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The Conversations overview: tabs, filters and ATS status

All your meetings, phone calls, in-person conversations and memos in one place, with each conversation's status in your ATS or CRM.

Written by Robin Alcedo Overbosch

Conversations holds every conversation Hyre recorded for you. You see at a glance which conversations are already in your ATS or CRM and which are not.

Before you start

  • Your mailbox and calendar are connected (Settings › Channels). Without a calendar the notetaker does not join your meetings.

  • The ATS status column only shows when your organisation has connected an ATS or CRM.

What the overview shows

  1. Click Conversations in the sidebar.

    The Conversations overview with tabs and ATS status
  2. Pick a tab at the top. Each tab shows its count:

    • All: everything together.

    • Meetings: online meetings the notetaker recorded.

    • Calls: phone calls made through Hyre.

    • Offline: in-person conversations, recorded with Record or a Plaud or Hey Pocket.

    • Memos: short memos you record or type yourself.

  3. Use the buttons above the tabs:

    • Search: search by name, title or summary. If nothing matches in your current tab but something matches in another, the list switches to All.

    • Show unanswered (on calls): also show calls that were not answered.

    • Hide not admitted (on meetings): hide meetings where nobody let the notetaker in.

    • ATS- & CRM-sync (right): starts the agent that logs all your conversations in one go.

  4. Click a row to open the conversation. Use Previous and Next to move through the list.

What do the icons in the first column mean?

The first column (ATS/CRM) shows for each meeting, call and in-person recording how far it is in your ATS or CRM. Hover over it for a progress card with two steps: linked to a contact in your ATS/CRM, and logged with a note.

Icon

Colour

Meaning

Circle with a dash

Grey

Nothing linked yet. No contact is linked to the conversation, or the contact has no ATS or CRM record (No ATS or CRM record linked).

Link

Orange

The contact is in your ATS or CRM, but the conversation has not been logged yet (Linked to your ATS or CRM).

Check

Green

Hyre logged the conversation in your ATS or CRM (Logged in your ATS or CRM). Done.

Merge icon

Violet

There is a possible match in your ATS or CRM (Possible match in your ATS or CRM). Open the conversation to link the contact.

Your goal: every conversation green. See Logging a conversation to your ATS or CRM.

Good to know

  • You only see your own conversations, plus the ones a colleague shared with you. Colleagues do not see yours unless you share them.

  • A conversation appears once it has a transcript, a recording or a summary. After the call it can show as pending for up to 30 minutes. Usually it takes a few minutes.

  • A meeting where the notetaker was not let in shows in grey with a Not admitted label. See Recording online meetings with the notetaker.

  • A call with an unknown number gets an amber Who was this? label. See Who was this? Linking a contact to a conversation.

  • The bin icon removes a conversation from your list. This cannot be undone, and there is no archive.

  • Email, LinkedIn and WhatsApp are not here but in the Inbox.

  • Press ? for keyboard shortcuts.

Watch the video

Video: Conversations in the Hyre Academy (4 min, Dutch). Video: Online meetings in the Hyre Academy (4 min, Dutch).

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