Locate the Team Library
Go to the Role play section in the left-hand navigation.
Click into Team Library.
This is where all saved calls are stored and organized into folders.
Create or Choose a Folder
Before adding a call, make sure you have a folder ready:
You can use the default folder, or
Create a new folder to organize calls by topic, team, or use case
Find the Call You Want to Add
Navigate to the Calls page.
Use filters (if needed) to locate the specific call you want.
Open or identify the correct call.
Add the Call to the Team Library
Click the three dots (•••) in the top right of the call.
Select Add to Role play Team Library.
Choose the folder(s) where you want the call saved.
Save the Call
Click Save.
The call will now appear in the selected folder(s) inside the Team Library.
Notes
You can add a single call to multiple folders.
Use folders to keep your Team Library organized for easier training and reference.
