI uses across every chat and analysis in the workspace:

* **Company Overview** — what you do, who you sell to, your value proposition
* **Products & Services** — descriptions of each product or plan you offer
* **Competitors** — how you compare to common alternatives
* **Dictionary** — custom terminology and acronyms used by your team

This context feeds into Ask AI Coach (in calls, deals, and global chat), into summaries and deal insights, and into transcription accuracy via the Custom Vocabulary field.

## Company Email Templates

Admins and managers can now create email templates that are available to all reps in the workspace. Reps see these templates when composing follow-up emails after calls — no more copying from shared docs.

Templates can be scoped to specific teams or scorecards in future updates.


# Sales Rep Dashboard
Source: https://docs.triplesession.com/changelog/2026-03-10-sales-rep-dashboard

A new home page designed around the rep's coaching journey — with AI chat, conversation history, Training Focus progress, and personalized course recommendations.

<div><span>March 10, 2026</span><Badge>New</Badge></div>

Most sales coaching tools are built for managers — reps just get a score and a list of things they did wrong. The new **Sales Rep Dashboard** is built around the rep.

**AI Coach chat, front and center**

The dashboard opens with AI Coach chat. Reps can ask questions about their calls, get feedback on a specific moment, or request a coaching plan — all from their home page.

**5x faster chat**

All chats (Deal Chat, Rep Coach, Company Chat) now run on a new model with faster response times and better tool calling. Conversation history persists across sessions.

**Training Focus, week over week**

If a rep has a Training Focus set, the dashboard shows progress week over week instead of a static number.

**Recommended courses and sessions**

Personalized course and session recommendations from the Triple Session Academy, based on the rep's actual performance gaps, with direct links.

**Growth Opportunities sidebar**

A sidebar widget surfaces other areas to practice, based on patterns in the rep's recent calls.


# Upgraded Analytics
Source: https://docs.triplesession.com/changelog/2026-04-09-upgraded-analytics

A rebuilt analytics experience with Team Performance Map, per-scorecard section breakdowns, and auto-generated Scorecard Insights.

<div><span>April 9, 2026</span><Badge>Improvement</Badge></div>

Analytics has been rebuilt around what to do next, not just what already happened.

**Performance Overview by Scorecard Type**

The Performance Overview chart now shows volume per scorecard type — so you can see not just how teams are scoring, but what kinds of conversations they're having. Click any day or week to drill down into a detailed list of scorecards and their metrics.

**Team Performance Map**

A new Team tab shows a two-axis performance map: volume (x-axis) versus score (y-axis). At a glance, managers can see where each rep sits — and identify who needs coaching vs. who can serve as a benchmark.

**Scorecard Section Breakdowns**

When viewing a specific scorecard, you now see each section and its criteria with week-over-week trends. Spotting which section is dragging down a rep's score — or which rep is strongest in a given area — is now a single view.

**Scorecard Insights**

Each scorecard now generates automatic insights based on patterns across all calls scored with it. No prompt required — it runs in the background.


# HubSpot OAuth & App Cards
Source: https://docs.triplesession.com/changelog/2026-04-14-hubspot-oauth

A new OAuth-based HubSpot connection, native App Cards in HubSpot records, and self-service Aircall call filters.

<div><span>April 14, 2026</span><Badge>New</Badge></div>

A new OAuth connection for HubSpot, native cards inside HubSpot records, and self-service Aircall call filters.

## New HubSpot connection (OAuth)

The legacy token-based HubSpot connection is being replaced with **OAuth** — the same standard used by our Salesforce integration. An admin clicks to connect, approves in HubSpot, and returns to Triple Session. No more copying and pasting tokens.

Benefits of the new connection:

* Supports HubSpot App Cards (see below)
* Removes rate limiting
* Unlocks newer HubSpot API features
* Enables automatic task creation (see below)

## HubSpot App Cards

Once connected via OAuth, Triple Session surfaces directly inside HubSpot:

* **Deal, Company, and Contact pages** — see call scores, deal insights, and a direct link to the Triple Session report without leaving HubSpot
* **Ask AI Coach button** — opens the AI Coach chat pre-loaded with context from that call or deal
* **Playbook score** — shows the rep's score for the associated call at a glance

## HubSpot Meeting control

Admins now control how Triple Session creates HubSpot Meeting records. Three options:

* **Always create** — create a HubSpot Meeting for every pushed report
* **Update if exists, else create** — update a matching meeting by URL; create one if no match found *(previous default)*
* **Update only, never create** — update a matching meeting if one exists; skip entirely if not

Triple Session also now **infers the meeting outcome automatically**: `Completed`, `No-show`, or `Rescheduled` — based on what was said on the call.

## HubSpot Tasks

Triple Session can now automatically create tasks in HubSpot and assign them to the sales rep who did the call. The AI picks the task date and priority based on the call context. This is opt-in and off by default.

## Aircall call filters

Aircall customers can now self-serve their call filtering — no more contacting support to set up filters. Configure rules to skip or process calls based on:

* Call direction (inbound/outbound)
* Call duration
* Contact domain or other call metadata

Filters are managed in **Settings → Aircall**.


# Portuguese and Spanish
Source: https://docs.triplesession.com/changelog/2026-04-27-portuguese-spanish

Triple Session is now fully available in Portuguese and Spanish. Sales teams in Brazil and Latin America can use the entire platform in their native language.

<div><span>April 27, 2026</span><Badge>New</Badge></div>

<Frame>
  <img alt="Language preference in Triple Session settings, showing English, Español, and Português options" />
</Frame>

**Triple Session is now fully available in Portuguese and Spanish.** Sales teams in Brazil and Latin America can use the entire platform in their native language.

## Everything, translated

Not a partial localization. The entire platform is available in both languages:

* Scorecard sections and criteria labels
* AI-generated call summaries and deal insights
* AI Coach responses and coaching feedback
* Roleplay personas and evaluation reports
* Navigation, settings, and all UI copy

## How to switch

Users can change their language preference in **Settings → Account**. For teams where most members are in Brazil or LATAM, admins can contact support to set a default language across the workspace.

## Native AI support

Scoring, summaries, and deal insights run natively in both languages. Transcription and analysis work the same regardless of which language your reps use on calls.


# MCP Server
Source: https://docs.triplesession.com/changelog/2026-05-15-mcp-server

Triple Session is now an MCP server. AI assistants like Claude and ChatGPT can connect directly to your call reports, scorecards, transcripts, and deal intelligence.

<div><span>May 15, 2026</span><Badge>New</Badge></div>

<Frame>
  <img alt="MCP settings page in Triple Session" />
</Frame>

Triple Session now works as an **MCP server**, so AI assistants like Claude and ChatGPT can connect to your account and access your sales coaching data in real time.

Instead of opening a dashboard, applying filters, and exporting spreadsheets, you can ask your assistant directly. A few things to try:

* How is the team performing on Discovery this month?
* Pull the transcript from my last call with Acme.
* Summarize the last three calls on the Acme deal.
* Which reps are improving week over week on Objection Handling?

## What's included

* **Search calls** — find calls by topic, rep, scorecard, or outcome using natural language
* **Retrieve transcripts** — pull the full transcript from any call
* **Pull scorecards** — get scores, section breakdowns, and criteria results
* **Access deal intelligence** — query risks, next steps, and deal insights across your pipeline

## How to connect

Admins can install and manage MCP access from **Settings → API**. Setup guides for Claude and ChatGPT are available in the [MCP Server documentation](/mcp-server).

## What's next

The initial tool pack covers call search, transcripts, scorecards, and coaching data. More tools will be added incrementally — including deal-level queries, team analytics, and rep-specific coaching data.


# Control where CRM notes are pushed
Source: https://docs.triplesession.com/changelog/2026-05-22-crm-note-routing

Choose whether auto-pushed CRM notes go to one prioritized object type or every matching CRM object type.

<div><span>May 22, 2026</span><Badge>New</Badge></div>

Triple Session now gives CRM admins more control over where auto-pushed call notes land when a meeting matches multiple CRM objects.

Previously, notes followed a fixed routing order. That worked for simple CRM setups, but it could be too rigid for teams that expect notes to land first on a deal, on a contact, on a lead, or across every relevant record.

## What's included

* **Choose one object type or all matches** — Send notes to the first matching object type in your priority order, or send notes to every matching object type selected for auto-push.
* **Set the priority order** — Reorder Deal, Contact, Company, and Salesforce Lead targets so Triple Session follows your CRM workflow.
* **Consistent default in manual autofill** — The priority order also controls which matched CRM object is selected first when filling CRM notes manually.
* **No breaking changes** — Existing CRM configurations keep their current routing behavior unless an admin saves the new routing options.

## How to configure it

Company admins can manage this from **Settings → CRM → Sync Settings**.

Open **Automatically push notes to CRM**, choose the CRM objects that can receive notes, then pick whether notes should go to one object type or all matching object types. In single-target mode, use the priority list to decide which object type wins when more than one match is found.

If the winning object type has multiple matched records, Triple Session adds the note to all of those records.

<Frame>
  <img alt="HubSpot CRM note routing — routing mode and priority order" />
</Frame>

<Frame>
  <img alt="Salesforce CRM note routing — selected objects and priority order" />
</Frame>

## Also improved

The CRM integration page is easier to navigate: settings and scorecard mappings now live in separate tabs, scorecard mappings can be searched, and mapping rows include scorecard tags so admins can find the right configuration faster.

This update is available for HubSpot and Salesforce CRM integrations.


# Smart selection hints and per-scorecard languages
Source: https://docs.triplesession.com/changelog/2026-06-05-scorecard-hints

Tune how AI Coach routes calls to each scorecard with smart selection hints and AI feedback, and set scorecard and insights output languages independently.

<div><span>June 5, 2026</span><Badge>New</Badge></div>

Smart Scorecards now give you finer control over which calls each scorecard is applied to, and scorecards can produce evaluations and insights in the language your team works in.

## Smart selection hints

Each scorecard's **When to use this scorecard** description is what AI Coach reads to route the right calls to it. Now you can back that description with optional structured signals — smart selection hints — that sharpen matching when the description alone is not enough.

<Frame>
  <img alt="Smart selection hints — Call stage, Participant type, Minimum call duration, Required signals, Example phrases, Disallowed scenarios, and Often confused with" />
</Frame>

* **Call stage** and **Participant type** — the stages these calls happen in and who joins from the customer side.
* **Minimum call duration** — skip calls shorter than a set length.
* **Required signals** — describe, in plain words, what has to happen on the call for the scorecard to fit.
* **Example phrases** — short quotes people actually say on these calls.
* **Disallowed scenarios** — situations where the scorecard should never be used; AI Coach skips it automatically when a call matches one.
* **Often confused with** — point to similar scorecards so AI Coach works harder to tell them apart.

Per-call context like provider, attendees, and duration is detected automatically, so you only fill in what the matcher can't infer.

## Get AI Feedback on your description

A new **Get AI Feedback** button reviews your description and hints, checking whether you've defined the call type, included essential qualifiers, and stated what's excluded. It flags gaps and proposes specific fixes — for example, setting a minimum duration or adding a participant type — that you apply in one click.

<Frame>
  <img alt="AI feedback panel listing suggested edits for Minimum call duration, Participant type, and Required signals, each with an Apply button" />
</Frame>

## Scorecard and insights languages

Scorecards now carry two independent language settings:

* **Scorecard language** (Details tab) — the language used for scorecard prompts, criteria, and generated evaluation text.
* **Insights language** (Insights tab) — the language used for generated insight titles and prompts.

<Frame>
  <img alt="Insights language selector on the scorecard Insights tab" />
</Frame>

Because they're separate, a team can score calls in one language while producing insights in another. Both are set per scorecard and apply to new meetings reviewed with that scorecard.

See the [Scorecards](/ai-coach/scorecards) guide for full details on configuring descriptions, hints, and languages.


# Open Insights & Company Chat without admin access
Source: https://docs.triplesession.com/changelog/2026-06-22-insights-access

Global Insights and the company-wide AI chat are now separate permissions, so you can grant them to managers or members without making anyone an admin. Plus a redesigned Team Insights page.

<div><span>June 22, 2026</span><Badge>New</Badge></div>

Until now, [Global Insights](/ai-coach/insights) and the company-wide [AI chat](/ai-coach/company-chat) were locked to admins. They're now two separate permissions in **Settings → Organization → Permissions**, so you can open them up to managers or regular members without handing over full admin access.

## Role-based access

Two new permissions, each granted independently:

* **Global Insights** — open Insights & Search, and create recurring insights
* **Company AI chat** — chat with AI across the whole company's transcripts

<Frame>
  <img alt="AI & Integrations permissions — Global Insights and Company AI chat, each toggled per role" />
</Frame>

Defaults stay admin-only, so nothing changes until you opt a role in. Grant either permission to Managers or Members from the Permissions page.

The Permissions page is also now grouped into sections — Reports & calls, Scorecards & seats, and AI & integrations — so it's easier to scan.

## Team Insights — redesigned page

The old Company Insights page is now **Team Insights**, rebuilt around how people actually use it:

<Frame>
  <img alt="Team Insights page showing Popular questions, auto-updating Living insights, and questions grouped by topic" />
</Frame>

* **Themes** — questions auto-classify into themes, so you can group and filter instead of scrolling one long list
* **Upvotes** — anyone can mark a finding as useful, and we track it
* **Trending this week** — surfaces the most-upvoted questions your team keeps revisiting
* **Living insights** — the new name for recurring questions (same feature, with its own spot on the page)
* **Redesigned insight detail page** — cleaner header, key-finding cards, and markdown rendering

To open these up, grant the Global Insights or Company AI chat permission to the roles you want in **Settings → Organization → Permissions**.


# Roleplay: scenarios, practice mode, and team analytics
Source: https://docs.triplesession.com/changelog/2026-07-13-roleplay-upgrade

A new Roleplay home organized around scenarios, an unscored practice mode, difficulty levels per persona, and a dedicated analytics tab for managers.

<div><span>July 13, 2026</span><Badge>New</Badge></div>

Roleplay got its biggest upgrade yet: a home page organized around scenarios instead of a flat persona list, an unscored practice mode, three difficulty levels per persona, and a Team analytics tab that shows managers whether — and how — their team is practicing.

## A new home, organized around scenarios

The new Roleplay home makes it effortless to find the right practice partner. Personas are now grouped into **scenarios** like Cold Call, Discovery Call, Objection Handling, Contract Renewal, and Upsell / Cross-sell — so you start from what you want to practice. Pick a scenario, filter by language, and go.

<Frame>
  <img alt="Roleplay home with scenario filters — Cold Call, Contract Renewal, Discovery Call, Objection Handling, Upsell / Cross-sell — and persona cards showing goal, language, and session count" />
</Frame>

Each persona card leads with its **goal** — for example, "Book a 30-minute discovery meeting with a specific day and time confirmed" — so it's clear what a roleplay is about before you start. We ship a set of default scenarios, and you can create custom scenarios to group personas the way your team works. A persona can live in multiple scenarios.

If a scenario is missing a prospect that matches your market, anyone can **request a persona** directly from the page.

## Difficulty levels

Personas now come in three difficulty levels — **Easy**, **Intermediate**, and **Hard** — grouped under a single persona. Reps pick the level that matches where they are, and call reports show which difficulty was used. The persona engine was also rebuilt to be more realistic: personas talk less, much closer to a real conversation.

## Practice mode

Reps can now run a roleplay in **Practice** mode — a private run with no score or report — to explore a persona and build confidence before going on the record. Scored sessions remain the default.

<Frame>
  <img alt="Start Practice button with the mode picker — Scored (full report with a score) or Practice (private run, no score or report)" />
</Frame>

Scoring is also now handled automatically on our side, so every scored session gets its report — even if the tab closes mid-session.

## Team analytics for managers

The new **Team analytics** tab answers the questions managers actually ask about a practice tool: is my team practicing, what are they practicing, how much time are they putting in, and how are they scoring.

<Frame>
  <img alt="Roleplay Team analytics — active reps, sessions, practiced time per rep, average score, most practiced scenarios, and a weekly practice trend chart" />
</Frame>

Filter by date range, scenario, workspace, and rep. The overview shows active reps, total sessions, practiced time per rep, and average score, alongside the most practiced scenarios and a weekly trend of sessions and scores.

Click any rep to drill into their practice: sessions, average score, and practiced time broken down by scenario and persona, plus their latest scored reports.

<Frame>
  <img alt="Member drill-down showing one rep's sessions, average score, practiced time, practice by scenario and persona, and recent scored roleplays" />
</Frame>

## Also in this release

* **Audio player on roleplay reports** — roleplay call reports now include the session recording, so managers can listen while they review instead of reading the transcript alone.


# Scorecard analytics with team coaching insights
Source: https://docs.triplesession.com/changelog/2026-07-15-scorecard-analytics

Every scorecard page now opens with an AI coaching summary, per-question trends, top coaching moments, and generated coaching insights with concrete team-meeting and 1:1 actions.

<div><span>July 15, 2026</span><Badge>New</Badge></div>

The scorecard page has been rebuilt into a coaching analytics hub. Every scorecard now shows you how your team is performing against it — and tells you exactly what to coach next.

## The redesigned scorecard page

Open any scorecard from [Analytics](/ai-coach/analytics) and you get the playbook score, scored meetings, and average meeting duration for the selected period, next to an **AI summary** that names the clearest coaching opportunity across the team.

<Frame>
  <img alt="Scorecard page for a Discovery scorecard — playbook score, scored meetings, average duration, an AI coaching summary, and a section breakdown with trend charts and per-question scores" />
</Frame>

The **section breakdown** shows each section's score with a trend chart over time, and every question inside it with its score and the split of met / partially met / missed answers. Sort sections by score to jump straight to the weakest area, or expand everything for a full read.

Admins can also **assign reps to the scorecard directly from this page**, without going back to settings.

## Top coaching moments

The page now surfaces the standout [Moments](/ai-coach/moments) from calls scored with this scorecard — short clips of the interactions most worth reviewing, each showing the rep, the section it belongs to, and the call and section scores behind it.

<Frame>
  <img alt="Top coaching moments on the scorecard page — four playable clips, each with the rep, section, call score, and section score, plus a section filter and a Browse moments link" />
</Frame>

This closes the loop between the numbers and the calls themselves: when the section breakdown shows the team struggling with a behavior, the moments give you real examples to watch and share — a strong clip to spread across the team, or a weak one to bring into a 1:1. Moments follow the same section and date filters as the rest of the page, so what you watch always matches what you're analyzing.

## Coaching insights

Every section has an **Insights** button that generates a coaching focus for it — grounded in the actual evidence from your team's scored meetings.

<Frame>
  <img alt="A generated coaching focus — evidence from scored meetings, a team meeting drill, a 1:1 action, people to involve, and a strength to leverage" />
</Frame>

Each insight includes:

* **Evidence** — the scores and meeting counts behind the recommendation, so it's verifiable rather than generic
* **Team meeting and 1:1 actions** — a concrete drill to run with the team and an inspection to do with an individual rep
* **People to involve** — the specific reps flagged for coaching on this behavior, each with a suggested manager action
* **A strength to leverage** — something the team already does well that you can build the fix on

What makes these insights different is that they're built from your team's structured scoring data, not general sales advice. Every recommendation traces back to real meetings and real scores, names the specific reps who need attention, and arrives with an action you can run in your next team meeting or 1:1. The path from "the data says impact quantification is weak" to "here's the drill we're running Monday" is already written for you.

