Use this guide to help navigate Sage’s mobile recording feature, and start taking advantage of Sage AI everywhere you go.

Link to Video Walkthrough

https://loom.com/share/fea62fbb76504dd399fb745acf455b04

Step-by-Step Instructions

1. Accessing the Client Profile 0:19

• Navigate to the client or contact in the Sage app.

2. Starting a New Recording 0:41

• Click the plus sign in the bottom right corner of the app.
• Select 'New Recording' to open the recording dialog.

3. Initiating the Recording 0:48

• Press the green 'Record' button
• Sage will capture the conversation in the background for up to two hours.

4. Managing the Recording 1:08

• Set your phone down to have a natural conversation without interruptions.
• Use the pause button if you need to step away, and tap resume to continue.

5. Processing the Recording 1:24

• After stopping the recording, Sage processes the conversation.
• Expect to receive a full transcript, structured summary, and updated client records.

6. Generated Outputs 1:36

• Depending on recording contents, outputs may include:
  • Full transcript of the conversation.
  • Structured summary with key details.
  • Updated client or contact records.
  • Draft care plan in structured format.
  • Draft follow-up email to the client or family.