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Using Simply
Data validation process
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.
Your Profile & Preferences
Team settings
Under the Team Settings, you can see which are the members of your team. If you want to change any team member’s information, just click on their name to do so.
You can also add new members to your team, from within your organisation or externally, by clicking “Add new user” in the top right of the screen. Here you can enter the name, email and role of the user you would like to add, after which the new user will receive an email invite to their own personal onboarding.
Any new user you add will be added to your account, and will be counted as one extra license on your monthly billing. You can only have one type of subscription license per organisation, so whichever subscription level you have, the new user will receive the same.
If you delete a user from your team, that user will no longer be able to access their Simply Dashboard, and you will no longer be charged for their license at the start of your next payment period.
Using Simply
How do you start analysing conversations?
Once a conversation has been uploaded to your dashboard, you can click on “start analysing” and fill in the conversation details. If the conversation was recorded using one of Simply’s recording devices or VOIP integrations, then some of the details will already have been filled in for you.
Adding the right attendees to the conversation is an important step to ensuring optimal processing. The first time you speak to a new person, that person must always be added to your contacts list. Type in their name into the attendee field and click “Create new contact”. If the attendee is someone you have spoken to previously, once you start typing their name, the contact should show up for you to click it. If there were multiple attendees, more empty fields can be added by clicking the “Add attendee” button.
When all the information is filled out correctly, you can click on “Start Processing”.
Once processing is complete, the conversation will be ready for analysis and can be accessed by clicking “Review it Now”. This will take you to the first version of the analysis, with only a few steps of refinement necessary before the conversation summary is complete.
If you ever attempt to analyse a conversation with multiple new people that do not have a voice profile on record, Simply will not be able to properly analyse the conversation without further information. When this happens, the status will be changed to “Incomplete”. To solve this, click on the “Add Details” button, then tell Simply which speakers were which contacts. To help you coordinate, you can click on a soundbite of any of the unknown speakers to recognise their voice, then tag that speaker as the person who you know it to be. When finished, click on “Confirm Speakers” to proceed with the next stage of analysis.
Using Simply
Desktop Recording Application
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.
Your Profile & Preferences
Account & Organisation settings
Within the account settings, you can edit your personal information including name, email address, language, and notification status. On this page, you can also change your password and (re-)record your voice profile should you need to. Turning off the “Conversation processing” setting under “Notifications” will stop Simply from sending you update emails about your conversation processing status.
On the organisation page, you can edit details about your organisation. This can be useful for if you ever change your business address or tax number.
Your Profile & Preferences
Downloads
Under the download tab, you can download Simply’s desktop recording software. By downloading Simply’s native desktop recording software, conversations can be seamlessly recorded in the background, and instantly synced to your dashboard.
Make sure to select the correct version of the desktop application depending on whether you use Windows or MacOS.
The mobile recording application (iOS and Android) can be found in their respective app stores, which are also linked in the Downloads tab.
Workspace administration
How to add and remove team members
Adding and removing team members can only be done by the owner of an organisation. The owner of the account can visit their team settings page, by navigating to “Settings”, and then “Team”.
From here, new users can be added easily by clicking “Add new user” and filling out their details. Team members can also easily be removed by deleting their entry from this page.
Connect Tools & Automate Tasks
Export functions
Simply offers multiple options for exporting your conversation summaries. Other than exporting to your own CRM system, users can also chose to export their summary to a Word file format.
In the near future, Simply will also offer other export options, such as PDF, email, or client-specific export options that have been built on demand.
If you have any specific export functionalities that meet your ideal use-case, please discuss these with your Simply account representative. An example of one of these is an export function that automatically turns a recruitment candidate intake summary into a stylised candidate profile export, which is ready to be sent directly to clients.
Workspace administration
Roles and access
With regards to Simply’s team management, three roles are currently recognised:
Owner: This role is given to whoever first creates the organisation that you belong to. An owner role has executive oversight of the account, has access to all conversation data from the other users under this organisation, and is the only one who can add or remove other users from the account. The owner role cannot be transferred easily, so please contact your Simply account representative in the event that you need to change the owner of your organisation.
