A conversation transcript, generic and channel-agnostic: one row per transcribed conversation on any channel (channel: Voice, Chat, SMS, messaging apps, Email, Web), polymorphically linked to the source conversation record via relatedEntityName/relatedEntityId (e.g. a Call). content holds the full text, summary an optional AI summary, and status the pipeline state (None/Pending/Ready/Failed). Transcripts of calls and chats live in this one store - the Call entity only carries a status pointer.
Fields
| Field | Label | Type | Required | What it does |
|---|
AccountId | Account | Lookup → Account | | |
Channel | Channel | PickList | | Values: Voice, Chat, SMS, messaging apps, Email, Web. |
ContactId | Contact | Lookup → Contact | | |
Content | Transcript | MultiLineText | | |
Direction | Direction | PickList | | Values: Inbound, Outbound. |
EndUtc | End | DateAndTime | | |
Language | Language | Text | | |
Provider | Provider | Text | | |
RelatedEntityId | Source record id | Lookup, hidden | | |
RelatedEntityLabel | Source | Text | | |
RelatedEntityName | Source entity | Text | | |
StartUtc | Start | DateAndTime | | |
Status | Status | PickList | | Values: None, Pending, Ready, Failed. |
Summary | Summary | MultiLineText | | |
WordCount | Words | Number | | |
Actions
| Action | Label | Type | What it does |
|---|
BulkDelete | Delete | Delete | Delete the selected records. |
Clone | Clone | ServerAction (Clone) | Create a copy of this record |
Delete | Delete | Delete | Delete |
DeleteInList | Delete | Delete | Delete in a list page |
Edit | Edit | Edit | Edit |
EditEntity | Edit | Edit | EditEntity |
EditInLine | Edit | EditInline | Edit in page. |
New | New | New | New |
