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            Set Up Mobile AI Transcription

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            Set Up Mobile AI Transcription

            Transform face-to-face client interactions into actionable CRM data. With on-device processing, you can capture secure, AI-powered transcripts. Your data syncs automatically to Einstein Conversation Insights (ECI), eliminating manual entry and keeping you focused on the client.

            Required Editions

            Available in: Lightning Experience
            Available in: Enterprise, Performance, Unlimited, and Agentforce 1 Sales Editions.

            This feature requires Einstein Conversation Insights (ECI) and the Seller-Focused Mobile Experience.

            To turn on In-Meeting Transcription:

            1. Make sure that you have Einstein Conversation Insights set up and Sales Cloud Mobile enabled.
            2. Select Salesforce Go from the Setup dropdown and go to the Einstein Conversation Insights feature.
            3. Turn on the In-Person Meetings toggle.
            4. From the meeting details page for the meeting you want to transcribe, select Launch Assistant.
            5. Check the mandatory consent box to confirm that all participants agree to be recorded.
            6. Note
              Note In-Meeting Transcription doesn’t support all languages. See the considerations section below for the full list of supported languages.
              Select Start Transcription. The AI continues transcribing even if you lose connectivity or lock your screen.
            7. The transcript continues even if you navigate away from the Salesforce App. You can use the Pause or Resume buttons on the meeting details page as needed.
            8. Click Stop Transcribing to end the transcription.
            9. After it is finished, the app uses smart tagging to distinguish voices. Match names to speakers or manually add attendees not on the original invite.
            10. Note
              Note If you have access to Einstein Generative AI and Data Cloud, you can access more advanced features like call summaries, generative insights, and Sales Signals. See Call Summaries Powered by Einstein Generative AI for more information.
              Select Save Meeting Notes after assigning names to or adding a speaker. The transcript syncs instantly to ECI for your team to access. For more information on how to use ECI to leverage your transcript data, see Einstein Conversation Insights.

            Considerations for In-Meeting Transcription:

            • For push notifications to work correctly, you must use Sales Cloud Mobile. Otherwise, you need to manually go to the event in Sales Cloud Mobile to start transcription.
            • You must start the transcription while the meeting is active. The option disappears after the meeting time expires.
            • The meeting audio is processed locally and is never recorded or stored. Only the text transcript is saved.
            • As transcripts are stored locally during that login session, they’ll be lost if and when the user logs out of their account. When you log out of your account, transcripts from previous meetings won’t be accessible.
            • Speaker assignment isn’t required to save the transcript and sync with ECI.
            • Although transcription works offline, saving the transcript requires an internet connection.
            • In-Meeting Transcription is only supported on iPads on M4 chip or newer .
            • The locale of the device determines the language of the transcription.
            • In-Meeting Transcription 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 ensure that an Android device can reliably transcribe, make sure that it meets these hardware requirements:
              Requirement Minimum
              Android Version 13 or later
              Total RAM 8 GB
              CPU Cores 6
              For more information on device requirements, see Requirements for the Salesforce Mobile App.
             
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