Using the Sybill mobile app

The Sybill mobile app brings the context you already have in Sybill to your phone.

You can use it to:

Download the Sybill App from the App Store on iPhone and Play Store for Android. Open the Sybill mobile app and sign in with your Sybill account.

If this is your first time using the app, your phone may ask you to give Sybill permission to use your microphone. Microphone access is required to record an in-person conversation.

When you open the app, you'll land in Ask Sybill.

From the bottom navigation, you can move between the main areas of the app or tap the blue microphone button to start an in-person recording.

Ask Sybill lets you ask questions using the deal and customer context available to you in Sybill.

You can use the same kinds of questions you would ask from the Sybill web app.

For example:

How often is RevOps getting involved in our deals? At what stage do they usually enter, and how often do they play a key role?

Or:

Look at our closed-lost accounts and identify the ones we should consider re-engaging.

This can be especially useful when you need an answer before a meeting, while traveling, at an event, or whenever you don't have your laptop open.

Not every important customer conversation happens on Zoom or Google Meet.

You can use the Sybill mobile app to capture conversations such as:

For example, if you meet a prospect at a conference, you might name the recording:

Conference chat with Acme

Sybill will upload and process the conversation.

Once processing is complete, you can find it alongside your other conversations in Meetings.
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Make sure participants know the conversation is being recorded and follow any recording-consent requirements that apply to you, your organization, and the location where the conversation is taking place.
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Your in-person meeting becomes part of Sybill just like the other customer conversations you capture.

From the meeting, you can review information such as:

This means an important conversation at a conference, customer office, or dinner doesn't have to disappear into handwritten notes or memory.

It becomes part of the customer and deal context you can work with in Sybill.
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Open Meetings in the mobile app to browse conversations you have access to.

Select a meeting to open the meeting review.

Depending on the meeting, you can:

This can also be useful for reviewing conversations recorded by teammates, as long as you have access to those meetings.

For example, a sales manager could catch up on an important customer call without opening their laptop, or someone in product or marketing could review customer feedback from a sales conversation.
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Sybill identifies tasks and next steps from your customer conversations.

You can review those tasks directly from the mobile app and take care of follow-up work while you're on the go.

For example, after reviewing a meeting you might see that you need to:

This makes the mobile app useful beyond simply recording meetings. You can move from understanding what happened to taking the next action without going back to your computer.
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The mobile app is particularly useful when the work you're doing isn't happening at your desk.
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Record an important prospect conversation, name it when you're finished, and upload it to Sybill so you don't have to reconstruct the conversation from memory later.
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Open Ask Sybill and quickly catch up on an account, previous conversations, or a deal before meeting the customer.
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Review your summary and tasks to make sure you know what needs to happen next.
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Use Ask Sybill to investigate a deal or take care of follow-up tasks from your phone.
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Review your team's customer conversations, summaries, and next steps without needing to be at your desk.
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Yes. Ask Sybill is available from the mobile app and lets you ask questions using the customer and deal context available to you in Sybill.

When you open the app, Ask Sybill is the first screen you'll see.
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Yes.

Tap the blue microphone button in the center of the bottom navigation to start recording an in-person conversation.

When you're finished, stop the recording, give the meeting a name, and upload it to Sybill.
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After the recording has been uploaded and processed, it will appear in Meetings.

You can open it from there to review the recording, summary, and related tasks.
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Yes, if you have permission to access that meeting.

The meetings available to you depend on your Sybill workspace's sharing and access settings.
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Yes. For meetings that include video, you can review the recorded meeting from the mobile app.

You can also review its summary and AI Tasks.
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Yes. You can review the tasks Sybill identifies from your conversations and take care of your follow-up work from the mobile app.
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Once your meeting has been uploaded and processed in Sybill, it becomes part of your Sybill conversation history and can contribute to the context Sybill has about your customers and deals.
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Your most important sales conversations don't always happen behind a laptop.

With the Sybill mobile app, you can capture an in-person conversation, understand what happened, see what needs to happen next, and ask questions across your deals from wherever you're working.