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Once the conversation is ready for review the data validation process can begin. For each conversation, a unique report is created. On the left is the summary, separated into helpful headings. On the right is the full transcript and the search function which can be used to identify specific moments from the conversation that were meaningful.

Any notes displayed on the left side can be clicked, which will then guide you into a section in the transcript where our AI inferred the meaning to produce this note. Furthermore, any phrases in the transcript can also be clicked in order to play the corresponding soundbite for double-checking.

If you would like to make any changes, or add extra context, you can easily do so on the right side of the summary. The right side is full editable and searchable, as this will be the final version to be saved and exported.

You can make use of the find and replace feature within the Notes panel to quickly correct any mistakes such as misspelled names or other identifiers, further improving the summary.

Underneath the Summary and Notes, you can find the Data points module which conveniently displays useful key data points that were mentioned during the call. If you notice that the summary is incomplete, insufficient or unsatisfactory you can make a report by clicking on the report analysis flag icon. Reporting a summary will send a message to the Simply administrative team, allowing us to review specific cases and further improve the future product.

Once a conversation has been uploaded to your Simply dashboard, you can click “Start Analyzing” to prepare it for processing.

Setting Conversation Details

Before processing begins, it’s important to ensure all relevant details are filled in correctly. If the conversation was recorded using Simply’s recording devices or VOIP integrations, certain details, such as participants, may already be pre-filled for you.

1. Input and Output Languages:

• Set the input language (the language the conversation was held in) and the output language (the language of the summary).

• For instance, if a conversation was conducted in Dutch but you need the summary in English, set Dutch as the input and English as the output.

• To save time, you can set a default output language so this selection is remembered for future conversations.

2. Adding Attendees:

• Adding the correct participants ensures optimal analysis.

• Start typing the participant’s name in the “Attendee” field:

• If the contact is new, click “Create New Contact” to add them to your contact book.

• If the contact already exists, Simply will suggest matches as you type.

• To add multiple attendees, click “Add Attendee” to generate additional fields.

3. Special Features:
Depending on the selected conversation profile, additional fields may appear:

• For candidate intakes, you can upload a CV in Word, PDF, or image format, which will be processed alongside the conversation. The CV can then be automatically exported in your company’s branding.

• For vacancy intakes, you’ll see an option to mark the client as “New Client”. This ensures company information and background are captured for first-time interactions.

Starting the Analysis

Once all details have been added, click “Start Processing”. Simply will analyze the conversation and generate a summary tailored to the chosen conversation profile.

Handling Missing Speaker Details

If a conversation includes multiple unknown participants without existing voice profiles, Simply will require further input before completing the analysis:

1. The conversation status will be marked as “Incomplete”.

1. Click “Add Details” to resolve the issue.

1. Use the provided soundbites to identify each unknown speaker by listening to their voice.

1. Tag the speaker with their correct contact name, then click “Confirm Speakers”.

Once the speakers are correctly assigned, Simply will resume processing.

Reviewing the Analysis

When processing is complete, click “Review it Now” to access the first version of the analysis. From here, you can refine the results and finalize the conversation summary.

The Simply desktop application is your go to tool to record all your online meetings like for example Zoom, Windows and Google Meet without adding any bots to your meetings.

-> Download Windows application
-> Download MacOS application

Installing the Simply Desktop application

After downloading the Simply desktop recording application, you should find it as a ZIP file in your downloads folder. Now you can unzip this file using the Windows native “7zip” or any other software you prefer to use (eg: Winrar). Using the standard 7zip, right click on the zipped file, and select “Extract here” to unzip the files.

After unzipping, a new folder should be created in your downloads. If you open this folder, you can find “Simply_business.exe”. Double-clicking this file will open the Simply Recording application. If you would like to create a desktop shortcut, right click the “Simply_business.exe” and select the “Create Shortcut” option. This will create a new file in the folder called “simply_business.exe – Shortcut”. Drag this shortcut to wherever you want to access it, for example your desktop, and then feel free to rename it to whatever you like.

Now you can easily open the recording application from your shortcut whenever you need to record a conversation.

Using the Simply Desktop application

You can double click on the Simply application to start the application.

When opened you will see a widget you are still able to change your audio configurations by clicking on the arrow symbols and opening the list menu. You can also mute your microphone or speakers capturing at any point by clicking on their respective symbols, if you want the recorder to temporarily stop recording that audio stream for any reason.

After you stop the recording, your conversation will automatically be synced to your Simply dashboard, where it will be ready for analysing. If for any reason there is an error with synching, you’ll be able to find the conversation un-synced in your history tab, where you can attempt to re-synch it.

If for any reason the conversation does not appear in your dashboard, and you are also not able to see it in the history tab of the recording application, then you should always be able to find a back-up of the recording in a folder in your documents named “Simply_Recordings”, either in “Synced” or “Unsynced”. You can now manually upload this recording to your dashboard through the upload functionality.

