The Post-Call Screen
After ending a transcription, Bliro shows you the Post-Call Screen. Here you can complete your meeting details in just a few seconds before navigating to your notes or the home screen.
What do you see on the Post-Call Screen?
Directly after ending a transcription, the Post-Call Screen appears with:
the confirmation "Done!"
the duration of the meeting
a link to your meeting notes
a link back to the home screen
Edit the Meeting Title
Bliro automatically assigns a title to every meeting. You can adjust it directly here.
Click the pencil icon next to the title
Enter the name you want
The new title is saved when you click Save
💡 You can also have titles assigned automatically – for example based on the calendar event. Note that the meeting title also triggers Meeting Template automation rules: if you set up a template with a call title rule (e.g. "title contains 'Demo'"), entering the matching title here on the Post-Call Screen will cause that template to be applied to this meeting. Learn more in the Meeting Templates article.
Link a Calendar Event
Click the dropdown field for the calendar event
Select the matching appointment from your connected calendars
The link is saved when you click Save
Add Participants
Requirement: Your CRM system must be connected to Bliro for contacts to be loaded.
Click the "Participants" dropdown
Search for contacts from your CRM or enter names manually
Remove anyone who didn't attend by clicking the X next to their name
The participant list determines which contacts Bliro assigns the notes to in your CRM – so keep it up to date.
Link Accounts and Opportunities
Click the "Add Acc/Opps…" dropdown
Search for the account or opportunity you want
Select the matching entry
💡 Linking accounts or opportunities requires your CRM to be connected to Bliro. Learn more in the CRM Integration / Accounts article.
Save and Navigate Away
At the end of the Post-Call Screen you have the following options:
Cancel – closes the screen without saving
Save – saves all entered information
Read Meeting Notes – saves and opens your notes directly
Back to Home – saves and takes you to the home screen
If you don't select anything, Bliro will automatically navigate away after 10 seconds and save your entries.
If you have any questions, feel free to reach out at [email protected].