Use this guide to learn how to record in-person client and prospect meetings in Sage Care and let the AI automatically generate transcripts, summaries, and follow-up actions.

Video Walkthrough

https://www.loom.com/share/5482af2b6d3d47b78b44eee21e56a691

Step-by-Step Instructions

1. Open a recording from a client or contact 0:12
   • Navigate to any client, prospect, or contact in Sage Care
   • Tap the + button in the bottom right corner
   • Select New Recording
2. Start and manage the recording 0:24
   • Press the green Record button — audio is captured in the background for up to two hours
   • Tap Pause to pause and Resume to continue at any time
   • When finished, tap End and confirm Stop Recording
3. Start a recording from the Recordings tab 1:04
   • Tap the Recordings tab at the bottom of the Sage Care app
   • Tap New Recording
   • Select the prospect, client, or contact to associate with the recording
4. Create a new prospect on the spot 1:30
   • If the person doesn't have a record yet, tap Create New, select Prospect, enter their name and any details, then tap Create
   • Tap Continue — the recording experience is identical regardless of how you started it
5. Handle interruptions (app crash, lost connection, dead battery) 2:39
   • If the app closes or loses connectivity mid-recording, your recording is saved
   • Reopen Sage Care — a red badge will appear on the Recordings tab
   • Tap the tab to see any incomplete recordings
6. Resume, upload, or delete an incomplete recording 3:20
   • Tap Resume to continue recording
   • Tap Upload to send it to Sage AI for analysis immediately
   • Tap Delete to discard it — this cannot be undone
7. Review AI-generated results 3:58
   • After upload, Sage AI produces a full transcript, a structured summary, and follow-up actions
   • You may also see updated contact records, a draft care plan, or updates to an existing care plan
   • Review, adjust anything needed, and tap Approve — approved items sync back automatically

Frequently Asked Questions