Manager: A manager role can only be given by the owner of the account, either when sending the initial invite or in the team editing page of their settings. A manager role will also grant that user the ability to see all of the conversational data being processed by the entire account. This way, managers can track their employees conversations and usage.
Employee: The lowest role in the hierarchy is the Employee. Other than being given a licence to use the Simply dashboard, the employee has no other administrative privileges, and cannot see the conversational data from anyone else in the organisation. Only contacts can be synched with other employees, whenever a new contact is created and the optional “Share with organisation” setting is selected.
Connect Tools & Automate Tasks
VOIP integrations
Simply can be integrated with most VOIP systems, allowing phone calls that are recorded with a VOIP system to be synched directly with the SimplyAi dashboard. Users will have a variety of options available to choose which conversations get synched with Simply and which don’t.
To enquire about setting up a VOIP integration, users with a PRO subscription or higher should reach out to their Simply account representative.
Your Profile & Preferences
Contacts
On the contacts page, you see an overview of all your contacts including their name, email address and organisation. You can see which contacts have an established voice profile by hovering over the sound wave icon. New contacts can easily be added by clicking on the ‘new contact’ button on the top right. By selecting the ‘share within organisation’ option you will be sharing this specific contact, including their voice profile, with your colleagues.
Using Simply
How to capture conversations?
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.
Start with Simply
What is Simply?
Simply is an AI-powered tool designed specifically for recruitment teams, turning call transcripts into clear, actionable summaries that enhance productivity. By automating this essential administrative task, Simply allows recruiters to spend less time on paperwork and more time engaging with top candidates. This streamlined approach boosts efficiency, saves valuable hours, and ensures consistent, high-quality documentation.
With its mission to simplify recruitment workflows, Simply empowers teams to focus on what matters most: finding and hiring the best talent. By alleviating administrative burdens, Simply helps recruiters achieve their goals faster and with greater ease.
Your Profile & Preferences
Voice profile
Creating a voice profile is important so that Simply knows who is saying what in a conversation. This is crucial for creating the summaries, so this step shouldn’t be skipped. All that is required is to record yourself reading the text and click submit, allowing Simply to create a voice fingerprint of yourself, and store it in your account. This way Simply will always be able to tell that it is you speaking, and improve its contextual understanding in a conversation.
Whenever you speak to someone new that does not have a saved voice profile, during the processing a voice profile can be made for them automatically. Simply will take a section of the recording, stitch it together and create a new voice fingerprint for this new contact. It should be noted that creating a voice profile through the official Simply onboarding will be superior over having one created through a conversation recording.
After recording a voice profile, be sure to play it back to ensure that your voice was recorded well. If you do not hear anything when you play the recorded voice back, try these troubleshooting tips:
- Make sure your speakers are on for you to hear the recording.
- Make sure your microphone is connected and set as the default device in the Windows settings.
- Make sure you have accepted your browsers permission request to use your microphone device.
- Visit https://mictests.com/ to verify that your microphone is actually working correctly within your browser.
- Try using a different microphone setup if the above testing does not seem to show the microphone to be working.
Start with Simply
Which plan is best for suited for your needs?
For those seeking a plan tailored to their specific needs, the choice depends on the level of features required.
Starter Plan
The Starter plan is ideal for freelance recruiters looking to automate some of their administrative tasks. As our most affordable option, it’s perfect for users who want to quickly get started with Simply. This plan is best suited for those who do not use a dedicated ATS/CRM system and do not require extensive export functionality. With the Starter plan, you can process up to 20 hours of conversations per month, utilize our thoughtfully crafted template conversation profiles, and export your summaries directly into Word files.
Pro Plan
The Pro plan is our most popular option, designed for small to medium-sized recruitment agencies that handle around two hours of daily conversations needing administration. Pro plan users can integrate a VOIP system, allowing phone conversations to be captured and processed. Additionally, users can easily connect their ATS/CRM system to Simply, ensuring all contacts are synced to their Simply dashboard, and all data is automatically sent to their ATS/CRM. The Pro plan also supports advanced exports, such as resumes or vacancy intakes, branded in the agency's own style, saving time on administration and delivering professional documents in seconds.
