Permissions — Members and owners can submit manual uploads. Viewers have read-only access and cannot upload transcripts or paste new content.
When to use manual upload
- You have ad hoc interviews or customer notes outside connected tools
- You want to test extraction quality before enabling a full integration
Upload flow
1
Open the upload action
In your workspace, open Dashboard and choose manual upload.
2
Add files or paste content
Upload supported text files or paste raw transcript content in the provided input.
3
Review and process
Submit the upload and Hearflow sends it through the same insight extraction pipeline.
What gets extracted
Insights and evidence — The same categories, frequency, and evidence model used for connected integrations. Reusable source record — Uploads are tracked as source records so teams can audit and revisit raw input.Data access — Manual uploads stay in your tenant scope and are processed with the same multi-tenant security controls as integrations.