Turn Service conversations into Salesforce data
An extension app to VintonĀ®, designed for use in the Service Cloud data model. Vinton turns voice data from service and support calls, meetings, and on-site visits into text in Salesforce.
Faster resolutions
Automate transcripts, summaries and follow-ups
Vinton takes notes so agents/technicians focus fully on resolving customer issues. Automatically captures transcript, summary, next steps and more, against Cases, allowing for faster response times and higher resolution rates. Works with video meetings, phone calls, in-person meetings and audio notes.
For virtual meetings and field notes
Automated meeting summaries and field visit notes improve service quality and consistency. No more manual uploads or missed details from important conversations. Vinton for Service automatically saves meeting recordings in Cases, so it’s easy to revisit crucial conversations or share knowledge with the team.
Vinton Field Agent Auto-Updates
Our Field Agent capability helps automate your Salesforce updates like never before. Admins can configure actions that Vinton will automatically carry out based on conversation content.
- Create or update Records automatically after every conversation, like Cases or Accounts
- Use the full record data and history to contextualise the new field updates
- Easy to set up object-level rules and field-level prompts to create and manage auto-updates
Vinton Scribe botless notetaker
Vinton Scribe is an additional solution that comes with Vinton. It’s a botless notetaker desktop app, so there’s no notetaker present in your meeting. Scribe runs in the background, transcribing the conversation.
Scribe does not record video or audio. It adds the transcription and all the AI-generated notes into related records in Salesforce.
Mobile App for offline or quick recordings
Great for Service teams who go on the road, the Vinton mobile app gives users the option to record voice notes and in-person meetings from their mobile phone.
Even if users are offline, recordings can be made and synced to Salesforce/Vinton later on.
Create and share your best demo videos
Follow up to your meetings and calls with a video capturing the key demo moments, create great content that keeps the conversation interesting with your Clients and close deals faster. Turn on Screen + Camera for best results, activate your storytelling mode.
Smarter resolutions
Generate rich data
See comprehensive view of service team conversations. Every interaction is captured and accessible to the entire team. Vinton ensures that all conversations for issues and their resolutions are captured in Service Cloud. This improves accuracy, minimizes manual data entry, and enables better collaboration across teams.
Actively listen for smarter resolutions
With Vinton taking notes for service calls, agents and technicians can actively listen and focus on the issues raised by the customer. This leads to better collaboration, a detailed understanding of the issues raised. Customers are reassured that their problems are being actively resolved.
Live Meeting Assistant and Meeting Controls
Get live meeting assistance through the in-call chat. Pause, resume or stop recordings with simple commands, or request a summary of your call so far.
Or use controls from the Vinton Library to pause, resume or stop recording a live meeting.
Use Templates for Insights
Add templates for prompts that instruct Vinton to understand the context of your meetings and calls, and process them according to the most suitable template. Differentiate between Support Calls, Project Kickoffs, Internal Stand Ups and more. Apply a different template if you’re not satisfied with Vinton’s insights.
Build trusted relationships
Unlock the power of video in your communication and create effective engagement that build trusted relationships. Go beyond text and bring your whole self into your messages and unlock unprecedented effectiveness.
Keep improving
Call analysis and insights
Use Vintonās call analysis to train service agents. Upskill the team with learnings from service calls. Identify common issues, refine support scripts, provide targeted coaching from real customer interactions.
Accelerate team coaching
Always be learning with Vinton’s AI-driven coaching intelligence. It scores conversations for effectiveness, based on meeting best practices, and gives areas of improvement. Teams can learn to deliver more effective customer service calls, delighting customers every time.
Ask Vinton smart chat
Ask Vinton is a ChatGPT-like experience where users can ask Vinton questions and get answers about individual meetings and conversations.
Users can ask for specific details discussed on the call, or have Vinton generate custom text e.g. for a service report, based on the conversation in a meeting.
Get ready for AI
Build a foundation of quality service data
Vinton turns Service conversations into Salesforce data and the more service data you capture, the better position to harness AI for service agents, be they human or bots. By capturing issues in detail, with full transcript, summary and other AI-generated text, Vinton gets Salesforce Orgs ready for Einstein / Agentforce.
Bring your own AI
Connect your own fine-tuned enterprise LLM to Vinton to ignite the virtuous cycle of more and better data to feed better AI outcomes. By capturing conversational service and support data, your enterprise LLM learns about product issues and their resolutions, helping to build a solid knowledge base and resolve issues faster next time. The information can also be used to help other parts of the organisation e.g. sales, product management, marketing.
