View and understand the meeting summary
Sellers and their managers need an easy way to review the conversations they've had with their customers and quickly find relevant talking points, keywords, and insights.
The meeting summary page provides a high-level view of how the conversation with a customer went, and includes follow-up action items and relevant keywords, a timeline, a transcript of the call, and more.
View the meeting summary
When the meeting summary is ready, you’ll receive a message from the Viva Sales bot in your personal chat. The message includes meeting details such as the title, date, time, and attendees, and a link to the summary. You can use the link in the message to view the summary, or go to the Viva Sales tab in the meeting.
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Go to the Viva Sales bot in your chat list and select Open summary.
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Go to the meeting chat in your chat list, or open the event on your calendar in Teams, and select the Viva Sales tab.
If there are multiple recordings of a single meeting (happens when you stop and restart the recording), or recordings of a recurring meeting, you can view the meeting summary of an individual meeting by selecting the date from the drop-down list in the meeting summary.
Understand the meeting summary
The meeting summary page includes the following sections:
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Overview, recap, and mentions
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Call transcript and translation
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Call playback timeline and segmentation
Overview
The Overview tab displays the names of the people who participated in the meeting.
Recap
The Recap tab displays call highlights and follow-up action items that Viva Sales identified during the call.
Note: Call highlights won't be generated if the meeting recording duration exceeds 70 minutes.
To share the call highlights and follow-up action items, select Copy to clipboard, and then paste the data into an email, Teams chat, or any other medium you like. The summary appears in the following format:
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Meeting title: Displays the title of the meeting
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Participants: Lists the people who participated in the meeting
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Meeting date and time: Displays the date and time of the meeting
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Highlights: Displays sentences in a bulleted list that summarize each section of the conversation
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Follow-ups: Displays action items in a bulleted list
Create a Dynamics 365 task from a follow-up
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In the meeting summary, go to the Recap tab.
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Find the follow-up item for which you need to create a task, and then select Create task.
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Add or update the following information:
Item
Description
Required
Subject
Name of the task
Yes
Owner
Who will complete the task; if it isn’t you, you can assign someone else
Yes
Connected to
A record that provides information about the task; select from accounts and opportunities that are associated with the email’s recipients
No
Due date
The date by which the owner should complete the task
No
Description
Text snippet of the follow-up item; you can change it if needed
No
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Select Create.
After you’ve created a task, Create task changes to Open task. Select Open task to open the task in your CRM.
Mentions
The Mentions tab displays keywords, stakeholders, products, and competitors that were mentioned during the call. When you select a word in the following sections, the transcript indicates at what point it was mentioned.
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People: Displays the names of people mentioned during the call; for example, Sarah calling from Contoso.
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Products: Displays the names of the products mentioned during the call; for example, "I only know how to use a Fabrikam LED TV".
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Best-practice keywords: Displays keywords that can be used as best practices during the call.
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Other brands and organizations: Displays brand and organization names (other than your own) that the customer mentioned during the call.
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Questions asked by sellers: Displays questions asked by sellers on the call. For example, What do you think about the demo?
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Questions asked by others: Displays questions asked by the other participants during the call.
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Times: Displays the time periods mentioned during the call.
Call transcript and translation
The Transcript section displays a written record of the call that you can read and translate, along with a timeline of the call.
If the transcript is in a language other than English, and it’s a supported language, select Translate to read the transcript in English.
Call playback, timeline, and segmentation
Use the call playback feature to listen to the recorded call. You can listen to the entire call or drag the progress bar to skip to specific points on the timeline. The call transcript automatically scrolls to the point you select. You can also pause, rewind, and move forward through the call, and adjust the playback volume.
The timeline displays the sentiments detected in the conversation: positive, neutral, or negative. You can drag the progress bar to a specific point on the timeline. The call transcript automatically scrolls to the point you select.
When you select a word on the Mentions tab, a diamond icon on the playback timeline indicates the point at which the word was mentioned. If you hover over a word on the Mentions tab, gray diamond icons on the timeline indicate all the points at which the word was mentioned.
To quickly go to a comment in the transcript, select its icon on the timeline.
The timeline also indicates the conversation segments, such as introduction, solution, price quote, and call close. Select a segment to view insights that are relevant to it. The transcript scrolls to the start of the segment, and the segment is highlighted on the timeline. If the selected segment contains any action items or keywords, they're displayed on their respective tabs.
Note: The playback capability is available only to the meeting organizer and call recorder.
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