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During the conference, click the Transcription button in the top right corner under the Info button:
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:
Transcription is enabled in English by default, if there are external users in the conference, unless configured otherwise in Settings -> External meetings. You can find more details about the Transcription feature and how to manage it in x-bees Web User Guide (Transcription & Subtitles section).
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):
You can drag and drop the window and place it where you prefer. Or you can click on the Expand button:
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:
Get transcriptions of calls and conferences
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Summary of the call/ conference and transcription, topic, participants and link to Sales Intelligence are sent to emails of the PBX users participating in the conference / call, if Transcription was enabled:
To Salesforce
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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:
- Proceed to the necessary Contact -> Activity
- Choose the activity
On the Details tab -> Task Information -> Comments Description section you can find the call summary and transcriptionfollowing information:
- Conference start time
- Participants
Note: The data that can be displayed in Comments is limited to 32 KB (around 32000 characters) according to Salesforce regulations. If the transcription exceeds this limit, the transcription is cut. You can find the full text of the transcription in Related -> Files (see step 4 below).
- Call brief: short description of the conference
- Link to Sales Intelligence (documentation: Sales Intelligence in x-bees)
- On the tab Related you can find the attached file with the complete transcription of the conference:
For calls:
- Proceed to the necessary Contact -> Activity
- Choose the activity
On the Details tab -> Task information -> Comments section you can find the following information:
- Call start time
- Call brief: short description of the call
- Link to Sales Intelligence (documentation: Sales Intelligence in x-bees)
4. On the tab Related you can find the attached file with the complete transcription of the call
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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:
- Proceed to the necessary Contact -> Activity (or Calls / Meetings tab for calls / conferences correspondingly)
- Choose the activity
- When you expand the activity, you can find the following information:
- Participants: the list of the call / conference participants
- Call brief: short description of the call / conference
- Link to Sales Intelligence (documentation: Sales Intelligence in x-bees)
- File with the transcription
Conference:
Call:
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