Salesbud is a Brazilian sales-intelligence platform that records your team’s meetings and calls, transcribes them and uses AI to generate summaries, template answers, next steps and evaluations of each conversation. It can also capture your sellers’ email threads and WhatsApp chats. The connector extracts your company’s completed meetings and calls, with their transcripts and template answers, and the email and WhatsApp conversations with their messages, so you can analyze your sales conversations in your Lakehouse. Salesbud credentials are not self-service: your Salesbud contact issues them for your company and enables API access for it.

Configuring Salesbud as a Source

In the Sources tab, click on the “Add source” button located on the top right of your screen. Then, select the Salesbud option from the list of connectors. Click Next and you’ll be prompted to add your access.

1. Add account access

Salesbud authenticates with an OAuth 2.0 client credential: a Client ID and a Client Secret that belong to your company, not to a user. The connector exchanges them for a short-lived access token on every sync, so there is nothing to renew on your side.

Request the credential from your Salesbud contact, and ask them to enable API access for your company — without it Salesbud refuses to issue tokens. Salesbud shows the secret only once, when the credential is created, and cannot recover it. If it is lost, ask for the credential to be rotated.

What the connector can read depends on the permissions (scopes) of the credential: meetings.read, calls.read, transcriptions.read, emails.read, emails.content.read, whatsapp.read, and whatsapp.content.read. Ask for the ones matching the streams you want. A stream whose permission is missing is skipped with a warning on the run log, and the rest of the sync proceeds normally. We recommend a credential dedicated to Nekt, so rotating or revoking it never disturbs your other integrations.

The following configurations are available:

Client ID: the identifier of the credential issued by Salesbud (it starts with sb_client_). Required.
Client Secret: the secret delivered together with the Client ID. Required.
Start Date: the earliest date from which records will be synced: meetings and calls created from this date on, and email and WhatsApp conversations with activity from this date on. Leave it empty to extract the full history.
Lookback Days: how many days are re-read before the last sync point on every run. Salesbud only exposes a meeting once its processing is complete, and keeps enriching it afterwards (evaluation, tags, answers), so recent records are read again to pick up those changes. The default is 7.
Requests Per Minute: how fast the connector may call Salesbud. By default it uses 90% of the quota Salesbud reports for the credential (120 requests per minute unless Salesbud changed it). The quota is shared with the other integrations of your company, so raise it only if you know no other integration needs it.

Once you’re done, click Next.

2. Select streams

Choose which data streams you want to sync. For faster extractions, select only the streams that are relevant to your analysis. You can select entire groups of streams or pick specific ones.

Tip: The stream can be found more easily by typing its name.

Answers and transcripts cost one request per meeting or call, and Salesbud limits transcript reads to 60 per minute. The first sync of a large history can therefore take a while when transcripts are selected; the following syncs only re-read the lookback window. The overall evaluation of each meeting and call (status, score, and justification) already comes in the Meetings and Calls tables, with no extra requests.

Select the streams and click Next.

3. Configure data streams

Customize how you want your data to appear in your catalog. Select the desired layer where the data will be placed, a folder to organize it inside the layer, a name for each table (which will effectively contain the fetched data) and the type of sync.

Layer: choose between the existing layers on your catalog. This is where you will find your new extracted tables as the extraction runs successfully.
Folder: a folder can be created inside the selected layer to group all tables being created from this new data source.
Table name: we suggest a name, but feel free to customize it. You have the option to add a prefix to all tables at once and make this process faster!
Sync Type: all streams support INCREMENTAL. Read more about Sync Types here.

Once you are done configuring, click Next.

4. Configure data source

Describe your data source for easy identification within your organization, not exceeding 140 characters. To define your Trigger, consider how often you want data to be extracted from this source. This decision usually depends on how frequently you need the new table data updated (every day, once a week, or only at specific times). Optionally, you can define some additional settings:

Configure Delta Log Retention and determine for how long we should store old states of this table as it gets updated. Read more about this resource here.
Determine when to execute an Additional Full Sync. This will complement the incremental data extractions, ensuring that your data is completely synchronized with your source every once in a while.

Salesbud’s API has no “last changed” filter, so meetings and calls are synced by creation date, re-reading the last Lookback Days on every run, and the Lakehouse deduplicates the overlap. A meeting whose processing finishes, or that is re-evaluated, more than that many days after it was created is only picked up by a full sync, so scheduling an occasional additional full sync is recommended. Email and WhatsApp conversations are synced by their latest message; an edited or deleted message is updated when its conversation is read again.

