The uman mobile app is made for the meetings you have in person. It records the conversation, keeps your quick notes, shows you what uman prepared for each sales meeting and the follow-up afterwards, and answers your questions in AI chat.
Do not have the app yet, or not signed in? See Download and sign in to the mobile app.
🏠 Home
Home is where you start. At the top you find three ways to capture: Record, Note and Import. Below that you see anything that still needs your attention, and Today's sales meetings.
The tabs at the bottom take you to Home, Sales meetings, AI chat and Captures. If you work in more than one workspace, tap the workspace name at the top to switch.
🎙️ Record a conversation
Tap Record, then tap the red button to start. You see a timer and a moving waveform while it runs.
Tap the pause button to take a break, and tap again to continue.
Tap the stop button when you are done.
Tap Save to choose where the recording goes in uman. The section Save it to uman below walks you through it.
Stopped too early? The back arrow takes you back so you can keep recording.
While you record:
The audio is kept on your phone as you record, so nothing is lost if your connection drops.
You can lock your screen or switch to another app. The recording keeps running. A phone call pauses it, and it continues when the call ends.
Put your phone on the table, between you and the other participants, rather than in your pocket or bag. That gives the clearest transcription.
Free up space before a long meeting. The app needs at least 100 MB of free storage to start. When space runs low it shows how much recording time is left, and if space runs out the recording pauses.
On Android, allow notifications when the app asks. It needs them to keep recording in the background.
✏️ Write or dictate a note
Tap Note to capture a thought, for example right after you walk out of a meeting. Choose Speak to dictate it, or Type to write it.
A spoken note can last up to 15 minutes. When you reach the limit, the app asks you to save what you have or discard it and start over.
📂 Import an audio file
Already have a recording on your phone, like a voice memo? Tap Import, then Select file, and pick the audio file. Clear audio gives the best results.
The file appears in Captures, where you save it to a sales meeting.
💾 Save it to uman
Everything you record, write or import lands in Captures first. Until you save it to uman, it waits under Not saved yet and stays on your phone. The number on the Captures tab, and the reminder on Home, tell you how many items are waiting.
Tap Save on a recording. uman asks What did you record?
Sales conversation: save it to a sales meeting. uman writes the transcript and drafts the follow-up for that meeting.
Notes: uman turns the audio into a written note. You check the text, then save it on an account, deal, contact or sales meeting. This option is not available for recordings longer than 15 minutes.
Do this later: keep it in Captures for now.
If you recorded during one of today's sales meetings, uman suggests it under Your recent sales meetings. Tap Select to use it, or search for another meeting.
A written note goes straight to choosing where it belongs: an account, deal, sales meeting or contact.
When you save a note on a sales meeting, uman asks which of the meeting's deals and accounts it belongs to, under Deals and accounts (or Accounts without a CRM). Some are already ticked: tick or untick until the right ones are selected, then tap Continue. uman adds the note to the meeting's preparation, or to its follow-up once the meeting has started. If your workspace is connected to your CRM, the note goes to those deals and accounts in your CRM too.
A sales meeting without an account can't take a note yet. The note then stays in Captures.
After you save, the item moves to Uploading and then to Done.
📶 No connection
No Wi-Fi or mobile signal is fine. You can still record, write notes and import files. They are stored on your phone.
The Sales meetings tab is hidden while you are offline, and comes back when you reconnect.
To save a capture to uman you need a connection. Until then the button reads Go online.
A recording you started from inside a sales meeting is already linked to that meeting, so it uploads by itself once you are back online.
AI chat needs a connection too.
📅 Your sales meetings
The Sales meetings tab lists your meetings under Upcoming and Past. Use the filter button at the top to search by meeting or account name, or to show only meetings with a certain status.
Open a meeting to see what uman prepared for it. At the top you find the meeting's accounts, deals and participants. The Preparation tab gives you the Meeting brief, Previous sales meetings, Objectives, Key questions, the participants, the Offerings and Value propositions that fit, and any Sales content. Tap Listen to preparation to hear it while you are on the move.
Record from inside a meeting
When you are about to walk into the meeting, open it and tap Start recording.
Choose what you want to record:
Sales meeting: record the whole meeting.
Notes: type or dictate your notes about it.
A recording made here belongs to this meeting from the start, so there is nothing to save afterwards. When you stop, uman uploads it right away and starts on the follow-up. Keep the app open until the upload is finished.
Check that you opened the right meeting. The meeting name sits at the top of the screen. Moving a recording to another meeting afterwards needs our support team, so it is worth a second look.
Your meeting follow-up
After the meeting, open it and tap Follow-up. Just like in your browser, you get a summary, suggested next steps and sales coaching insights based on the conversation.
If you've connected your CRM to uman, the follow-up also has:
Push to your CRM (the button names it): send the meeting note to the meeting's deals and accounts. Tick the records you want under Deals and accounts and tap Push to 2 records (the number matches what you ticked). Records that already have the note show Sent. An account that isn't linked to your CRM shows Only in uman: tap Link to link it first. If the push fails for some records, the app tells you which ones, so you can push again.
Update deals: tap a deal to change its stage and fields, then tap Push to CRM. Each deal is updated on its own, and deals you updated from this meeting show Sent.
Add deal: link an existing deal from your CRM to the meeting, or create a new one. Before an upcoming meeting, you also find Add deal in the meeting's overview.
✨ AI chat
Tap AI chat to ask about your meetings, deals, customers and portfolio. Every answer shows its sources. Not sure where to start? Tap one of the questions under Try asking.
Focus on one record. Before your first question, tap + next to the question box and choose an account, deal, sales meeting or contact. The answers then focus on what you picked.
Ask by voice. Tap the microphone, ask your question and tap send. uman turns it into text and sends it.
Pick up a conversation. The history button at the top opens your Conversations, where you reopen or delete a chat. New chat starts over.
Ask about a sales meeting. Open the meeting and tap Ask AI. Example questions help you get started.
🔎 If a recording does not show up
Work through these steps in order.
Open Captures. A recording you have not saved yet waits under Not saved yet. Tap Save to send it to the right place.
Did the upload fail? The app tries again on its own when you reopen it or when your connection comes back. If an item shows Upload failed, tap Retry upload.
Did the app close or your battery die while recording? Open Captures. uman finds the audio that was saved on your phone and lists it, marked Recovered. Save it as usual.
Still nothing, or has a recording been processing for a long time? Contact our support team with the meeting name and date so we can look into it.
ℹ️ Good to know
One recording per time slot. If a sales meeting already has a recording for the same time slot, the app shows Already recorded and does not add the second one.
Recording on the wrong meeting? Contact our support team with the meeting it is on now (name and date) and the meeting it belongs to. We move it across and regenerate the follow-up for the right meeting.
Discarding is permanent. When you discard a recording or note in Captures, it is deleted from your phone and cannot be brought back.