Business Plan
The Business plan is designed for recruitment companies with a high volume of conversations or specialized data capture requirements. Some companies may need to mirror their internal document structure exactly, ensuring summaries follow a specific format or match key ATS/CRM data points according to internal guidelines. In such cases, Simply works closely with the business to create custom conversation profiles tailored to these unique data capturing needs.
Enterprise Plan
For enterprise-level recruitment agencies purchasing more than 100 licenses, Simply offers a highly personalized procurement service. Enterprise customers often have unique needs, and Simply collaborates with them to meet these requirements. This plan includes specialized onboarding and training, premium support, enterprise-level data processing solutions, and much more. Contact us to explore the full range of possibilities and let us create a custom offering to suit your needs.
To view all plan details we recommend to visit our pricing page.
Using Simply
What are conversation profiles?
These are set templates that Simply uses to create the most insightful summaries and are based on the type of conversation that has been had. At launch, Simply offers 5 standard conversation profiles: Recruitment: candidate intake, recruitment: job intake, sales discovery call, support and general meeting. Each of these has been carefully crafted to assist Simply in creating the most useful summaries.
The true power of Simply lies in the ability for us to create custom conversation profiles to suit the needs of your company. Any structured conversations with predefined administrative requirements can be replicated through our custom AI models, to be almost indistinguishable from human admin labour.
Start with Simply
How to use Simply? Your quick start guide
Get started with Simply in just a few steps:
1. Create an account and log into your Simply dashboard.
2. Set up your voice profile by talking for just a few seconds so our AI can recognize your voice.
3. Upload your meeting audio or video file, or use our recording tools (VOIP/Desktop/Mobile) to capture and sync directly to your dashboard.
Once you provide a few quick details like the conversation profile and participants, Simply will begin its analysis. In minutes, you'll get a clear, action-focused summary, ready to use in your ATS/CRM, file system, or personal storage.
Using Simply
Exporting
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.
Start with Simply
Simply glossary
Conversation profiles These are set templates that Simply uses to create the most insightful summaries and are based on the type of conversation that has been had. For example, Simply has a different conversation profile for candidate intakes versus client intakes. Each conversation profile has been carefully crafted to assist Simply in creating the most usefull summaries and extract relevant key data from each conversation.
VOIP
VOIP stands for Voice over Internet Protocol. It's a technology that allows you to make voice calls using a broadband internet connection instead of a regular (analog) phone line. VOIP can be used for voice calls, video calls, and other multimedia communication over the Internet.
Usage hours
The amount of available recording hours, as defined by your active subscription plan. A conversation that is uploaded to the Simply dashboard will only be counted towards your recording hours once it is processed by the AI software.
ATS Integration
An ATS, or Applicant Tracking System, is a software tool that helps recruitment agencies and HR departments manage the entire hiring process, from job postings to tracking candidates throughout the recruitment pipeline. Simply can seamlessly integrate with your ATS, ensuring that conversation summaries, candidate notes, and other relevant information are automatically logged in the right places, streamlining your recruitment workflow and improving efficiency.
CRM integration
CRM or Customer relationship management is a tool that helps businesses organize and manage their interactions with customers, from contact details to sales opportunities, all in one place. Simply can be integrated seamlessly into your CRM so that conversation summaries are directly entered exactly where they need to be.
Workspace administration
Plans usage and features
The Starter plan, priced at €29.95 per user per month (annual subscription), offers access to the Simply dashboard, cloud storage integration with Google Drive and One Drive, export to Word, simple conversation profiles, and 20 hours per month per license.
The Pro plan at €49.95 per user per month (annual subscription) builds upon the Starter plan, adding VOIP integration, mobile and desktop recording apps, advanced conversation profiles, faster processing, and doubles the monthly hours to 40 per license.
The Business plan, priced at €89.95 per user per month (annual subscription), encompasses all features from the Pro plan, while introducing CRM integration, personalized conversation profiles, priority processing, and increases the monthly hours to 80 per license.
