Scribe
Records a meeting, a call or a field note, turns it into a written record you check line by line, and files that record on the customer's history. The recording itself never leaves this machine.
Getting started
These are the steps in the order somebody would do them. The same list is in the tool: press F1, or the control reading "How this works" at the top of the window.
1. Pick how long recordings stay, then press Start recording
Keyway will not choose how long a customer's conversations stay on this machine: pick 7, 30 or 90 days, or your own number in that range, on the card on the left. Start recording sets it once for the whole business, then records. Changing it afterwards is an owner's or an administrator's job. The consent line at the foot says what happens to the far side.
2. Read the consent line before you hold the conversation
The line at the foot of the window names the consent mode on every capture, including the mode that asks nobody. An all-party policy plays an announcement; notes-only keeps nothing of what the far side said; and a policy that refuses stops the capture before a microphone is opened.
3. Say what this is and where the other side is, then start
A meeting, a call or a field note, and in person, on Teams, on Zoom or on the softphone. The pair decides which devices are opened and therefore whether the two sides can be told apart: a meeting and a call have a far side, and a field note is one person talking into one microphone.
4. Transcribe it, then decide every line and strike what must go
The draft is the record somebody would actually read: what was agreed, what was promised, what to do next. Keep or Remove each line, or Keep the rest. On the transcript beside it, striking a passage clears it for good on this machine. Filing is refused while a line is undecided, so nothing reaches a customer's history unread.
5. Say who it was about, then file it
Attach the capture to a company, a contact or a deal your organisation already holds. Filing writes the record into your document store and puts a line on that customer's history. The recording stays on this machine and is removed when the window you chose in step one runs out.
The screens, and what to do first on each
Each of these opens with nothing on it on a new install. What the tool says on that screen is what this section says, because it is the same sentence.
Nothing has been captured on this machine yet
Nothing is drafted until something is recorded. Then each line of the draft is kept or removed here before the record is filed.
First thing to do: Press Start recording. While the retention card on the left is up, pick how long first.
No transcript for this capture yet
The transcript is the evidence beside the record: who spoke, when, and what they said. It is produced on this machine, and an installation that cannot transcribe says so rather than leaving the pane blank.
First thing to do: A capture has to exist and be chosen before there is a transcript, and both happen on Record.
This record is not about anybody yet
A capture is filed against a company, a contact or a deal your organisation already holds; this tool types no customer in. Filing is refused until one is attached, because a record nobody can find later is a record nobody has.
First thing to do: Type part of a customer's name in the box below, then press This one.
Nothing has been quoted yet
Every phrase that names something on your price book becomes a line here, priced from that book, quoting what was said.
First thing to do: Read a capture line by line on Record, then press Draft a quote from this.
If you get stuck
Write to support@keywaysuite.com. We answer within one business day. Keyway can send us what it knows about your installation: open the hub, go to About and press Get support. It writes one file wherever you choose and never includes your licence, a password, a customer name or a customer address.