Insights can be pinned, copied, or regenerated as new meetings come in.


# Per-participant talk time, smarter transcript search, and Block access
Source: https://docs.triplesession.com/changelog/2026-07-17-call-review-improvements

See who spoke when with per-participant talk-time tracks, search transcripts with typo-tolerant matching, copy email drafts from chat, and block sign-in for departing members.

<div><span>July 17, 2026</span><Badge>New</Badge></div>

A batch of quality-of-life improvements across call review and workspace management.

## Talk time, per participant

Every participant on a call now gets their own talk-time track below the recording, with their share of the conversation and speaking time — so you can see exactly when each person was speaking, at a glance.

<Frame>
  <img alt="Per-participant talk-time tracks below the recording, each showing the participant's share and minutes, with a &#x22;Call owner spoke more&#x22; badge" />
</Frame>

The tracks sit directly below the video and audio player, and they follow along as the recording plays. A badge calls out when the call owner spoke more than they should.

## Smarter transcript search

Transcript search now understands what you mean. Type `analyticcs` and it still finds *analytics* — matching handles typos and approximate meaning, with no added latency. Results show just the matching transcript blocks, so you can scan every hit in seconds.

<Frame>
  <img alt="Transcript search for a misspelled term still finding the right word, with results shown as individual matching blocks" />
</Frame>

## Copyable email drafts in chat

Ask [AI Coach chat](/ai-coach/ask-ai-coach) for a follow-up email and you now get a ready-to-send draft: chat detects email requests and formats the response with a subject line and a one-click copy on the body.

## Block access

Admins can now **block a member from signing in** — from the member actions menu in **Settings → Team → People**.

<Frame>
  <img alt="Member actions menu with Manage workspaces, Change to member, Remove from company, and Block access" />
</Frame>

Blocking takes effect right away: the member is signed out on their next request and cannot sign in again while blocked. Their calls, reports, and workspace data stay available to admins and managers — which makes this the right tool for offboarding, where removing someone from a workspace isn't enough.

<Frame>
  <img alt="Block access confirmation listing what happens — immediate sign-out, sign-in blocked, and data kept available to admins and managers" />
</Frame>

See [Manage members](/workspace/manage-members) for the full member management options.


# Export meetings to CSV
Source: https://docs.triplesession.com/changelog/2026-08-03-meetings-export

Export exactly the meetings you're looking at to a CSV file — pick your columns, and get large exports emailed to you as a download link.

<div><span>August 3, 2026</span><Badge>New</Badge></div>

You can now export meetings straight from the **Meetings** tab in AI Coach.

<Frame>
  <img alt="Export reports dialog with grouped column checkboxes, a Select all toggle, and a download button" />
</Frame>

Click **Export** in the Meetings toolbar and pick which columns to include — Report details, Sales rep, CRM fields, and Roleplay difficulty are grouped separately so you can quickly select just what you need.

Exports always match exactly what's on screen: your active filters, search, and date range, plus the same visibility rules as the Meetings page itself — private and restricted meetings are never included, even for admins.

Small exports (1,000 meetings or fewer) download immediately. Larger exports are prepared in the background and emailed to you as a personal download link once ready.

Exporting is available to Admins and Managers by default; extend it to Members from **Settings → Permissions**.

See [Export Meetings](/ai-coach/export-meetings) for the full walkthrough.


# Build stronger customer conversations with 123 new Academy sessions
Source: https://docs.triplesession.com/changelog/2026-08-05-academy-session-library

The Academy now offers deeper learning across sales, customer success, support, insurance, and practical AI workflows.

<div><span>August 5, 2026</span><Badge>New</Badge></div>

We've added 123 sessions to the Triple Session Academy. The library now goes deeper across the conversations that shape the customer journey, from the first outreach and discovery call to negotiation, onboarding, support, and renewal.

Alongside deeper coverage of core sales skills, this release adds practical AI for sales workflows, expands customer success and support, and introduces a dedicated insurance collection. The result is a library that better reflects the skills, roles, and markets customer-facing teams work across every day.

## Customer success and support (24 sessions)

Support and customer success teams get a broader path from onboarding and adoption through health measurement, renewals, expansion, service recovery, and support operations.

### Onboarding and adoption (3)

Design onboarding journeys that move customers from setup to confident product use.

* [Building a Scalable Client Onboarding Process from Template to Live Map](https://app.triplesession.com/session/scalable-client-onboarding-process-template-to-live-map-s9k_v0b4jao)
* [Building a Successful Customer Onboarding Process](https://app.triplesession.com/session/building-a-successful-customer-onboarding-process-ihc_ji1x8ys)
* [Onboarding Best Practices: Lessons from 200+ App Flows](https://app.triplesession.com/session/onboarding-best-practices-200-apps-van7kmptdy4)

### Customer value and health (3)

Measure customer sentiment, health, and retention risk with practical CX and recurring-revenue metrics.

* [Building a Customer Health Score That Actually Predicts Retention](https://app.triplesession.com/session/building-customer-health-score-predicts-retention-x6tajmz008s)
* [Choosing the Right CX Metric: NPS, CSAT, and Customer Effort Score](https://app.triplesession.com/session/choosing-right-cx-metric-nps-csat-customer-effort-score-feqvpmtrymu)
* [Net Revenue Retention Explained: How to Calculate NRR and GRR for SaaS](https://app.triplesession.com/session/net-revenue-retention-nrr-grr-saas-abkoz-dnek8)

### Retention and renewals (2)

Build repeatable customer success routines and manage renewals from preparation through commitment.

* [Managing the Customer Renewal Process from Start to Finish](https://app.triplesession.com/session/managing-customer-renewal-process-start-to-finish-vo-9rlppg78)
* [The 5 Core Activities of a High-Impact SaaS Customer Success Manager](https://app.triplesession.com/session/5-core-activities-saas-customer-success-manager-kpkrd6knjki)

### Expansion and advocacy (2)

Grow existing accounts through relevant, customer-centered account management and upselling.

* [4 Tips to Master Upselling & Cross-Selling in Your Dispensary](https://app.triplesession.com/session/4-tips-master-upselling-cross-selling-dispensary-4vu81-pdp5q)
* [Account Management 101: Growing Existing Accounts Without Being Pushy](https://app.triplesession.com/session/account-management-growing-existing-accounts-xtlrt4s4w38)

### Support and service recovery (7)

Help support teams listen, de-escalate, find root causes, and resolve issues effectively.

* [57 Phrases to De-escalate Any Angry Customer](https://app.triplesession.com/session/57-phrases-to-de-escalate-any-angry-customer-1e7oh-veeuy)
* [Active Listening for Call Center Agents: Reading Verbal and Nonverbal Cues](https://app.triplesession.com/session/active-listening-call-center-agents-verbal-nonverbal-cues-qy9ipdzfoic)
* [De-Escalation Skills: A Three-Step Framework for Defusing Tense Interactions](https://app.triplesession.com/session/de-escalation-skills-three-step-framework-kvhi2trflpo)
* [Empathy in Action: Call Center Scripts for Six Customer Scenarios](https://app.triplesession.com/session/empathy-call-center-scripts-six-scenarios-fmhe6gncq2w)
* [First Call Resolution (FCR): Meaning, Measurement, and Improvement](https://app.triplesession.com/session/first-call-resolution-fcr-meaning-measurement-improvement-g46zahb5gp8)
* [Root Cause Analysis (RCA): A Seven-Step Framework for Preventing Recurring Failures](https://app.triplesession.com/session/root-cause-analysis-rca-seven-step-framework-7t3ltyed_pm)
* [Six Core Skills for Exceptional Customer Service](https://app.triplesession.com/session/six-core-skills-for-exceptional-customer-service-eq7z2i7m57y)

### Customer operations and AI (7)

Improve service infrastructure through ticketing, quality assurance, knowledge management, self-service, and AI-supported practice.

* [4 Steps to Build a Customer Support Ticketing Process](https://app.triplesession.com/session/4-steps-build-customer-support-ticketing-process-azi8zxvtoby)
* [Call Center Quality Assurance: Methods, Frameworks, and Best Practices](https://app.triplesession.com/session/call-center-quality-assurance-methods-frameworks-best-practices-7yrdyucg1bq)
* [Customer Service Quality Metrics That Actually Matter](https://app.triplesession.com/session/customer-service-quality-metrics-that-actually-matter-fa7jqybmpre)
* [Knowledge Centered Service (KCS): A Beginner's Guide](https://app.triplesession.com/session/knowledge-centered-service-kcs-beginners-guide-haxutlj98kc)
* [Knowledge Management: Processes, Culture, and Technology](https://app.triplesession.com/session/knowledge-management-processes-culture-technology--xpbfsl3wgo)
* [Self-Service Support at Scale: Salesforce's Agentforce Journey](https://app.triplesession.com/session/self-service-support-scale-salesforce-agentforce-journey-u0qt2nyjqlw)
* [Using Generative AI Role-Play to Build Customer Service Skills](https://app.triplesession.com/session/generative-ai-role-play-customer-service-training-245lf1fr9vw)

## Prospecting (12 sessions)

These sessions help teams build a consistent outbound motion across cold calling, email, LinkedIn, multichannel cadences, and personalized video.

### Connecting outbound (5)

Improve cold-call openers, delivery, meeting booking, and voicemail follow-up.

* [Cold Call Openers That Actually Work: The Door Opener Sequence](https://app.triplesession.com/session/cold-call-openers-door-opener-sequence-6u_7-ekeqvi)
* [Cold Calling for Beginners: How to Book Sales Meetings Step by Step](https://app.triplesession.com/session/cold-calling-beginners-book-sales-meetings-4oweikrf7bg)
* [Cold Calling Masterclass: Openers, Tonality, and Closing for B2B Sales](https://app.triplesession.com/session/cold-calling-masterclass-openers-tonality-closing-b2b-sales-aw8jaynvqyi)
* [The 17-Minute Cold Call Course for B2B Sales](https://app.triplesession.com/session/17-minute-cold-call-course-b2b-sales-17sf_cbe2pg)
* [The Double-Tap Voicemail Strategy That Doubles Email Reply Rates](https://app.triplesession.com/session/double-tap-voicemail-strategy-doubles-email-reply-rates-0webj5cbuym)

### Email prospecting (1)

Protect deliverability by applying practical checks across domains, content, targeting, and sending behavior.

* [Cold Email Deliverability: 17 Actions to Always Land in the Inbox](https://app.triplesession.com/session/cold-email-deliverability-17-actions-to-always-land-in-inbox-8eako_iaipe)

### Prospecting for leads (5)

Build repeatable lead-generation and multichannel outreach systems across LinkedIn, email, and phone.

* [Building a 15-Step, 15-Day Multichannel Sales Cadence](https://app.triplesession.com/session/building-15-step-15-day-multichannel-sales-cadence-ltybrxad8ei)
* [Building a Multi-Touch Outbound Sales Cadence That Converts](https://app.triplesession.com/session/building-a-multi-touch-outbound-sales-cadence-that-converts-eyhfxghkuh4)
* [LinkedIn Lead Generation: A Modern Outreach Framework for Booking Meetings](https://app.triplesession.com/session/linkedin-lead-generation-modern-outreach-framework-3_rnvi6ufka)
* [LinkedIn Sales Navigator: Lead Generation from Search to CRM](https://app.triplesession.com/session/linkedin-sales-navigator-lead-generation-search-to-crm-z0b3oulerja)
* [World-Class Outbound Sales Techniques: Prospecting, Cold Email, and Cold Calling](https://app.triplesession.com/session/world-class-outbound-sales-techniques-prospecting-cold-email-cold-calling-ndi_xyvok1u)

### Video prospecting (1)

Use short personalized videos to earn attention and book sales conversations.

* [How to Book Sales Calls With Personalised Loom Video Outreach](https://app.triplesession.com/session/book-sales-calls-personalised-loom-video-outreach-_ep45ceqehe)

## AI for sales (11 sessions)

Help your team put AI to work across meeting preparation, lead research, personalized outreach, sales presentations, and revenue analysis.

### Meeting preparation and workflow automation (1)

Connect Claude with calendars, Slack, n8n, and other tools to prepare for meetings and enrich leads automatically.

* [Automate Lead Enrichment and Meeting Prep with Claude Routines](https://app.triplesession.com/session/automate-lead-enrichment-meeting-prep-claude-routines-d3pxbkpg0ke)

### AI prospecting and LinkedIn outreach (6)

Research accounts, generate leads, personalize LinkedIn messages, and build repeatable outbound workflows.

* [Automate Personalized LinkedIn Outreach with Claude Computer Use](https://app.triplesession.com/session/automate-personalized-linkedin-outreach-claude-computer-use-ghdvrgorx1o)
* [Automating B2B LinkedIn Outreach with Claude Computer Use and Apollo](https://app.triplesession.com/session/automating-b2b-linkedin-outreach-claude-computer-use-apollo-qoifasdh8j8)
* [Build a Hyper-Personalised B2B Outreach System with Claude Code](https://app.triplesession.com/session/hyper-personalised-b2b-outreach-claude-code-jjz4yxtlwhq)
* [Build a LinkedIn Outreach Automation with Claude Cowork](https://app.triplesession.com/session/build-linkedin-outreach-automation-claude-cowork-n_mhlh-xygs)
* [Building AI Workflows with Claude Cowork Skills](https://app.triplesession.com/session/building-ai-workflows-with-claude-cowork-skills-b9gvuodiiqu)
* [Claude Code for Cold Email: Skills, List Building, and Autonomous Campaign Research](https://app.triplesession.com/session/claude-code-cold-email-lead-generation-rlhzu2_xl5g)

### AI-powered presentations (2)

Create sales-ready visual assets and slides faster while keeping room for human judgment and refinement.

* [AI-Powered Design: Creating Canva Assets with Claude](https://app.triplesession.com/session/ai-powered-design-creating-canva-assets-with-claude-gbv5ft40n_m)
* [AI-Powered Slides: Using Claude in PowerPoint Effectively](https://app.triplesession.com/session/ai-powered-slides-using-claude-in-powerpoint-effectively-caxme0qhuhm)

### Revenue analysis with AI (2)

Use Claude in Excel to build financial models, clean data, automate repetitive work, and surface insights for revenue decisions.

* [Automate Excel Workflows with Claude AI](https://app.triplesession.com/session/automate-excel-workflows-with-claude-ai-9oskjq_rvxc)
* [Claude for Excel: AI-Powered Financial Modeling in Minutes](https://app.triplesession.com/session/claude-for-excel-ai-powered-financial-modeling-ieh53qllunw)

## Discovery (36 sessions)

The largest part of the release strengthens question-led selling, from active listening and qualification to urgency and mutually agreed next steps.

### Diagnostic strategy (6)

Listen for context, barriers, and underlying needs before moving toward a recommendation.

* [7 Consultative Selling Strategies to Close the Deal](https://app.triplesession.com/session/7-consultative-selling-strategies-to-close-the-deal-xwdcdy4ld8c)
* [Active Listening in Sales: A Paired Exercise for Building Genuine Engagement](https://app.triplesession.com/session/active-listening-sales-paired-exercise-vvcw7z-or0m)
* [Active Listening Skills: Barriers, Techniques, Comprehension, and Empathy](https://app.triplesession.com/session/active-listening-skills-barriers-techniques-comprehension-empathy-ra6l83xwlko)
* [Active Listening Skills: Four Qualities for Complete Engagement](https://app.triplesession.com/session/active-listening-skills-four-qualities-for-complete-engagement-7wucyjiyxdg)
* [Six Mindset Shifts to Transform Your Communication](https://app.triplesession.com/session/six-mindset-shifts-transform-communication-li57eb_t38c)
* [T.I.M.E.: A Framework for Active Listening](https://app.triplesession.com/session/time-framework-active-listening-nh9hs8vbafi)

### Discovery questioning (11)

Use probing, consequence, and agenda-setting questions to uncover meaningful business problems.

* [5 Questions to Uncover a Buyer's Real Pain](https://app.triplesession.com/session/5-questions-uncover-buyers-real-pain-zcoaoalgsoi)
* [Crafting High-Impact Discovery Questions That Make Prospects Sell Themselves](https://app.triplesession.com/session/crafting-high-impact-discovery-questions-prospects-sell-themselves-bz505ufwme0)
* [Discovery Call Blueprint: A Repeatable 30-Minute Framework](https://app.triplesession.com/session/discovery-call-blueprint-30-minute-framework-ur8lr2l10ri)
* [Discovery Questions That Uncover Real Business Problems](https://app.triplesession.com/session/discovery-questions-uncover-business-problems-sthdd_7y5fw)
* [Five Powerful Sales Questions That Guide Prospects Without Pressure](https://app.triplesession.com/session/five-powerful-sales-questions-guide-prospects-without-pressure-weufjneqros)
* [How to Ask Good Probing Questions](https://app.triplesession.com/session/how-to-ask-good-probing-questions-7prf7vfcfx0)
* [Precision Probing: Five Questions That Surface Hidden Prospect Pain](https://app.triplesession.com/session/precision-probing-five-questions-surface-hidden-prospect-pain-1fjqlbojaos)
* [Six Question Types That Guide Prospects to Persuade Themselves](https://app.triplesession.com/session/six-question-types-prospects-persuade-themselves-nzkdgo8w5rg)
* [SPIN Selling: A Practical Guide to Question-Led Sales Conversations](https://app.triplesession.com/session/spin-selling-practical-guide-question-led-sales-conversations-bhyg5nxazva)
* [The 'What Happened Last Time?' Discovery Question: A MEDDIC Hack for Deeper Deal Insight](https://app.triplesession.com/session/what-happened-last-time-discovery-question-meddic-hack-uxwoaxu7cgy)
* [The Perfect Discovery Call Agenda: Four Elements to Stay in Control](https://app.triplesession.com/session/perfect-discovery-call-agenda-four-elements-h1yzayiej70)

### MEDDICC (4)

Apply MEDDIC and MEDDPICC as practical qualification systems for complex opportunities.

* [Closing B2B Enterprise Deals with MEDDPICC](https://app.triplesession.com/session/closing-b2b-enterprise-deals-with-meddpicc-acucj4fcw1g)
* [MEDDIC Sales Process: A Framework for Qualifying and Closing Deals](https://app.triplesession.com/session/meddic-sales-process-framework-z76eipoyqx0)
* [MEDDICC Sales Methodology: A Practical Qualification Framework](https://app.triplesession.com/session/meddicc-sales-methodology-practical-qualification-framework-esufe2ts1ms)
* [MEDDPICC Explained: A Complete Framework for Enterprise Sales Qualification](https://app.triplesession.com/session/meddpicc-explained-complete-framework-enterprise-sales-qualification-l4yte-5r5zo)

### Creating urgency (8)

Connect business impact, cost of inaction, timing, and critical events without manufacturing pressure.

