Video transcript

Let’s take a look at the data model for Vinton.

I’m in the Nativevideo admin app. Nativevideo is the platform that powers Vinton.

Along the tabs here you’ll see one for audio notes, which is the focus for this video. Click onto this tab and you’ll see all the audio notes that have been created in your org.

We have two different types of audio notes. Let’s take a closer look. Here’s an audio note with the type = Note. This means it’s an ad hoc audio note that you’ve recorded from your desktop or mobile app as a debrief of an interaction with a prospect or customer.

We can also see the status of this note, which tells us whether the audio note has completed all its processing.

After first being created, it will have a status of INIT. Once we’ve completed all the speech to text the post processing and engaging with the GPT, the status will change into Ready.

If we navigate to the Related List, we find the audio note recipients which are pointers to the records where this audio note is visible in Salesforce.

Most likely this audio note has been recorded from a contact – Luke Littlegoods. Luke is a child record on the account Acme, so we also find that Acme is a recipient of this audio note.

This audio note is going to be available and playable from both the Luke Littlegoods and Acme details pages in Salesforce. (And opportunity too)

If we then navigate into the audio connected to this audio note, we’ll see some details around that specific recording duration, sentiments, some statistics, which device is being used and so forth. More interestingly, if we go to the Related tab, we find the video insights.

This is a Related List because every time you edit the transcription and run the processing again, we’ll create a new entry in this related list.

If I now navigate into the video list and find more information, this is all the information that we generated through the AI. The title that we assign from the transcript, the executive summary and the follow up e-mail.

And then again, if we move to the Related tab, we see all the next steps in the order that has been suggested by the AI. And again, all the descriptions for these items.

So that’s all for an audio note of type. Now let’s look at the audio note type of Call.

Once again, it’s generated once we’ve ended a video call. We then find the original title of the call as fetched from the meeting invitation that invited Vinton to the call.

In the related list, we see the recipients for calls. This means that all the people who were originally invited to the call are matched to leads or contacts (or users) on first name, last name, and -mail address.

If a person who was originally invited to the call is not found as a match to either a Contact or a Lead in Salesforce, Vinton will still create an audio note recipient with the name and the email as retrieved from the calendar invitation.

We capture the full transcript of everything that’s been said associated with the specific speaker and the timestamp of when it was said throughout the lifecycle of the call.

All of the rest of the details are then exactly the same as for the note type of Audio Note.

Share this video