Custom Moments allow you to track specific items during a call — think of them as bookmarks for important themes on your calls that you might want to come back to later. Custom Moments are invaluable for historical trend reporting, reviewing calls, coaching, and even alerting managers in real-time.
Let's take a closer look at how to create and use Custom Moments.
Language availability
Custom Moments are available in English and Spanish.
- For use in English, make sure that your call center language is set to English, then create your English-language cards.
- For use in Spanish, make sure your call center language is set to Spanish, then create your Spanish-language cards.
How Custom Moments Work
Custom Moments (CM) are used to alert managers when a given word or phrase is triggered on a call. A manager can intervene right away, or review the Custom Moment and its trigger post-call.
Custom Moment cards can be assigned to whichever call center(s) or group(s) you choose, and trigger phrases can be assigned to the customer side, agent side, or both sides of a call. CMs can be shared across multiple groups and call centers, and each existing CM can be edited or updated to add new groups or call centers.
Not only for live conversations, CMs can be used in post-call analytics like historical trend reporting, for coaching purposes, and for real-time alerts.
To view your Custom Moments, head to your Admin Settings from Dialpad.com and navigate to Dialpad Ai.
Select Custom Moments and you'll see a list of all your Custom Moments.
Search your library by CM name, or filter by Creator or Assignee groups.
Create a Custom Moment
Creating Custom Moments takes only seconds of your time, and yields incredible benefits.
Dialpad has a wide variety of CM templates designed for Sales and Support teams, or create your own from scratch.
First, head to your Admin Settings from Dialpad.com
- Navigate to Dialpad Ai
- Select Custom Moments
- Select Create Custom Moment
- Choose to create a CM from scratch, or use one of our templates
- Verify your desired criteria
- Select Create Card
Regardless if you are creating a CM from scratch, or using one of our templates, be sure to review and customize the following details to ensure they fit your exact needs:
- Name
- Triggered by options:
- Triggered by anyone
- Triggered by rep
- Triggered by customer
- Keywords and phrases
- Assign groups and/or Call Centers
Edit a Custom Moment
Business needs are constantly evolving, as will your Custom Moment cards — which is why we've made it nice and easy for you to edit them at any time.
First, head to your Admin Settings from Dialpad.com
- Navigate to Dialpad Ai
- Select Custom Moments
- Select the options menu beside the CM you'd like to edit (that's those 3 vertical dots)
- Select Edit
- Make the desired changes and select Save
Duplicate a Custom Moment
To duplicate a Custom Moment Card, head to your Admin Settings from Dialpad.com
- Navigate to Dialpad Ai
- Select Custom Moments
- Select the options menu beside the CM you'd like to edit (that's those 3 vertical dots)
- Select Duplicate
- Enter any desired changes
- Select Create Card
Delete a Custom Moment
To delete a Custom Moment, head to your Admin Settings from Dialpad.com
- Navigate to Dialpad Ai
- Select Custom Moments
- Select the options menu beside the CM you'd like to edit (that's those 3 vertical dots)
- Select Delete
- Confirm deletion
Custom Moment Analytics
View your Custom Moments in your Analytics and Call History data.
- Navigate to Analytics from Dialpad.com
- Select the Moments tab
Here, you can view Custom Moments mentioned over time, your top performing Custom Moments and an Agent leaderboard documenting CM usage.
You can also view Custom Moment usage from your Call History.
Head to Dialpad.com and navigate to Call History.
- Filter by Custom Moment type
- View the Call Summary by selecting the Ai logo beside the desired call
- Moments used will appear on the left side-panel
- Select the desired CM to see where exactly it appeared in the call, and in what context
Best Practices
There are a few ways to optimize your Custom Moment trigger phrases to make the cards as effective as possible.
For a CM to be useful, it has to be triggered under the context you’re actually aiming for. That is, the trigger phrases needed. Triggers need to be created with the following key points taken into consideration:
If the trigger phrases are missing the above characteristics, you will miss important instances where they should have fired, or they may fire at inappropriate times, in unhelpful contexts.
Remember, you're creating CMs to be used in real conversations, so make sure your trigger phrases sounds like normal English.
For instance, the following trigger phrases are useful to include in a pricing card:
- pricing discussion
- price discussion
- pricing discussions
- price discussions
But you’ll want to leave out a phrase like:
- prices discussion
Be sure to read our Best Practice guide for more useful tips and tricks.
FAQs
How are Custom Moments different from Real-time Assist (RTA) cards?
Custom Moments are meant to be used for reporting and alerting, so they won’t trigger any actual notifications to your team while they’re on a call. If you want to have little “helper” cards pop up during calls for your team, use RTA cards!
Can I use numbers?
Yes, with one caveat: any alphanumeric phrases (e.g. R45) needs to be added to the company dictionary before you are able to include it as a trigger phrase.
It is possible to add a trigger phrase that consists entirely of a number, but keep in mind that this trigger phrase will fire any time that number is mentioned — which may have much wider coverage than you intend (e.g.$250).
- For English moments, you can write number-related trigger phrases with the numbers as digits, or spelled out, and they will be triggered regardless of their format in the transcript.
- For Spanish moments, numbers must be entirely spelled-out, not written as digits.