---
schema_version: "1"
id: cfb42e7ca16936d837a26f97e2329a0957743eb0cb870d0d0008ca181c8c2066
title: In-Person Meeting Transcription
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/sales/264-0-0/eci_person_meeting.md
canonical_url: https://help.salesforce.com/s/articleView?id=sales.eci_person_meeting.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 05a9f1284f52d2a93923b3e6c4c4ac957a16f2552f5323da7b797b49c93f96d1
description: Use the Salesforce mobile app to capture face-to-face meeting information and transform it into actionable CRM data. With In-Person Meetings enabled, you can capture AI-powered transcripts and get insights and recommendations from Einstein Conversation Insights.
products:
  - Sales Cloud
  - Cross Cloud
  - Service Cloud Voice
release: "264"
---
# In-Person Meeting Transcription

Use the Salesforce mobile app to capture face-to-face meeting information and transform it into actionable CRM data. With In-Person Meetings enabled, you can capture AI-powered transcripts and get insights and recommendations from Einstein Conversation Insights.

| Available in: Lightning Experience |
| --- |
| Available in **Starter**, **Pro**, **Enterprise**, **Performance**, **Unlimited**, and **Agentforce 1 Sales** Editions with the Einstein for Sales add-on and Einstein Conversation Insights. |

This feature requires the [Seller-Focused Mobile Experience](https://help.salesforce.com/s/articleView?id=sales.sales_mobile_app_setup.htm&language=en_US).

Before your meeting, tap the Live Activity notification that appears on your home page before the meeting begins, or go to the Meeting Details page. For the meeting you would like to transcribe, select **Launch Assistant** and **Start Transcription**.

The AI continues transcribing even if you lose connectivity or lock your screen. The transcript continues even if you navigate away from the Salesforce App. You can use the Pause or Resume buttons on the meeting details page as needed.

Click **Stop Transcribing** to end the transcription. After it is finished, the app uses smart tagging to distinguish voices. Match names to speakers or manually add attendees not on the original invite.

Select **Save Meeting Notes** after assigning names to or adding a speaker. The transcript syncs instantly to ECI for your team to access.

The video call record created after the call ends is associated with the meeting event. The related record and suggested participant information can also be pulled from the associated event.

For information about setup, see [Set Up Mobile AI Transcription](https://help.salesforce.com/s/articleView?id=xcloud.salesforce_app_transcription.htm&language=en_US).

- **[Considerations for In-Person Meeting Transcription](https://help.salesforce.com/s/articleView?id=sales.eci_in_person_transcription.htm&release=264.0.0&type=5)**  
    To use In-Person Meetings, consider supported functionality, usage, limitations and allowances, limits, and other issues.