video1.0<iframe src="https://www.loom.com/embed/5482af2b6d3d47b78b44eee21e56a691" frameborder="0" width="1874" height="1406" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>14061874Loomhttps://www.loom.com14061874https://cdn.loom.com/sessions/thumbnails/5482af2b6d3d47b78b44eee21e56a691-f43fa5ddf131a69e.gif330.109In this Loom, I show how to use the Home Assessment Recording feature in the Sage app. You can start a new recording by going to a client or contact, tapping the plus sign, selecting New Recording, and pressing the green record button. The recording captures the conversation in the background for up to two hours, and you can pause, resume, then hit end and confirm stop recording. Afterward, Sage processes it and generates follow up actions with details like duration, number of follow ups, and topics discussed. No extra action was requested from viewers beyond starting a recording.