In order to make the most of the data that Vinton collects, it’s important to understand the data model behind Vinton so that you can apply it to flows and reports in Salesforce.

In this blog we’ll walk through the data fields used by Vinton and what they mean. If you prefer to watch a video explainer, go here.

When you navigate to the Nativevideo Admin panel from the app launcher, you’ll see a number of tabs across the top and one of those is Audio Notes. When you click on that, you’ll get a view something like this.

Salesforce screenshot of a list of audio note recordings

If you click on one of the Audio Notes, you’ll see a screen like the below. We can see details such as the audio note name, the audio file related to the note, who it was created by, owner, status and type.

Two things to mention here:

  • Status: this can be READY or INIT. The READY status means the note has been processed. More thoroughly that means that Alfred has completed the speech to text, post-processing and engaging with the GPT, so the note is ready in the Salesforce record. INIT means that it’s still processing.
  • Type: this can be Note or Call. Note being an Vinton audio note recorded using the Hey Vinton button. 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. The Call type is being a video meeting that Vinton joined to record, transcribe etc.
Salesforce screenshot of an Audio Note details

Under the Audio Note, there’s a Related tab. When we view the Related records (see below) we can see the audio note recipients. This indicates where the audio note is visible in Salesforce. In the below example we’d find this particular audio note in the records of Carole White and Global Media.

In all likelihood, this audio note was recorded following a conversation with Carole. She is a child record of the Account Global Media, so the note appears and is playable from both places.

Salesforce screenshot of audio note example recipients

Going back to the Details tab, we can see more information captured under the Audio file. By clicking on the Audio file name we find more information.

Salesforce screenshot of an audio note with related audio

We can see details such as duration, sentiment, some statistics, which device has been used, the transcript etc.

  • Salesforce screenshot of a video's backend details in Nativevideo
  • Salesforce screenshot showing the Nativevideo admin Videos tab
  • Salesforce screenshot of a raw transcript captured in Alfred

Looking at the Related tab for this file, we discover more about this particular recording. Every time you edit a transcript and run the processing again, we’ll create a new video event in this list.

Salesforce screenshot with a recorded Video and Related tab showing

Clicking on a Video insight name takes you to the details that display in the title, summary and follow-up for a call or note against the relevant record in Salesforce. This is the information that the GPT has created from the transcript.

Salesforce screenshot of a video insight in the Nativevideo admin backend

Going to the Related tab of a video insight will show you the next steps generated by the AI based on the call/note transcript.

Salesforce screenshot of a video insight with suggested next steps as they show in the back end

When your Audio Note is a type = Call, the Call Title in the display fetched from the meeting invitation that invited Vinton to the call.

Salesforce screenshot of Nativevideo admin with Audio Note tab showing and details of an audio note

When the Type = Call, the Related list shows the call attendees and the full transcript with different speakers assigned to the different comments. The people who were originally invited to the call are matched to leads or contacts in Salesforce based on first name, last name and email address.

Salesforce screenshot of an audio note related tab with recipients and transcript

Sometimes a person might be invited to a call but isn’t found as match in Salesforce. In this situation we will still create an audio note recipient with the name and email retrieved from the meeting invitation.

For Calls, all of the rest of the data fields are the same as for the Note type.

For more help in using or setting up Vinton, visit our installation guides.