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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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- Proceed to the necessary Contact -> Activity
- Choose the activity
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).
- On the tab Related you can find the attached file with the complete transcription of the call:
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- 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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