Once you are ready, click Next to finalize the setup.

5. Check your new source

You can view your new source on the Sources page. If needed, manually trigger the source extraction by clicking on the arrow button. Once executed, your data will appear in your Catalog.

For you to be able to see it on your Catalog, you need at least one successful source run.

Streams and Fields

Below you’ll find all available data streams from Salesbud and their corresponding fields. API reference: Salesbud API.

Meetings

Every completed meeting of your company: recorded by the Salesbud bot, uploaded to the platform or captured by the mobile app (GET /v1/meetings). Requires the meetings.read permission.Primary key: id · Replication key: created_at

Field	Type	Description
`id`	String	Opaque identifier of the meeting (prefixed mtg_).
`object`	String	Resource type: ‘meeting’ for bot-recorded or uploaded conversations, ‘call’ for conversations captured from a VoIP integration.
`title`	String	Title of the meeting, sanitized.
`status`	String	Processing status; only completed records are exposed by the API.
`type`	String	Media the record was captured as (video or audio). Independent of the resource kind: a call can be video and a meeting can be audio.
`audience`	String	Whether the conversation had participants from outside the company (external) or only internal ones (internal).
`meeting_at`	Datetime	Instant (UTC) the meeting happened.
`duration_seconds`	Integer	Duration of the meeting, in seconds.
`no_show`	Boolean	Whether the meeting had no attendee.
`participants`	String	External participants (JSON array of objects with display_name, email, phone and kind). On calls usually a single entry with a phone number.
`owner_id`	String	Opaque identifier of the user the meeting belongs to. Company scoping follows this user’s default company.
`owner_name`	String	Display name of the owner.
`owner_email`	String	Lowercase email of the owner; null when legacy data is malformed.
`owner_team_id`	String	Opaque identifier of the owner’s default team in the company.
`owner_team_name`	String	Name of the owner’s team.
`owner_team_role`	String	Role of the owner in the team (participant, leadership or observer).
`owner_team_is_default`	Boolean	Whether the reported team is the owner’s default team in the company; false when the owner has no default team there and another one was reported.
`template_id`	String	Opaque identifier of the meeting template, when one was applied.
`template_name`	String	Display name of the template.
`template_answers`	String	Template questions and the answers generated for them (JSON array of objects with field, question and answer). The meeting_answers and call_answers streams carry the same answers with question type and order.
`tags`	String	Tags applied to the record (JSON array of objects with id and name).
`customer_questions`	String	Questions the customer asked during the conversation (JSON array of objects with question and category).
`competitors`	String	Competitors mentioned in the conversation, as registered by the company (JSON array of objects with id and name).
`enablement_next_steps`	String	Next steps agreed in the conversation, or null when none were identified.
`enablement_meeting_type`	String	Sales stage the conversation was classified as (qualification, negotiation, proposal, closing, technical_meeting, questions_clarifications), or null. Often null on calls.
`enablement_speaking_duration`	String	How long each side spoke (JSON object with users — one entry per company user who spoke, with duration_seconds — and others_seconds for everyone outside the company).
`accounts`	String	Company-scoped accounts linked to the record (JSON array of objects with id, domain and cnpj).
`overall_evaluation_status`	String	Processing state of the overall evaluation (not_started, processing, completed or failed).
`overall_evaluation_score`	Integer	Overall evaluation score from 0 to 10, when the completed evaluation has one.
`overall_evaluation_justification`	String	Why the overall score was given; null until the evaluation completes.
`skill_scores`	String	Per-skill scores (JSON array of objects with user, skill, score from 0 to 10 and justification); empty when no skill evaluation exists.
`transcript_available`	Boolean	Whether a transcript can be read for this record.
`transcript_status`	String	Processing state of the transcript (completed, not_started, processing or failed).
`created_at`	Datetime	Instant (UTC) the meeting entered Salesbud, used as the incremental replication key.
`updated_at`	Datetime	Instant (UTC) of the last change to the record itself. Informational only: it does not move when a transcript, tag or answer changes.
`bot_history`	String	Events of the recording bot (JSON array of objects with code, subcode and occurred_at).

