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How to enable AI Coach Assistant
How to enable AI Coach Assistant

In this article, you'll learn how to enable the AI Coach Assistant to join and record your calls so you can focus on the conversation.

Hugo Dias avatar
Written by Hugo Dias
Updated this week

The AI Coach Assistant helps you concentrate on your sales calls by joining and recording them. There are numerous advantages to using the AI Coach Assistant:

  1. You don't need special subscriptions to Google Business or Zoom. The Assistant can join and record your calls and then automatically review them once the call is finished.

  2. Processing time is significantly faster compared to the native integrations with Google Meet, Zoom, or Microsoft Teams.

  3. Sometimes we forget to record a call, but this won’t happen with the AI Coach Assistant. You only need to allow the assistant to join the call, and it will begin recording automatically.

How to enable the AI Coach Assistant

Open up Triple Session and click on Meetings at the sidebar

Then, click on Settings

After that, you should see a menu called Assistant. In that same page you should see an option to Connect with your Google Calendar

After connecting with Google Calendar, you should see an option to enable the Assistant.

Almost done! Now that you have the assistant enabled and ready to join your calls, here are some additional steps to consider for enhancing your experience.

  1. Change your assistant's name. By default, it's named "Your Name's AI Coach Notetaker."

  2. Select extra meetings for the assistant to join. By default, it will join every non-recurring meeting on your calendar. You can remove it from any meeting you prefer the assistant not to join.

  3. Choose a Smart Scorecard: To ensure the assistant uses the correct scorecard for each type of meeting, select the scorecards you want it to use when reviewing your calls.

And that's it! The AI Coach Assistant will now join your upcoming meetings. Currently, we only support meetings on:

  1. Google Meet

  2. Zoom (coming soon)

  3. Microsoft Teams (coming soon)

If you have any questions, don't hesitate to reach out to us at [email protected].

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