10 tips to become a Bliro Pro đ
1. Connect Bliro to your calendar
Connecting your calendar is the foundation for almost every other tip in this article. When Bliro knows your calendar:
Bliro automatically picks up the title and participants of your meeting
your notes are linked to the right contacts and accounts in your CRM
meeting templates can be selected automatically based on your events
Bliro reminds you to start your transcription before a meeting
Vicky & Tim know the agenda of your next meeting
Learn how to connect Bliro to your calendar here. You can choose which meetings trigger a reminder in your notification settings.
2. Use Bliro on the go with the mobile app
With the Bliro app on your phone, you can transcribe on-site meetings just as easily as online meetings.
Live Activities: While a transcription is running, you can see how long it's been running right on your lock screen and in the Dynamic Island, without opening the app. If you like, Bliro can also remind you of upcoming meetings there.
Missed a meeting? If you didn't start a transcription for a meeting, Bliro offers to start a voice memo right from your lock screen. That way, you can recap the meeting from memory afterwards.
Widgets: Add a Bliro shortcut to your lock screen to start a transcription with a single tap.
Learn more in Meeting notifications and Live Activities and How to set up Bliro Widgets.
3. Let Bliro know who's speaking: VoiceID & Speaker Labels
A transcript is much more valuable when it's clear who said what.
VoiceID: Register your voice once in your account settings by reading a short text aloud. From then on, Bliro automatically recognizes your contributions in all your meetings, no matter which language you speak.
Speaker Labels: Click a label like S1 or S2 in the transcript and select the right person. All of that person's contributions are renamed across the entire transcript right away.
Your admin decides whether and to what extent VoiceID is available in your organization. Learn more about VoiceID and Speaker Labels here.
4. Use the Bliro dictionary
A general transcription model often doesn't know product names, technical terms or customer names. Add these terms to your dictionary so Bliro transcribes them correctly. This noticeably improves not only your transcript, but also your summaries and analyses.
5. Create meeting templates
A first call needs different notes than an internal weekly sync. With meeting templates, you decide which analyses Bliro creates for which type of meeting.
Each template can be triggered automatically by a rule, for example when the meeting title contains "Demo". That way, you always get the right notes without an extra click.
6. Complete your meeting on the Post-Call-Screen
Right after a transcription ends, Bliro shows you the Post-Call-Screen. In just a few seconds, you can:
adjust the meeting title (which can also trigger the matching template)
link the meeting to the right calendar event
add or remove participants
select the template for your meeting
link accounts and opportunities from your CRM
The more complete your meeting is here, the better your notes will be and the cleaner they'll land in your CRM.
7. Review, edit and regenerate your analyses
No AI is perfect. That's why we recommend taking a quick look at your analyses before you pass them on.
Edit: Add information or delete individual points directly in the web app. All changes are saved automatically.
Regenerate: If you've changed the participants or the template, for example, click the three dots in the template and then the star icon (â¨) to create the analysis again.
Send to your CRM: Use the sync option at the top right to select your CRM and the right contacts, accounts or opportunities your notes should go to.
8. Chat with your meetings with Ask Bliro
Just ask your meetings what you want to know. At meeting level, you can for example have Bliro write a follow-up email to your customer. At group level, you can ask questions across several meetings, for example how a negotiation has developed over the past few weeks.
Under Assistant Chats, you'll also find all your conversations with the Bliro assistant (Vicky or Tim) and can start a new chat at any time.
9. Work with Vicky & Tim by phone
Vicky and Tim are your AI phone assistants, built for everyone who's on the road a lot. Just give them a call, for example in the car between two meetings:
Before the meeting: Get a briefing - who you're meeting, what your last conversation was about and which offers are still open.
After the meeting: Tell them how it went. Vicky or Tim ask the right follow-up questions and turn your answers into a structured visit report.
CRM updates by voice: Deal stage, next steps and other fields are updated directly in your CRM.
Follow-ups: Have a follow-up email drafted that you only need to review and send.
Vicky & Tim are part of the Sales Assistant license. Meet Vicky & Tim here or set them up right away.
10. Share meetings with your team and externally
Shared groups: Organize meetings in groups and share them with your team. With roles like Viewer, Editor or Owner, you decide who can do what. Private notes and your own Ask Bliro questions stay visible only to you.
Share via link: Open a meeting in the web app, click Share and create a link. This lets people without a Bliro account open the meeting in a read-only view. Click Remove public access to deactivate the link at any time.
Learn more in Shared Groups and Share Meetings via link.
Bonus tips
Hide the desktop app during your meeting: Sharing your screen? Click the Bliro icon in the menu bar to hide the app. Bliro keeps transcribing invisibly in the background.
Stay on top of People & Companies: Bliro automatically builds a directory of all the people and companies you've met with. So before a call, you can see with one click when you last spoke and which meetings you've had. Learn more about the Lightweight CRM.
Questions
If you have any further questions, feel free to reach out to us any time at [email protected]. We're happy to help!