* [Building Sales Urgency with NEPQ Consequence Questions](https://app.triplesession.com/session/building-sales-urgency-nepq-consequence-questions-q5p4za63tlk)
* [COI vs ROI: Using Cost of Inaction to Create Urgency](https://app.triplesession.com/session/coi-vs-roi-using-cost-of-inaction-to-create-urgency-n5j6kgzupie)
* [Creating Urgency with Cost of Inaction (COI) Analysis](https://app.triplesession.com/session/creating-urgency-with-cost-of-inaction-coi-analysis-_pdfnghlz_o)
* [Creating Urgency With Negative Impact Market Fit](https://app.triplesession.com/session/creating-urgency-with-negative-impact-market-fit-v5lk2qz6pdw)
* [Driving Urgency with Impact and Critical Event in the SPICED Framework](https://app.triplesession.com/session/driving-urgency-impact-critical-event-spiced-lpwlzl93k6u)
* [The Buyer's Pocket: Building Urgency Through Cost of Inaction](https://app.triplesession.com/session/buyers-pocket-building-urgency-cost-of-inaction-mbvjquot3gi)
* [The Urgency-Creating Power Phrase: 'Your Timing Is Really Good'](https://app.triplesession.com/session/urgency-creating-power-phrase-your-timing-is-really-good-sqh326hr9cq)
* [Two Types of Sales Urgency: Personal and Circumstantial](https://app.triplesession.com/session/two-types-of-sales-urgency-personal-and-circumstantial-xqig7i0obim)

### Commitment and next steps (6)

Turn productive conversations into clear commitments, mutual plans, and forward movement.

* [Automating Client Workflows with Salesforce Action Plans](https://app.triplesession.com/session/automating-client-workflows-with-salesforce-action-plans-uc-ziq3w-fu)
* [Building an 8-Step Sales Plan for Small Business Growth](https://app.triplesession.com/session/building-an-8-step-sales-plan-for-small-business-growth-g5rhkyzvomy)
* [Getting Prospects to Commit: Handling 'We'll Get Back to You'](https://app.triplesession.com/session/getting-prospects-to-commit-well-get-back-to-you-s7bzvrwhvki)
* [Mutual Action Plans: How to Build, Introduce, and Sustain Buyer Alignment](https://app.triplesession.com/session/mutual-action-plans-build-introduce-sustain-buyer-alignment-l-uku1cnquu)
* [Replace 'Just Following Up' with Pattern Interrupts That Reopen Deals](https://app.triplesession.com/session/replace-just-following-up-with-pattern-interrupts-mygxs_ztfdo)
* [The One-Call Close: A Six-Step Framework for High-Ticket Sales](https://app.triplesession.com/session/one-call-close-six-step-high-ticket-sales-framework-kpm78pmkobm)

### Segment specialization (1)

Plan territories and prioritize accounts with a deliberate tiering and pipeline strategy.

* [Tech Sales Territory Planning: Account Tiering and Pipeline Strategy for Account Executives](https://app.triplesession.com/session/tech-sales-territory-planning-account-tiering-pipeline-strategy-c21dmhvoqf0)

## Presenting and closing (24 sessions)

Move from diagnosis to decision with sessions on value communication, business cases, stakeholder alignment, objections, negotiation, and closing.

### Presenting price and value (9)

Quantify outcomes, communicate ROI, and build business cases that stand up to executive review.

* [Building a Business Case for Digital Transformation: ROI and Benefits Realization](https://app.triplesession.com/session/building-a-business-case-for-digital-transformation-roi-and-benefits-realization-mtg5zuemqlm)
* [Discovery Call Mastery: A Complete Framework for Uncovering Executive-Level Pain and Driving Urgency](https://app.triplesession.com/session/discovery-call-mastery-complete-framework-y0h6g7toc9s)
* [Discovery Call Mastery: A Structured Framework for B2B Account Executives](https://app.triplesession.com/session/discovery-call-mastery-structured-framework-b2b-account-executives-nd8ky2xsauq)
* [Discovery Questions That Uncover Prospect Pain and Build Urgency](https://app.triplesession.com/session/discovery-questions-uncover-prospect-pain-build-urgency-ddgx95ukv10)
* [Quantifying Customer Value: Two Questions to Justify Every Deal](https://app.triplesession.com/session/quantifying-customer-value-two-questions-mqludp16ryk)
* [Return on Investment (ROI): Calculating and Applying the Core Financial Metric](https://app.triplesession.com/session/return-on-investment-roi-calculating-applying-core-financial-metric-3tvtn7mcury)
* [The Five-Step Business Case Framework for Closing Six- and Seven-Figure Deals](https://app.triplesession.com/session/five-step-business-case-framework-closing-six-seven-figure-deals-piapd02rjdy)
* [The Value Pyramid: Aligning Your Solution to Customer Strategy](https://app.triplesession.com/session/the-value-pyramid-aligning-your-solution-to-customer-strategy-zixksvivvi8)
* [What CFOs Actually Want in a Business Case: Insights from Three Billion-Dollar CFOs](https://app.triplesession.com/session/what-cfos-want-in-a-business-case-qqjtgb9-fde)

### Objection handling (9)

Respond to resistance, gatekeepers, price concerns, and delayed decisions while keeping the conversation constructive.

* [Deframing Sales Objections: Turning Resistance Into Commitment](https://app.triplesession.com/session/deframing-sales-objections-turning-resistance-into-commitment-mdwupuumauo)
* [Getting Past the Gatekeeper: Cold Calling Scripts and Control Tactics](https://app.triplesession.com/session/getting-past-the-gatekeeper-cold-calling-scripts-and-control-tactics-m2oom_rexzm)
* [Getting Through the Gatekeeper: Strategies for Reaching Decision-Makers by Phone](https://app.triplesession.com/session/getting-through-the-gatekeeper-strategies-for-reaching-decision-makers-by-phone-atkaelyviwm)
* [Handle Sales Objections Before They Arise](https://app.triplesession.com/session/handle-sales-objections-before-they-arise--_strdwozym)
* [Handling 'I Need to Think About It': Uncovering the Real Objection](https://app.triplesession.com/session/handling-i-need-to-think-about-it-uncovering-the-real-objection-cokpoktu8tk)
* [Handling 'I'm Not Interested' on Cold Calls: Three Proven Techniques](https://app.triplesession.com/session/handling-im-not-interested-cold-calls-three-proven-techniques-vh1dbc6n42q)
* [Handling the 10 Hardest Sales Objections: Live Role-Play Demonstrations](https://app.triplesession.com/session/handling-hardest-sales-objections-live-role-play-apa-ltfobnw)
* [Live Call Breakdown: Handling the 'Talk to My Spouse' Objection in Real Time](https://app.triplesession.com/session/live-call-spouse-objection-handling-breakdown-oy2um-9xteg)
* [Neutralising the Price Objection Without Discounting](https://app.triplesession.com/session/neutralising-the-price-objection-without-discounting-fj14upmc37k)

### Negotiating and stakeholder alignment (4)

Navigate group buying, technical founders, and multi-stakeholder decisions in enterprise sales.

* [Closing Enterprise SaaS Deals: Navigating Group Buying with Three Core Principles](https://app.triplesession.com/session/closing-enterprise-saas-deals-navigating-group-buying-ipcqriquvye)
* [Enterprise Sales Fundamentals: Closing Your First Deals as a Technical Founder](https://app.triplesession.com/session/enterprise-sales-fundamentals-closing-first-deals-technical-founder-0fkyvl12vta)
* [Multi-Threading Mastery: How to Engage Multiple Stakeholders and Increase Win Rates](https://app.triplesession.com/session/multi-threading-mastery-engage-stakeholders-increase-win-rates-nwzw9v1yvpq)
* [Stakeholder Analysis: Identify, Prioritize, and Understand Project Stakeholders](https://app.triplesession.com/session/stakeholder-analysis-identify-prioritize-understand-pxco92iag3g)

### Winning the business (2)

Bring structured questioning and closing systems together when a qualified opportunity is ready to decide.

* [NEPQ Precision Probing: Four Questions That Help Prospects Close Themselves](https://app.triplesession.com/session/nepq-precision-probing-four-questions-prospects-close-themselves-kcu1eymxhce)
* [The Straight Line Sales System: Close Anyone Who's Closable](https://app.triplesession.com/session/straight-line-sales-system-close-anyone-closable-kq6c9vceu7a)

## Leadership and sales process (2 sessions)

Managers and enablement teams can use these sessions to coach live practice and clarify important steps in the sales process.

### Role-play coaching (1)

Use conversation-first role-play to improve listening and rep adaptability.

* [Active Listening and Conversation-First Sales Role Play](https://app.triplesession.com/session/active-listening-conversation-first-sales-role-play-riwsqzcam20)

### Sales process (1)

Understand how different proof-of-concept models fit into the path toward a purchase decision.

* [Proof of Concept Explained: The Three Types Every Sales Professional Must Know](https://app.triplesession.com/session/proof-of-concept-three-types-sales-3brrxjhgy6u)

## Psychology of sales (1 session)

A focused session on emotional intelligence reinforces the listening behaviors that support stronger sales and customer conversations.

### Emotional intelligence (1)

Practice active listening as a deliberate skill for understanding and responding to others.

* [The Art of Active Listening](https://app.triplesession.com/session/the-art-of-active-listening-admtx5ivkk0)

## Insurance specialization (13 sessions)

The new insurance collection covers prospecting, compliance, referrals, retention, recruiting, Medicare, ACA, final expense, and partner-led growth.

### Insurance (13)

Apply sales and customer-management practices in the specific workflows and regulations insurance teams encounter.

* [CMS Compliance Decoded: Understanding SMID and the Health Plan Management System](https://app.triplesession.com/session/cms-compliance-smid-health-plan-management-system-lanmh_0pedu)
* [Final Expense Insurance Sales: Full Presentation Walkthrough](https://app.triplesession.com/session/final-expense-insurance-sales-full-presentation-walkthrough-hyq6yo_hbnc)
* [Final Expense Telesales Script Breakdown with David Duford](https://app.triplesession.com/session/final-expense-telesales-script-breakdown-david-duford-czy5bwfic6q)
* [Generating Daily Referrals as an Insurance Agent: Chandra Barrett's Relationship-First System](https://app.triplesession.com/session/generating-daily-referrals-insurance-agent-chandra-barrett-23mwuul4yu0)
* [Medicare Supplement Sales: Role-Play Walkthrough for Life and Health Agents](https://app.triplesession.com/session/medicare-supplement-sales-role-play-walkthrough-vzzrx69wej0)
* [Partnering with CPAs: A Framework for Wealth Managers and Insurance Agents](https://app.triplesession.com/session/partnering-with-cpas-framework-wealth-managers-insurance-agents-96ogqtzesb8)
* [Scope of Appointment: What Medicare Beneficiaries Need to Know](https://app.triplesession.com/session/scope-of-appointment-medicare-explained-zivlr6yaxvm)
* [Selling 40 ACA Policies Per Month: A System for New Health Insurance Agents](https://app.triplesession.com/session/selling-40-aca-policies-per-month-system-new-agents-5iv18u0sobu)
* [Six Proven Customer Retention Strategies for Insurance Agents](https://app.triplesession.com/session/six-proven-customer-retention-strategies-insurance-agents-my8qzh3q09a)
* [T-65 Medicare Telemarketing: Script, Rebuttals, and Appointment Setting](https://app.triplesession.com/session/t65-medicare-telemarketing-script-rebuttals-appointment-setting-udt0l7txgyq)
* [Three Modern Strategies for Recruiting Insurance Agents](https://app.triplesession.com/session/three-modern-strategies-recruiting-insurance-agents-15hfyacmma4)
* [Understanding Persistency in Insurance: How to Calculate and Track It](https://app.triplesession.com/session/understanding-persistency-in-insurance-how-to-calculate-and-track-it-lqevysgcqu4)
* [What Is an FMO? Understanding Field Marketing Organizations for Insurance Agents](https://app.triplesession.com/session/what-is-an-fmo-field-marketing-organizations-insurance-agents-x8hgcwlk03q)

With this expansion, the Academy covers more of the work customer-facing teams do every day. Practical AI workflows now sit alongside durable conversation skills and role-specific learning, creating a more complete foundation for ongoing team development.


# Automatically Update CRM Fields When Calls End
Source: https://docs.triplesession.com/crm/auto-update-fields

Set up Triple Session to automatically push deal insights and summaries to CRM fields after every call ends — eliminating manual data entry for your reps.

Triple Session's CRM Automation lets you define rules that automatically fill or update CRM properties the moment a call is processed — no manual clicking required. Once a call ends and analysis completes, the automation runs and writes the results directly to your HubSpot or Salesforce records.

<Note>
  Access to Automations is required to use this feature. Contact your account manager if you don't see **Automations** in your workspace.
</Note>

## Supported CRMs and objects

| CRM        | Supported objects                   |
| ---------- | ----------------------------------- |
| HubSpot    | Deals, Contacts, Companies, Tickets |
| Salesforce | Opportunities                       |

Tickets need a couple of extra settings so Triple Session knows which open ticket to write to. See [HubSpot tickets](/automations/hubspot-tickets).

## How to set up a CRM update automation

<Steps>
  <Step title="Open Automations">
    In Triple Session, navigate to **Automations** and click **New Automation**.

    <Frame>
      <img alt="Opening the Automations section and creating a new automation" />
    </Frame>
  </Step>

  <Step title="Add a CRM update action">
    Click **Add Action**, then change the action type to **Update CRM**.

    <Frame>
      <img alt="Selecting Update CRM as the action type" />
    </Frame>
  </Step>

  <Step title="Select a scorecard and object type">
    Choose the scorecard whose results should trigger the CRM update.

    Then select the CRM object you want to update — Deal, Contact, Company, or Opportunity — depending on your CRM.

    <Frame>
      <img alt="Selecting a scorecard and CRM object type" />
    </Frame>
  </Step>

  <Step title="Map fields between Triple Session and your CRM">
    Define which CRM fields to fill or update. You can map multiple fields from the scorecard to CRM properties within a single automation.

    For text fields, choose how to handle existing data:

    * **Append** — adds new data to the existing field content.
    * **Replace** — overwrites the existing content entirely.

    Each automation applies to one scorecard and one object type.

    <Frame>
      <img alt="Mapping Triple Session fields to CRM properties" />
    </Frame>
  </Step>

  <Step title="Save and enable the automation">
    Click **Save**, then change the status from **Draft** to **Live**.

    The automation starts running as soon as calls end.

    <Frame>
      <img alt="Setting the automation status to Live" />
    </Frame>
  </Step>
</Steps>

## Monitor results

Click **Logs** at any time to review how the automation is performing. The log shows:

* How many times the automation has run
* Success or error status for each execution

<Frame>
  <img alt="Automation logs showing execution history and status" />
</Frame>

## Automation settings for notes (Settings > AI Coach > CRM)

In addition to the Automations builder above, Triple Session also provides a simpler toggle-based approach for automatically pushing **Notes** to your CRM after every call. You can find these settings under **Settings > AI Coach > CRM**.

<Note>
  The settings-based automatic push only sends information as **CRM Notes**. It does not automatically update specific **CRM Properties**. To automatically update properties, use the Automations builder described in the steps above.
</Note>

When you enable **Automatically Push Notes to CRM**, you can configure:

* **Which objects** receive the notes (Deal, Contact, Company, Lead).
* **What content** to push — **Summary**, **Deal Insights**, or **Summary + Deal Insights**.
* **Where** notes are stored — the CRM **Notes** object or the **Meetings** object.

Field mappings for property updates are always configured separately in **Settings > CRM**. See [Map Fields](/crm/map-fields) for instructions.

## Security and control

* Data is only written to CRM fields you explicitly define in the automation.
* You can pause any automation at any time by toggling its status from **Live** back to **Draft**.
* Logs give full visibility into every automation execution.

## Best practices

* **Start with one scorecard.** Validate that the field mapping works as expected before rolling out additional automations.
* **Use append mode** when syncing qualitative feedback or notes, so existing context isn't lost.


# CRM Sync Settings
Source: https://docs.triplesession.com/crm/autofill-settings

Configure how Triple Session links calls, pushes CRM notes, routes matched records, and handles HubSpot and Salesforce-specific CRM sync options.

Autofill Settings control what Triple Session does after a call is processed. Use them to choose which CRM records can be matched, what call content is pushed automatically, and where that content is stored in HubSpot or Salesforce.

<Note>
  Before configuring autofill, connect your CRM. See [Connect HubSpot CRM](/crm/connect-hubspot) or [Connect Salesforce CRM](/crm/connect-salesforce).
</Note>

## What you can configure

From **Settings > CRM > Settings**, admins can configure:

* Automatic call linking to CRM objects.
* Automatic note pushes after processed calls.
* The content source for pushed notes: Summary, Deal Insights, or both.
* Which matched CRM objects receive pushed notes.
* Routing when more than one object type matches.
* HubSpot Meetings, Salesforce Events, and HubSpot task creation.

The **Scorecard mappings** tab handles field mappings for CRM properties. See [Map Fields](/crm/map-fields).

## Provider differences

| Setting                | HubSpot                                                         | Salesforce                                            |
| ---------------------- | --------------------------------------------------------------- | ----------------------------------------------------- |
| Matchable objects      | Deals, Contacts, Companies                                      | Opportunities, Contacts, Accounts, Leads              |
| Automatic note targets | Deals, Contacts, Companies                                      | Opportunities, Contacts, Accounts, Leads              |
| Activity destination   | Notes or Meetings                                               | Notes or Events                                       |
| Multi-object routing   | Available for Notes and Meetings                                | Available for Notes. Events use single-target routing |
| Extra settings         | Meeting write mode, Meeting type, task creation, metadata cache | Event destination                                     |

## Automatically link calls to CRM objects

Turn this on to let Triple Session match processed calls to existing CRM records. The selected objects become the pool of records that automatic note pushes can use later.

In HubSpot, select **Deal**, **Contact**, and **Company** as needed.

<Frame>
  <img alt="HubSpot CRM settings showing automatic call linking to Deal, Contact, and Company" />
</Frame>

In Salesforce, select **Opportunity**, **Contact**, **Account**, and **Lead** as needed.

<Frame>
  <img alt="Salesforce CRM settings showing automatic call linking to Opportunity, Contact, Account, and Lead" />
</Frame>

## Automatically push notes to CRM

Turn this on to send call information to matched CRM records after processing finishes.

Choose the **Content Source**:

* **Summary** sends the call recap and action items.
* **Deal Insights** sends scorecard-based sales insights.
* **Summary + Deal Insights** sends both in one CRM entry.

Then choose which matched objects should receive the note. An object must be enabled in **Automatically link calls to CRM objects** before it can be selected here.

<Note>
  Automatic note push creates CRM activity content such as Notes, HubSpot Meetings, or Salesforce Events. It does not update mapped CRM properties. To update properties, use [Automatically Update CRM Fields When Calls End](/crm/auto-update-fields).
</Note>

## Routing when multiple objects match

When more than one note target is selected, choose how Triple Session routes the CRM entry.

**Send to one object type** uses the priority order. If the first object type has multiple matches, Triple Session sends the note to all matches in that type and stops.

**Send to all matching object types** sends the note to every selected object type that matched the call.

Use the priority list to decide which object wins in single-target mode.

<Frame>
  <img alt="HubSpot automatic note push settings showing content source, selected objects, routing mode, and priority order" />
</Frame>

Salesforce uses the same routing model for Notes. When the destination is Events, Triple Session uses single-target routing.

