Meeting with prospective customers results in key takeaways – things you’ve learned during the call, and next steps – the tasks that need to be completed after a sales meeting ends.

Many sellers keep track of these items during a call, or even make a list while listening to the recording after a meeting is complete. 

Salesloft’s Conversations serve up a list of takeaways after you complete a recorded meeting, including: a Conversation summary, top Key Moments, and Next Steps. 

In this article, you will learn how to use Recap Conversations. This article includes:

• Before You Can Use Recap Conversations
• Review the Conversation Summary Instructions
• Identify Top Key Moments Instructions
• View Next Steps Instructions
• Additional Information: Recap Conversations
• Next Steps

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Before You Can Recap Conversations

• Admins can manage access to Action Items from the Generative Artificial Intelligence settings.
• Next Steps are available for all Conversations Platform Integrations.
• Salesloft Conversations integrates with Google Gemini to process meeting transcripts and create the Conversations Summary, Next Steps, meeting transcripts and create Key Moments.
• Next Steps will only be extracted for meeting recordings with a transcript.
• Next Steps cannot be added, they can only be edited. 
• Calls made from the Salesloft Dialer Extension will also receive an AI Recap so long as they meet the requirements to sync to Conversations.

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Review the Conversation Summary Instructions

A Conversation Summary is a summarized version of a call in Conversations. Salesloft Conversations uses artificial intelligence to transcribe a summary of the call transcript during the meeting processing phase. Once a meeting is captured in Conversations and processed, you can access the summary to quickly gain insight on the conversation that took place. 

The Conversation Details Page is where you can access your Conversations recordings as well as tools that help review and assess the call—like the Conversations Summary.

To access a Conversations Summary from the Conversation Details Page, follow these steps:

1. Access the Recording: Go to the Conversations page and select the recording.
2. Go to the Recap Tab: Click the Recap tab to the right of the video player.
3. Review the Conversation Summary: The conversation summary appears at the top of the panel. 
   • Things to Note: We recommend reviewing and editing your Conversations Summary content before sharing to confirm accuracy.

 

Figure 1: View Conversations Summary under the Recap tab.

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Identify Top Key Moments Instructions

Key Moments highlight the critical points in a customer’s journey that signal engagement, risk, or opportunity. Tracking and acting on these moments can help you stay proactive and aligned with customer needs.

To see the top key moments in the recap tab, follow these steps

1. Access the Recording: Go to the Conversations page and select the recording.
2. Go to the Recap Tab: Click the Recap tab to the right of the video player.
3. Scroll to View the Top Key Moments: Below the recording Summary, you can see the quick glimpse into the Top 3 Key Moments from the call. 
4. Click “View More”: Select the View More option to view all detected moments.To learn more about Key Moments, check out the Identify Key Moments article. 

 

Figure 2: Identify top Key Moments under the Recap tab.

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View Next Steps Instructions

Next Steps are the actions you’ll take after a customer call to maintain momentum and accountability. 

To view Next Steps, follow these steps: 

1. Access the Recording: Go to the Conversations page and select the recording.
2. Go to the Recap Tab: Click the Recap tab below the video player to view the Action Items.
3. Review Action Items: The Recap tab displays the total number of Action Items and a bulleted list of the items. Each item includes a description and often indicates the person or team responsible.

 

Figure 3: View Next Steps under the Recap tab

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Additional Information: Recap Conversations

• Always review and verify AI-generated content for accuracy. AI output should be independently verified to confirm accuracy, as output may be false, incomplete, misleading or not reflective of recent events or information.
• Next Steps automatically appear in the Meeting Follow-up Play in Rhythm.
• Editing Next Steps in Conversations does NOT automatically update them in the Rhythm task.

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Next Steps

• Review Next Steps after every meeting to ensure follow-up tasks are completed.
• Use the copy function to share Next Steps with other team members or systems.
• Edit Next Steps as needed to maintain accuracy and reflect any changes.