Playlists in Salesloft Conversations allow you to organize and group call recordings for easier access and analysis. This is helpful for creating collections of recordings for training, coaching, or reviewing specific topics or deals.

In this article, you will learn how to add items to a playlist. This article includes:

• Before You Add a Recording to a Playlist
• Video - Add a Recording to a Playlist
• Add a Recording to a Playlist Instructions
• Add a Clip to a Playlist Instructions
• Additional Information: Add a Recording to a Playlist
• Next Steps

Video - Add a Recording to a Playlist

For a quick overview of how to add a recording or a clip to a playlist, check out the video below:

Before You Add a Recording to a Playlist

• Recordings may only be added to existing Playlists. To learn how to create a new playlists, check out the Create a Conversations Playlist article. 
• You will be able to add to any playlists created by your team.

Add a Recording to a Playlist Instructions

To add a recording to a playlist, follow these steps:

1. Go to the Conversations Page: In Salesloft, navigate to the Conversations page. You will land on the Recordings tab. 
2. Locate the Recording: Find the recording you want to add to a playlist.
3. Access the Options Menu: Hover over the recording's date and time.   Click the ellipsis button (three dots) that appears.
4. Select "Add to Playlist": Click Add to Playlist" from the menu options. The "Add/Remove from Playlist" window will appear.
5. Choose Playlists: Click the search bar to find existing playlists. Check the box next to each playlist you want to add the recording to. The selected playlist titles will appear in the search bar. To remove the recording from a playlist, click the X next to its name.
6. Save Changes: Click "Save" to add the recording to the selected playlists.

GIF 1: Add to a Playlist

Add a Clip to a Playlist Instructions

You also have the ability to add clips to playlists. To add a clip to a playlist, follow these steps. 

1. Create a clip: Created clips will appear inside the Your Clips tab inside Conversations. 
2. Go to the Your Clips Tab: Navigate to the Your Clips tab.
3. Locate the Clip: Find and hover over the clip you wish to add to a playlist. The date and time of the clip will switch to reveal the share option and an ellipsis icon.
4. Open More Actions: Select the ellipsis icon (three dots) to open the additional actions menu.
5. Select Manage Playlists: From the actions menu, select "Manage Playlists." The "Add/Remove from Playlist" window will appear.
6. Choose Playlists: From the "Add/Remove from Playlist" window, click the search bar to find playlists. Check the box next to each playlist you want to add the clip to. As you check the playlist boxes, the playlist titles will appear in the search bar. This confirms that the clip will be added to that playlist. You can click the "X" next to the playlist name in the search bar to remove the clip from it before saving.
7. Save Changes: Once you’ve selected the desired playlists for the clip, click "Save."

Additional Information: Add a Recording to a Playlist

• Create playlists to categorize recordings by topic, team, or purpose.
• Use playlists to curate recordings for training or coaching purposes.
• Share playlists with other team members for collaborative review and analysis.

Next Steps

See and share the Playlists from the Playlists tab in Conversations.