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Meeting Assistant
Using the Meeting Assistant with Microsoft Teams

Using the Meeting Assistant with Microsoft Teams

The Meeting Assistant (MA) for Microsoft Teams allows users to automate call recording, transcription, and real-time coaching through Moments™ notifications. This article focuses specifically on how the Meeting Assistant works within MS Teams.

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How the Meeting Assistant Works in Microsoft Teams

When enabled, the Meeting Assistant will join both instant and scheduled meetings that users are the organizer of.

✅ Real-Time Transcription & Recording for Conversation AI users - The Meeting Assistant can record and transcribe live conversations, making it easy to review discussions, generate summaries, and automate follow-ups.

✅ Coaching Notifications for Moments™ users - Receive real-time coaching notifications based on phrases detected, behavioral insights, or time.

✅ Meeting Controls - Manually start, stop, or pause recording via the Moments™ application and remove the Meeting Assistant from a meeting at any time.

Microsoft Teams-Specific Details & Limitations

Requirements for the Meeting Assistant to Join a Microsoft Teams Meeting

  • Your calendar must be connected via the calendar and email integration for the bot to auto-join.
  • User must be the organizer of the Microsoft Teams meeting.

Limitations

  • Auto-mapping of external participants with the Contact/Lead records in Salesforce is completed after the meeting is ended.
  • There is a 5-10 sec delay in Microsoft Teams after admitting the Meeting Assistant before recording/transcription starts. This can affect some phrase-based Moments™ notifications.
  • Interruption type Moments™ notifications are not supported at this time.

Additional details

  • As participants join meetings on Microsoft Teams, their display name automatically shows as “Last Name, First Name” (unless the user changes their settings in MS Teams). We reformat the name to show as “First Name Last Name” in Moments™ so that we can properly match that participant to a record with the same name in Salesforce
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