<Frame>
  <img alt="Salesforce automatic note push settings showing selected objects and priority order" />
</Frame>

## HubSpot Notes or Meetings <Badge>HubSpot</Badge>

Use **Notes or Meetings** to choose where HubSpot stores pushed call content.

* **Notes** creates a HubSpot Note on the matched CRM record.
* **Meetings** creates or updates a HubSpot Meeting record.

When **Meetings** is selected, you can also configure:

* **When to write to HubSpot meetings**: always create, update if a matching meeting exists, or update only.
* **Meeting type**: an optional HubSpot meeting type for created or updated meetings.

<Frame>
  <img alt="HubSpot CRM settings showing Notes or Meetings destination, meeting write mode, and meeting type" />
</Frame>

## Salesforce Notes or Events <Badge>Salesforce</Badge>

Use **Notes or Events** to choose where Salesforce stores pushed call content.

* **Notes** creates Salesforce notes on matched CRM records.
* **Events** creates Salesforce event activity for the selected matched record.

Salesforce Events use single-target routing, so the all-matching-object option is hidden when Events are selected.

<Frame>
  <img alt="Salesforce CRM settings showing Notes or Events destination set to Events" />
</Frame>

## HubSpot tasks from action items <Badge>HubSpot</Badge>

HubSpot can turn detected action items into HubSpot tasks. Enable this when reps should receive follow-up tasks directly in HubSpot after a call is processed.

<Frame>
  <img alt="HubSpot CRM settings showing auto-create tasks from action items enabled" />
</Frame>

## HubSpot metadata cache <Badge>HubSpot</Badge>

HubSpot admins can clear the metadata cache when HubSpot options look stale, such as after changing scopes, meeting types, pipelines, or account settings.

## Disconnect CRM

Disconnecting the CRM stops new automatic CRM sync. CRM records and activities already created by Triple Session stay in the CRM.

## Related setup

* [Push Call Data](/crm/keep-crm-updated) explains manual CRM updates and CRM notes.
* [Map Fields](/crm/map-fields) explains scorecard field mappings for CRM properties.
* [Automatically Update CRM Fields When Calls End](/crm/auto-update-fields) explains CRM property updates through automations.


# Connect HubSpot CRM
Source: https://docs.triplesession.com/crm/connect-hubspot

Connect HubSpot to Triple Session AI Coach to push call evaluation insights directly to your deals and keep your CRM automatically updated.

Triple Session AI Coach integrates with HubSpot CRM to push call evaluation insights directly to your deals. This integration streamlines CRM updates, enabling sales reps to keep their pipeline data accurate with minimal administrative effort.

## Prerequisites

Before connecting, make sure you have:

* **HubSpot admin access** — required to create a private app in HubSpot.
* **Triple Session admin access** — required to connect a CRM integration under **Settings** > **Organization** > **CRM**.

## What the integration does

Triple Session AI Coach uses a **HubSpot Private App** to securely interact with your CRM. Once connected, the integration can:

* **Fetch deals** — retrieve details about open deals to provide relevant context during call evaluations.
* **Map deal objects to AI Coach Deal Insights** — connect your HubSpot Deal object to an AI Coach Deal Insight.
* **Update deals** — automatically push evaluation data to HubSpot to keep your CRM up to date.
* **Access contact and company data** — use HubSpot CRM objects to enrich call context with account and contact information.
* **Work with tickets** — [add meeting notes to open tickets and update ticket properties through Automations](/automations/hubspot-tickets).

## Connect HubSpot to AI Coach

<Steps>
  <Step title="Navigate to Legacy Apps in HubSpot">
    In HubSpot, open **Settings**. In the left sidebar, expand **Integrations** and click **Legacy Apps**.

    <Frame>
      <img alt="HubSpot Settings — navigate to Legacy Apps" />
    </Frame>
  </Step>

  <Step title="Create a new private app">
    Click **Create** to start creating a new legacy app. When asked what kind of legacy app to create, select **Private** — for one account.

    <Frame>
      <img alt="Create Legacy App dialog — select Private" />
    </Frame>
  </Step>

  <Step title="Add the recommended scopes">
    In the app configuration, go to the **Scopes** section. Add the following scopes exactly as listed. The `tickets` scope enables [HubSpot ticket automations](/automations/hubspot-tickets).

    ```text theme={null}
    crm.objects.companies.read
    crm.objects.companies.write
    crm.objects.contacts.read
    crm.objects.contacts.write
    crm.objects.deals.read
    crm.objects.deals.sensitive.read
    crm.objects.deals.write
    crm.objects.owners.read
    crm.schemas.companies.read
    crm.schemas.contacts.read
    crm.schemas.deals.read
    sales-email-read
    tickets
    ```

    <Frame>
      <img alt="HubSpot Scopes — recommended scopes selected" />
    </Frame>
  </Step>

  <Step title="Create the app and copy your access token">
    Complete the app setup. Once the app is created, HubSpot will display your access token. Copy the token — you'll need it in the next step.

    <Frame>
      <img alt="HubSpot private app created — copy access token" />
    </Frame>
  </Step>

  <Step title="Go to CRM settings in Triple Session">
    In Triple Session, open **Settings** from the sidebar. Under **Workspace**, select **CRM**. You'll see HubSpot listed with a **Connect HubSpot** button.

    <Frame>
      <img alt="Triple Session Settings — CRM page" />
    </Frame>
  </Step>

  <Step title="Paste your access token and connect">
    Paste the access token from HubSpot into the **HubSpot Access Token** field, then click **Connect to HubSpot**.

    <Frame>
      <img alt="Triple Session CRM — paste token and connect" />
    </Frame>
  </Step>
</Steps>

***

After connecting, see [Keep Your CRM Updated](/crm/keep-crm-updated) to learn how to push insights manually or automatically, and [Map Fields](/crm/map-fields) to configure which deal properties get updated.

***

## How to find your access token for an existing app

If you already created a HubSpot private app for Triple Session and need to retrieve the token:

<Steps>
  <Step title="Go to HubSpot Settings → Legacy Apps">
    In HubSpot, open **Settings** → **Integrations** → **Legacy Apps**.

    <Frame>
      <img alt="HubSpot Settings — navigate to Legacy Apps" />
    </Frame>
  </Step>

  <Step title="Find the Triple Session app">
    In the **Development** section, navigate to **Legacy Apps**. Click on your **Triple-Session-AICoach** private app.

    <Frame>
      <img alt="HubSpot Legacy Apps list — select Triple Session app" />
    </Frame>
  </Step>

  <Step title="Verify scopes and copy the token">
    Confirm all recommended scopes, including `tickets`, are present in the **Scopes** section. Then navigate to the **Auth** tab to copy your access token.

    <Frame>
      <img alt="HubSpot private app scopes" />
    </Frame>
  </Step>
</Steps>

***

## Support

* **Missing scopes:** If the connection fails or ticket automations are unavailable, double-check that all thirteen recommended scopes listed above are added to the private app.
* **Need help?** Contact the Triple Session support team at **[support@triplesession.com](mailto:support@triplesession.com)**.


# Connect Salesforce CRM
Source: https://docs.triplesession.com/crm/connect-salesforce

Connect Salesforce to Triple Session AI Coach to push call evaluation insights directly to your opportunities and keep your CRM automatically updated.

Connect Salesforce as a CRM sync destination to push AI Coach call evaluation insights directly to your opportunities.

## Prerequisites

Before connecting, make sure your Salesforce account meets the following requirements:

**Supported Salesforce editions:**

* **Enterprise Edition (EE)**
* **Unlimited Edition (UE)**
* **Professional Edition (PE)** — with API access enabled
* **Starter Edition (S)** — with API access enabled via AppExchange

<Warning>
  API access is required. If you are on the **Professional** or **Starter** edition, confirm with your Salesforce administrator that API access is enabled before proceeding.
</Warning>

## What the integration does

Triple Session AI Coach uses a **Salesforce Connected App** to securely interact with your CRM. Once connected, the integration can:

* **Fetch opportunities** — retrieve details about open opportunities to provide relevant context during call evaluations.
* **Map opportunity objects to AI Coach Deal Insights** — connect your Salesforce Opportunity object to an AI Coach Deal Insight.
* **Update opportunities** — automatically push evaluation data to Salesforce to keep your CRM up to date.
* **Access user information** — use Salesforce identity services to authenticate and personalize the experience for your sales reps.

## Connect Salesforce to AI Coach

<Steps>
  <Step title="Navigate to CRM settings">
    Click **Settings** in the left-hand menu, then under **Organization**, select **CRM**.

    <Frame>
      <img alt="CRM settings page in AI Coach" />
    </Frame>
  </Step>

  <Step title="Connect Salesforce">
    Click the **Connect Salesforce** button. You'll be redirected to Salesforce to authenticate your account.

    <Frame>
      <img alt="Connect Salesforce button" />
    </Frame>
  </Step>

  <Step title="Approve permissions">
    Log in to your Salesforce account and approve the requested permissions for Triple Session AI Coach.

    <Frame>
      <img alt="Salesforce approve permissions screen" />
    </Frame>
  </Step>

  <Step title="Return to AI Coach">
    Once authorized, you'll be redirected back to AI Coach. A confirmation message will indicate that Salesforce is now connected.

    <Frame>
      <img alt="Salesforce connected confirmation in AI Coach" />
    </Frame>
  </Step>
</Steps>

***

After connecting, see [Keep Your CRM Updated](/crm/keep-crm-updated) to learn how to push insights manually or automatically, and [Map Fields](/crm/map-fields) to configure which properties get updated.

***

## Troubleshooting

### The app is requesting to reconnect

If AI Coach is prompting you to reconnect Salesforce, the refresh token may have been revoked. To prevent this, review the Connected App policies in Salesforce:

<Steps>
  <Step title="Open Connected App settings">
    In Salesforce, go to **Setup → Apps → Connected Apps → Manage Connected Apps**.
  </Step>

  <Step title="Find and edit the Triple Session app">
    Find **Triple Session AI Coach** in the list and click **Edit**.
  </Step>

  <Step title="Apply the recommended configuration">
    Ensure the app has the following settings:

    * **Refresh Token Policy:** Refresh token is valid until revoked
    * **IP Relaxation:** Relax IP restrictions
    * **Permitted Users:** All users may self-authorize
    * **Enable Token Exchange Flow:** Checked

    <Frame>
      <img alt="Salesforce Connected App recommended configuration" />
    </Frame>
  </Step>
</Steps>

***

## Support

* **API access issues:** If you're on the Professional or Starter edition and encounter problems, ask your Salesforce administrator to verify that API access is enabled.
* **Need help?** Contact the Triple Session support team at **[support@triplesession.com](mailto:support@triplesession.com)**.


# Use HubSpot Custom Objects
Source: https://docs.triplesession.com/crm/custom-objects

Configure HubSpot custom objects in Triple Session to link calls, update properties, push notes or meetings, and run automations.

HubSpot custom objects let you organize records that do not fit standard objects such as Deals, Companies, or Contacts. After you enable a custom object in Triple Session, you can link calls to its records, map and update properties, push notes or meetings, and use it in Automations.

<Info>
  Custom object support is available for selected HubSpot accounts. Contact your Triple Session account manager or [support@triplesession.com](mailto:support@triplesession.com) if you do not see **Custom HubSpot objects** in CRM settings.
</Info>

## Prerequisites

Before you configure custom objects, make sure you have:

* A HubSpot Enterprise subscription that supports custom objects.
* At least one custom object already created in HubSpot.
* HubSpot associations between that custom object and Contacts. You can also use associations with Deals and Companies as optional matching paths.
* Triple Session company admin access.
* An active [HubSpot CRM connection](/crm/connect-hubspot).
* The three custom object scopes listed below on the HubSpot private app used by Triple Session.

## Add the required HubSpot permissions

Add these scopes to your HubSpot private app:

```text theme={null}
crm.schemas.custom.read
crm.objects.custom.read
crm.objects.custom.write
```

| Scope                      | How Triple Session uses it                                            |
| -------------------------- | --------------------------------------------------------------------- |
| `crm.schemas.custom.read`  | Discovers your custom object types and their writable properties.     |
| `crm.objects.custom.read`  | Finds, searches, and displays custom object records and associations. |
| `crm.objects.custom.write` | Updates the custom object properties you explicitly map or select.    |

<Warning>
  All three scopes are required for the complete custom object workflow. Missing custom object scopes do not stop standard HubSpot features, but custom objects may be unavailable for discovery, search, mapping, or updates.
</Warning>

<Steps>
  <Step title="Open the Triple Session private app in HubSpot">
    In HubSpot, go to **Settings** > **Integrations** > **Legacy Apps**. Open the private app used by Triple Session.
  </Step>

  <Step title="Add the custom object scopes">
    Open the app's **Scopes** section and add the three scopes exactly as listed above. Save the app.
  </Step>

  <Step title="Refresh the catalog in Triple Session">
    In Triple Session, go to **Settings** > **CRM** > **Settings**. In **Custom HubSpot objects**, click **Refresh from HubSpot**.
  </Step>
</Steps>

<Note>
  If your HubSpot connection uses OAuth instead of a private app, use **Update access** in CRM settings to approve the custom object permissions, then refresh the catalog.
</Note>

## Enable a custom object and automatic linking

Enabling an object makes it available for supported custom object workflows. Automatic linking is a separate setting, so you can enable an object for search and manual updates without linking it to every future call.

<Steps>
  <Step title="Enable the custom object">
    In **Settings** > **CRM** > **Settings**, find **Custom HubSpot objects**. Click **Refresh from HubSpot** if the object is not listed, then turn on **Use in AI Coach** for each object you want to use.
  </Step>

  <Step title="Select it for automatic call linking">
    Turn on **Automatically link calls to CRM objects** and select the custom object under **Objects**.

    <Frame>
      <img alt="CRM settings with Deal, Company, and a Customer custom object selected for automatic call linking" />
    </Frame>
  </Step>

  <Step title="Choose how AI Coach finds matching records">
    Return to the custom object in **Custom HubSpot objects** and choose its association paths:

    * **Contact → Custom object** is always active. AI Coach checks custom records associated with contacts on the call.
    * **Deal → Custom object** also checks custom records associated with deals found for the call.
    * **Company → Custom object** also checks custom records associated with companies found for the call.

    <Frame>
      <img alt="Custom HubSpot object enabled in AI Coach with Contact, Deal, and Company matching paths selected" />
    </Frame>
  </Step>
</Steps>

The Deal and Company options only use existing HubSpot associations. AI Coach does not use fuzzy or AI-based matching for custom objects, and it does not recursively search through unrelated CRM records.

<Note>
  Changes to automatic linking apply to calls processed after you save the setting. Existing call associations stay unchanged.
</Note>

## What you can do with enabled custom objects

| Area                 | Available behavior                                                                                                      |
| -------------------- | ----------------------------------------------------------------------------------------------------------------------- |
| Scorecard mappings   | Map scorecard and report fields to writable properties on the custom object.                                            |
| Call report Autofill | Search standard and custom records together, update mapped properties, and link the selected custom record to the call. |
| Automatic linking    | Link calls through Contact associations and optional Deal or Company association paths.                                 |
| Notes and Meetings   | Send call summaries or Deal Insights to an associated custom record manually or automatically.                          |
| Automations          | Use **Update CRM** to update properties on one exact custom record associated with the call.                            |

### Map and update custom object properties

Open **Settings** > **CRM** > **Mappings** to create a scorecard mapping. Select the enabled custom object, then map Triple Session fields to writable HubSpot properties. See [Map Fields](/crm/map-fields) for the mapping workflow.

From a call report, **Update CRM** searches across standard and enabled custom objects. When you select and update a custom record, Triple Session also links that exact record to the call. Repeating the update reuses the association instead of creating a duplicate.

<Warning>
  Updating a mapped property can overwrite its current HubSpot value. Map only properties that Triple Session should control.
</Warning>

## Push notes or meetings to custom objects

An enabled custom object can receive the same call summary or Deal Insights content as a standard HubSpot object. The call must already be linked to the exact custom record, either through automatic linking or manual Autofill.

To configure automatic pushes:

<Steps>
  <Step title="Turn on automatic note push">
    In **Settings** > **CRM** > **Settings**, turn on **Automatically push notes to CRM**.
  </Step>

  <Step title="Choose the content and targets">
    Select **Summary**, **Deal Insights**, or **Summary + Deal Insights**, then select the custom object under **Objects**.
  </Step>

  <Step title="Choose the routing behavior">
    Select **Send to one object type** to use your priority order, or **Send to all matching object types** to write to every selected object type linked to the call.

    <Frame>
      <img alt="Automatic CRM note settings with Company and Customer selected and all matching object types enabled" />
    </Frame>
  </Step>

  <Step title="Choose Notes or Meetings">
    Use **Notes or Meetings** to choose how HubSpot stores the activity. The existing HubSpot meeting write mode and meeting type settings also apply to custom object targets.
  </Step>
</Steps>

Selecting a custom object as an automatic push target does not search HubSpot at push time. Triple Session only writes to records already linked to that call. You can also push a note or meeting manually to an associated custom record even when automatic linking or automatic push is turned off.

See [CRM Sync Settings](/crm/autofill-settings) for content sources, routing, and HubSpot Meeting options.

## Update custom objects with Automations

In an **Update CRM** Automation action, select an enabled custom object and map the fields you want to update. Triple Session updates the record only when exactly one record of that custom object type is linked to the call.

* If no matching custom record is linked, the action skips the update.
* If multiple records of the same custom object type are linked, the action skips the update instead of choosing one or changing several records.
* The action does not search HubSpot or create a new custom record.

See [Automatically Update CRM Fields When Calls End](/crm/auto-update-fields) for the Automation setup flow.

## Current limitations

* Custom objects are supported for HubSpot only. Salesforce custom objects are not supported.
* Triple Session reads and updates existing custom object records; it does not create or delete them.
* Triple Session does not create action-item tasks for custom objects.

## Troubleshooting

| Problem                                | What to check                                                                                                                                                                              |
| -------------------------------------- | ------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------ |
| A custom object does not appear        | Confirm the feature is enabled for your account, add all three scopes, click **Refresh from HubSpot**, and turn on **Use in AI Coach**.                                                    |
| Calls are not linked automatically     | Turn on automatic linking, select the custom object, and verify the required Contact, Deal, or Company associations exist in HubSpot.                                                      |
| Properties cannot be mapped or updated | Confirm `crm.schemas.custom.read` and `crm.objects.custom.write` are present and that the HubSpot property is writable.                                                                    |
| Notes or meetings are not pushed       | Confirm the exact custom record is linked to the call and the object type is selected as an automatic push target.                                                                         |
| The object shows **Not available**     | Confirm the object still exists in HubSpot and the permissions are active, then refresh the catalog. Existing mappings and associations are preserved while new operations remain blocked. |

If the issue continues, contact **[support@triplesession.com](mailto:support@triplesession.com)**.


# Push Call Data to Your CRM
Source: https://docs.triplesession.com/crm/keep-crm-updated

Push call summaries and deal insights to HubSpot or Salesforce as Notes or Properties — manually from any recording or automatically after every call.

Triple Session gives you two ways to push call data into your CRM: update specific deal properties with structured insights, or log information as timestamped notes on Deal, Company, or Contact records. You can trigger either method manually from a recording, or configure automation so the sync happens as soon as every call ends.