The Enterprise plan includes everything from the Business plan, along with a custom-trained AI model, in-house training, premium support, enterprise-level security, and unlimited hours per license.
Start with Simply
Using Simply
Your Profile & Preferences
Connect Tools & Automate Tasks
Workspace administration
Tutorials & Videos
What is Simply?
Simply is an AI-powered tool designed specifically for recruitment teams, turning call transcripts into clear, actionable summaries that enhance productivity. By automating this essential administrative task, Simply allows recruiters to spend less time on paperwork and more time engaging with top candidates. This streamlined approach boosts efficiency, saves valuable hours, and ensures consistent, high-quality documentation.
With its mission to simplify recruitment workflows, Simply empowers teams to focus on what matters most: finding and hiring the best talent. By alleviating administrative burdens, Simply helps recruiters achieve their goals faster and with greater ease.
How to use Simply? Your quick start guide
Get started with Simply in just a few steps:
1. Create an account and log into your Simply dashboard.
2. Set up your voice profile by talking for just a few seconds so our AI can recognize your voice.
3. Upload your meeting audio or video file, or use our recording tools (VOIP/Desktop/Mobile) to capture and sync directly to your dashboard.
Once you provide a few quick details like the conversation profile and participants, Simply will begin its analysis. In minutes, you'll get a clear, action-focused summary, ready to use in your ATS/CRM, file system, or personal storage.
Which plan is best for suited for your needs?
For those seeking a plan tailored to their specific needs, the choice depends on the level of features required.
Starter Plan
The Starter plan is ideal for freelance recruiters looking to automate some of their administrative tasks. As our most affordable option, it’s perfect for users who want to quickly get started with Simply. This plan is best suited for those who do not use a dedicated ATS/CRM system and do not require extensive export functionality. With the Starter plan, you can process up to 20 hours of conversations per month, utilize our thoughtfully crafted template conversation profiles, and export your summaries directly into Word files.
Pro Plan
The Pro plan is our most popular option, designed for small to medium-sized recruitment agencies that handle around two hours of daily conversations needing administration. Pro plan users can integrate a VOIP system, allowing phone conversations to be captured and processed. Additionally, users can easily connect their ATS/CRM system to Simply, ensuring all contacts are synced to their Simply dashboard, and all data is automatically sent to their ATS/CRM. The Pro plan also supports advanced exports, such as resumes or vacancy intakes, branded in the agency's own style, saving time on administration and delivering professional documents in seconds.
Business Plan
The Business plan is designed for recruitment companies with a high volume of conversations or specialized data capture requirements. Some companies may need to mirror their internal document structure exactly, ensuring summaries follow a specific format or match key ATS/CRM data points according to internal guidelines. In such cases, Simply works closely with the business to create custom conversation profiles tailored to these unique data capturing needs.
Enterprise Plan
For enterprise-level recruitment agencies purchasing more than 100 licenses, Simply offers a highly personalized procurement service. Enterprise customers often have unique needs, and Simply collaborates with them to meet these requirements. This plan includes specialized onboarding and training, premium support, enterprise-level data processing solutions, and much more. Contact us to explore the full range of possibilities and let us create a custom offering to suit your needs.
To view all plan details we recommend to visit our pricing page.
Simply glossary
Conversation profiles These are set templates that Simply uses to create the most insightful summaries and are based on the type of conversation that has been had. For example, Simply has a different conversation profile for candidate intakes versus client intakes. Each conversation profile has been carefully crafted to assist Simply in creating the most usefull summaries and extract relevant key data from each conversation.
VOIP
VOIP stands for Voice over Internet Protocol. It's a technology that allows you to make voice calls using a broadband internet connection instead of a regular (analog) phone line. VOIP can be used for voice calls, video calls, and other multimedia communication over the Internet.
Usage hours
The amount of available recording hours, as defined by your active subscription plan. A conversation that is uploaded to the Simply dashboard will only be counted towards your recording hours once it is processed by the AI software.