Quick intro to Vinton
Watch this super-quick demo of Vinton.
Vinton features
ROI Calculator
Vinton is a cost-effective meeting AI and notetaker that transforms the way your team works. Estimate the ROI of using Vinton in your Org.
The Definitive Guide to AI Notetakers
For Salesforce Pros who take their Salesforce data strategy seriously
Unlock sales & marketing collaboration
Bring to life your best Marketing collaterals in your Sales cycle, easily. Create a quick intro video and share the latest customer success story or product enhancement in seconds. Then scale the process by using the Video Vault (our Salesforce-native video library).
Learn how to set up Vinton in your Org
Get Vinton for free!
FAQs
Yes we certainly do. You can try Vinton without installing it in your Org by going to our Try Vinton page and following instructions.
Alternatively, we offer up to five users completely free of charge. The free tier comes with 100 recorded call minutes per user per month and retains your recordings for 100 days. To get started, visit the AppExchange.
There are several ways to include Vinton in meetings and it depends on the setup chosen by your Salesforce Admin.
We recommend using the individual notetakers where users can connect their calendar to Vinton and choose when Vinton should join calls.
You can also use our Ad Hoc invitation feature.
Alternatively, your Org could set up an org-wide email address for Vinton and Vinton will attend meetings only when it’s specifically been invited as an attendee.
Your Salesforce Admin will add a Vinton component to your Salesforce object layouts for Contacts, Leads, Opportunities and so on. For any attendee to a meeting, if there’s a matching email address in Salesforce, Vinton will automatically add the recording, the transcript, the notes and so on, directly against that Contact or Lead. If the Contact is attached to an Opportunity, Vinton adds the notes there too.
Users can also use the Vinton Library to find all of their recordings. The Vinton Library can be added to your navigation items for easy access. From the Vinton tab you can view all of the meetings and huddles that you participated in, or were invited to, when Vinton also attended. You can also see all the audio notes that youāve created.
You can watch recordings again, view meeting analysis, coaching tips and see all of the data captured via Vinton from your calls/notes.
We have several pricing tiers for Vinton.
Our Free tier comes with 5 users is completely free, with 100 minutes of call recordings per user per month and recordings retained for 100 days.
We offer a Pro Tier which offers basic AI notetaking.
Premium is for organisations with multi-channel comms looking to include phone calls, and also includes full AI insights and coaching.
Our Enterprise tier is fully customisable and comes with premium support.
Visit our Pricing page for more information.
During the configuration and setup of Vinton or our other applications, a secure connection is made between your Salesforce Org and our media backend. Audio and video files are stored securely in an AWS S3 bucket, separate for each customer. Video recordings do not affect the storage space used in Salesforce.
Customers also have the option to store media files in their own S3 or Azure storage. Alternatively, customers can choose to back up their files in their own S3 or Azure storage.
Vinton is compatible with the Enterprise, Unlimited, Developer and Performance versions of Salesforce.
Nativevideo solutions are compatible with the Enterprise, Unlimited, Developer and Performance versions of Salesforce.
We charge a one-off fee for standard installation and setup. For more details go to our Pricing page.
Premium support is available for all Premium and Enterprise-subscription customers.
You’ll need the Nativevideo platform which powers Vinton. In order to make use of the Meeting Assistant functionalities on video calls, you’ll need to be using Microsoft Teams, Zoom or Google Meet for your video meetings. Vinton is compatible with Salesforce Enterprise, Unlimited and Developer editions.
No, you can still use Vinton to join, record and transcribe your calls even if you’re using one of the free versions of video conferencing tools Teams, Zoom and Meet.
No. We have enterprise agreements with OpenAI and Gemini and as part of that agreement, they do not use the data we share with them for training purposes.
You might be concerned about exceeding your standard storage space in Salesforce by saving recording video meetings and audio in your objects. But there’s no need to worry. For all our solutions (except for our Free Nativevideo), we store your files in AWS with a secure connection between AWS and your Salesforce Org. So the video and audio recordings do not affect your Salesforce Org data storage. We also compress video recordings too.
No, the Vinton bot does not need to connect via OAuth to join the call and record your Zoom meetings, and thus no authorization is required.
We have a support wiki that covers installation and setup, plus guides for Admins and Users.
Go to the Support Wiki here.
All of our solutions come with a freemium offer. Up to five users completely free of charge! Get started via the AppExchange.