<Note>
  Before syncing data, make sure your CRM is connected. See [Connect HubSpot CRM](/crm/connect-hubspot) or [Connect Salesforce CRM](/crm/connect-salesforce) to get started.
</Note>

<Note>
  To configure automatic note pushes, object matching, routing, HubSpot Meetings, Salesforce Events, and task creation, see [Sync Settings](/crm/autofill-settings).
</Note>

## Method 1: Update specific CRM properties

Use this method when you want to write targeted insights — such as next steps, budget, or key pain points — into pre-defined fields on a Deal record. Each insight maps to a specific CRM property, so your data lands exactly where it needs to be for reporting and filtering.

<Card title="Map Fields required before using this method" icon="table-columns" href="/crm/map-fields">
  An admin must map Triple Session insight fields to CRM properties first. Without a mapping, there are no properties to update. See **Map Fields** to set this up.
</Card>

**Key considerations:**

* Sending to a property **overwrites** any existing value in that CRM field.
* Only available when syncing to a **Deal** record.

<Steps>
  <Step title="Open the Deal Insights tab">
    Navigate to a meeting recording and click the **Deal Insights** tab.

    <Frame>
      <img alt="Deal Insights tab in a meeting recording" />
    </Frame>
  </Step>

  <Step title="Click Update CRM">
    Click the **Update CRM** button.
  </Step>

  <Step title="Select the deal and choose Properties">
    Confirm the correct **Deal** is selected — search for one if it isn't already associated. Make sure the **Properties** option is selected.

    <Frame>
      <img alt="Send summary to Salesforce — Update CRM flow" />
    </Frame>
  </Step>

  <Step title="Review the mapped fields">
    Triple Session shows which CRM fields will be updated based on your admin's mapping configuration.
  </Step>

  <Step title="Confirm">
    Click **Confirm and update fields** to push the data to your CRM.
  </Step>
</Steps>

## Method 2: Send information as CRM notes

Use this method to log a full meeting summary or specific deal insights as an activity note on a Deal, Company, or Contact record. Notes create a chronological history on the CRM record without overwriting any structured fields, and they work without any field mapping setup.

**Key benefits:**

* No field mapping required — works immediately after connecting your CRM.
* Preserves a chronological activity log on the CRM record.
* Does not overwrite data in structured CRM fields.
* Supports Deals, Companies, and Contacts.

### Send a summary as a note

<Steps>
  <Step title="Open the Summary tab">
    Navigate to a meeting recording and click the **Summary** tab.

    <Frame>
      <img alt="Send deal insights to Salesforce as a note" />
    </Frame>
  </Step>

  <Step title="Click Update CRM">
    Click the **Update CRM** button on the Summary tab.
  </Step>

  <Step title="Select the destination object and Notes option">
    Choose the destination — **Deal**, **Company**, or **Contact** — and search for the record if one isn't already associated. Confirm that **Notes** is selected.

    <Frame>
      <img alt="Link call to Salesforce CRM record" />
    </Frame>
  </Step>

  <Step title="Review the note text">
    The summary text appears in the editor. Edit it if needed before sending.
  </Step>

  <Step title="Confirm">
    Click **Confirm and Update fields** to log the note in your CRM.
  </Step>
</Steps>

### Send deal insights as a note

<Steps>
  <Step title="Open the Deal Insights tab">
    Navigate to a meeting recording and click the **Deal Insights** tab.
  </Step>

  <Step title="Select the destination object">
    Choose **Deal**, **Company**, or **Contact** as the destination record.
  </Step>

  <Step title="Choose Notes">
    Select the **Notes** option.
  </Step>

  <Step title="Review the note text">
    Review or edit the text in the editor.
  </Step>

  <Step title="Confirm">
    Click **Confirm and Update fields** to log the note in your CRM.
  </Step>
</Steps>


# Map Fields to Send Call Data to Your CRM
Source: https://docs.triplesession.com/crm/map-fields

Configure field mappings so Triple Session can push specific deal insights — like budget, next steps, and pain points — directly into your CRM properties.

Field mapping tells Triple Session exactly which CRM property to update for each deal insight it extracts from a call. Once an admin sets up the mapping, reps can push structured data to their CRM with a single click — or let automation handle it entirely. This setup is required before you can update CRM Properties (as opposed to Notes).

<Warning>
  Pushing data to a CRM property overwrites the existing value in that field. Make sure the mapped fields are ones you want Triple Session to control.
</Warning>

<Note>
  You must be an **Admin** to configure field mappings. Before mapping, create the necessary custom fields in your CRM — HubSpot or Salesforce — so they appear in the property selector.
</Note>

## Prerequisites

* Your CRM (HubSpot or Salesforce) must already be connected to Triple Session. See [Connect HubSpot CRM](/crm/connect-hubspot) or [Connect Salesforce CRM](/crm/connect-salesforce).
* The CRM properties you want to map must already exist in your CRM. Create them there first before returning to Triple Session.

## Set up field mappings

<Steps>
  <Step title="Go to CRM integration settings">
    In Triple Session, click **Settings** in the left-hand navigation menu, then select **CRM**.

    The CRM integration page shows your connection status and any existing mappings.

    <Frame>
      <img alt="CRM integration settings page showing connection status" />
    </Frame>
  </Step>

  <Step title="Create a new mapping or edit an existing one">
    You have two options:

    * To add a new mapping, click **+ New Mapping**.
    * To update an existing mapping, find the relevant scorecard in the "Existing Mappings" list and click **Edit**.

    <Frame>
      <img alt="New mapping button in CRM settings" />
    </Frame>
  </Step>

  <Step title="Select a scorecard (new mappings only)">
    If you clicked **+ New Mapping**, use the **Scorecard** dropdown to search for and select the scorecard whose insights you want to map.

    This tells Triple Session which set of deal insights to push to your CRM.

    <Frame>
      <img alt="New mapping — select scorecard and link" />
    </Frame>
  </Step>

  <Step title="Map Triple Session fields to CRM properties">
    You'll see a list of available Triple Session insight fields — such as Playbook Score, Report Link, and other scorecard-specific fields.

    For each field you want to sync, click the **Select a property** dropdown on the right and choose the corresponding CRM property you created earlier.

    <Frame>
      <img alt="HubSpot field selection for mapping" />
    </Frame>

    <Frame>
      <img alt="Field mapping configuration — step 5" />
    </Frame>

    <Frame>
      <img alt="Field mapping configuration — step 6" />
    </Frame>
  </Step>

  <Step title="Save the mapping">
    Scroll to the bottom of the page and click **Save**.

    Your mapping is now active. Reps can immediately start pushing insights to the mapped CRM properties.

    <Frame>
      <img alt="CRM auto-fill mapping saved and active" />
    </Frame>
  </Step>
</Steps>

## Example: map playbook score and call link

A common use case is pushing the playbook score and a link to the full call report onto each deal record, so managers can filter and report on call quality directly in HubSpot or Salesforce.

**Step 1: Create the fields in your CRM**

In the **Deal** object of your CRM, create the following properties:

* **Score** — use the field type **Number** to record Playbook Scores.
* **Call Link** — use the field type **Single-line text** (or **URL**) to store the report link.

You can name these fields anything relevant to your playbook — for example, "Discovery Score" and "Discovery Call Link."

**Step 2: Map the fields in Triple Session**

Follow the steps above to create or edit a mapping. Select the matching CRM Deal properties for **Playbook Score** and **Report Link**.

**Step 3: Data syncs automatically**

Once the mapping is saved, Triple Session will push the Playbook Score and Report Link to the corresponding CRM fields after each scored call.

## Report Properties (system fields)

Every mapping includes a **Report Properties** section with 9 system-generated fields that Triple Session populates automatically from each call. You don't need a scorecard to use them — they're always available.

| Field              | Type       | What it contains                                 |
| ------------------ | ---------- | ------------------------------------------------ |
| Playbook Score     | Number     | Overall scorecard score (e.g. 87)                |
| Report Link        | URL        | Direct link to the Triple Session report         |
| Duration (minutes) | Integer    | Call length in minutes                           |
| Integration Source | Text       | Where the call came from (e.g. `hubspot`)        |
| Report Date        | Date/time  | When the report was generated (ISO 8601)         |
| Scorecard Name     | Text       | Name of the scorecard used (e.g. Discovery Call) |
| Evaluatee Name     | Text       | Name of the rep who was evaluated                |
| Evaluatee Email    | Email      | Email of the rep who was evaluated               |
| Talk Time Ratio    | Percentage | Rep's share of total talk time                   |

<Frame>
  <img alt="Report Properties system fields in the mapping editor" />
</Frame>

Map these to existing CRM properties the same way as scorecard fields — click **Select a property** next to each field you want to sync.

## Best practices

* **Create CRM properties first.** Fields must exist in your CRM before you can select them in Triple Session's mapping editor.
* **Match field types.** Use a **Number** field for Playbook Score and a **Single-line text** or **URL** field for Report Link. Mismatched types can cause sync errors.
* **Start with one scorecard.** Set up and verify one mapping before adding others to catch any configuration issues early.


# Get Started with Triple Session's AI Coach
Source: https://docs.triplesession.com/getting-started/first-steps

Learn how to bring your first meetings into Triple Session's AI Coach using the Bot, connected recording tools, or direct file uploads — in minutes.

## Get your meetings into Triple Session

<Steps>
  <Step title="Use the AI Coach Bot (recommended)">
    Have AI Coach join your scheduled meetings and record them automatically. Connect your Google Calendar or Microsoft Outlook, choose which meetings the Bot joins, and confirm your Smart Scorecards. AI Coach then evaluates each meeting as soon as it finishes — no manual steps required.

    Follow the [AI Coach Bot setup guide](/ai-coach-bot/enable-bot) to get started.
  </Step>

  <Step title="Connect a recording tool">
    Already use a call recording tool? Connect it to review calls automatically. Supported integrations:

    * **Zoom**
    * **Google Meet**
    * **HubSpot**
    * **Fireflies**
    * **Microsoft Teams**

    After connecting, you'll confirm your **Auto Review** settings — so meetings are evaluated automatically as soon as they end — pick your **Smart Scorecards**, and import your first meeting. Most integrations also let you import past recordings.
  </Step>

  <Step title="Review Aircall calls">
    If your company uses **Aircall**, your calls sync automatically — there's nothing to connect. Just turn on the Smart Scorecards you want at **Settings** > **Team** > **Scorecards** and start reviewing.
  </Step>

  <Step title="Upload recordings">
    Upload a transcript, video, or audio file from a past call — handy for calls recorded before you set up Triple Session, or from tools you haven't connected. Supported formats: `.txt`, `.vtt`, `.srt`, `.mp3`, `.wav`, `.mp4`. Click **Start review** once your file is selected.
  </Step>
</Steps>

<Note>
  **Smart Scorecards** let AI Coach pick the right scorecard for each meeting automatically. Choose which ones apply to your calls at **Settings** > **Team** > **Scorecards** — see [Scorecards](/ai-coach/scorecards#smart-scorecards).
</Note>

## Once your meetings are flowing in

* **Review calls:** See automated analysis, highlighted moments, risk flags, and coaching opportunities.
* **Ask AI Coach:** Ask follow-up questions about a call's deal context, rep performance, or next steps.
* **Sync to your CRM:** Push summaries and deal insights into HubSpot or Salesforce.


# Invite Your Team to Triple Session
Source: https://docs.triplesession.com/getting-started/invite-team

Add your first teammates to Triple Session and choose their role, seat type, and analytics visibility as you invite them.

Building your team inside Triple Session is the first step to unlocking collaborative coaching and performance insights. As a manager, you can invite teammates individually or in bulk and, on the same screen, choose each person's role, seat type, and analytics visibility.

## Invite members to your workspace

<Steps>
  <Step title="Open the invitation dialog">
    Go to **Settings > Team > People** and click **Invite members** in the top right.
  </Step>

  <Step title="Add emails and set each option">
    Check the workspace at the top of the dialog, then enter a team member's email and set their **Role**, **Seat type**, and **Visibility** on that row. Click **+ Add another email** for more invitees, or switch to **Bulk invite** to paste a list and apply the same settings to everyone.

    <Frame>
      <img alt="Invite members dialog showing the workspace selector and per-invitee Role, Seat type, and Visibility controls" />
    </Frame>

    * **Role** — **Member** (sees only their own data) or **Manager** (sees the whole team's).
    * **Seat type** — **Recording** (calls recorded by the bot) or **Viewer** (review-only).
    * **Visibility** — **Visible** or **Hidden** in team analytics, digests, and leaderboards.

    For what each option means, see [Roles & Permissions](/workspace/roles-and-permissions).
  </Step>

  <Step title="Send the invitations">
    Click **Send invites**. Each invited user receives an email from **[support@triplesession.com](mailto:support@triplesession.com)** with a link to join the workspace.
  </Step>

  <Step title="Assign their scorecards">
    New members join with no scorecards assigned. Use **Assign scorecards** on the People page to pick which scorecards AI Coach applies to their calls — see [Assigning scorecards](/workspace/manage-members#assign-scorecards-to-your-team).
  </Step>
</Steps>

<Note>
  Invited users receive their invitation from **[support@triplesession.com](mailto:support@triplesession.com)**. Let new teammates know to check their spam or junk folder if they don't see the email in their inbox.
</Note>

## Next steps

* **[Manage People](/workspace/manage-members)** — track invitation status, change visibility, assign scorecards, and remove members.
* **[Roles & Permissions](/workspace/roles-and-permissions)** — full reference for seat types, user roles, and visibility.


# What is Triple Session? AI Revenue Enablement
Source: https://docs.triplesession.com/getting-started/what-is-triple-session

Triple Session is an AI Revenue Enablement Platform combining AI call coaching with an on-demand sales Academy to help revenue teams perform better.

Triple Session is an **AI Revenue Enablement Platform** that gives revenue teams the tools to optimize coaching, training, and productivity — all in one place. Your team improves performance from every angle: analyzing what's happening in real deals, practicing before the real conversation, and building the skills to do better.

<CardGroup>
  <Card title="AI Coach" icon="brain">
    Automatically reviews your meeting recordings and transcripts to surface insights, identify coaching opportunities, and monitor playbook adherence — without anyone having to listen to hours of calls.
  </Card>

  <Card title="Roleplay" icon="comments">
    Practice live with AI personas built around your ideal customer profile. Reps run realistic scenarios at increasing difficulty and get scored, so they're ready before the real call.
  </Card>

  <Card title="Academy" icon="graduation-cap">
    An on-demand, interactive training library of focused sessions built around essential sales frameworks and skills, with testing and instant feedback to reinforce learning.
  </Card>

  <Card title="Automations" icon="bolt">
    Connect AI Coach to the rest of your stack. Send summaries to Slack, update CRM fields, and route deal insights automatically with Trigger → Action workflows.
  </Card>
</CardGroup>

## AI Coach

AI Coach reviews your meeting recordings and transcripts automatically, so managers and reps can focus on execution instead of manual review.

* **Automated call analysis:** Surface insights, risks like missed playbook steps, and coaching opportunities across every deal.
* **Playbook adherence:** See who's following the methodology and how well your strategy lands across the team.
* **Success patterns:** Spot what top performers do differently and replicate it.
* **Targeted coaching:** Assign Academy sessions and coaching points based on real call performance.
* **Performance dashboards:** Track call metrics and training progress visually.
* **Insights across every call:** Ask questions across all your conversations, and schedule recurring insights to your inbox.
* **CRM integration:** Log summaries and key insights straight to HubSpot or Salesforce.

## Academy

The Academy is an on-demand training library covering essential sales frameworks and skills, in short bursts that fit a normal workday.

* **Focused skill development:** Concise 10–12 minute video sessions that build specific sales skills.
* **Micro-testing:** A short test after each session measures comprehension.
* **Instant feedback and global ranking:** See where to improve and compare your results with sales professionals worldwide.
* **Professional profile:** Showcase your achievements and completed sessions on your Triple Session profile.

## Get started

<Steps>
  <Step title="Bring your meetings into the platform">
    Enable the AI Coach Bot, connect your recording tools (Zoom, Google Meet, HubSpot, Fireflies, Microsoft Teams, Aircall), or upload existing video, audio, or transcript files directly. See [First Steps](/getting-started/first-steps) for a full walkthrough.
  </Step>

  <Step title="Invite your team">
    Add teammates to your workspace, assign them roles, and control who appears in analytics. See [Invite and Manage Your Team](/getting-started/invite-team).
  </Step>

  <Step title="Review calls and coach with AI">
    Once meetings are flowing in, review AI Coach's analysis, ask follow-up questions, and sync insights to your CRM.
  </Step>
</Steps>


# Connect Aircall to Triple Session AI Coach
Source: https://docs.triplesession.com/integrations/aircall

Sync your Aircall calls with Triple Session's AI Coach to automatically analyze phone conversations and get scorecard-based coaching insights for your team.

Triple Session's AI Coach integrates with Aircall to automatically pull in your team's phone calls and analyze them using your active Smart Scorecards. This is an organization-wide integration — one Company Admin connects Aircall on behalf of the whole team, so individual reps don't need to set anything up themselves.

<Warning>
  This integration must be set up by a **Company Admin** in Triple Session. Unlike other integrations such as Zoom or Google Meet, individual team members cannot connect their own accounts.
</Warning>

## Requirements

Before setting up the Aircall integration, make sure you meet these requirements:

* **Aircall plan with AI Assist:** Your company must be on an Aircall plan that includes **AI Assist**.
* **Admin access in Triple Session:** Only users with **Company Admin** privileges can complete this setup.

## Connect Aircall to AI Coach

<Steps>
  <Step title="Go to AI Coach settings">
    Log into your Triple Session account. Click the **Settings** tab from the sidebar menu. You can also access **Settings** from within any AI Coach page — **Analytics**, **Meetings**, or **Moments**.

    <Frame>
      <img alt="AI Coach platform settings page" />
    </Frame>
  </Step>

  <Step title="Connect Aircall under Integrations">
    In the **AI Coach** section, navigate to the **Organization** subsection. Click **Integrations**, find **Aircall**, then click **Connect**.

    <Frame>
      <img alt="Call Recording page showing Aircall option" />
    </Frame>
  </Step>

  <Step title="Authorize Aircall access">
    Sign in to your Aircall account and authorize AI Coach to access your team's Aircall recordings and call data.

    <Frame>
      <img alt="Aircall sign in screen" />
    </Frame>

    <Frame>
      <img alt="Authorize Aircall access" />
    </Frame>
  </Step>

  <Step title="Select phone numbers">
    Choose the phone numbers Triple Session should have access to. Once authorized, you'll be redirected back to Triple Session.

    <Frame>
      <img alt="Select Aircall phone numbers" />
    </Frame>
  </Step>

  <Step title="Confirmation">
    You'll see a confirmation message once the integration is active. Triple Session will start matching calls by user email and analyzing them with your active Smart Scorecards.

    <Frame>
      <img alt="Aircall integration confirmation" />
    </Frame>
  </Step>
</Steps>

Once connected, if a rep's Aircall number is included in the selected numbers, their calls will be pulled in and analyzed automatically.

***

## Troubleshooting: why aren't some calls being reviewed?

If the integration is active but a rep's calls aren't appearing in AI Coach, check these common issues.

