Call sharing settings let you control how external viewers access calls your team shares, including branding, access requirements, visible AI content, and how long shared links stay active. Use this guide to review each setting and set a maximum expiration for shared call links.
After completing this guide, you will be able to:
- Customize the page external viewers see when your team shares a call.
- Choose which access requirements and viewer permissions apply to shared calls.
- Set a maximum number of days that shared call links stay active.
In this article:
Before starting, make sure you have the following:
- Permission / Role: Admin access to Conversation Intelligence settings.
- Open Other Conversation Intelligence settings: Select Settings, then go to Conversation Intelligence. Select Others.
- Open call sharing settings: Select the Call sharing settings tab.
- Customize the shared call page (optional): Select Customize Shared Call to add branding and links to the page external viewers see. Changes apply to all calls your organization shares.
- Review each setting: Turn each toggle on or off based on how you want shared calls to work. The settings include the following:
Setting
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What it does when turned on
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Viewer’s Email for access
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Asks viewers for their email address before they can access the call recording.
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Password Protection
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Protects the shared call with a password.
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External View Alerts
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Sends email alerts when external viewers open a shared call.
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Summaries and Chapters
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Lets external viewers see summaries and chapters on shared calls.
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Transcript
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Lets external viewers see transcripts on shared calls.
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Set a maximum number of days that a shared call link can stay active. Users can choose a shorter expiration but not a longer one.
- Open call sharing settings: Follow steps 1–3 above to open the Call sharing settings tab.
- Enter the maximum: In the maximum link expiration field, enter the number of days. The longest value you can enter is 5 years.
- Wait for the setting to save: The setting saves automatically after a few seconds. You do not need to press Enter.
Things to Note: To remove the maximum, clear the field and press Enter. Sharing then works as it did before you set a maximum.
You’ve successfully set a maximum link expiration when:
- The value you entered remains in the field after you reload the page.
- When a user creates a shared link, the expiration date shown does not go past your maximum. For example, with a 10-day maximum, a link created on Oct 26 expires on Nov 5.
Link Expiration
- New links only: The maximum applies to links created after the maximum is set. Links created earlier keep their original expiration date.
- Bring older links under the maximum: Ask users to create a new link for the call with the Regenerate option. If a user edits the expiration on an older link, it is still limited to the maximum.
- Longer values are adjusted: If a user enters an expiration longer than your maximum, Salesloft changes it to the maximum without a message. For example, with a 10-day maximum, a user who enters 49 days gets a 10-day link.
- Extended access is turned off: Users cannot extend a link past your maximum.
- Disabled links stay disabled: When a user disables a link, they cannot turn it back on. They create a new link instead.
- Expired links: Recipients who open an expired link cannot view the call.
Troubleshooting
Problem
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Likely cause
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Fix
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You cannot enter your value. An error appears.
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The value is longer than 5 years.
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Enter a value of 5 years or less.
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An older link shows an expiration longer than your maximum.
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The link was created before you set the maximum.
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Ask the user to create a new link with Regenerate.
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A user cannot find Extend access.
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Extend access is turned off when a maximum is set.
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Ask the user to create a new link.
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