Video transcript

Let’s look at how you record a Vinton note.

In this org, the Vinton component has been added to the right hand side of contacts, accounts, opportunities, and other objects.

We’re looking at a contact here.

We’ve just had a phone call and want to quickly capture notes from that call.

What’s exciting about Vinton is that we don’t need to type our notes. We can just speak an update into Salesforce and Vinton that handles all the admin. Let’s take a closer look.

We click on Hey Vinton and Vinton gets ready to record your audio.

In this instance, we also have some recording hints here to help us remember what we need to say in our note.

You can customise the hints for your organisation or the type of record you’re updating. Let’s leave a quick note about the call we just had.

Spoke with Mario about adding new Vinton licences to his org. He’s hiring a new team of SDRS and wants them to be using Vinton to record their meetings and notes. They’ll start in six weeks time, so we need to send over the new contract to him by the end of this week at the latest.

Once we stop recording, we can listen again to our recording, choose to re record it if we wish, or we can confirm that Vinton should process it.

Vinton takes some time to process audio notes, typically between 30 seconds and a couple of minutes.

This because Vinton is doing a lot of work for you behind the scenes.

First of all, Vinton transcribes your note, then the AI works on preparing the summaries, suggests next step tasks and drafts a follow up email for you to use.

Let’s speed this up and see if the note has now been processed.

And there it is. We can click on the different options here to see what Vinton has captured.

A summary, suggested next steps that can be turned into Salesforce tasks. And here’s the follow up email.

We can edit these notes and tasks if we need to.

That’s quite a lot of time saved versus adding those updates manually.

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