Nooks UX: Explained

The first article you should read to master the Nooks platform

Danniel Angulo avatar
Written by Danniel Angulo
Updated over a week ago

Nooks is a powerful platform with an exceptionally rich feature set. The purpose of this article is to help simplify the anatomy of the Nooks platform given its wide variety of applications and services meant to serve a common goal: make cold-calling more fun, effective, and efficient!

Entering a Nooks Workspace

The first thing a new Nooks user does after authentication is enter the home of their workspace using the URL provided by their AE. An example of what a workspace looks like is below:

As seen in the above workspace, every Nooks workspace contain 3 major elements, the Application Bar, the Main Menu, and Floors:

  • Upper left: the Application Bar

    Purpose: contains buttons to access the major applications within the Nooks platform:
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    • the Salesfloor (this is not selectable when in the home of a workspace. It becomes selectable once the user has chosen to enter a floor)

    • the Dialer (an AI-powered dialer that enhances cold-calling productivity by integrating with your sales engagement tool)

    • Reporting (a reporting/analytics engine purpose-built for cold-calling ops)

    • Call Library (an AI-powered call recording/transcript library - think Gong but for cold-calling)
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  • Upper right: the Main Menu

    Purpose: the home of all user-specific and admin-specific settings for a given workspace.

  • Main body of screen: Floors

    Purpose: Each floor is a unique virtual co-working space where users can collaborate via web-conferencing

    • call blitzes (Nooks floors have built-in call-shadowing capabilities purpose-built for team call blitzes)

    • internal meetings

    • social / office hours during remote workdays


The Dialer

Because Nooks is a platform built for cold-callers, the dialer has a rich feature set in and of itself.

The anatomy of the dialer UX can be simplified into two main sections on the above screen:

  • Across the top of the page: Dialer Settings

    Purpose: contains all of the settings to configure your dialing workflow:

    • Phone number selector (a Nooks user can create up to 5 numbers at once to make outgoing calls with. A best practice is to regularly rotate through these numbers to prevent numbers from getting marked as SPAM and therefore lowering your connect rates)

    • Sequence/Cadence selector (Nooks will pull sequences/cadences and call tasks from your integrated SEP so that a user can dial prospects with the Nooks parallel dialer)

    • Voicemail Sequencer (the capability to pre-record voicemails and map voicemail recordings to specific sequence/cadence steps)

    • Callback Phone Field (when a prospect calls back the Nooks-generated number, Nooks will route this incoming call to whatever phone number the user puts in the Callback Phone Field)

    • Parallel Dialing Meter (the core feature of the dialer - a Nooks user can decide how many prospects they want to call at once using this feature)

    • Additional Settings

      • Battlecards

      • Toggle "dark/light" mode

      • toggle ringtone

      • toggle auto-generation of AI call summaries (vs. manual button)

  • The rest of the page: Call Task List

    Purpose: contains all of call tasks for the sequence/cadence selected in the above sequence/cadence selector (note: only call tasks that are due or overdue in Outreach/Salesloft will appear)

The Task List is home to a large set of features that collectively serve to prepare reps for the increase in conversations that parallel dialing generates. Because parallel dialing the Task List is the most critical area of the Nooks platform, its details and best practices merit its own article which you can view here.


The Salesfloor

The Salesfloor (also known as just a "floor") is also a key part of the Nooks platform that allows remote teams to run virtual call blitzes together and collaborate more effectively.

A floor can be broken down to 3 main elements:

  • Left side of page body: User's current room

  • Right side of page body: View of other rooms in the floor

  • Across the bottom of the page: User-level floor options

    From left to right:

    • Muting / audio device selection

    • Toggle for Webcam sharing

    • Screenshare button

    • Chat, emoji, and GIF buttons

    • Exit Nooks

For a deeper dive on salesfloor functionality, please see the dedicated article for the Salesfloor UX Overview.


Reporting

The Nooks reporting engine is built to give users and managers/admins access to data-driven insights on cold-calling productivity, account-based performance, and objection-handling analytics.
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As with every major application in the Nooks platform, reporting contains a wide variety of features to support a wide array of use cases. For a more comprehensive overview of Nooks reporting and best practices, see the dedicated article.

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