Set up teams and coaching settings

Teams control whether reps get real-time coaching and post-call analysis, and which methodology and call types the coaching uses.

Open Admin, then Teams. Click Add team to start from the default setup, copy an existing team, or start blank.

Real-Time Coaching: turn it on or off, and choose the methodology, call types, talk-ratio alerts and coaching items.
Post-Call Analysis: turn it on or off, choose which calls to analyze (external, internal or both), and set the insights, email sections and recipients.