### Check if the rep's numbers were selected in Aircall

Make sure the rep's specific number was selected during the Aircall integration setup.

**Admin action:**

1. Go to **Integrations & API** in your Aircall account.
2. Review the list of connected numbers and verify the rep's number is included.

<Frame>
  <img alt="Aircall check connected numbers" />
</Frame>

### Check if Smart Scorecards are enabled for Automated Reviews

Make sure each rep has at least one Smart Scorecard turned on in Triple Session's AI Coach.

**Rep action:**

1. Go to **Settings** > **Team** > **Scorecards**.
2. Check that **Auto-apply** is on for at least one scorecard. If not, turn one on.

**Admin action:**

1. Go to **Settings** > **Team** > **People** and select the workspace.
2. Check the **Scorecards** column. If it shows **0**, the rep has no Smart Scorecards assigned.
3. Click **Assign scorecards** in the toolbar, set **Apply to** to **Specific people**, and pick the rep.
4. Select the scorecards to assign, then click **Assign**.

<Frame>
  <img alt="Assign Smart Scorecards modal with a workspace selector, Apply to audience options, and the scorecard list" />
</Frame>

***

## Managing the Aircall integration

Only users with **Company Admin** permissions can view or manage Aircall integration settings in Triple Session. If you don't see the Aircall integration option, you may not have admin rights.

If you run into any issues during setup, contact support at **[support@triplesession.com](mailto:support@triplesession.com)**.


# Connect Fireflies to Triple Session AI Coach
Source: https://docs.triplesession.com/integrations/fireflies

Import Fireflies transcripts and recordings into Triple Session AI Coach to analyze past and future conversations for performance insights and coaching.

Triple Session's AI Coach integrates with Fireflies using an API key, giving you the ability to automatically review your Fireflies meetings or manually import past recordings for analysis.

## Connect Fireflies to AI Coach

<Steps>
  <Step title="Copy your Fireflies API key">
    Log into your Fireflies account. Click **Settings**, then **Developer Settings**. Copy your **API Key** — you'll need it in a later step.

    <Frame>
      <img alt="Fireflies Settings Developer API key page" />
    </Frame>
  </Step>

  <Step title="Go to AI Coach settings">
    Log into your Triple Session account. Click the **Settings** tab from the sidebar menu. You can also access **Settings** from within any AI Coach page — **Analytics**, **Meetings**, or **Moments**.

    <Frame>
      <img alt="AI Coach platform settings page" />
    </Frame>
  </Step>

  <Step title="Connect Fireflies under Call Recording">
    Go to **Settings** > **Personal** > **Call Recording**, find **Fireflies** among the listed call recording tools, then click **Connect**.

    <Frame>
      <img alt="Call Recording page showing Fireflies option" />
    </Frame>
  </Step>

  <Step title="Paste your Fireflies API key">
    Paste the API key you copied from your Fireflies account, then click **Connect to Fireflies**.

    <Frame>
      <img alt="Paste Fireflies API key into Triple Session" />
    </Frame>
  </Step>

  <Step title="Enable Automated Reviews">
    Once Fireflies is connected, you'll see a unique **Webhook URL** generated by AI Coach.

    1. Turn on **Automated Reviews**.
    2. Copy the **Webhook URL** displayed.
    3. Go back to your Fireflies account → **Settings** → **Developer Settings**.
    4. Paste the webhook into the appropriate field and save your changes.

    Once the webhook is saved, Automated Reviews will be active. AI Coach will automatically review your Fireflies meetings shortly after they're processed.

    <Frame>
      <img alt="Fireflies webhook URL in Triple Session" />
    </Frame>

    <Frame>
      <img alt="Pasting webhook URL into Fireflies Developer Settings" />
    </Frame>
  </Step>
</Steps>

If you prefer to review meetings manually, you can disable Automated Reviews at any point. In that case, you have two options:

* **Import from Fireflies:** Use the integration to select and import past meetings.
* **Upload a file:** Upload a Fireflies meeting file directly (video, audio, or transcript).

***

## Import calls from Fireflies

You can manually import individual Fireflies recordings for analysis at any time.

**Before you start:**

* Make sure you've connected Triple Session and Fireflies using the API key.

<Steps>
  <Step title="Click Review Call in your AI Coach dashboard">
    In AI Coach, click **Review Call** to open the review options.

    <Frame>
      <img alt="AI Coach dashboard — Review Call button" />
    </Frame>
  </Step>

  <Step title="Select the meeting to review">
    Under **Import from Fireflies**, pick the meeting you want to review from your Fireflies account. Then select a scorecard and click **Start Review**.

    <Frame>
      <img alt="Import from Fireflies — select meeting and scorecard" />
    </Frame>
  </Step>
</Steps>

***

## Download transcripts from Fireflies

You can download transcript files from Fireflies and upload them directly to AI Coach.

<Steps>
  <Step title="Open Meetings in Fireflies">
    In your Fireflies account, click **Meetings**.
  </Step>

  <Step title="Select a meeting">
    Choose the meeting you want to export.
  </Step>

  <Step title="Download the transcript">
    From your Notepad, click **Download**, then select **Download Transcript**.
  </Step>

  <Step title="Choose SRT format">
    Select the **SRT** format. Enable the **timestamp** and **speaker** toggles before downloading.
  </Step>

  <Step title="Upload to AI Coach">
    In AI Coach, start a new review. Name the rep, select a scorecard, and upload the SRT file you downloaded from Fireflies. Click **Start Analysis** — your report will be ready in about 4 minutes.
  </Step>
</Steps>


# Connect Google Meet to Triple Session AI Coach
Source: https://docs.triplesession.com/integrations/google-meet

Link your Google Meet account to Triple Session's AI Coach to automatically sync recorded meetings and get instant call analysis and coaching insights.

Triple Session's AI Coach integrates with Google Meet to deliver AI-powered insights on your recorded meetings. Once connected, AI Coach automatically analyzes your calls — no manual uploads required.

## Connect Google Meet to AI Coach

<Steps>
  <Step title="Go to AI Coach settings">
    Log into your Triple Session account. Click the **Settings** tab from the sidebar menu. You can also access **Settings** from within any AI Coach page — **Analytics**, **Meetings**, or **Moments**.

    <Frame>
      <img alt="AI Coach platform settings page" />
    </Frame>
  </Step>

  <Step title="Connect Google Meet under Call Recording">
    Go to **Settings** > **Personal** > **Call Recording**, find **Google Meet** among the listed call recording tools, then click **Connect**.

    <Frame>
      <img alt="Call Recording page showing Google Meet option" />
    </Frame>
  </Step>

  <Step title="Authorize Google Meet access">
    Sign in to your Google Meet account and grant permission for AI Coach to access your Google Meet recordings and meeting data.

    <Frame>
      <img alt="Connecting Google Meet authorization screen" />
    </Frame>

    <Frame>
      <img alt="Google Meet permissions grant screen" />
    </Frame>
  </Step>

  <Step title="Automated Reviews">
    Once Google Meet is connected, AI Coach will automatically begin analyzing your meetings through **Automated Reviews**.

    <Frame>
      <img alt="Automated Reviews enabled for Google Meet" />
    </Frame>

    <Frame>
      <img alt="New Google Meet integration confirmation" />
    </Frame>
  </Step>
</Steps>

<Note>
  **Automated Reviews are enabled by default.** AI Coach will automatically review and summarize your Google Meet calls shortly after they end — no manual action needed. You can disable Automated Reviews at any point from your settings.
</Note>

If you prefer to review meetings manually, you have two options:

* **Import from Google Meet:** Use the integration to select and import past meetings.
* **Upload a file:** Upload a Google Meet meeting file directly (video, audio, or transcript).


# Connect HubSpot VoIP to Triple Session AI Coach
Source: https://docs.triplesession.com/integrations/hubspot

Import and analyze HubSpot call recordings with Triple Session AI Coach using automated or on-demand reviews.

Connect HubSpot as a call recording source to import and analyze your HubSpot call recordings with AI Coach — automatically after each call or on demand.

<Card title="Looking to sync deal data to HubSpot?" icon="database" href="/crm/connect-hubspot">
  This page covers HubSpot as a **call recording source**. To push AI Coach insights back to your HubSpot deal properties, see **Connect HubSpot CRM**.
</Card>

## Connect HubSpot VoIP

<Steps>
  <Step title="Go to AI Coach settings">
    Log into your Triple Session account. Click the **Settings** tab from the sidebar menu. You can also access **Settings** from within any AI Coach page — **Analytics**, **Meetings**, or **Moments**.

    <Frame>
      <img alt="AI Coach platform settings page" />
    </Frame>
  </Step>

  <Step title="Connect HubSpot under Call Recording">
    Go to **Settings** > **Personal** > **Call Recording**, find **HubSpot** among the listed call recording tools, then click **Connect**.

    <Frame>
      <img alt="Call Recording page showing HubSpot option" />
    </Frame>
  </Step>

  <Step title="Authorize HubSpot access">
    Sign in to your HubSpot account. Choose the account you want to connect, then grant permission for AI Coach to access your HubSpot recordings and meeting data.

    <Frame>
      <img alt="HubSpot sign in screen" />
    </Frame>

    <Frame>
      <img alt="HubSpot account selection" />
    </Frame>
  </Step>

  <Step title="Automated Reviews">
    Once HubSpot is connected, AI Coach will automatically begin analyzing your meetings through **Automated Reviews**.

    <Frame>
      <img alt="Automated Reviews enabled for HubSpot" />
    </Frame>

    <Frame>
      <img alt="New HubSpot integration confirmation" />
    </Frame>
  </Step>
</Steps>

<Note>
  **Automated Reviews are enabled by default.** AI Coach will automatically review and summarize your HubSpot calls shortly after they end — no manual action needed. You can disable Automated Reviews at any point from your settings.
</Note>

If you prefer to review meetings manually, you have two options:

* **Import from HubSpot:** Use the integration to select and import past meetings.
* **Upload a file:** Upload a HubSpot meeting file directly (audio or transcript).

***

## Import calls from HubSpot

You can manually import individual HubSpot recordings for analysis at any time.

**Before you start:**

* Make sure your HubSpot account is connected to AI Coach.
* Make sure you have available credits in your account.

<Steps>
  <Step title="Click Review Call">
    In AI Coach, click **Review Call** to open the review options.

    <Frame>
      <img alt="Review Call button in AI Coach dashboard" />
    </Frame>
  </Step>

  <Step title="Fill out the call review information">
    Select the meeting you want to review. Then:

    * Pick the language the call was held in.
    * Select a **scorecard** to use for the evaluation.

    <Frame>
      <img alt="Select HubSpot meeting and scorecard" />
    </Frame>
  </Step>

  <Step title="Start the analysis">
    Click **Start Analysis**. Your report will be ready in about 4 minutes, depending on call length. The page refreshes automatically once it's ready. You can also leave the page — AI Coach will email you when the analysis is complete.
  </Step>
</Steps>


# Connect Microsoft Teams to Triple Session AI Coach
Source: https://docs.triplesession.com/integrations/microsoft-teams

Integrate Microsoft Teams with Triple Session's AI Coach to automatically review Teams call recordings and get data-driven coaching insights for your reps.

Triple Session's AI Coach integrates with Microsoft Teams to deliver AI-powered insights on your recorded meetings. Once connected, AI Coach automatically analyzes your calls shortly after they end.

## Connect Microsoft Teams to AI Coach

<Steps>
  <Step title="Go to AI Coach settings">
    Log into your Triple Session account. Click the **Settings** tab from the sidebar menu. You can also access **Settings** from within any AI Coach page — **Analytics**, **Meetings**, or **Moments**.

    <Frame>
      <img alt="AI Coach platform settings page" />
    </Frame>
  </Step>

  <Step title="Connect Microsoft Teams under Call Recording">
    Go to **Settings** > **Personal** > **Call Recording**, find **Microsoft Teams** among the listed call recording tools, then click **Connect**.

    <Frame>
      <img alt="Call Recording page showing Microsoft Teams option" />
    </Frame>
  </Step>

  <Step title="Authorize Microsoft Teams access">
    Sign in to your Microsoft Teams account and grant permission for AI Coach to access your Microsoft Teams recordings and meeting data.
  </Step>

  <Step title="Automated Reviews">
    Once Microsoft Teams is connected, AI Coach will automatically begin analyzing your meetings through **Automated Reviews**.

    <Frame>
      <img alt="Microsoft Teams integration confirmation" />
    </Frame>
  </Step>
</Steps>

<Note>
  **Automated Reviews are enabled by default.** AI Coach will automatically review and summarize your Microsoft Teams calls shortly after they end — no manual action needed. You can disable Automated Reviews at any point from your settings.
</Note>

If you prefer to review meetings manually, you have two options:

* **Import from Microsoft Teams:** Use the integration to select and import past meetings.
* **Upload a file:** Upload a Microsoft Teams meeting file directly (video, audio, or transcript).


# Connect Quo to Triple Session AI Coach
Source: https://docs.triplesession.com/integrations/quo

Integrate Quo with Triple Session's AI Coach to automatically analyze your Quo call recordings and get AI-powered coaching insights for your sales team.

Triple Session's AI Coach integrates with Quo to automatically pull in your team's phone calls and analyze them using your active Smart Scorecards. This is an organization-wide integration — one Company Admin connects Quo on behalf of the whole team, so individual reps don't need to set anything up themselves.

<Warning>
  This integration must be set up by a **Company Admin** in Triple Session. Unlike other integrations such as Zoom or Google Meet, individual team members cannot connect their own accounts.
</Warning>

## Requirements

Before setting up the Quo integration, make sure you meet these requirements:

* **Quo account with owner or admin access:** You must be an owner or admin in your Quo workspace to generate an API key.
* **Admin access in Triple Session:** Only users with **Company Admin** privileges can complete this setup.

## Connect Quo to AI Coach

<Steps>
  <Step title="Go to AI Coach settings">
    Log into your Triple Session account. Click the **Settings** tab from the sidebar menu. You can also access **Settings** from within any AI Coach page — **Analytics**, **Meetings**, or **Moments**. Click **Integrations**, find **Quo**, then click **Connect**.

    <Frame>
      <img alt="AI Coach settings page — Integrations" />
    </Frame>
  </Step>

  <Step title="Generate a Quo API key">
    Log in to Quo as an owner or admin. Open **Workspace Settings → API**, create a new API key and name it `triple-session`, then copy the generated API key.

    <Frame>
      <img alt="Quo Workspace Settings page" />
    </Frame>

    <Frame>
      <img alt="Create new API key in Quo" />
    </Frame>

    <Frame>
      <img alt="Copy the generated Quo API key" />
    </Frame>
  </Step>

  <Step title="Paste the API key in Triple Session">
    Return to Triple Session's Quo integration settings page. Paste your Quo API key into the API key field, then click **Verify key**. Triple Session will verify the connection and display the available Quo phone numbers.

    <Frame>
      <img alt="Paste and verify Quo API key in Triple Session" />
    </Frame>

    <Frame>
      <img alt="Quo phone numbers displayed after verification" />
    </Frame>
  </Step>

  <Step title="Confirmation">
    You'll see a confirmation message once the integration is active. Triple Session will start matching calls by user email and analyzing them with your active Smart Scorecards.

    <Frame>
      <img alt="Quo integration confirmation" />
    </Frame>
  </Step>
</Steps>

Once connected, if a rep's Quo phone number is included, their calls will be pulled in and analyzed automatically.

***

## Troubleshooting: why aren't some calls being reviewed?

If the integration is active but a rep's calls aren't appearing in AI Coach, check these common issues:

* **The rep's phone number isn't linked to their Triple Session account.** Make sure the phone number associated with their Quo account matches the one in their Triple Session profile.
* **No Smart Scorecards are assigned.** Check that the rep has at least one Smart Scorecard turned on at **Settings** > **Team** > **Scorecards**.
* **The API key has expired or been revoked.** If the Quo API key is no longer valid, generate a new one in Quo and re-verify it in Triple Session.

**Admin action:**

1. Go to **Settings** > **Team** > **People** and select the workspace.
2. Check the **Scorecards** column. If it shows **0**, the rep has no Smart Scorecards assigned.
3. Click **Assign scorecards** in the toolbar, set **Apply to** to **Specific people**, and pick the rep.
4. Select the scorecards to assign, then click **Assign**.

<Frame>
  <img alt="Assign Smart Scorecards modal with a workspace selector, Apply to audience options, and the scorecard list" />
</Frame>


# Review meetings from external platforms
Source: https://docs.triplesession.com/integrations/review-from-other-platforms

Upload recordings or transcripts from any platform into Triple Session AI Coach with optional metadata for smarter review routing.

If your call recording tool isn't natively supported by Triple Session, you can still analyze your calls using an incoming webhook. Send a transcript or recording URL to AI Coach and it will automatically review the meeting using the appropriate scorecard, whether it's a sales call transcript, a WhatsApp conversation, or a recording from an internal system.

This approach uses Triple Session's **Automations** feature with a **Webhook Received** trigger and a **Review Meeting** action, coordinated through a tool like Zapier.

<div>
  <iframe />
</div>

## Supported file types

AI Coach accepts the following formats when uploading transcripts manually or via webhook:

<CardGroup>
  <Card title=".txt" icon="file-lines">
    Plain text transcript files
  </Card>

  <Card title=".vtt" icon="closed-captioning">
    WebVTT transcript files (recommended for accuracy)
  </Card>

  <Card title=".srt" icon="subtitles">
    SRT subtitle/transcript files
  </Card>

  <Card title=".mp4" icon="video">
    Video recording files
  </Card>

  <Card title=".mp3" icon="music">
    Audio recording files
  </Card>

  <Card title=".wav" icon="waveform">
    Audio recording files
  </Card>
</CardGroup>

***

## Set up webhook-based reviews

<Steps>
  <Step title="Connect your webhook in Triple Session">
    In Triple Session, go to **Settings → Integrations → Connect** to access the Automations webhook setup.

    <Frame>
      <img alt="Webhook setup in Settings > Integrations" />
    </Frame>
  </Step>

  <Step title="Configure the automation">
    Create an automation using the **Webhook Received** trigger connected to the **Review Meeting** action.

    <Frame>
      <img alt="Automation with Webhook Received trigger and Review Meeting action" />
    </Frame>
  </Step>

  <Step title="Copy the webhook credentials">
    Copy the **Webhook URL**, **Automation ID** header, and **API Key** header. You'll need to paste these into your automation tool (such as Zapier) to authenticate requests.

    <Frame>
      <img alt="Webhook trigger settings with credentials and example request body" />
    </Frame>
  </Step>
</Steps>

Once the webhook receives a payload, AI Coach automatically reviews the meeting using the appropriate scorecard.

***

## Webhook payload schema

The automation webhook expects a JSON payload with the following structure.

### Required fields

* **`sales_rep_email`** (string) — the email address of the sales representative. Must match a Triple Session user email in your company.

### Meeting content

Provide at least one of these fields:

* **`transcript_body`** (string) — the full transcript content of the meeting.
* **`recording_url`** (string) — the URL of the recording in `mp4`, `mp3`, or `wav` format.

