The words this category uses, in plain English.

Software that captures a business conversation and turns it into structured, reusable output: a summary, action items, extracted fields such as price and objections, and analysis across many meetings. It differs from transcription, which produces text and stops there.

Most meeting intelligence assumes a video call. Meeting intelligence for in-person conversations has to solve capture, consent and connectivity differently.

Meeting intelligence for conversations that happen face to face, where there is no call for a bot to join and no open laptop. Capture happens on a phone, consent is spoken rather than implied, and recording runs on the device so a basement with no signal does not lose the meeting.

A recap where every line links back to the second it was said, so a claim can be checked by playing the moment rather than trusting the summary. Written in Knack as a play chip beside each line.

It matters most when a disagreement is about money: what price was quoted, what was included, what was promised.

Joining where a lead came from to what happened in the sales conversation and whether the deal closed, so a business can compute close rate per channel rather than only cost per lead.

The middle piece is the hard one. Lead source and outcome usually live in the CRM; what was actually said lives only in a rep's memory.

Marketing spend on a channel divided by the number of jobs actually won from it, rather than by the number of leads it produced. The number that should decide where budget goes.

Ranking channels by cost per lead reliably points at the wrong one, because close rates between channels commonly differ by a factor of three or more.

A legal regime in which you may record a conversation you are personally part of, without informing the other people in it. Around 38 US states plus the District of Columbia work this way.

It is the legal floor, not a recommended practice for recording customers in their own homes.

A legal regime requiring everyone in a conversation to agree before it is recorded. Twelve US states are commonly cited: California, Connecticut, Delaware, Florida, Illinois, Maryland, Massachusetts, Montana, New Hampshire, Oregon, Pennsylvania and Washington.

Hawaii is a special case: one-party for phone calls, but all-party for recordings made inside a private place, which includes a customer's home.

The one-sentence line a rep says at the start of a visit to ask permission to record. The version that works frames it as attention rather than surveillance: recording so the rep can stay present, followed by a promise of a written summary.

A manager accompanying a rep on appointments to observe and coach. Effective and expensive: a full day yields three or four observations from one rep, and the manager's presence changes how the appointment goes.

Recording the room removes both the travel cost and the observer effect, which is why it tends to replace most, though not all, of the practice.

The proportion of a conversation spoken by the rep rather than the customer. A rough diagnostic rather than a target: a rep dominating a discovery conversation is usually not discovering much.

A sales model built around completing the sale in a single in-home visit, common in windows, solar and some HVAC. Rational, because second appointments convert far worse, and the source of the pressure tactics the categories are known for.

A cancellation window after a sale. Sales made at a customer's home are generally subject to a federal three-day right to cancel, with some states adding their own rules for specific categories such as solar.

It makes the days after the appointment decisive, and makes a same-day written summary a commercial tool rather than an administrative one.

A documented change to the scope or price of a project after the contract is signed. In remodeling, some are unavoidable discoveries and others are the consequence of an unclear conversation months earlier.

Telling the two apart requires a record of the original scope discussion, which usually does not exist.

A budget placeholder in a remodeling contract for a selection not yet made, such as tile or fixtures. The most misunderstood mechanism in the trade, because homeowners hear a budget for something nice and contractors mean a placeholder for something standard.

The conversation that decides whether a service call becomes a small repair or a large replacement. Common in HVAC and plumbing, and the outcome depends heavily on whether the technician explained the failure before giving a price.

Separating a recording into who spoke when. Harder in a room than on a call, because several people share one microphone at conversation distance and talk over each other.

A software participant that joins a video call to record and transcribe it. The mechanism behind most AI notetakers, and the reason the category cannot attend an in-person appointment: there is no invite, no link, and no participant list.

A generous usage limit set where no ordinary user reaches it, as distinct from a metered cap that prices each minute. The distinction matters because metering changes behaviour: a rep rationing minutes stops recording routine visits, which are where patterns hide.

A summary assembled before an appointment from everything previously said with that customer: what was quoted, what was promised, what is unresolved. Useful on a second or third visit, where the alternative is a rep skimming notes in the driveway.