The Simply Mobile Recording App is your lightweight, on-the-go solution for recording conversations directly from your smartphone. With seamless integration to your Simply dashboard, you can easily capture, manage, and access recordings whether you're in the office or on the move.

Downloading and Installing the Mobile App

Use your phone’s camera or a QR code scanner to scan this QR code:

The app will automatically detect your operating system (iOS or Android) and redirect you to the correct app store.

Click Download to begin the installation.

Log in to Your Account:

Open the app after installation.

Log in using the same credentials you use for the Simply Desktop app or Dashboard. You only need to do this once, as your login details will be saved for future use.

Using the Mobile Recording App

1. Starting a Recording:

Upon logging in, the app will display a clean, minimal interface with a large Record button.

Tap the Record button to start capturing your audio.

The first time you use this feature, you will need to grant microphone permissions.

2. Managing Your Recording:

During a recording, you can Pause and Resume at any time.

Once your conversation is finished, tap Finish to save and upload the recording.

If you started recording by accident, use the Cancel button to discard it.

3. Automatic Upload to Dashboard:

Upon completion, your recording is instantly synced to your Simply Dashboard.

You will see the recording appear in the online dashboard for further management or analysis.

Accessing and Managing Recordings

All recordings are saved in the History tab of the app.

1. History Tab

Play a recording directly from the app.

Share the recording with yourself or a colleague.

Delete a recording. This will remove it both from your mobile app and Simply Dashboard.

2. Synced and Back-Up Recordings:

If a recording does not sync due to connectivity issues, it will remain in the History tab.

Once the connection is restored, the app will automatically attempt to upload it.

App Settings and Profile Management

1. Language Preferences:

You can switch the app’s language between English and Dutch.

2. Account Options:

Delete Mobile Account: This will remove your account only from the mobile app, leaving your Desktop and Dashboard access unaffected.

Log Out: Although optional, you can log out of the app. Staying logged in allows quicker access next time.

Key Features of the Mobile App

Simple Interface: Record with a single tap.

Seamless Sync: All recordings are automatically uploaded to your Simply Dashboard.

On-the-Go Access: Easily manage, play, or share recordings directly from your phone.

Reliable History Management: Access all previous recordings and ensure no conversation is lost.

With the Simply Mobile Recording App, recording important conversations has never been more convenient or efficient!

Conversations can be captured and automatically added to your Simply dashboard in one of four ways:

1. Record yourself
You can manually upload an audio or video file, which is ideal for meetings that were recorded before using Simply. However, for both future online and offline meetings, we recommend using our desktop or mobile application to effortlessly sync recordings directly to your dashboard.

2. Simply's desktop recording application
By downloading Simply’s native desktop recording software, available for Windows and macOS, all online conversations can be seamlessly recorded through your desktop. There's no need to add bots to your conversations

-> Download Windows application
-> Download MacOS application

3. Simply’s mobile recording application
The Simply mobile recording app, available for Android and iOS, allows you to record face-to-face meetings and sync them directly to your dashboard.

-> Download Android Application
-> Download IOS Application

4. VOIP Integration
Simply can also be integrated with your VOIP system, enabling phone calls made through the system to be automatically synced to your dashboard. For more information, please contact your Simply representative or support department.

Choosing the Right Conversation Profiles

Conversation profiles in Simply are predefined structured formats tailored to specific scenarios or types of conversations. These profiles ensure that the most relevant and actionable information is captured during your conversations.

When analyzing a conversation in your Simply dashboard, you can easily choose a conversation profile that best fits the scenario. Simply offers three default profiles for every new user:

1. Recruitment: Candidate Intake

1. Recruitment: Vacancy Intake

1. General Meeting

Each profile is designed to capture data points specific to its use case. For example:

• In a Candidate Intake, the focus is on personal background, education, professional experience, strengths, areas for improvement, and reasons for leaving.

• In a Vacancy Intake, the emphasis shifts to company information, department details, and the desired candidate profile.

Hovering over any conversation profile reveals an information icon, which explains the type of data captured for that profile. This ensures you always know what insights Simply will extract.

Custom Conversation Profiles

While the default profiles cover common use cases, the real power of Simply lies in its ability to adapt to your company’s specific needs. We can create custom conversation profiles tailored to structured conversations unique to your organization. Whether it’s predefined administrative requirements, industry-specific criteria, or any other output templates that your workflow desires, Simply’s AI models can replicate them efficiently and accurately.

By selecting the appropriate conversation profile, you ensure that your analyses are precise and relevant. Simply remembers your last chosen profile, so you only need to update it if the conversation type changes.

With Simply, transforming conversations into actionable insights has never been easier or more customizable.

When you are satisfied with the report you can click on the ‘ready to review’ button in the page header and change the status to ‘completed’. Once this is complete, the report is ready for export. Exporting can easily be done by clicking on the export button, which will create a Word file to be downloaded to your device.

If you have any active CRM integrations, you will also be able to export directly to your connected CRM.

Further export options will become available in the future, allowing you turn summaries into written emails, memo’s, candidate profiles, and more.