### Optional fields

* **`meeting_id`** (string) — unique identifier for the meeting. Strongly recommended to prevent duplicate reviews.
* **`meeting_name`** (string) — name or title of the meeting. If omitted, AI Coach generates a name automatically.
* **`meeting_date`** (string) — original meeting date.
* **`meeting_duration_in_minutes`** (number) — duration of the meeting in minutes.
* **`custom_metadata`** (object) — optional JSON object with context from your external system. Use it to send routing hints such as call type, CRM object type, direction, stage, pipeline, or source platform.

### Meeting date examples

Send a date-only value when you only know the meeting's calendar date:

```json theme={null}
{
  "meeting_date": "2026-06-20"
}
```

Date-only values are stored at noon UTC, so the evaluation date stays on the intended calendar day.

Send an ISO datetime with a timezone offset when you know the exact local meeting time:

```json theme={null}
{
  "meeting_date": "2026-06-20T15:30:00-03:00"
}
```

Send an ISO datetime with `Z` when you already have the exact UTC time:

```json theme={null}
{
  "meeting_date": "2026-06-20T18:30:00Z"
}
```

Do not send a datetime without a timezone, such as `2026-06-20T15:30:00`.

### Custom metadata

Use `custom_metadata` when the source platform knows context that is not obvious from the transcript or recording. For example, you can send whether the call was a demo, renewal, discovery call, or outbound conversation.

When the **Review Meeting** action uses smart scorecard selection, AI Coach uses this metadata as extra context to choose the best matching scorecard. If the action uses a fixed scorecard, the metadata is accepted but does not change scorecard selection.

The value must be a JSON object. Keep it concise. Triple Session accepts up to 10,000 characters after the metadata object is serialized.

### Example payload

```json theme={null}
{
  "sales_rep_email": "john.doe@company.com",
  "meeting_id": "meeting_12345",
  "meeting_name": "Q4 Sales Review with Acme Corp",
  "meeting_date": "2026-06-20",
  "meeting_duration_in_minutes": 45,
  "transcript_body": "John: Good morning, thank you for joining us today...",
  "recording_url": "https://example.com/recording-123",
  "custom_metadata": {
    "call_type": "demo",
    "crm_object_type": "deal",
    "direction": "outbound",
    "stage": "evaluation"
  }
}
```

### Required headers

* **`X-Automation-ID`** — the automation ID
* **`X-Automation-API-Key`** — the webhook secret/API key

### Response codes

| Code  | Meaning                                      |
| ----- | -------------------------------------------- |
| `200` | Success — automation job enqueued            |
| `400` | Bad request — invalid payload format or data |
| `401` | Unauthorized — invalid automation signature  |
| `429` | Rate limit exceeded                          |
| `500` | Internal server error                        |

***

## Additional notes

* The `sales_rep_email` must match a Triple Session user email that belongs to your company.
* Sending a value in `meeting_id` is strongly recommended — it prevents duplicate reviews and adds idempotency to the endpoint.
* The transcript body must be a string in the `transcript_body` field. VTT format is recommended for the best accuracy.
* The recording URL must point to a publicly downloadable file. Supported formats are `mp3`, `mp4`, and `wav`.
* `custom_metadata` should contain short, structured values that help classify the meeting. Don't send full transcripts, recordings, or large notes in this field.

***

## Download transcripts from supported platforms

If you need to export transcripts from Zoom or Fireflies to upload manually, follow these steps.

### Download a transcript from Zoom

<Steps>
  <Step title="Go to Recordings in your Zoom account">
    Visit the recordings section of your Zoom account to find all available cloud recordings.
  </Step>

  <Step title="Download the recording files">
    Find the recording you want to analyze and click **Download**. This downloads all associated files, including the transcript.
  </Step>

  <Step title="Locate the .vtt file">
    Your download will include a file with a `.vtt` extension. This is the transcript file AI Coach uses for analysis.
  </Step>

  <Step title="Upload to AI Coach">
    Go to AI Coach, upload the `.vtt` transcript file, fill out the review details (rep name and scorecard), and click **Start Review**.
  </Step>
</Steps>

### Download a transcript from Fireflies

<Steps>
  <Step title="Open Meetings in Fireflies">
    In your Fireflies account, click **Meetings**.
  </Step>

  <Step title="Select a meeting">
    Choose the meeting you want to export.
  </Step>

  <Step title="Download the transcript">
    From your Notepad, click **Download**, then select **Download Transcript**.
  </Step>

  <Step title="Choose SRT format">
    Select the **SRT** format. Enable the **timestamp** and **speaker** toggles before downloading.
  </Step>

  <Step title="Upload to AI Coach">
    In AI Coach, start a new review. Name the rep, select a scorecard, upload the SRT file, and click **Start Analysis**.
  </Step>
</Steps>


# Connect Zoom to Triple Session AI Coach
Source: https://docs.triplesession.com/integrations/zoom

Integrate your Zoom account with Triple Session to automatically import call recordings and transcripts for AI Coach analysis and scoring.

Triple Session's AI Coach connects with Zoom to read transcripts from your cloud recordings and deliver insights and coaching recommendations on your sales calls. Once connected, AI Coach can pull cloud recordings with transcripts from the past 30 days using the Zoom API.

## Connect Zoom to AI Coach

<Steps>
  <Step title="Go to AI Coach settings">
    Log into your Triple Session account. Click the **Settings** tab from the sidebar menu. You can also access **Settings** from within any AI Coach page — **Analytics**, **Meetings**, or **Moments**.

    <Frame>
      <img alt="AI Coach platform settings page" />
    </Frame>
  </Step>

  <Step title="Connect Zoom under Call Recording">
    Go to **Settings** > **Personal** > **Call Recording**, find **Zoom** among the listed call recording tools, then click **Connect**.

    <Frame>
      <img alt="Call Recording page showing Zoom option" />
    </Frame>
  </Step>

  <Step title="Authorize Zoom access">
    Sign in to your Zoom account and grant permission for AI Coach to access your Zoom recordings and meeting data.

    <Frame>
      <img alt="Connecting Zoom authorization screen" />
    </Frame>

    <Frame>
      <img alt="Zoom permissions grant screen" />
    </Frame>
  </Step>
</Steps>

<Note>
  Once Zoom is connected, **Automated Reviews are enabled by default**. AI Coach will automatically review and summarize your Zoom calls shortly after they end — no manual action needed. You can disable Automated Reviews at any point from your settings.
</Note>

<Frame>
  <img alt="Automated Reviews enabled for Zoom" />
</Frame>

<Frame>
  <img alt="New Zoom integration confirmation" />
</Frame>

If you prefer to review meetings manually, you have two options:

* **Import from Zoom:** Use the integration to select and import past meetings.
* **Upload a file:** Upload a Zoom meeting file directly (video, audio, or transcript).

***

## Configure Zoom for AI Coach

To ensure AI Coach can access your recordings, you must enable cloud recording with transcripts in your Zoom account.

<Steps>
  <Step title="Open your Zoom profile settings">
    Visit your Zoom profile settings page at `https://zoom.us/profile/setting` and click **Recording** at the top.

    <Frame>
      <img alt="Zoom profile recording settings page" />
    </Frame>
  </Step>

  <Step title="Enable Cloud Recording">
    Scroll down to **Cloud Recording** and make sure it is enabled. This ensures that meetings are stored in the cloud so that AI Coach can access them.

    <Frame>
      <img alt="Zoom cloud recording settings enabled" />
    </Frame>
  </Step>

  <Step title="Enable audio transcripts">
    Inside **Advanced cloud recording settings**, enable the **Create audio transcript** option.
  </Step>
</Steps>

***

## Import calls from Zoom

If Automated Reviews are disabled, you can manually import individual recordings for analysis.

**Before you start:**

* Make sure your Zoom account is connected to AI Coach.
* Make sure Cloud Recordings are enabled in your Zoom account.
* Make sure you have available credits in your account. Each call review consumes one credit.

<Steps>
  <Step title="Click Import from Zoom">
    In AI Coach, click **Import from Zoom** to get started.

    <Frame>
      <img alt="Import from Zoom — step 1" />
    </Frame>
  </Step>

  <Step title="Fill out the call review information">
    Select the Zoom recording you want to analyze. AI Coach displays cloud-recorded meetings with transcripts from the past 30 days. Then:

    * Name the **rep** who made the call.
    * Select the **scorecard** to use for the evaluation.

    <Frame>
      <img alt="Import from Zoom — select recording and fill details" />
    </Frame>
  </Step>

  <Step title="Start the analysis">
    Click **Start Analysis**. The report will be ready in about 4 minutes, depending on the transcript length. You can leave the page — AI Coach will email you when it's done.

    <Frame>
      <img alt="AI Coach start analysis screen" />
    </Frame>
  </Step>

  <Step title="Review the report">
    Your report details how the rep performed against each scorecard criterion, along with a personalized coaching plan targeting the key area where AI Coach identified room for growth.

    <Frame>
      <img alt="AI Coach call analysis report" />
    </Frame>
  </Step>
</Steps>

***

## Download transcripts from Zoom

You can also download transcript files from Zoom and upload them directly to AI Coach.

<Steps>
  <Step title="Go to Recordings in your Zoom account">
    Visit the recordings section of your Zoom account. You'll find a list of recordings with downloadable files, including the transcript.
  </Step>

  <Step title="Download the recording files">
    Find the recording you want to analyze and click **Download** to download all files associated with it.
  </Step>

  <Step title="Upload the transcript to AI Coach">
    You'll now have a file with a `.vtt` extension. Go to AI Coach, upload the transcript file, fill out the review details, and click **Start Review**.
  </Step>
</Steps>

***

## Disconnect Zoom

<Steps>
  <Step title="Go to AI Coach settings">
    Log into your Triple Session account and click **Settings** from the sidebar.
  </Step>

  <Step title="Open Integrations">
    In the **Settings** menu, click **Call Recording** to view all connected services.
  </Step>

  <Step title="Find the Zoom integration">
    Locate the Zoom integration section and review the current connection status.

    <Frame>
      <img alt="Zoom integration disconnect screen" />
    </Frame>
  </Step>

  <Step title="Unlink your Zoom account">
    Click **Unlink Zoom Account**. You'll be redirected back to the integrations page, and Zoom will no longer be connected.
  </Step>
</Steps>

Once disconnected, AI Coach will no longer analyze calls from your Zoom account. Any existing analyses remain available, but no new Zoom calls will be imported. You can reconnect at any time.


# Introduction
Source: https://docs.triplesession.com/introduction

Use the Triple Session API to access call data, coaching reports, and workspace insights programmatically.

The Triple Session API gives you programmatic access to your workspace data — call reports, transcripts, scorecard results, and more. Use it to build custom integrations, export data to your own tools, or automate workflows that go beyond the built-in automation features.

<CardGroup>
  <Card title="Authentication" icon="key" href="/authentication">
    Get your API key and learn how to authenticate requests.
  </Card>

  <Card title="Endpoints" icon="code">
    Browse all available endpoints with live request examples — listed in the **Endpoints** section of the sidebar.
  </Card>
</CardGroup>

## Base URL

All API endpoints are scoped to your workspace. Requests use the following base URL:

```
https://app.triplesession.com/api/public/ai-coach/workspaces/{workspace_id}
```

Your `workspace_id` is a UUID found in **Settings → API**. Every request you make must include it in the URL path.

## What you can do

* Fetch call reports and transcripts
* Query scorecard results for reps and calls
* Access deal insights and meeting data
* Build custom dashboards or export pipelines

## Rate limits and errors

The API uses standard HTTP status codes. `4xx` responses indicate a client error (missing auth, bad parameters). `5xx` responses indicate a server error — retry with exponential backoff.

<Note>
  Rate limit details and error code references are listed on the [Authentication](/authentication) page.
</Note>


# MCP
Source: https://docs.triplesession.com/mcp-server

Connect Claude, ChatGPT, and other AI assistants directly to your Triple Session coaching data using the Model Context Protocol.

<img alt="Triple Session MCP settings page showing the MCP server URL and connection flow" />

Triple Session's MCP server lets AI assistants read your call reports, scorecards, deal data, and team performance directly — no copy-pasting, no exports. You ask a question in natural language and the AI pulls the relevant data from your workspace.

The server uses OAuth for authentication. When you connect for the first time, Triple Session will ask you to approve access before any data is shared.

**MCP server URL**

```
https://app.triplesession.com/api/mcp
```

Find it anytime in **Settings → MCP**.

***

## Connect in Claude

<Steps>
  <Step title="Open Connectors and add a custom connector">
    In Claude, go to **Customize → Connectors** in the left sidebar. Click the **+** icon next to the search bar and select **Add custom connector**.

    <img alt="Claude Connectors panel with Add custom connector option highlighted" />
  </Step>

  <Step title="Enter the Triple Session details">
    Set the name to **Triple Session** and the URL to `https://app.triplesession.com/api/mcp`. Click **Add**.

    Claude will open a Triple Session page asking you to approve the connection. Once you approve, return to Claude — the connector will be active.

    <img alt="Add custom connector dialog in Claude with Triple Session name and MCP URL filled in" />
  </Step>
</Steps>

<Note>
  **On Claude Team and Enterprise plans**, individual members can't add custom connectors. An **Owner** must add Triple Session to the organization first, after which each member connects it themselves. This split exists so Claude only ever accesses the data each individual user is authorized to see — authentication happens per user, not once for the whole org. See [Claude's instructions for adding custom connectors](https://support.claude.com/en/articles/11175166-get-started-with-custom-connectors-using-remote-mcp).

  **Owner — add Triple Session to the organization:**

  <Steps>
    <Step title="Open organization connectors">
      Go to **Settings → Organization settings → Connectors** and click **Add**.

      <img alt="Claude Connectors panel with the Add custom connector option" />
    </Step>

    <Step title="Add the Triple Session connector">
      Hover over **Custom**, select **Web**, then set the name to **Triple Session** and the URL to `https://app.triplesession.com/api/mcp`. Click **Add**.

      Triple Session now appears in every member's connector list with a **Custom** label.
    </Step>

    <Step title="Members connect individually">
      Each member opens **Customize → Connectors**, finds **Triple Session**, and clicks **Connect** to approve access with their own account.
    </Step>
  </Steps>
</Note>

***

## Connect in ChatGPT

<Steps>
  <Step title="Open Apps settings and create a new app">
    In ChatGPT, open **Settings → Apps**. Scroll to **Advanced settings** and click **Create app**.

    <img alt="ChatGPT Settings Apps panel showing the Create app button under Advanced settings" />
  </Step>

  <Step title="Fill in the app details">
    Set the **Name** to `Triple Session` and the **MCP Server URL** to `https://app.triplesession.com/api/mcp`. Leave **Authentication** set to **OAuth**.

    Check the acknowledgment box, then click **Create**. ChatGPT will redirect you to Triple Session to approve the connection.

    <img alt="ChatGPT New App dialog with Triple Session name, MCP URL, and OAuth authentication configured" />
  </Step>
</Steps>

***

## Available tools

Once connected, the AI has access to the following tools. It selects and chains them automatically based on your question.

<AccordionGroup>
  <Accordion title="Calls">
    | Tool                     | What it does                                                                                                                                                |
    | ------------------------ | ----------------------------------------------------------------------------------------------------------------------------------------------------------- |
    | `search_calls`           | Search call reports using plain language — ask about topics, objections, competitors, deal stages, or any keyword. Filter by rep, scorecard, or date range. |
    | `get_call`               | Get the full details of a specific call — score, scorecard used, participants, linked CRM records, summary, and risks identified.                           |
    | `get_call_transcript`    | Read the transcript of a call. Long transcripts are returned in pages, so the AI will request additional pages as needed.                                   |
    | `get_call_deal_insights` | Get only the deal-related insights and risks from a call, without loading the full report.                                                                  |
  </Accordion>

  <Accordion title="Roleplay">
    | Tool                     | What it does                                                                                     |
    | ------------------------ | ------------------------------------------------------------------------------------------------ |
    | `search_roleplay_calls`  | Search roleplay practice sessions specifically. Filter by persona, rep, or date range.           |
    | `list_roleplay_personas` | See all available roleplay personas — their role, difficulty level, language, and training goal. |
  </Accordion>

  <Accordion title="Scorecards">
    | Tool                   | What it does                                                                                                                                |
    | ---------------------- | ------------------------------------------------------------------------------------------------------------------------------------------- |
    | `list_scorecards`      | List all scorecards available in your workspace.                                                                                            |
    | `get_scorecard_rubric` | Get the full rubric for a scorecard — useful when you want to understand how calls are scored or what each section measures.                |
    | `get_rep_scorecard`    | Get scorecard performance for yourself or another rep — average score, section-by-section breakdown, daily trend, and best and worst calls. |
  </Accordion>

  <Accordion title="Deals">
    | Tool                 | What it does                                                                                       |
    | -------------------- | -------------------------------------------------------------------------------------------------- |
    | `get_deal`           | Get details for a CRM deal — stage, value, currency, and upcoming meetings.                        |
    | `list_deal_meetings` | List all scored call reviews linked to a deal. Filter by date range to focus on a specific period. |
    | `list_deal_emails`   | List recent emails on a deal from your connected CRM.                                              |
    | `list_deal_notes`    | List CRM notes on a deal — content, author, and timestamp.                                         |
  </Accordion>

  <Accordion title="Team — admin and manager only">
    | Tool                        | What it does                                                                                                                                                           |
    | --------------------------- | ---------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
    | `team_members`              | Look up team members by name. The AI uses this automatically when you ask about a specific person before searching their calls or scorecard. Not available to members. |
    | `list_managed_workspaces`   | List the workspaces you manage and who is in each one.                                                                                                                 |
    | `list_managed_team_members` | List your team members ranked by performance — useful for questions like "who needs the most coaching?" or "show me my lowest-scoring reps this month."                |
    | `get_managed_rep_overview`  | Get a coaching summary for a specific rep — their recent calls, scores, and any notes on file.                                                                         |
    | `get_managed_rep_scorecard` | Get detailed scorecard performance for a specific rep over a chosen time period.                                                                                       |
  </Accordion>
</AccordionGroup>

***

## Example prompts

Once connected, you can ask things like:

* *"Show me the last 10 calls where we lost on pricing"*
* *"How is Sarah performing on the Discovery scorecard this month?"*
* *"Which reps on my team have the lowest average score this quarter?"*
* *"What are the main risks identified in the Acme Corp deal?"*
* *"Give me a transcript summary of the call with Globex yesterday"*


# Invite and Manage People in Your Company
Source: https://docs.triplesession.com/workspace/manage-members

Invite teammates, change their role or seat type, assign scorecards, and remove people who have left — all from the People page.

Everything you do to a teammate's account happens on one page: **Settings** > **Team** > **People**.

<Frame>
  <img alt="Settings sidebar with People highlighted under the Team section" />
</Frame>

Admins see everyone in the company. Managers see the workspaces they run. Use the selector at the top left to switch between **All workspaces** and a single workspace — most actions below need a workspace selected.

<Frame>
  <img alt="People page with the workspace selector open, listing All workspaces and the company's workspaces" />
</Frame>

## Invite someone new

<Steps>
  <Step title="Open the invite dialog">
    Click **Invite members** in the top right, and check that the workspace at the top of the dialog is the one you want them in.