Meeting Answers

One row per template question answered in a meeting (GET /v1/meetings/{id}/answers), with the question type and order. Only requested for meetings that have a template. Requires meetings.read.Primary key: id · Replication key: updated_at

Field	Type	Description
`id`	String	Opaque identifier of the answer.
`meeting_id`	String	Identifier of the meeting the answer belongs to.
`object`	String	Resource type; always meeting_answer, including for calls.
`question_id`	String	Opaque identifier of the template question, stable across records that share the template — key on it rather than on the text, which the company can reword.
`question_text`	String	Question text as the template asks it, sanitized.
`question_type`	String	What the template expects as an answer (text, option, multi_select, boolean or number); the answer always arrives as text, so this says how to parse it.
`question_order`	Integer	Position of the question in the template, starting at zero.
`answer`	String	Answer generated for the question.
`updated_at`	Datetime	Instant (UTC) the answer last changed, used as the incremental replication key.

Meeting Transcripts

The transcript of each meeting that has one (GET /v1/meetings/{id}/transcript), in the enhanced version when available. Requires meetings.read and transcriptions.read.Primary key: meeting_id · Replication key: updated_at

Field	Type	Description
`meeting_id`	String	Identifier of the meeting the transcript belongs to.
`object`	String	Resource type; always transcript, including for calls.
`available`	Boolean	Whether there is a transcript to read.
`status`	String	Processing state; always completed while available is true, otherwise why the transcript is not there yet (not_started, processing or failed).
`variant`	String	Which transcript was returned: enhanced when the improved version exists, original otherwise.
`utterance_count`	Integer	Number of utterances in the transcript.
`utterances`	String	The transcript in chronological order (JSON array of objects with speaker, text, start_ms and end_ms offsets in milliseconds), sanitized.
`created_at`	Datetime	Instant (UTC) the transcript was first stored.
`updated_at`	Datetime	Instant (UTC) the transcript last changed, used as the incremental replication key.

Calls

Every completed call captured from a VoIP integration (GET /v1/calls). Calls carry the same fields as meetings, except the recording bot history. Requires calls.read.Primary key: id · Replication key: created_at

Field	Type	Description
`id`	String	Opaque identifier of the call (prefixed call_).
`object`	String	Resource type: ‘meeting’ for bot-recorded or uploaded conversations, ‘call’ for conversations captured from a VoIP integration.
`title`	String	Title of the call, sanitized.
`status`	String	Processing status; only completed records are exposed by the API.
`type`	String	Media the record was captured as (video or audio). Independent of the resource kind: a call can be video and a meeting can be audio.
`audience`	String	Whether the conversation had participants from outside the company (external) or only internal ones (internal).
`meeting_at`	Datetime	Instant (UTC) the call happened.
`duration_seconds`	Integer	Duration of the call, in seconds.
`no_show`	Boolean	Whether the call had no attendee.
`participants`	String	External participants (JSON array of objects with display_name, email, phone and kind). On calls usually a single entry with a phone number.
`owner_id`	String	Opaque identifier of the user the call belongs to. Company scoping follows this user’s default company.
`owner_name`	String	Display name of the owner.
`owner_email`	String	Lowercase email of the owner; null when legacy data is malformed.
`owner_team_id`	String	Opaque identifier of the owner’s default team in the company.
`owner_team_name`	String	Name of the owner’s team.
`owner_team_role`	String	Role of the owner in the team (participant, leadership or observer).
`owner_team_is_default`	Boolean	Whether the reported team is the owner’s default team in the company; false when the owner has no default team there and another one was reported.
`template_id`	String	Opaque identifier of the call template, when one was applied.
`template_name`	String	Display name of the template.
`template_answers`	String	Template questions and the answers generated for them (JSON array of objects with field, question and answer). The meeting_answers and call_answers streams carry the same answers with question type and order.
`tags`	String	Tags applied to the record (JSON array of objects with id and name).
`customer_questions`	String	Questions the customer asked during the conversation (JSON array of objects with question and category).
`competitors`	String	Competitors mentioned in the conversation, as registered by the company (JSON array of objects with id and name).
`enablement_next_steps`	String	Next steps agreed in the conversation, or null when none were identified.
`enablement_meeting_type`	String	Sales stage the conversation was classified as (qualification, negotiation, proposal, closing, technical_meeting, questions_clarifications), or null. Often null on calls.
`enablement_speaking_duration`	String	How long each side spoke (JSON object with users — one entry per company user who spoke, with duration_seconds — and others_seconds for everyone outside the company).
`accounts`	String	Company-scoped accounts linked to the record (JSON array of objects with id, domain and cnpj).
`overall_evaluation_status`	String	Processing state of the overall evaluation (not_started, processing, completed or failed).
`overall_evaluation_score`	Integer	Overall evaluation score from 0 to 10, when the completed evaluation has one.
`overall_evaluation_justification`	String	Why the overall score was given; null until the evaluation completes.
`skill_scores`	String	Per-skill scores (JSON array of objects with user, skill, score from 0 to 10 and justification); empty when no skill evaluation exists.
`transcript_available`	Boolean	Whether a transcript can be read for this record.
`transcript_status`	String	Processing state of the transcript (completed, not_started, processing or failed).
`created_at`	Datetime	Instant (UTC) the call entered Salesbud, used as the incremental replication key.
`updated_at`	Datetime	Instant (UTC) of the last change to the record itself. Informational only: it does not move when a transcript, tag or answer changes.

