Please ensure that using the call recording and transcription features does not violate your company's policy, or the laws of the country or countries whose laws your country is obliged to follow. If the call recording feature is not in use or is discontinued, the call transcription service will also be paused by default.

Pre-requisites

Call transcription is available for organizations with built-in telephony integration, vendor integration, or URLs connected via APIs. However, it is important to note that when integrating a new telephony provider, Zia will assess and determine if transcription is feasible for that particular vendor.

To enable call transcription in your organization, you need to enable Call Recording in your Telephony integration.

1. Please note that when integrating a new telephony provider, Zia will assess whether transcription is feasible for that vendor.
   

Enabling Call Transcription

Call transcription will be available for accounts using Professional and above editions.

1. In your CRM account, go to Setup (  ), and then click Communication under the Zia options.
   
2. Navigate to the Call Transcription tab.
   
3. Check the boxes to agree to the terms of service and pricing, and to authorize access to call recordings.
   
4. Click Get Started.
   
5. In the Create Call Transcription pop-up, complete the following steps:
   
1. Set the maximum minutes to spend in a month.
   
2. Choose whether to transcribe calls for all users or selected users, and select from the list of users, roles, profiles, territories, etc.
   
3. Select the module(s).
   You can also specify record selection criteria in case you select a single module (e.g., Leads or Contacts).
   
4. Select the type of calls you wish to transcribe: incoming, outgoing, or both.
   
5. Select the maximum duration of a call qualified for transcription.
   
6. Click Save.
   

Note:

1. The Call Intelligence tab will only be available once call transcription is set up. Learn more about call intelligence.

Points to remember

1. Only admins can configure call transcription.
2. Admin users can enable call transcription for specific users and profiles.
   
3. Each line of text in a call transcript is attributed to the identity of each speaker in the conversation.
   
4. Admins can choose incoming calls, outgoing calls, or both, depending on their needs.
   
5. Admins can set limitations for call transcription according to call duration (in minutes).
   
6. Admins can set a maximum call duration (in minutes) for call transcripts to be processed.
   
7. Custom field labels are shown in the notes section of the configuration page once the call transcript is created.
   
8. This feature is supported only for paid Zoho CRM users.
   
9. Admins won't be able to see the welcome screen after enabling the feature.
   
10. This feature only handles upcoming calls for transcription, not calls made or received before enabling it.
    
11. The maximum number of minutes an organization can transcribe per month is limited to 18,000 minutes or 300 hours.
    
12. Only the English language is supported.

Pricing 

Call transcripts are priced based on the amount of audio successfully processed, measured in increments rounded up to 30 seconds; in other words, for every 30 seconds of transcription you will be charged $0.012 (or $0.024 per minute). All call transcription spending will be charged monthly, irrespective of your normal billing cycle.