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  1. Starter checklist

    Overview The Starter checklist on your Dashboard lists the steps that get your workspace producing insights. The cards you see can vary by account, role, and permissions, so your checklist may not match a teammate's. Set up your workspace ...
  2. Sharing a conversation

    Overview You can share an analyzed conversation with someone outside your organization without giving them an Alchemer Voice account. Alchemer Voice creates a link to a read-only page, which you can copy or have emailed to the conversation's ex...
  3. Accounts

    Overview Accounts lists the companies synced from your connected CRM (e.g. Salesforce, HubSpot, or Dynamics 365). For each company, it shows open opportunities and leads, the conversations and insights linked to it, and related Tracker issues. ...
  4. Usage activity report

    Overview The usage activity report, at Admin > Activity , charts how your team uses Alchemer Voice over time and lists your 10 most active users. The report is available to admins. What's counted The report counts sessions, which are per...
  5. My Profile

    Overview My Profile holds the settings that belong to you as a user: your name, job domain, photo, and conversation alert emails. To open it, select your name at the bottom of the left-hand menu. Details Job Domain is your role in th...
  6. PII redaction and unredacting

    PII redaction is an add-on feature, contact your account manager. Overview Alchemer Voice can detect personal information (PII) in conversations, such as names, email addresses, and card numbers, and replace it with placeholders like [PERSON-1] ...
  7. How insights are generated

    Overview An insight is a short, self-contained statement extracted from a conversation, written so you don't need to open the transcript to understand it. Names are removed from insight text, and every insight links back to its conversation. You ...
  8. Uploading a recording or transcript

    Overview If a meeting didn't arrive in Alchemer Voice automatically, you can upload its recording. An upload creates a draft conversation. You add a transcript (import one or have Alchemer Voice transcribe the audio), confirm the details, and sel...
  9. How conversations are captured

    Overview Conversations can enter Alchemer Voice five ways, and most teams combine several. Each captured conversation is transcribed where needed, analyzed using the analysis allowance on your plan, and listed under Conversations. Comparison ...
  10. Alchemer Voice overview

    Overview Alchemer Voice helps you capture, analyze, and act on customer conversations at scale. It brings in your calls, meetings, chats, emails, and support tickets, turns them into short statements called insights, and links those insights to t...