ATS Integration
An ATS, or Applicant Tracking System, is a software tool that helps recruitment agencies and HR departments manage the entire hiring process, from job postings to tracking candidates throughout the recruitment pipeline. Simply can seamlessly integrate with your ATS, ensuring that conversation summaries, candidate notes, and other relevant information are automatically logged in the right places, streamlining your recruitment workflow and improving efficiency.
CRM integration
CRM or Customer relationship management is a tool that helps businesses organize and manage their interactions with customers, from contact details to sales opportunities, all in one place. Simply can be integrated seamlessly into your CRM so that conversation summaries are directly entered exactly where they need to be.
How to capture conversations?
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.
Desktop Recording Application
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.
Mobile Recording Application
What are conversation profiles?
These are set templates that Simply uses to create the most insightful summaries and are based on the type of conversation that has been had. At launch, Simply offers 5 standard conversation profiles: Recruitment: candidate intake, recruitment: job intake, sales discovery call, support and general meeting. Each of these has been carefully crafted to assist Simply in creating the most useful summaries.
The true power of Simply lies in the ability for us to create custom conversation profiles to suit the needs of your company. Any structured conversations with predefined administrative requirements can be replicated through our custom AI models, to be almost indistinguishable from human admin labour.
How do you start analysing conversations?
Once a conversation has been uploaded to your dashboard, you can click on “start analysing” and fill in the conversation details. If the conversation was recorded using one of Simply’s recording devices or VOIP integrations, then some of the details will already have been filled in for you.
Adding the right attendees to the conversation is an important step to ensuring optimal processing. The first time you speak to a new person, that person must always be added to your contacts list. Type in their name into the attendee field and click “Create new contact”. If the attendee is someone you have spoken to previously, once you start typing their name, the contact should show up for you to click it. If there were multiple attendees, more empty fields can be added by clicking the “Add attendee” button.
When all the information is filled out correctly, you can click on “Start Processing”.
Once processing is complete, the conversation will be ready for analysis and can be accessed by clicking “Review it Now”. This will take you to the first version of the analysis, with only a few steps of refinement necessary before the conversation summary is complete.
If you ever attempt to analyse a conversation with multiple new people that do not have a voice profile on record, Simply will not be able to properly analyse the conversation without further information. When this happens, the status will be changed to “Incomplete”. To solve this, click on the “Add Details” button, then tell Simply which speakers were which contacts. To help you coordinate, you can click on a soundbite of any of the unknown speakers to recognise their voice, then tag that speaker as the person who you know it to be. When finished, click on “Confirm Speakers” to proceed with the next stage of analysis.
Data validation process
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.
Exporting
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.
Contacts
On the contacts page, you see an overview of all your contacts including their name, email address and organisation. You can see which contacts have an established voice profile by hovering over the sound wave icon. New contacts can easily be added by clicking on the ‘new contact’ button on the top right. By selecting the ‘share within organisation’ option you will be sharing this specific contact, including their voice profile, with your colleagues.
Account & Organisation settings
Within the account settings, you can edit your personal information including name, email address, language, and notification status. On this page, you can also change your password and (re-)record your voice profile should you need to. Turning off the “Conversation processing” setting under “Notifications” will stop Simply from sending you update emails about your conversation processing status.
On the organisation page, you can edit details about your organisation. This can be useful for if you ever change your business address or tax number.
Voice profile
Creating a voice profile is important so that Simply knows who is saying what in a conversation. This is crucial for creating the summaries, so this step shouldn’t be skipped. All that is required is to record yourself reading the text and click submit, allowing Simply to create a voice fingerprint of yourself, and store it in your account. This way Simply will always be able to tell that it is you speaking, and improve its contextual understanding in a conversation.
Whenever you speak to someone new that does not have a saved voice profile, during the processing a voice profile can be made for them automatically. Simply will take a section of the recording, stitch it together and create a new voice fingerprint for this new contact. It should be noted that creating a voice profile through the official Simply onboarding will be superior over having one created through a conversation recording.
After recording a voice profile, be sure to play it back to ensure that your voice was recorded well. If you do not hear anything when you play the recorded voice back, try these troubleshooting tips:
- Make sure your speakers are on for you to hear the recording.
