> ## Documentation Index
> Fetch the complete documentation index at: https://docs.salescaptain.com/llms.txt
> Use this file to discover all available pages before exploring further.

# AI Transcription

> With summarization and transcription in SalesCaptain, every call becomes more than just a conversation—it becomes a record full of insights. These features help you capture what was said, who said it, and what needs follow-up, so your team can focus on building connections, and know that they can always refer back to this conversation. Summaries & transcriptions integrate into your calling flow, and are especially useful for training, quality control, and follow-ups. 

## **How Can They Help Me?**

### **Transcription**

Transcription means converting the entire call audio into text, usually in real time or shortly after the call. This gives you:

* A complete record of everything said, reducing miscommunication or forgotten details
* An easily accessible text log to quickly find the moment something was mentioned
* Clear distinction of speakers (agent vs customer) to help with clarity
* Reference for coaching, compliance, or legal needs

### **Summary**

A summary pulls out the key parts of the transcription: what was important, what action items came up, what next steps are. It helps you:

* Save time by avoiding having to listen to the entire call recording or skip back and forth to find the information that you need.
* Capture the essentials: decisions, next steps, customer concerns or objections
* Share concise notes internally or with customer
* Ensure follow-ups happen based on what was discussed

## **How Call Summaries & Transcriptions Work in SalesCaptain**

1. **Call Begins**\
   When you make or receive a call, the system starts recording automatically. 
2. **Transcription Generation**\
   During the call, the audio is transcribed into text in real time. This text is accessible any time from the call details in your inbox or the call log.

   <Frame caption="AI Transcription in the Unified Inbox">
     <img src="https://mintcdn.com/salescaptain-42c66529/W0bjTAWQFUlXorel/images/recentcalls2.webp?fit=max&auto=format&n=W0bjTAWQFUlXorel&q=85&s=e6388b9a5be2a7e744c10078a7886f61" alt="Overview of AI Transciptions features in teh Unified inbox in SalesCaptain " title="" style={{ width:"100%" }} width="5520" height="3388" data-path="images/recentcalls2.webp" />
   </Frame>
3. **Summary Creation**\
   Once transcription is ready, a summary is generated from the data. It highlights:

   * Key discussion points
   * Customer concerns or objections
   * Any commitments made (e.g. “Send pricing”, “Schedule a demo”)
   * Next steps for both sides

   <Frame caption="Call Summary and Recording view ">
     <img src="https://mintcdn.com/salescaptain-42c66529/W0bjTAWQFUlXorel/unifiedinbox3.webp?fit=max&auto=format&n=W0bjTAWQFUlXorel&q=85&s=84733e23af3d69bf02ee1363d0fd4dd9" alt="AI Call Summary, Recording and Transcription features in SalesCaptain" width="5520" height="3388" data-path="unifiedinbox3.webp" />
   </Frame>
4. **Use in Follow-up & Analytics**
   * Using the transcript & summary to plan follow-ups (emails, tasks)
   * Managers reviewing several summaries to spot recurring issues or training needs
   * Use data for improving messaging, scripts or product feedback

## **Best Practices & Tips**

* Always ensure you inform the caller (if required) before recording/transcribing.
* Train agents to speak clearly and identify themselves to help with speaker separation.
* Use the summary to assign clear next steps immediately after each call.
* Regularly review summaries to look for patterns in objections or customer feedback—it can help refine product or messaging.
* For long calls, it may help to mark “key moments” (e.g. “pricing discussed”, “next meeting scheduled”) manually or via UI to make navigation easier.

Find out more about [making](Making-Calls) and [receiving](Core-Features/Calls/Calling/Receiving-Calls) calls in SalesCaptain.
