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View transcription of a conference

  1. During the conference, click the Transcription button in the top right corner under the Info button:

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    Note

    Note: The button gets displayed after somebody starts talking. If the button is not shown, make sure the Transcription feature is enabled in the conference:

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    Transcription is enabled in English by default, if there are external users in the conference, unless configured otherwise in Settings -> External meetingsYou can find more details about the Transcription feature and how to manage it in x-bees Web User Guide (Transcription & Subtitles section).

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  1. A separate dialog opens where the conversation is transcribed in real time. There, you can see the transcription and user emotions (positive, neutral, negative, mixed):

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You can drag and drop the window and place it where you prefer. Or you can click on the Expand button:

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When expanded, the transcription is moved to the right of the screen, on the Info tab and stay there until you close it:

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View transcription of a call

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Important: The feature will be released soon.

How to enable

Real-time transcription of calls is available only if the below conditions are met:

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After the call, you can see the links to open or download the transcription in the conversation:

View real-time transcription on Live Dashboard

You can also view the transcription of a call/ conference via Live Dashboard. For this, click on the Transcription button next to the necessary conversation:

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Get transcriptions of calls and conferences

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Summary of the call/ conference and transcriptiontopic, participants and link to Sales Intelligence are sent to emails of the PBX users participating in the conference / call, if Transcription was enabled:

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To SalesforceSalesforce 

In case Salesforce Auto Logging integration is enabled (for more information, check the documentation: x-bees Admin Guide), the summary and transcription of conferences and recorded calls are automatically added to Salesforce:

For conferences:1.

  1. Proceed to the necessary Contact -> Activity

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  1. Choose the activity 

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  1. On the Details tab ->

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  1. Description section you can find the

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  1. following information:

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    1. Conference start time

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    1. Participants

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    1. Call brief: short description of the conference 
    2. Link to Sales Intelligence (documentation: Sales Intelligence in x-bees)

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  1. On the tab Related you can find the attached file with the complete transcription of the conference:

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For calls:

  1. Proceed to the necessary Contact -> Activity
  2. Choose the activity 
  3. On the Details tab -> Task information -> Comments section you can find the following information:

    1. Call start time
    2. Call brief: short description of the call
    3. Link to Sales Intelligence (documentation: Sales Intelligence in x-bees)

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      4. On the tab
      Related you can find the attached file with the complete transcription of the call

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    1. :

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To HubSpot

In case HubSpot Auto Logging integration is enabled (for more information, check the documentation: x-bees Admin Guide), the summary and transcription of conferences and recorded calls are automatically added to HubSpot:

  1. Proceed to the necessary Contact -> Activity (or Calls / Meetings tab for calls / conferences correspondingly)
  2. Choose the activity 
  3. When you expand the activity, you can find the following information: 
    1. Participants: the list of the call / conference participants
    2. Call brief: short description of the call / conference 
    3. Link to Sales Intelligence (documentation: Sales Intelligence in x-bees)
    4. File with the transcription

Conference:

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Call: 

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Note

Note:

  • Transcription and summary are attached if at least one HubSpot Contact participated in the conference.
  • The files are removed after 1 year.


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