Introduction to Call Transcription Follow

Call Transcription in Salesmate helps you efficiently capture and analyze important call data by converting recorded conversations into text. This feature enables better accessibility, documentation, and analysis of business communications. Click here to learn How to Enable Call Transcription.

Note: This feature is included in Business and Enterprise plans only.

Topics Covered

• Automatic Call Transcription
• Manual Call Transcription
• Key Features of Call Transcription

Automatic Call Transcription

• Calls are automatically transcribed and analyzed when recording and transcription features are enabled, provided they meet the minimum duration criteria.
• Transcriptions can be viewed from the associated activity.

• You can also navigate to the Call Transcription from the Side-Bar Menu to view all the Call transcripts.

• Transcriptions are associated with the activity of the call logged against the relevant contact.
• The transcription will auto-fetch activity details, including:
  • • Title
    • Owner
    • Date
    • Duration
    • Contact
    • Linked Records

Manual Call Transcription

• Existing calls with recordings that meet the minimum duration can be transcribed manually by selecting the calls and choosing the action “Transcribe.”

Key Features of Call Transcription

• The system identifies the language spoken during the call and transcribes it accordingly.
• If multiple people speak at the same time, the transcription engine prioritizes the voice that is clearer and louder.
• The platform on which the call occurred is recorded, such as Salesmate, Zoom, Google Meet, Microsoft Teams, RingCentral, Dialpad, or Telephony. In the initial phase, transcription will only be available for calls made through Salesmate.
• The system links metadata from the associated activity with the transcription, including:
  • Deal Pipeline: Pipeline associated with the deal when the activity is marked as completed.
  • Deal Stage: Stage of the deal when the activity is marked as completed.
  • Deal Value: Value of the deal associated with the call.
  • Deal Close Date: Expected close date of the deal.
  • Call Type: Specifies whether the call is Inbound or Outbound.