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Step 3: Get to Know the Piper Interface

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Recordings

The Recordings Gallery is your control center — every call, organized and searchable.
  • Search by keyword, name, or date.
  • Filters to narrow by call owner, meeting type, or linked CRM record.
  • Full list view of every activity and call.

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Each Call’s Details

Click any call to open:

Transcription

The full conversation transcript.

Notes & Summary

A structured summary with the key points highlighted.

Call Scoring

A detailed evaluation of your performance on the call.

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Call Scoring — What’s Included

  • Questions asked — how you covered discovery.
  • Call structure — how closely you followed the script or playbook.
  • Areas for improvement — where you can optimize.
  • Strengths — what you did especially well.
Call Scoring rubrics are configured by your admin. See Call Scoring for setup details.

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Piper Chat

On any call page, use the chat assistant in the bottom-right corner to ask questions about that specific call — no need to re-read the transcript. Example questions:
  • “What objections came up on this call?”
  • “Summarize the next steps we agreed on.”
  • “What did the prospect say about pricing?”
Add context to your questions. Instead of “What did they say about pricing?”, ask “What did the prospect say about pricing when I mentioned the annual plan?”
Piper Chat also works beyond a single call — see Piper Chat for the full assistant, including WhatsApp and CRM lookups.