Overview
The business card scanner allows you to scan both the front and back of a business card to transcribe prospect contact details. It also saves images of scanned cards in the submission history for reference.
Note that the business card scanner only works on the mobile app and not in web-view mode.
Transcription Options
Pure AI Transcription
Pure AI uses a machine learning module to transcribe information from scanned cards.
Auto Mode: Automatically transcribe once a card is scanned.
Manual Mode: A staff member will need to tap a ‘Transcribe’ button after a card is scanned.
Human AI Transcription
Internal: Sends the scanned cards to the Capture Portal to be transcribed manually by your staff.
Workforce: Utilize an external workforce to transcribe the information.
Human AI Transcription (Workforce) - Transcriber Proficiency
Standard: Transcriptions are typically available within three (3) hours. Results may vary based on workload and number of requests. Requests in bulk will be processed faster than single requests. Results will never take longer than 6 hours. Transcriptions that cannot be completed will be available in your internal transcription portal.
Premium: Transcriptions are typically available in 60 minutes. Results may vary based on workload and number of requests. Requests in bulk will be processed faster than single requests. Results will never take longer than 2 hours. Transcriptions that cannot be completed will be available in your internal transcription portal.
ℹ️ NO
Results from non-US instances may take longer to process.
Step-by-Step Tutorial of Pure AI Card Scanning
First, open your capture form and click on ‘Front’ or ‘Back’ in the business card field.
The camera will pop up, so you can take a picture of the business card.
It will take a few seconds to analyze and transcribe the information on the card.
After transcription, you can view the details and confirm or edit it.
Video Tutorial
Watch the following video for a demonstration of the Business Card Scanning process.