If you’ve already enabled the In-Person Meeting Assistant, you’ve solved the problem of capturing live meeting transcripts. But what happens when the meeting ends without one?  Maybe the customer didn’t consent to live recording. Maybe the rep forgot to start it. Maybe it was an impromptu conversation in the lobby that turned into a real […]

Capturing insights from in-person meetings can be a challenge. Teams often rely on ad hoc transcription apps or personal note-taking to document conversations. That means important context stays outside of Salesforce — and admins are left trying to bring consistency and governance to information that never made it into the CRM in the first place. […]