Page Comparison

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Summary of the call/ conference and transcription are sent to emails of the PBX users participating in the conference, if Transcription was enabled:

To Salesforce 

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

1. Proceed to the necessary Contact -> Activity
2. Choose the activity 

3. On the Details tab -> Task Information -> Comments section you can find the call summary and transcription:
   
   

   Note
   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).

   
   

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

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 recorded calls and conferences are automatically added to HubSpot:

1. Proceed to the necessary Contact -> Activity
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
      
      

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