Call Answers

One row per template question answered in a call (GET /v1/calls/{id}/answers). Only requested for calls that have a template. Requires calls.read.Primary key: id · Replication key: updated_at

Field	Type	Description
`id`	String	Opaque identifier of the answer.
`call_id`	String	Identifier of the call the answer belongs to.
`object`	String	Resource type; always meeting_answer, including for calls.
`question_id`	String	Opaque identifier of the template question, stable across records that share the template — key on it rather than on the text, which the company can reword.
`question_text`	String	Question text as the template asks it, sanitized.
`question_type`	String	What the template expects as an answer (text, option, multi_select, boolean or number); the answer always arrives as text, so this says how to parse it.
`question_order`	Integer	Position of the question in the template, starting at zero.
`answer`	String	Answer generated for the question.
`updated_at`	Datetime	Instant (UTC) the answer last changed, used as the incremental replication key.

Call Transcripts

The transcript of each call that has one (GET /v1/calls/{id}/transcript). Requires calls.read and transcriptions.read.Primary key: call_id · Replication key: updated_at

Field	Type	Description
`call_id`	String	Identifier of the call the transcript belongs to.
`object`	String	Resource type; always transcript, including for calls.
`available`	Boolean	Whether there is a transcript to read.
`status`	String	Processing state; always completed while available is true, otherwise why the transcript is not there yet (not_started, processing or failed).
`variant`	String	Which transcript was returned: enhanced when the improved version exists, original otherwise.
`utterance_count`	Integer	Number of utterances in the transcript.
`utterances`	String	The transcript in chronological order (JSON array of objects with speaker, text, start_ms and end_ms offsets in milliseconds), sanitized.
`created_at`	Datetime	Instant (UTC) the transcript was first stored.
`updated_at`	Datetime	Instant (UTC) the transcript last changed, used as the incremental replication key.

Email Conversations

Email threads of the mailboxes your sellers connected to Salesbud, deduplicated across mailboxes (GET /v1/emails). Metadata only, no bodies. Requires emails.read.Primary key: id · Replication key: last_message_at

Field	Type	Description
`id`	String	Opaque identifier of the conversation (prefixed eml_), stable across mailboxes.
`object`	String	Resource type; always email_conversation.
`subject`	String	Subject of the first message, sanitized; null when empty.
`first_message_at`	Datetime	Instant (UTC) of the first message of the conversation.
`last_message_at`	Datetime	Instant (UTC) of the latest message, used as the incremental replication key.
`message_count`	Integer	Number of messages in the conversation.
`has_attachments`	Boolean	Whether any message of the conversation has attachments.
`last_message_direction`	String	Direction of the latest message (inbound or outbound).
`participants`	String	Everyone on the thread (JSON array of objects with address, name and internal — true when the address belongs to the company’s domain).
`mailboxes`	String	Connected company mailboxes that hold a copy of the conversation (JSON array of objects with address and owner).
`accounts`	String	CRM accounts the conversation is linked to (JSON array of objects with id, domain and cnpj).

