Last updated: July 16, 2021
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If you're a user with an assigned Sales Hub or Service Hub Enterprise paid seat, you can use Conversation Intelligence (CI) to transcribe and analyze recorded calls. This enables you to coach your team more effectively and gain valuable customer insights from the call recordings and transcripts.
Please note: any user who is recording calls made from HubSpot can review and coach on the call recording, but they will not have access to the additional features powered by CI, such as the transcript.
Only calls made by users with an assigned Sales Hub or Service Hub Enterprise paid seat will be automatically transcribed. Any user in a Sales Hub or Service Hub Enterprise account can access the call recording and transcript for coaching.
Please note: currently, the third party providers that support CI in HubSpot are JustCall, Kixie, and Zoom Business or Enterprise subscriptions that support recording transcripts.
For each call, you can access the recording and add comments to the call.
Please note: automatic call transcription is available for HubSpot's default content creation languages. HubSpot will transcribe the call in the language selected in your account settings. Learn more about HubSpot's language offerings.
You can associate a call with contact, company, deal, or ticket records in your CRM. The call will appear on the associated records so you can access the call details for more context.
Before a meeting, you can share a call with a team member so they can access the recording to prepare.
Learn more about searching and segmenting calls in the calls index page.
Register your phone number and turn on recording and Conversation Intelligence (CI) to start making calls in HubSpot.
When you make a call in HubSpot, the call recording, call outcome, call notes, and other call details are available at a glance in your calls home.
Learn how to improve your sales team's performance with conversation intelligence.