Specifically for Vinton, you can try without installing in your Org. Follow the instructions on our Try Vinton page.
Vinton doesn’t just record video calls, but also enables users to add voice notes, botless notetaking, in-person meetings and phone calls. Vinton summarises meetings and notes, drafts follow-up emails, automates the list of next steps, and stores all this valuable information directly against the relevant records in Salesforce.
Vinton allows meeting recordings and notes to be shared when appropriate.
You can customise the AI prompts, add keywords related to your business that the AI will recognise correctly each time.
Vinton is native in Salesforce so all the text data generated from calls is stored where Agentforce can use it to derive insights for your business.
If your Salesforce Admin has set up your Vinton instance to use an org-wide email address and not individual notetakers, then yes, Vinton operates with a specific assigned email account so that it can be invited to join calendar meetings and join as a participant in a scheduled call.
This needs to be a standalone account with access to its own calendar, not an alias, nor a shared inbox.
We recommend using something like: vinton@[insertyourdomain] or notetaker@[insertyourdomain]
We offer different transcription services with Vinton. The custom dictionary is available with the default service, Deepgram. This enables you to add company or industry-specific words for more accurate transcriptions.
Other transcription services that we offer currently do not support a custom dictionary.
Vintonās transcription capabilities are powered by both AWS and Deepgram services, each offering support for a diverse range of languages to cater to our global user base.
Transcriptions are typically available immediately with AWS, while Deepgram may take a couple minutes longer due to its asynchronous nature.
AWS transcription services provide extensive language support, covering major languages such as English, Spanish, French, German, Italian, Portuguese, Chinese, Japanese, Korean, and an array of others. This enables real time transcription across various linguistic demographics, ensuring that Vinton is accessible to teams worldwide. See the latest and most accurate language offerings.
Deepgram offers transcription services in multiple languages, prioritizing accuracy and context. While it excels in English, additional language support includes widely spoken languages such as Spanish, French, as well as others like Hindi, Japanese, and Russian, covering a significant linguistic spectrum for diverse transcription needs. See Deepgram’s language offerings.
With both AWS and Deepgram, you can select the transcription service that best fits your language requirements and accuracy expectations, ensuring that Vinton’s transcriptions are as reliable and inclusive as possible.
It depends on how Vinton has been set up in the Org.
For Orgs using Individual Notetakers, users should follow the setup instructions to connect their calendar to Vinton.
Users can also use our “ad hoc” invitation feature to add Vinton to meetings.
If the Org is using the org-wide email address to invite Vinton to meetings, the only action required on the part of the users is to invite Vinton to the same meeting in the calendar. In your Org, Vinton will have a dedicated email address with related calendar. Vinton joins the call, if invited, and can be admitted by the attendees when the call starts.
Vinton is natively integrated with Salesforce. Video Calls, Phone Calls, In-Person Meetings, Scribe Meetings and Voice Notes are saved in custom objects as part of the package and provide all the flexibility and customisation of any native object in Salesforce.
Calls and related notes are automatically added to the participants’ records in Salesforce (Internal Users, Contacts, Leads) and to their related records (e.g. Accounts, Opportunities, Cases, any custom object).
Transcripts and generated text can be customised to be added automatically to specific fields (e.g. populating “Next Steps” in an Opportunity), notifications are sent from Salesforce to the users participating after each call (if Admins have set this up), with the summary of the call, the next steps, and a link to the related Salesforce records. Call recordings are also visible in the Salesforce Mobile App.
Vinton comes with default prompts for Title generation, Summarisation/Minutes, Next Steps, Follow-up email drafting, Coaching and Sentiment. These default prompts are tried and tested and provide excellent out-of-the-box results. Vinton’s prompts are flexible and can be modified (Org-wide edits) to cater for specific needs and requirements in terms of contextualisation and output format, ensuring the best and most appropriate output is always generated for the evolving needs of organisations and their processes.
Admins can configure custom prompts and can also add Prompt Templates that users can choose from. For more details about configuring a custom prompt for Vinton, visit our support wiki. For more information about Prompt Templates watch the explainer in our Spring ’25 release notes.
Vinton is integrated with the latest OpenAI non-reasoning model via an Enterprise API subscription. We have built our infrastructure with a flexible approach, and a different OpenAI account can be plugged to perform the Generative AI tasks related to summarisation, extraction of next steps and follow-up email drafting. So if you have your own OpenAI enterprise account that you wish to connect to Vinton, you can follow the instructions here.
