> ## Documentation Index
> Fetch the complete documentation index at: https://docs.jinn.so/llms.txt
> Use this file to discover all available pages before exploring further.

# Jinn for sales teams

> A write-up of every call, the follow-up in minutes, and a deal's whole history before the next one.

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](#3-get-a-write-up-after-every-call))
* The follow-up written from the call itself, in minutes
  ([step 4](#4-send-the-follow-up))
* The full history of a deal in one question before the next call, with links to the moments
  that matter ([step 5](#5-prepare-for-the-next-call))

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](https://docs.jinn.so/projects/manage-projects.md) 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](https://app.jinn.so/download) 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](https://docs.jinn.so/meetings/record-a-meeting.md).

## 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](https://docs.jinn.so/agents/add-an-agent.md) — 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.

   > [!TIP]
   >
   > 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](https://docs.jinn.so/find/search.md) 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

> [card] [Jinn for support teams](https://docs.jinn.so/for/support-teams.md)
>
> Keep customer calls on record and hand problems over in one piece.

> [card] [Jinn for recruiters](https://docs.jinn.so/for/recruiters.md)
>
> Keep every interview on record and compare candidates on the same terms.


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