Why these new preferences matter:
Targeted Recording: Focus the AI Coach Bot on specific meeting types, like external, internal or even those with specific keywords on the meeting title, such as "Discovery Call".
Reduced Noise: Prevent the bot from joining meetings where its presence isn't needed, helping you save credits, and keep your recording library relevant
Fuller Coverage: Include recurring meetings if desired, across any chosen preference.
Step-by-Step Instructions
1. Navigate to AI Coach Bot Settings
Go to Settings in the left-hand navigation panel.
Under the AI Coach section, click on AI Coach Bot.
2. Click on Recording Preference and choose your preferred one:
All one-time meetings: The bot will record every meeting that doesn't repeat. This is the classic behavior.
External meetings only (Most common): The bot will record only if at least one participant in the meeting invitation has an email domain different from your company's.
Example: If you are [email protected] and you have a meeting with [email protected], the bot will join.
Internal meetings only: The bot will record only if all participants in the meeting invitation share the same email domain as you.
Example: If you are [email protected], the bot will only join meetings where everyone invited also has an @acme.com email address.
By title keyword: The bot will record meetings only if the meeting title contains specific keywords you define.
To add keywords, select this option, then type your desired keyword(s) into the "Meeting title keywords" box and press Enter or click "Add" after each one. You can add multiple keywords. The bot will join if any of the keywords are found.
Example: "Discovery," "Demonstration," "Kickoff."
You can also enable Recurring Meetings: Below the main preferences, you'll find a toggle for "Include recurring meetings."
If left OFF, the bot will only join non-recurring meetings, regardless of the preference chosen above
4. Save Your Preferences
Once you've configured your desired recording preferences and recurring meeting settings, click the "Save preferences" and done!
Need help?
If you run into any issues with Automated Reviews, our support team is here to help: [email protected]