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  1. 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 meetingsYou can find more details about the Transcription feature and how to manage it in x-bees Web User Guide (Transcription & Subtitles section).


  2. 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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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. Proceed to the necessary Contact -> Activity
  2. Choose the activity 
  3. On the Details tab -> Task Information -> Comments Description section you can find the call summary and transcriptionfollowing information:Image Removed

    1. Conference start time
    note
    1. 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). 

    1. Call brief: short description of the conference 
    2. 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 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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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:

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