    <Frame>
      <img alt="Invite members dialog with the workspace selector and per-invitee Role, Seat type, and Visibility controls" />
    </Frame>
  </Step>

  <Step title="Add their email and settings">
    Enter their email, then set three things on that row:

    * **Role** — **Member** sees only their own meetings and analytics. **Manager** sees the whole team's.
    * **Seat type** — **Recording** means their calls get recorded. **Viewer** is review-only.
    * **Visibility** — whether they show up in team analytics, digests, and leaderboards.

    See [Roles & Permissions](/workspace/roles-and-permissions) for what each option means.

    Click **+ Add another email** for more people, or **Bulk invite** to paste a whole list and give everyone the same settings.
  </Step>

  <Step title="Send">
    Click **Send invites**. Everyone gets an email from [support@triplesession.com](mailto:support@triplesession.com) with a join link — tell them to check spam if it doesn't arrive.
  </Step>

  <Step title="Assign their scorecards">
    New members join with nothing assigned, so their calls won't be reviewed until you give them a scorecard. See [Assign scorecards](#assign-scorecards-to-your-team) below.
  </Step>
</Steps>

To check who has accepted, reopen the dialog and click **Invites sent**. You can delete a pending invitation from there.

## Assign scorecards to your team

Click **Assign scorecards** in the toolbar.

<Frame>
  <img alt="Assign Smart Scorecards modal with a workspace selector, Apply to options, and the scorecard list" />
</Frame>

Pick the workspace, then choose who gets the scorecards under **Apply to** — **Everyone**, **Only Members**, **Only Managers**, or **Specific people**. Search or group by tag to find what you need, toggle the scorecards on, and click **Assign**.

The scorecards are added to whatever people already have. To wipe their current ones and start fresh, turn on **Override existing scorecards** before saving.

<Tip>
  Assigning one scorecard to a lot of people is quicker from the other direction — use the **Assign** button on that scorecard's row on the [Scorecards](/ai-coach/scorecards) page.
</Tip>

## Change someone's seat type

Seat type decides whether someone's calls get recorded. Open the **Seat Type** dropdown on their row and switch between **Recording** and **Viewer**.

A person has one seat type across the whole company, so this applies everywhere — not just the workspace you're looking at.

## Change someone's role

Open the **Role** dropdown on their row to switch between **Member** and **Manager** for that workspace.

To make someone a company Admin, open the row menu (**...**) and choose **Make admin**. Admin is company-wide and sits on top of their workspace role.

## Hide someone from team analytics

Useful for non-selling managers, sales ops, or anyone who reviews calls but shouldn't count toward team performance.

Click the eye icon in the **Visibility** column on their row to toggle it. A crossed-out eye means their performance data is private.

Hiding someone doesn't restrict their access — it only keeps them out of shared analytics, digests, and leaderboards. See [Visibility](/workspace/roles-and-permissions) for exactly what gets excluded.

## Move someone between workspaces

From **All workspaces**, open the row menu (**...**) and choose **Manage workspaces** to add or remove their memberships in one go.

## Remove someone

Both actions live in the row menu (**...**), and they're not the same:

* **Remove from workspace** takes them out of that one workspace. They keep their account and any other workspaces.
* **Remove from company** takes them out entirely — every workspace, plus academy access and any invitations they haven't accepted yet. Admins only.

To stop someone signing in without deleting anything, use **Block access** instead. You can unblock them later from the same menu.

## Tips

* **Onboarding a whole team?** Use **Bulk invite**, then **Assign scorecards** with **Apply to: Everyone** to set them all up at once.
* **Keep analytics honest.** Give non-selling teammates a **Viewer** seat and **Hidden** visibility when you invite them, so your leaderboards reflect actual sales performance.
* **Check the Scorecards column.** A **0** means that person's calls aren't being reviewed against anything.


# Your Triple Session Personal Profile
Source: https://docs.triplesession.com/workspace/personal-profile

Your Triple Session profile tracks courses completed, quiz accuracy, learning streaks, badges, and knowledge area progress — visible to your team.

Your personal profile is a central record of your learning journey in Triple Session. It pulls together all the data associated with your ongoing skill-building — every session you complete, every badge you earn, and every streak you maintain is recorded and available on demand. The profile is visible to your team and, depending on privacy settings, to the broader Triple Session community.

## Accessing and updating your profile

Navigate to your profile from the app. To update your bio, job title, or company, go to [**Settings** > **Profile**](https://app.triplesession.com/settings/profile). Keeping this information current ensures your profile accurately reflects your role.

<Tip>
  Share your public profile link with peers, managers, or recruiters to showcase your completed courses, earned badges, and learning consistency. You can also share individual badges directly from your profile by clicking on the badge.
</Tip>

## What your profile shows

### Personal intro

The top section of your profile displays:

* Your short bio
* Your job title and company
* Badges you've earned

### Performance overview

This section gives you a snapshot of your key activity metrics:

| Metric                 | Description                                                                                |
| ---------------------- | ------------------------------------------------------------------------------------------ |
| **Sessions completed** | The total number of sessions where you finished the final quiz since joining               |
| **Quiz accuracy**      | Your average score across all quizzes taken, reflecting your understanding of the material |
| **Longest streak**     | The highest number of consecutive days you completed at least one session                  |

### Areas of knowledge

Your profile tracks progress across five core knowledge areas: **Leadership**, **Psychology of Sales**, **Prospecting**, **Discovery**, and **Presenting**. Each knowledge area is composed of skills tied to specific sessions. As you complete sessions, your skill level in the corresponding area increases.

Select a knowledge area to see your skill-level progress within it. Click a specific skill name to see the Triple Session activities related to that skill.

### Consistency calendar

The consistency calendar gives you a macro view of your practice habits across the year, with the ability to break down activity by month and day of the week. Darker squares indicate days with more sessions completed.

## Badges

Badges recognize your achievements and are displayed on your profile under the **Achievements** section. There are three badges you can earn:

| Badge                  | How to earn it                                                         |
| ---------------------- | ---------------------------------------------------------------------- |
| **Leader of the Week** | Rank first as the leader of the week                                   |
| **15-Day Streak**      | Complete at least one Triple Session for 15 consecutive days           |
| **Perfect Week**       | Complete at least one Triple Session per day for five consecutive days |

To find your badges, go to your **Public Profile** > **Achievements**.

## Learning data for managers

If you have a Manager (Team Admin) role, you can access a detailed learning data view for each individual member on your team. This view is separate from the team overview dashboard and is designed to support more targeted, assertive coaching.

<Note>
  Only Team Admins can access individual member learning data. Team members without an admin role cannot view this page.
</Note>

On a team member's detail page, you will find:

1. **Overview** — Days practiced, practice time (in minutes), and average quiz accuracy for the last 7 days, including a comparison to the previous 7-day period.
2. **Skill focus** — A visual breakdown of how long, in minutes, the rep has invested in training different sales skills over the last 7 or 30 days.
3. **Calendar** — A monthly calendar view of the days a rep practiced, along with indicators for when they started a track or earned a badge.
4. **Recent activity** — A timeline of sessions practiced and how the rep rated each session, including any comments they left.
5. **Track list** — The tracks the rep is enrolled in, each with a progress indicator and the number of sessions practiced. Use the **Skill filter** to navigate sessions by skill.

Each data point provides useful insights for 1:1 coaching conversations — helping you reinforce what's working, redirect focus when needed, and align learning goals with team objectives.


# Change your privacy settings
Source: https://docs.triplesession.com/workspace/privacy-settings

Choose who can access your recorded meetings and AI reports by default, manage academy profile visibility, and understand company privacy controls.

Privacy settings live in [**Settings** > **Profile**](https://app.triplesession.com/settings/profile). Use them to control what other people can see on your academy profile and who can access your recorded meetings and AI reports by default.

<Info>
  Privacy settings control access to recordings and reports. They do not decide which meetings the AI Coach Bot records. To change which meetings get recorded, use [AI Coach Bot recording preferences](/ai-coach-bot/recording-preferences).
</Info>

<Note>
  Meeting access (this page) is different from **analytics visibility** — whether a member appears in team analytics, digests, and leaderboards. To manage that, see [Visibility](/workspace/roles-and-permissions) in Roles & Permissions.
</Note>

## Change default meeting access

**Default meeting access** sets the access level for new recorded meetings and AI reports before you share anything directly.

<Steps>
  <Step title="Open your profile settings">
    Go to [**Settings** > **Profile**](https://app.triplesession.com/settings/profile).
  </Step>

  <Step title="Find the Privacy section">
    Scroll to **Privacy**, then find **Default meeting access**.
  </Step>

  <Step title="Choose an access level">
    Open the dropdown and choose **People in your company** or **Private by default**.
  </Step>

  <Step title="Choose whether to update past meetings">
    When prompted, choose **Future meetings only** to keep existing reports unchanged, or **Update existing meetings too** to apply the new access level to your existing recorded meetings and AI reports.
  </Step>
</Steps>

## Default meeting access options

| Option                     | What it means                                                                                                                                                               |
| -------------------------- | --------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
| **People in your company** | People in your company can access your recorded meetings and AI reports. Use this when reports should be available for team review, coaching, and shared company workflows. |
| **Private by default**     | Only you and people you directly share a meeting or report with can access it. Use this for sensitive calls or when you want to decide access report by report.             |

<Note>
  Choosing **People in your company** does not create a public link. Link access is controlled separately from **Share**. Changing the default affects future meetings immediately. Existing reports only change if you choose **Update existing meetings too**.
</Note>

## Other privacy options

The Privacy section also includes academy profile settings. These are separate from meeting and report access.

| Setting                                    | What it controls                                                                            |
| ------------------------------------------ | ------------------------------------------------------------------------------------------- |
| **Allow others to see my academy profile** | Lets other users access your academy profile, including performance and areas of knowledge. |
| **Display my consistency calendar**        | Lets other users see your consistency calendar on your academy profile.                     |

Turning these options off does not make your recorded meetings private. Use **Default meeting access** for recorded meetings and AI reports.

## Company controls

Company admins control whether each role can set their own meetings private.

Admins manage this in **Settings** > **Organization** > **Permissions** with the **Set Own Calls Private** permission.

When this permission is enabled for your role, you can:

* Change **Default meeting access** in your profile settings.
* Change **People in your company** access on a specific report you own.

When this permission is disabled for your role, Triple Session shows a message in the Privacy section: **Your admin controls whether you can make your own calls private.** The dropdown remains visible, but you cannot change it.

<Tip>
  If you need to make calls private and the dropdown is locked, ask a company admin to review the **Set Own Calls Private** permission for your role.
</Tip>

## Report-level sharing

The profile setting is only the default. You can still change access on an individual report when you share it.

On a report, click **Share** to add specific people by email, change whether **People in your company** can view it, or enable link access when appropriate.

<Warning>
  Only the report owner can change **People in your company** access for that report. Your company must also allow your role to set your own calls private.
</Warning>

## Limitations

* The setting controls access after a meeting or report exists. It does not start or stop recordings.
* **Future meetings only** does not update old reports.
* Explicit sharing can grant access to specific people even when your default is private.
* Company admins can remove your ability to change this setting.
* Private meetings are not treated as company-shared material for company-wide AI Coach insights, company-wide search results, CRM updates, and automations that depend on shared company access.


# User Roles and Permissions in Triple Session
Source: https://docs.triplesession.com/workspace/roles-and-permissions

Understand Triple Session's seat types (Viewer, Recording), user roles (Member, Manager, Admin), and analytics visibility to control access, credit usage, and reporting across your organization.

Triple Session controls access with three independent settings: **Seat Types** (can they record and use credits), **User Roles** (what they can see and manage), and **Visibility** (whether they appear in team reporting). Set all three when you [invite a member](/workspace/manage-members) or change them anytime after from **Settings** > **Team** > **People**.

## Seat Types

A user's **Seat Type** determines whether they can record meetings and consume credits from your organization's shared pool. Credits are managed at the company level — there is no individual credit limit.

| Seat Type                                | What they can do                                                                                              | Consumes credits?                                 |
| ---------------------------------------- | ------------------------------------------------------------------------------------------------------------- | ------------------------------------------------- |
| <Icon icon="eye" /> **Viewer Seat**      | Access AI Coach, view calls and data (based on their User Role)                                               | <Icon icon="xmark" /> No                          |
| <Icon icon="video" /> **Recording Seat** | Record meetings, upload call files, import from integrations (Google Meet, Zoom, Aircall, HubSpot, Fireflies) | <Icon icon="check" /> Yes — from the company pool |

<Note>
  A Viewer Seat cannot record or upload calls regardless of User Role. This seat type is typically assigned to managers and admins who need oversight without contributing their own call recordings.
</Note>

### Add-ons

Add-ons provide extra functionality tied to a user's seat type.

* **AI Coach Bot:** available exclusively for users with a **Recording Seat**. To enable this add-on for a user, contact the support team at [support@triplesession.com](mailto:support@triplesession.com).

### How to assign seat types

<Steps>
  <Step title="Navigate to the People page">
    Go to **Settings** > **Team** > **People**.
  </Step>

  <Step title="Find the Seat Type column">
    Locate the **Seat Type** column in the People table.
  </Step>

  <Step title="Open the dropdown">
    Click the dropdown next to the user you want to update.
  </Step>

  <Step title="Assign a seat">
    Select **Recording Seat** for users who need to record, upload, or import meetings, or **Viewer Seat** for users who only need to review calls and analytics.
  </Step>
</Steps>

<Tip>
  You can also set a member's seat type at invite time. See [Invite Team](/getting-started/invite-team).
</Tip>

## User Roles

A user's permissions come from their role. **Member** and **Manager** are workspace roles — every user is one or the other. **Admin** is a separate company-level role that can be granted to any user, whether they're a Member or a Manager, adding company-wide settings on top of their workspace role. (Seat Type, not role, determines whether they can record.)

### <Icon icon="user" /> Member

The standard permission level for most users.

| Permission                      | Details                                       |
| ------------------------------- | --------------------------------------------- |
| Upload calls                    | <Icon icon="video" /> Requires Recording Seat |
| Automatic call review           | <Icon icon="video" /> Requires Recording Seat |
| Connect call recording tools    | <Icon icon="video" /> Requires Recording Seat |
| Create moments                  | Own calls only                                |
| View and search meetings        | Own meetings only                             |
| View scorecards                 | Own scorecards only                           |
| Change scorecard                | Own calls only                                |
| Delete calls                    | Own calls only                                |
| Enable/disable smart scorecards | Own scorecards only                           |

### <Icon icon="shield" /> Manager

This role is for team leads or managers who need oversight of their workspace. Managers inherit all Member capabilities, plus the following:

| Permission                | Details                                              |
| ------------------------- | ---------------------------------------------------- |
| View analytics            | All workspace analytics                              |
| Access calls              | All calls in the workspace                           |
| Create moments            | Any call in the workspace                            |
| Change scorecard          | Any call in the workspace                            |
| Delete calls              | Any call in the workspace                            |
| Invite and remove members | Full workspace membership management                 |
| Manage member visibility  | Add or remove users from analytics and meeting lists |
| Update configurations     | Users' smart scorecards and call recording settings  |

### <Icon icon="crown" /> Admin

A company-level role layered on top of a user's Member or Manager role. It adds permissions for company-wide settings and integrations — it does not change their workspace access.

| Permission          | Details                                                             |
| ------------------- | ------------------------------------------------------------------- |
| Manage people       | Invite, remove, and set roles across every workspace in the company |
| Manage integrations | CRMs (e.g., HubSpot) and Aircall                                    |
| Map CRM fields      | Map CRM fields with scorecards                                      |
| Manage automations  | Company-wide automation rules                                       |

<Info>
  Admin only covers company-wide configuration. A user's workspace access — viewing calls, managing the team — still comes from their Member or Manager role. For example, a Member who is also an Admin can manage integrations but still only sees their own calls.
</Info>

<Note>
  The role tables above are the baseline. Several specific actions are **configurable** — admins can decide which roles can perform them. See [Company Permissions](#company-permissions) below.
</Note>

## Company Permissions

Beyond the fixed role capabilities above, Admins can control who can perform specific actions across the company from **Settings** > **Organization** > **Permissions**. Each action can be granted to **Admins**, **Managers**, or **Members** independently, grouped into four sections. Admins always have access, and defaults are kept conservative — nothing changes for a role until you opt it in.

<Frame>
  <img alt="The Permissions page with per-role toggles grouped into Reports & calls, Scorecards & seats, Roleplay, and AI & integrations" />
</Frame>

### Reports & calls

| Permission                                  | What it controls                                   | Default access    |
| ------------------------------------------- | -------------------------------------------------- | ----------------- |
| Delete Reports                              | Permanently remove call reports from the workspace | All roles         |
| Re-score reports                            | Re-evaluate a call against a different scorecard   | All roles         |
| [Export Reports](/ai-coach/export-meetings) | Export report data as CSV files                    | Admins & Managers |
| Set Own Calls Private                       | Hide their own calls from other members            | Admins only       |

### Scorecards & seats

| Permission               | What it controls                                  | Default access    |
| ------------------------ | ------------------------------------------------- | ----------------- |
| Edit Scorecards          | Edit scorecard criteria, weights, and settings    | Admins only       |
| Change Member Seat Types | Switch members between Viewer and Recording seats | Admins & Managers |

<Note>
  Edit Scorecards and Change Member Seat Types cannot be granted to Members — they're shown as **N/A** for that role and are available to Managers and Admins only.
</Note>

### Roleplay

| Permission                                                         | What it controls                                                             | Default access    |
| ------------------------------------------------------------------ | ---------------------------------------------------------------------------- | ----------------- |
| [Create roleplay personas](/changelog/2026-07-13-roleplay-upgrade) | Create, test, and publish roleplay personas for the team to practice against | Admins & Managers |

### AI & integrations

| Permission                                | What it controls                                        | Default access |
| ----------------------------------------- | ------------------------------------------------------- | -------------- |
| [Global Insights](/ai-coach/insights)     | Open Insights and Search, and create recurring insights | Admins only    |
| [Company AI chat](/ai-coach/company-chat) | Chat with AI across the whole company's transcripts     | Admins only    |
| [Install MCP Clients](/mcp-server)        | Connect external MCP clients to Triple Session          | Admins only    |

## Visibility

**Visibility** controls whether a member appears in team-level reporting. It is separate from Seat Type and User Role: a member can have full access to their own calls while staying out of shared metrics. Use **Hidden** for non-selling managers, sales ops, or admins who review calls but should not skew team performance data.

| Visibility                           | Where the member appears                                                                                                                     |
| ------------------------------------ | -------------------------------------------------------------------------------------------------------------------------------------------- |
| <Icon icon="eye" /> **Visible**      | Analytics and Scorecard breakdowns, daily and weekly digest emails, leaderboards, and the members filter on the meetings page and in Moments |
| <Icon icon="eye-slash" /> **Hidden** | Excluded from all of the above                                                                                                               |

<Warning>
  Hiding a member does not block their access to calls via a direct link. Visibility only controls whether their data appears in shared analytics views.
</Warning>

Set visibility when inviting a member (the **Visibility** column) or change it later from the **Visibility** column on the People table. For the step-by-step, see [Manage People](/workspace/manage-members#hide-someone-from-team-analytics).

<Note>
  Visibility is distinct from **meeting access** (who can open a recording or AI report). To control access to recordings, see [Privacy Settings](/workspace/privacy-settings).
</Note>