In your HubSpot account, navigate to Contacts > Calls.
Click the call title.
To start the recording, on the left of the review screen, click playerPlayPlay. You can also use the controls to playerFastForwardskip or playerRewindrewind.
Review transcripts and add inline comments (Sales Hubor Service HubProfessional or Enterprise only)
Below the recording, view speaker tracks to monitor the user's speaking time compared to the contact's. Click and drag the handle along the speaker track to listen to a specific part of the recording and review that part of the transcript.
To add inline comments to a specific part of a call transcript:
Hover over the part of the transcript where you want to add a comment, and click the commentsAdd comment icon.
Click the Inline Comments tab to add comments to a specific excerpt of the transcript. Click the General Comments tab to add comments about the overall recording.
If you want to mention a user and send them a notification, type @ followed by the name of the user.
To reply to an existing comment and create a thread, click on an existing comment.
In the top right, click Show Comments or Hide Comments to show or hide existing threads. When comments are hidden, the user’s avatar will appear next to any part of the transcript they have commented on.
Use the search bar to look up specific keywords. The results will return any part of the transcript where the keyword was used.
To share a specific part of the transcript with another team member, hover over the transcript text and click Share. In the dialog box, click Copy link, then paste it into an email or other message to send it to your team member.
If you're a user in a Sales Hub or Service Hub Enterprise account, click the Tracked terms tab to review which tracked terms are used during the call. To make edits to your tracked terms, click Edit tracked terms.
Please note: you must be a super admin to add or edit tracked terms.
If you want to improve the quality of your transcripts, you can turn on the Help improve your transcriptions setting. To flag a transcript as useful or not useful:
Click useful or not useful at the end of the transcript.