- 1End the call to save the transcript and generate the report.
- 2Open Conversations, select the relevant call, then open the report.
- 3Review the summary, objections, signals, and recommendations against the conversation.
After the call
Find the report, objections, key moments, and readable transcript to prepare your next sales action.
Where to start
Review the call in context
Open the report from your history, verify the facts from the conversation, and turn them into a next action.
Read the guideGuides in this category
Short procedures to help you go from setup to the result you’re looking for.
- 1In the report, open the section about objections.
- 2Check the prospect's wording, the context, and the associated response.
- 3Add unresolved topics to your preparation for the next conversation.
- 1Open the call from Conversations and play the recording when available.
- 2Use the associated transcript to quickly find the passage you're looking for.
- 3Skip forward or back in the audio to check the exact tone and context.
- 1From the report, select the action to prepare for the next call.
- 2Check that the identity and call history belong to the same prospect.
- 3Complete the new objective with unresolved objections and agreed next steps.
- 1In Conversations, open the actions for the relevant call.
- 2Select Delete call, then read the warning displayed.
- 3Select Permanently delete only if you no longer need this data.
This action is irreversible. Check the prospect and date before confirming.
Frequently asked questions
The report uses only the offer, prospect, brief, transcript, memory, and notes actually available for this call.
Keep the call and use the retry option from the error state. The transcript and history remain available to view when they have been successfully saved.
The post-call transcript is formatted to make it easier to read without summarizing or paraphrasing the content. If a significant error remains, keep the audio as a source for verification.
Yes. Permanently deleting a call also removes its recording and associated history data from your account.
Something else?
Describe the call, account, or step where you’re stuck so support has the right context.