SalesAI provides two AI-based tools to automatically collect and organize information that comes up during a sales meeting:
Voice notes – to quickly record a summary and automatically generate operational tasks.
Conversation recording – to transcribe and summarize an entire conversation or meeting.
Both features help reduce manual work and keep track of all important information.
Voice notes
Voice notes are ideal for recording a brief summary right after meeting a potential customer.
You can describe:
The needs that came up
The level of interest
The next steps agreed upon
The activities to be carried out
How to record a voice note
Open the contact's profile.
Go to the Notes section.
Tap the microphone icon.
Record your audio message.
Save the note.
What happens next
SalesAI automatically analyzes the content and can:
Transcribe the text
Extract the key points
Identify needs and opportunities
Automatically generate operational tasks
Practical example
If in the note you say:
"Send a proposal by Friday and arrange a demo next week."
SalesAI can automatically create two tasks:
Send the proposal by Friday
Schedule a demo
Conversation recording
The Recording feature lets you record an entire conversation, call, or meeting.
It's particularly useful for analyzing longer meetings and getting a structured summary.
How to record a conversation
Open the contact's profile.
Select Recording.
Start the audio recording.
When finished, save the file.
What SalesAI generates
After processing, TAC automatically creates:
Full transcription of the conversation
Concise summary
Bullet list of the main topics
Identified pain points
Suggested next steps
When to use each feature
Feature | When to use it |
Voice notes | For a quick post-meeting summary and to create automatic tasks |
Conversation recording | To transcribe and summarize full meetings or calls |