Conversations can be captured in one of four ways.
Record yourself: An audio or video file can be uploaded manually. This includes recording a conversation from a mobile device or making use of the recording features in applications like Zoom and Microsoft Teams.
Simply’s desktop recording software: By downloading Simply’s native desktop recording software, conversations can be seamlessly recorded as prompted by a small pop-up window.
Simply’s mobile recording application: Available soon on iOS and Google Playstore, the Simply mobile recording application can be used to record face-to-face meetings, and synced right to your dashboard.
VOIP Integration: SimplyAi can also be connected to your VOIP system, so that any phone calls through your VOIP system can also be synced directly with your dashboard. For more information about this, please ask your Simply sales representative.
Once a conversation has been uploaded to your dashboard, you can click on “start analysing” and fill in the conversation details. If the conversation was recorded using one of Simply’s recording devices or VOIP integrations, then some of the details will already have been filled in for you.
Adding the right attendees to the conversation is an important step to ensuring optimal processing. The first time you speak to a new person, that person must always be added to your contacts list. Type in their name into the attendee field and click “Create new contact”. If the attendee is someone you have spoken to previously, once you start typing their name, the contact should show up for you to click it. If there were multiple attendees, more empty fields can be added by clicking the “Add attendee” button.
When all the information is filled out correctly, you can click on “Start Processing”.
Once processing is complete, the conversation will be ready for analysis and can be accessed by clicking “Review it Now”. This will take you to the first version of the analysis, with only a few steps of refinement necessary before the conversation summary is complete.
If you ever attempt to analyse a conversation with multiple new people that do not have a voice profile on record, Simply will not be able to properly analyse the conversation without further information. When this happens, the status will be changed to “Incomplete”. To solve this, click on the “Add Details” button, then tell Simply which speakers were which contacts. To help you coordinate, you can click on a soundbite of any of the unknown speakers to recognise their voice, then tag that speaker as the person who you know it to be. When finished, click on “Confirm Speakers” to proceed with the next stage of analysis.
These are set templates that Simply uses to create the most insightful summaries and are based on the type of conversation that has been had. At launch, Simply offers 5 standard conversation profiles: Recruitment: candidate intake, recruitment: job intake, sales discovery call, support and general meeting. Each of these has been carefully crafted to assist Simply in creating the most useful summaries.
The true power of Simply lies in the ability for us to create custom conversation profiles to suit the needs of your company. Any structured conversations with predefined administrative requirements can be replicated through our custom AI models, to be almost indistinguishable from human admin labour.
Once the conversation is ready for review the data validation process can begin. For each conversation, a unique report is created. On the left is the summary, separated into helpful headings. On the right is the full transcript and the search function which can be used to identify specific moments from the conversation that were meaningful.
Any notes displayed on the left side can be clicked, which will then guide you into a section in the transcript where our AI inferred the meaning to produce this note. Furthermore, any phrases in the transcript can also be clicked in order to play the corresponding soundbite for double-checking.
If you would like to make any changes, or add extra context, you can easily do so on the right side of the summary. The right side is full editable and searchable, as this will be the final version to be saved and exported.
You can make use of the find and replace feature within the Notes panel to quickly correct any mistakes such as misspelled names or other identifiers, further improving the summary.
Underneath the Summary and Notes, you can find the Data points module which conveniently displays useful key data points that were mentioned during the call. If you notice that the summary is incomplete, insufficient or unsatisfactory you can make a report by clicking on the report analysis flag icon. Reporting a summary will send a message to the Simply administrative team, allowing us to review specific cases and further improve the future product.
When you are satisfied with the report you can click on the ‘ready to review’ button in the page header and change the status to ‘completed’. Once this is complete, the report is ready for export. Exporting can easily be done by clicking on the export button, which will create a Word file to be downloaded to your device.
If you have any active CRM integrations, you will also be able to export directly to your connected CRM.
Further export options will become available in the future, allowing you turn summaries into written emails, memo’s, candidate profiles, and more.
After downloading the Simply desktop recording application, you should find it as a ZIP file in your downloads folder. Now you can unzip this file using the Windows native “7zip” or any other software you prefer to use (eg: Winrar). Using the standard 7zip, right click on the zipped file, and select “Extract here” to unzip the files.
After unzipping, a new folder should be created in your downloads. If you open this folder, you can find “Simply_business.exe”. Double-clicking this file will open the Simply Recording application. If you would like to create a desktop shortcut, right click the “Simply_business.exe” and select the “Create Shortcut” option. This will create a new file in the folder called “simply_business.exe – Shortcut”. Drag this shortcut to wherever you want to access it, for example your desktop, and then feel free to rename it to whatever you like.
Now you can easily open the recording application from your shortcut whenever you need to record a conversation.
After downloading the Simply desktop recording application, you should find it as a ZIP file in your downloads folder. Now you can unzip this file using the Windows native “7zip” or any other software you prefer to use (eg: Winrar). Using the standard 7zip, right click on the zipped file, and select “Extract here” to unzip the files.
After unzipping, a new folder should be created in your downloads. If you open this folder, you can find “Simply_business.exe”. Double-clicking this file will open the Simply Recording application. If you would like to create a desktop shortcut, right click the
Within this widget you are still able to change your audio configurations by clicking on the arrow symbols and opening the list menu. You can also mute your microphone or speakers capturing at any point by clicking on their respective symbols, if you want the recorder to temporarily stop recording that audio stream for any reason.
After you stop the recording, your conversation will automatically be synced to your Simply dashboard, where it will be ready for analysing. If for any reason there is an error with synching, you’ll be able to find the conversation un-synced in your history tab, where you can attempt to re-synch it.
If for any reason the conversation does not appear in your dashboard, and you are also not able to see it in the history tab of the recording application, then you should always be able to find a back-up of the recording in a folder in your documents named “Simply_Recordings”, either in “Synced” or “Unsynced”. You can now manually upload this recording to your dashboard through the upload functionality.