Confused about how to use Chorus? Check out the instructions and links below for more information on how to get the most out of this important sales tool.
Chorus is a call and demo recording software for customer-facing team members. This tool tracks keywords, provides analytics, and transcribes calls into both Salesforce and Outreach. Chorus is used to onboard new team members, provide ongoing training and development for existing team members, provide non-sales employees with access to sales calls, and allow customer-facing team members to recall certain points of a call or demo.
Log into Chorus by clicking on the Chorus SSO tile in your Okta dashboard. If you are not able to login, please post in the #chorus-users Slack channel for further assistance.
Please familiarize yourself with GitLab's SAFE Framework before utilizing Chorus.
All ROW team members are required to complete the Chorus GDPR Training in order to be granted Recorder access. SalesOps will provide team members with the link to the EdCast Chorus training once their Baseline Role-Based Entitlement is submitted by their manager.
To comply with GDPR and similar privacy laws, all team members with a Recorder license in Chorus are required to use a feature called Chorus Scheduler when organizing meetings with customers. Chorus Scheduler creates a Go-Link, which routes attendees to a designated landing page for location-based compliance capture so that a meeting host can obtain explicit consent from the participants to record meetings. If meeting hosts do not use Chorus Scheduler for customer meetings, Chorus will not record the meeting. For step-by-step instructions on using Chorus Scheduler, please watch this 3-minute demo and refer to the Call Compliance with Chorus Schedulers deck for additional information.
If you are required by a customer to use a different conference platform than Zoom or Google Meet, please follow the instructions on the Static Link Flow slide of the Call Compliance with Chorus Schedulers deck.
For situations where you are a participant in a meeting and are seeking to record, you may download the Chorus App for Zoom. This app allows you to add Chorus to a live call to record the meeting and take notes without leaving Zoom. In order to comply with local privacy laws, you will need to verbally obtain consent from your customer to record before doing so. If the customer does not consent to recording, you may not record the meeting.
For troubleshooting regarding the Chorus App for Zoom, please follow the steps below:
The data retention policy for recorded calls in Chorus is 365 days as of September 27, 2022.
Any action that would result in bypassing the 365 day data retention policy will need to be approved by GitLab's Legal team, including, but not limited to:
If you have a unique circumstance that will require you to preserve a recording past 365-days, please submit a Legal Issue - Chorus_Approval template and follow the instructions. You will not receive automatic reminders regarding calls that will be purged after 365 days so it would be a best practice to submit a Legal Issue for preservation at your earliest convenience.
When requesting approval, please note the following:
Other notable items:
Confidential.
Trackers can be keywords or phrases that you are interested in highlighting across sales conversations. These can be used to track competitor mentions or client feedback, for example.
Managers can submit an issue in the Sales Operations project using the Chorus Tracker Request template to have a Chorus Tracker created. Individual contributors who would like a Chorus Tracker created can sync with their manager and have them submit the request.
The banner "Live on Zoom with Chorus.ai" is controlled and set by Zoom, therefore neither Chorus nor GitLab can make changes to the text.
For additional assistance regarding Chorus, please reach out in the #chorus-users Slack channel.