Email Messages

Every message of each email conversation, with its plain-text body and attachment metadata (GET /v1/emails/{id}/messages). Requires emails.read and emails.content.read.Primary key: id · Replication key: sent_at

Field	Type	Description
`id`	String	Opaque identifier of the message.
`object`	String	Resource type; always email_message.
`conversation_id`	String	Identifier of the email conversation the message belongs to.
`sent_at`	Datetime	Instant (UTC) the message was sent, used as the incremental replication key.
`direction`	String	Whether the message was received (inbound) or sent (outbound).
`subject`	String	Subject of the message, sanitized.
`snippet`	String	Short preview generated by the email provider, sanitized.
`body_text`	String	Plain-text body, sanitized; empty when the message had no text part.
`from_address`	String	Lowercase address of the sender.
`from_name`	String	Display name of the sender as it appeared in the headers.
`from_internal`	Boolean	Whether the sender’s domain matches the company’s domain.
`to_recipients`	String	Recipients in To (JSON array of objects with address, name and internal).
`cc_recipients`	String	Recipients in Cc (JSON array of objects with address, name and internal).
`attachments`	String	Attachment metadata (JSON array of objects with filename, mime_type and size_bytes); content is never served.

WhatsApp Conversations

WhatsApp chats of your sellers, captured from WhatsApp Web or RD Conversas (GET /v1/whatsapp). Metadata only, no messages. Requires whatsapp.read.Primary key: id · Replication key: last_message_at

Field	Type	Description
`id`	String	Opaque identifier of the conversation (prefixed wa_).
`object`	String	Resource type; always whatsapp_conversation.
`source`	String	Where the chat is captured: whatsapp_web or rd_conversas.
`is_group`	Boolean	Whether the chat is a group.
`contact_phone`	String	E.164 phone of the other side of the chat; null for groups or when the provider hides the number.
`contact_name`	String	Display name of the contact, or the group name for groups.
`seller_user_id`	String	Opaque identifier of the company user whose WhatsApp holds the chat; null when the user is no longer in the company.
`seller_user_name`	String	Display name of the seller.
`seller_user_email`	String	Lowercase email of the seller.
`seller_phone`	String	E.164 number of the seller’s WhatsApp, when the session exposes it.
`accounts`	String	CRM accounts the conversation is linked to (JSON array of objects with id, domain and cnpj).
`first_message_at`	Datetime	Instant (UTC) of the oldest visible message; null when the chat has none.
`last_message_at`	Datetime	Instant (UTC) of the latest message, used as the incremental replication key. Only a new message moves it — edits and deletions do not.
`last_message_direction`	String	Direction of the latest message (inbound or outbound).
`deleted_at`	Datetime	Instant (UTC) the seller deleted the chat, or null.
`deleted_reason`	String	Why the chat was deleted (chat_deleted), or null.

WhatsApp Messages

Every message of each WhatsApp conversation, with its text, media metadata and audio transcription (GET /v1/whatsapp/{id}/messages). Deleted messages stay as rows with empty content. Requires whatsapp.read and whatsapp.content.read.Primary key: id · Replication key: sent_at

Field	Type	Description
`id`	String	Opaque identifier of the message.
`object`	String	Resource type; always whatsapp_message.
`conversation_id`	String	Identifier of the WhatsApp conversation the message belongs to.
`sent_at`	Datetime	Instant (UTC) the message was sent, used as the incremental replication key.
`direction`	String	Whether the message was received (inbound) or sent (outbound).
`author_phone`	String	E.164 phone of who wrote the message: the seller for outbound, the contact or group participant for inbound.
`author_name`	String	Display name of the author.
`type`	String	Kind of message (text, image, video, audio, document, sticker, location, contact, poll, interactive or unknown).
`text`	String	Message text or media caption, sanitized; null when absent or deleted.
`media_file_name`	String	File name of the attached media.
`media_mime_type`	String	MIME type of the attached media.
`media_size_bytes`	Integer	Size of the attached media, in bytes.
`transcription`	String	Transcription of an audio message, sanitized, when one exists.
`edited_at`	Datetime	Instant (UTC) the author last edited the message; text is the current version.
`deleted_at`	Datetime	Instant (UTC) the message was deleted; the row stays as a tombstone.
`deleted_reason`	String	Why the message was deleted (revoked_for_everyone, deleted_locally or chat_deleted), or null.

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Salesbud as a data source

Configuring Salesbud as a Source

1. Add account access

2. Select streams

3. Configure data streams

4. Configure data source

5. Check your new source

Streams and Fields

​Configuring Salesbud as a Source

​1. Add account access

​2. Select streams

​3. Configure data streams

​4. Configure data source

​5. Check your new source

​Streams and Fields

Configuring Salesbud as a Source

1. Add account access

2. Select streams

3. Configure data streams

4. Configure data source

5. Check your new source

Streams and Fields