Capturing conversations
The four ways a conversation gets into Auron, and what to check so capture is reliable.
Everything downstream depends on capture. A signal is only as good as the transcript it came from.
Four ways in
An agent joins a live meeting. The agent participates under its operating mode and the transcript builds as people speak. Started from Home, from an entity record on the phone, or scheduled ahead.
A phone call. Where an agent has a number assigned, its calls are captured under the same model as meetings. Inbound and outbound are configured per agent.
A chat. Typed rather than spoken, and still a full conversation record: linked to a record, governed the same way, producing the same outputs.
An uploaded transcript. A conversation that happened with no agent in the room can be uploaded and turned into a session after the fact. This is the option people forget, and it is what stops in-person meetings being a blind spot.
Operating modes
For live voice, the mode decides how present the agent is.
| Mode | Use it when |
|---|---|
| Listen | The agent should capture and stay out of the way |
| Conversation | It should answer when asked and never interrupt |
| Discovery | You want it drawing out detail with follow-up questions |
| Recap | You are closing, and want decisions and next steps read back |
The mode can be changed mid-meeting, and every change is recorded in the transcript. Starting in Listen and switching to Recap for the last two minutes is a good default for meetings with customers in the room.
Making capture reliable
Link it to a record. A session with no record attached still produces a transcript, but its signals have nothing to accumulate on. Starting from the record rather than from a blank session avoids this.
Pick the right agent. Only published agents attached to that record's entity are offered. If the one you want is missing, it is either a draft or not attached to that entity.
Watch the connection. A call is as good as the network. On a weak connection the transcript lags and catches up. If you are somewhere with no signal, record a voice note instead and analyse it later.
Say the important things out loud. Obvious, and still the biggest determinant of what you get back. A decision made by nodding does not appear in the transcript.
After capture
A finished session carries its transcript, a summary, the signals detected in it, whatever artefacts and reports you generate, and whatever automations fired around it. Transcripts can be exported. See Meetings and chats.