- Make sure your microphone is connected and set as the default device in the Windows settings.
- Make sure you have accepted your browsers permission request to use your microphone device.
- Visit https://mictests.com/ to verify that your microphone is actually working correctly within your browser.
- Try using a different microphone setup if the above testing does not seem to show the microphone to be working.
Downloads
Under the download tab, you can download Simply’s desktop recording software. By downloading Simply’s native desktop recording software, conversations can be seamlessly recorded in the background, and instantly synced to your dashboard.
Make sure to select the correct version of the desktop application depending on whether you use Windows or MacOS.
The mobile recording application (iOS and Android) can be found in their respective app stores, which are also linked in the Downloads tab.
Team settings
Under the Team Settings, you can see which are the members of your team. If you want to change any team member’s information, just click on their name to do so.
You can also add new members to your team, from within your organisation or externally, by clicking “Add new user” in the top right of the screen. Here you can enter the name, email and role of the user you would like to add, after which the new user will receive an email invite to their own personal onboarding.
Any new user you add will be added to your account, and will be counted as one extra license on your monthly billing. You can only have one type of subscription license per organisation, so whichever subscription level you have, the new user will receive the same.
If you delete a user from your team, that user will no longer be able to access their Simply Dashboard, and you will no longer be charged for their license at the start of your next payment period.
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VOIP integrations
Simply can be integrated with most VOIP systems, allowing phone calls that are recorded with a VOIP system to be synched directly with the SimplyAi dashboard. Users will have a variety of options available to choose which conversations get synched with Simply and which don’t.
To enquire about setting up a VOIP integration, users with a PRO subscription or higher should reach out to their Simply account representative.
Export functions
Simply offers multiple options for exporting your conversation summaries. Other than exporting to your own CRM system, users can also chose to export their summary to a Word file format.
In the near future, Simply will also offer other export options, such as PDF, email, or client-specific export options that have been built on demand.
If you have any specific export functionalities that meet your ideal use-case, please discuss these with your Simply account representative. An example of one of these is an export function that automatically turns a recruitment candidate intake summary into a stylised candidate profile export, which is ready to be sent directly to clients.
How to add and remove team members
Adding and removing team members can only be done by the owner of an organisation. The owner of the account can visit their team settings page, by navigating to “Settings”, and then “Team”.
From here, new users can be added easily by clicking “Add new user” and filling out their details. Team members can also easily be removed by deleting their entry from this page.
Roles and access
With regards to Simply’s team management, three roles are currently recognised:
Owner: This role is given to whoever first creates the organisation that you belong to. An owner role has executive oversight of the account, has access to all conversation data from the other users under this organisation, and is the only one who can add or remove other users from the account. The owner role cannot be transferred easily, so please contact your Simply account representative in the event that you need to change the owner of your organisation.
Manager: A manager role can only be given by the owner of the account, either when sending the initial invite or in the team editing page of their settings. A manager role will also grant that user the ability to see all of the conversational data being processed by the entire account. This way, managers can track their employees conversations and usage.
Employee: The lowest role in the hierarchy is the Employee. Other than being given a licence to use the Simply dashboard, the employee has no other administrative privileges, and cannot see the conversational data from anyone else in the organisation. Only contacts can be synched with other employees, whenever a new contact is created and the optional “Share with organisation” setting is selected.
Plans usage and features
The Starter plan, priced at €29.95 per user per month (annual subscription), offers access to the Simply dashboard, cloud storage integration with Google Drive and One Drive, export to Word, simple conversation profiles, and 20 hours per month per license.
The Pro plan at €49.95 per user per month (annual subscription) builds upon the Starter plan, adding VOIP integration, mobile and desktop recording apps, advanced conversation profiles, faster processing, and doubles the monthly hours to 40 per license.
The Business plan, priced at €89.95 per user per month (annual subscription), encompasses all features from the Pro plan, while introducing CRM integration, personalized conversation profiles, priority processing, and increases the monthly hours to 80 per license.
The Enterprise plan includes everything from the Business plan, along with a custom-trained AI model, in-house training, premium support, enterprise-level security, and unlimited hours per license.