Connect your calendar
Review upcoming meetings and configure the Google Calendar auto-join rules that fit your team.
Conversation Capture
Bring the conversation into focus.
Connect online meetings, face-to-face recordings and supported dialler workflows to the same analysis and coaching process.
FROM INSIGHT TO ACTION
01Choose a conversation source
02Configure recording and permissions
03Review the captured conversation
Capture in person
Use a microphone recording or Smart ID workflow for face-to-face conversations.
Keep the right context
Confirm the rep, customer and meeting type so the analysis has a useful starting point.
WHAT YOUR TEAM CAN DO
Capture once. Build a useful record.
Customer conversations happen in video calls, offices, shops and on the phone. A consistent capture process gives those interactions a place in the same review workflow, with the right rep and customer context.
Explore practical use casesCalendar-led capture
Connect your calendar, review upcoming meetings and set auto-join rules for the meetings you want captured. Keep internal and customer meetings distinct.
Face-to-face conversations
Use the supported microphone or Smart ID workflow for in-person conversations. Confirm the customer details that a calendar invitation would normally provide.
Recording uploads
Bring an existing recording into review with its meeting context. Recording quality and accurate participant information help make the analysis useful.
Dialler workflow planning
Agree the recording source, file format and rep identity mapping for a supported dialler workflow before rollout.
INSIDE SALESLENS
Connected calendar and upcoming meetings
Real demo-account screens. Explore the detail behind the workflow.
A PRACTICAL WORKFLOW01 02 03
Make it part of the way you work.
Choose a conversation source
Configure recording and permissions
Review the captured conversation
ILLUSTRATIVE EXAMPLE
A customer visit happens away from the laptop.
The details should still reach the same review workflow as an online call.
USE CASES
Where this makes a difference.
Illustrative situations showing how to put the feature to work.
A rep moving between online and on-site meetings
The situation
Some customer discussions appear in the calendar; others happen during a site visit.
With SalesLens
Use calendar capture online and the agreed in-person recording route on site, then confirm customer context.
The opportunity for your team
Review the customer relationship across both channels.
A team standardising its recording process
The situation
Different reps record differently, making ownership and coverage hard to understand.
With SalesLens
Agree capture rules, participant notice, device assignment and a simple check that the recording reached the right account.
The opportunity for your team
Create a repeatable starting point for analysis and coaching.
WHY IT MATTERS TO THE BUSINESS
Connect the feature to a better way of working.
Use these outcomes to guide your team’s review and assess whether the workflow is helping.
More consistent coverage
Review eligible meetings against recordings received to identify gaps.
Clearer ownership
Check that recordings belong to the correct rep and customer.
Less fragmented review
Use one analysis workflow for supported sources.
GETTING STARTED
Discuss your workflowMake the first rollout useful.
Define which conversations to record, how participants are informed and who owns setup. Test access, admission and audio quality for each source before relying on it across the team.
Your questions, answered.
Will a bot always be admitted?
Admission depends on the meeting platform and host settings. Review capture rules and meeting access before relying on a recording.
Can I connect any dialler?
Dialler workflows depend on provider access, recording format and rep identification. Confirm compatibility during the setup discussion.
Keep the workflow connected.
Follow-ups & Actions
Turn meeting commitments into visible actions with owners and deadlines, keeping follow-up connected to the customer conversation.
Explore featureCustomised Playbooks
Give analysis and coaching the context of your company, products, customers and sales process. Define what a good conversation means for your team.
Explore feature