Jinn for sales teams

This page sets Jinn up for sales: every call with a customer stays on record, so the objection raised in the demo is still there at renewal, and you stop rebuilding a deal from memory. Once it’s set up, you get:

• A write-up of every call — what the customer needs, what they objected to, what’s next (step 3)
• The follow-up written from the call itself, in minutes (step 4)
• The full history of a deal in one question before the next call, with links to the moments that matter (step 5)

Steps 1–2 you do once. Steps 3–6 are what you do for every deal.

1. Make a project per client or deal

A project keeps every call with one client together, from the first demo onwards.

1. Click New project in the left sidebar.
2. Name it after the client or the deal: Northwind, Northwind — renewal.
3. Choose Private so only the people working on this account can see it, or Open to share it with the whole workspace.

2. Set up recording

Calls are recorded from the Jinn desktop app. No bot joins: the audio comes from your own machine, so the customer sees the call they expected, whatever you call from.

1. Download the app and install it.
2. Open Settings → Meetings and turn on Enable meeting notes.
3. Under When meeting starts, choose Show a recording prompt.

Telling the customer you’re recording is your call to make. See recording a meeting.

3. Get a write-up after every call

1. When the call starts, click Start on the recording bar.
2. Under Select project, pick the client’s project.
3. When it ends, click Stop & Generate.

Every recorded call gets a write-up from AI agents — each one reads the call through a particular role. One of them, Default, is built into every project and writes a summary and the action items on its own. For a deal you need Sales Rep: it reads for what the customer needs, what to say next, and whether the deal needs attention.

4. On the recording, click Add agent at the end of the row of agents and pick Sales Rep.
5. Read its write-up. Fix anything it got wrong in place — what you write is what your team reads.

If Sales Rep isn’t in the list, it isn’t on this project yet. Ask the person with Full access on the project to add it; if the workspace doesn’t have it at all, a workspace admin creates it first. A call recorded somewhere else could be uploaded to Jinn as a file: open the project, go to Recordings and click Upload recordings.

4. Send the follow-up

1. Open the recording and click Chat. The chat reads only this call.
2. Type / in the message box and pick Meeting follow-up.
3. Say who it’s for and send. The follow-up comes back with what was agreed and the next steps, from what the customer said.

For the objection you heard on the call, pick Objection handling in the same chat and ask how to answer it.

5. Prepare for the next call

1. Open the client’s project and click Chat. The chat reads every call and doc in it.
2. Ask in plain words.
   For example: What has Northwind objected to so far, what did we promise, and who on their side makes the decision?
3. Open the links under the answer to hear the moments in the customer’s own voice.

To find where any customer said something — a competitor’s name, a price — press ⌘K and describe it. Search looks across every project you can open.

6. Mark the moments that move a deal

1. In the recording, open the transcript and select the passage: a budget, a deadline, a competitor.
2. Choose Add tag and type a tag in Find or create a tag… — pricing, competitor.

The tag works as a filter in search, so next quarter you find every pricing conversation across all your clients at once. To move a write-up into your CRM, click Copy above it and paste. There’s no automatic hand-off to a CRM.

Where to go next