On the contacts page, you see an overview of all your contacts including their name, email address and organisation. You can see which contacts have an established voice profile by hovering over the sound wave icon. New contacts can easily be added by clicking on the ‘new contact’ button on the top right. By selecting the ‘share within organisation’ option you will be sharing this specific contact, including their voice profile, with your colleagues.
Within the account settings, you can edit your personal information including name, email address, language, and notification status. On this page, you can also change your password and (re-)record your voice profile should you need to. Turning off the “Conversation processing” setting under “Notifications” will stop Simply from sending you update emails about your conversation processing status.
On the organisation page, you can edit details about your organisation. This can be useful for if you ever change your business address or tax number.
Creating a voice profile is important so that Simply knows who is saying what in a conversation. This is crucial for creating the summaries, so this step shouldn’t be skipped. All that is required is to record yourself reading the text and click submit, allowing Simply to create a voice fingerprint of yourself, and store it in your account. This way Simply will always be able to tell that it is you speaking, and improve its contextual understanding in a conversation.
Whenever you speak to someone new that does not have a saved voice profile, during the processing a voice profile can be made for them automatically. Simply will take a section of the recording, stitch it together and create a new voice fingerprint for this new contact. It should be noted that creating a voice profile through the official Simply onboarding will be superior over having one created through a conversation recording.
After recording a voice profile, be sure to play it back to ensure that your voice was recorded well. If you do not hear anything when you play the recorded voice back, try these troubleshooting tips:
Make sure your speakers are on for you to hear the recording.
Make sure your microphone is connected and set as the default device in the Windows settings.
Make sure you have accepted your browsers permission request to use your microphone device.
Visit https://mictests.com/ to verify that your microphone is actually working correctly within your browser.
Try using a different microphone setup if the above testing does not seem to show the microphone to be working.
Under the download tab, you can download Simply’s desktop recording software. By downloading Simply’s native desktop recording software, conversations can be seamlessly recorded in the background, and instantly synced to your dashboard.
Make sure to select the correct version of the desktop application depending on whether you use Windows or MacOS.
The mobile recording application (iOS and Android) can be found in their respective app stores, which are also linked in the Downloads tab.
Under the Team Settings, you can see which are the members of your team. If you want to change any team member’s information, just click on their name to do so.
You can also add new members to your team, from within your organisation or externally, by clicking “Add new user” in the top right of the screen. Here you can enter the name, email and role of the user you would like to add, after which the new user will receive an email invite to their own personal onboarding.
Any new user you add will be added to your account, and will be counted as one extra license on your monthly billing. You can only have one type of subscription license per organisation, so whichever subscription level you have, the new user will receive the same.
If you delete a user from your team, that user will no longer be able to access their Simply Dashboard, and you will no longer be charged for their license at the start of your next payment period.