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Capture Post-Meeting Insights with Voice Notes
Capture critical context on the go. Use Post-Meeting Voice Notes to record your thoughts immediately after any meeting that wasn't transcribed.
Required Editions
| Available in: Lightning Experience |
| Available in: Enterprise, Performance, Unlimited, and Agentforce 1 Sales Editions. |
Because this is a single-user feature, there’s no need for verbal consent workflows. The app automatically attributes the audio to the logged-in user and handles transcription entirely on-device, syncing the text directly to Einstein Conversation Insights. Transcription happens locally, meaning zero cloud audio storage and no raw audio data residency concerns.
Requirements for Post-Meeting Voice Notes
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This feature requires Einstein Conversation Insights (ECI) and the Seller-Focused Mobile Experience.
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This feature requires NPU-capable iPhones, iPads, or Android devices.
Capture Post-Meeting Voice Notes
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Make sure that you have the In-Person Meeting Assistant enabled:
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Select Salesforce Go from the Setup dropdown and go to the Einstein Conversation Insights feature.
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Turn on the In-Person Meetings toggle.
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Make sure that your mobile app configuration has the new Seller Experience (Sales Cloud Mobile) enabled.
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From the meeting details page for the meeting you want to capture notes for, select Enter Post-Meeting Voice Notes.
Considerations for Post-Meeting Voice Notes
- You can add voice notes to meetings that aren’t transcribed beginning from one hour before the meeting start time to 24 hours after the meeting ends.
- The "Recent" section of the homepage pulls past 5 meetings that you own from the last 24 hours that aren't already transcribed, ordered from most recent to least recent.
- This feature is only supported on iPads on M4 chip or newer.
- The locale of the device determines the language of the transcription. In-Person Meeting Assistant supports these languages: Arabic, Chinese (Simplified and Traditional), Dutch, English (Australia), English (England), English (India), English (Ireland), English (New Zealand), English (Scotland), English (US), French (Canada), French (France), German, Italian, Japanese, Korean, Polish, Portuguese (Brazil), Portuguese (Portugal), Russian, Spanish (Spain), Spanish (US)
- To make sure that an Android device can reliably transcribe, make sure that it meets
these hardware requirements:
For more information on device requirements, see Requirements for the Salesforce Mobile App.Requirement Minimum Android Version 13 or later Total RAM 8 GB CPU Cores 6
