1. Note Activities: Lists all the edits done in the notecard.
   
2. Delete: Remove the notecard.
   

To perform note-related activities inside a note:

1. Click on the notecard from the list in which you want to perform the note-related activity
   
2. In the displayed notecard, click on the three dots in the top right corner.
   
3. Select the note-related activity you want to perform.
   

To create notecards:

1. Click on the + icon at the top of the list.
   
2. Choose the type of notecard you want to create and start writing.
   
3. You can also search for notecards by clicking on the search icon next to the + icon.
   

Notebook AI for Bigin

The introduction of Notebook AI makes it easier than ever to enhance your notes directly inside the Bigin. Whether you want to summarise long meeting discussions, correct grammar and tone, or expand on brief points, the AI can help you polish your content in seconds.

You can also use AI to generate additional context or suggest better phrasing, which is especially useful for customer-facing summaries or detailed follow-ups.

How to access:

1. Open any note within the Bigin.
   
2. Click on the AI icon (visible on supported note types).
   
3. Choose from options such as Summarize, Improve Writing, or Expand Content.
   
4. Review the AI suggestions and apply them instantly.
   

This not only saves time but also ensures that your notes remain professional and clear before sharing with your team or customers.

Support for Call Modules

The Notebook extension now fully integrates with Bigin Call modules, allowing you to attach notes directly to your logged or incoming calls. This way, all your call-related insights, action items, and follow-ups stay right where they belong.

With this update, you no longer need to create separate notes manually or search for related conversations in different sections. Everything stays neatly connected to each call record.

Where to find it:

1. Navigate to a Call record in your Bigin.
2. Look for the Notebook related list section.
3. Click Write Note or choose other note types (audio, checklist, etc.) from the dropdown.
4. Save and manage notes as you would with other Bigin records.

This helps teams stay on the same page, ensuring no important details from client or prospect calls are missed.  

AI Transcript

The AI Transcription feature is designed to transform how you handle audio notes and call recordings. It automatically converts your spoken content into neatly formatted text, making it easier to review, edit, and share important information.  If you often record meeting recaps, sales pitches, or client discussions, you no longer need to transcribe manually or worry about missing critical points. Smart Transcript currently supports 7 languages and recognises context to deliver accurate transcripts.

How to use:

1. While creating a note, select the Audio card and record your message or upload a call recording. (For now, manual entry is required. However, we are working on automating this process, and it will be rolled out soon)
   
2. Once saved, click on the Transcript icon on the screen.
   
3. The system will process and generate a text version of your recording, which you can edit or directly attach to the Bigin record.
   

This feature is especially helpful for sales and support teams to document call outcomes quickly and share them with the team without additional effort.

Frequently Asked Questions (FAQ)

1. Do I need a Zoho Notebook account to use the Notebook extension in Bigin?
Yes. You need a Zoho Notebook account to access and use your Notebook content through the extension in Bigin.

2. Can I create new notes directly from Bigin?
Yes. You can create notes using the Zoho Notebook extension without leaving Bigin.

3. Can I access my existing Notebook notes from Bigin?
Yes. The extension lets you access your existing Zoho Notebook content from within Bigin and associate relevant notes with your Bigin records.

4. Will changes made to a note in Bigin be reflected in Zoho Notebook?
Yes. Since the extension works with your Zoho Notebook account, changes made to your Notebook notes through the extension are reflected in Zoho Notebook.

5. Can I associate Notebook notes with Bigin records?
Yes. You can associate relevant Notebook notes with records in Bigin, making it easier to access related information while working with your records.

6. Why am I unable to access the Zoho Notebook extension in Bigin?
Make sure the extension has been installed and configured correctly and that you are signed in with the appropriate Zoho account. You should also verify that you have the required permissions to use the extension.

Further Assistance?