We also give users the option to select Gemini as their LLM.
Yes, it’s very important to install or update Nativevideo first. One that’s done, you can update/install your Vinton package.
If you’ve encountered a problem you can’t solve and need to give us access to your Org, navigate to your User Settings, then under Personal Information find Grant Login Access, and provide access to Nativevideo Support by selecting the desired number of days.
You can resolve this by assigning custom permissions to the Vinton components you’ve added to the record pages.
You can follow the steps here.
For Vinton to record and transcribe calls, you need to assign Nativevideo and Vinton permissions to standard users. There are also other permission sets that must be created and be assigned to users. For admins, who can modify or update Nativevideo configurations, assign Nativevideo, Vinton, and Nativevideo Admin permissions. This page explains how to set up the permissions.
In production, in addition to following the standard setup steps, you also need to assign licenses to the users. This step is not required in the sandbox environment.
In order to create sharing links, you need to set up a public share page first. Follow the instructions here.
Once set up you’ll see the share icon or the share link in your Vinton tab or Vinton player component.
Vinton is ISO/IEC27001:2022 certified and have been audited for SOC 2 Type II Security Trust Criteria. For more information about our security and compliance, please visit our Compliance page.
It depends on the setup of Vinton in your Org.
For Orgs using Individual Notetakers
Users should go to the Vinton tab and from the top right hand corner of the Vinton tab choose the setup cog. Check that Vinton is connected to the user’s calendar and check the specific settings for how Vinton should join meetings.
For Orgs using an org-wide email address
For Vinton to join a call, Vinton needs to be invited to your meeting so that the meeting appears in Vinton’s calendar. Vinton relies on the calendar schedule to participate.
If the calendar invite is updated, Vinton will adjust and join at the new scheduled time.
If you need to add Vinton during a call, you must edit the calendar invite and add Vinton from there for it to recognize the meeting. Vinton is designed to join two minutes before the scheduled meeting time. If you join earlier than scheduled, Vinton won’t be aware and, therefore, won’t join until 2 minutes before the scheduled start time.
If you have a call scheduled that no one joins until late, Vinton will leave after waiting for 10 minutes (this is variable based on the meeting platform you use) on the call. For example, if you schedule a call for 4 PM and don’t let Vinton in by 4:10 PM, it will exit the waiting room, assuming it’s not needed on the call.
To ensure Vinton can participate, please ensure the meeting invite is properly scheduled on its calendar.
If a user joins a call before the start time, and admits the notetaker, then leaves the call, Vinton will also leave and not rejoin.
Admins can enable or disable email notifications.
Admins can configure email notifications to go only to the host of the meeting.
For more information go here.
We recommend to install both Nativevideo and Vinton for Admins only, and then manage permissions via the permission sets that come with the packages. Find out more about permission sets here.
Yes, we offer all guides to installation and setup on our support wiki.
We only store media files in our AWS S3 bucket if the customer has not opted to store them in their own custom AWS S3 or Azure storage. We delete insights from our media backend right after sending them back to the customerās Salesforce org.
A notification can come from the user connected to our backend system, but if you want a dedicated email address to send Vinton notifications, we recommend setting up an “Organization-wide” email address for Vinton. Follow instructions here.
Yes of course. Vinton is the only native AI Notetaker for Salesforce, which means that all data is Salesforce data and thus reportable in Salesforce reports and dashboards and in the context of related CRM records.
You can learn more about this in our Vinton Spotlight LinkedIn Live session on Salesforce dashboards and reports.
Multi-lingual speech to text, transcription & translation.
Languages and accents included are:
Afrikaans
Arabic
Armenian
Azerbaijani
Belarusian
Bosnian
Bulgarian
Catalan
Chinese
Croatian
Czech
Danish
Dutch
English
Estonian
Finnish
French
Galician
German
Greek
Hebrew
Hindi
Hungarian
Icelandic
Indonesian
Italian
Japanese
Kannada
Kazakh
Korean
Latvian
Lithuanian
Macedonian
Malay
Marathi
Maori
Nepali
Norwegian
Persian
Polish
Portuguese
Romanian
Russian
Serbian
Slovak
Slovenian
Spanish
Swahili
Swedish
Tagalog
Tamil
Thai
Turkish
Ukrainian
Urdu
Vietnamese
Welsh
Customers have the choice of AWS, Deepgram or Openai Whisper for language transcription.
