Everything you need to know

Once the Microsoft Teams integration goes live on your platform or you sign up for the first time, Teams meetings will start to be recorded, analyzed, and transcribed into the IS2 Conversational Intelligence Platform. This will provide you with more opportunities to learn, self-coach, and share customer conversations with your teammates. The integration also means easier logging to your CRM! Read below for all you need to know about the integration, how it benefits you and how it works.

What do I need for the integration to work?

The integration will be enabled by your Organization Admin so there is nothing you need to do in your IS2 CI or Microsoft account.

Important note: Insights licenses would not be able to record meetings and stream them to IS2 CI.

How can I be sure that my Teams integration is working?

You will notice that there will be a participant in your Teams meetings called Notetaker (although this could also be branded to your company).

Important note: The Notetaker name is customizable! Your team can change the name of the bot, learn how here.

Which Teams meetings will be recorded?

Only the meetings that are scheduled in your Outlook calendar will be recorded. You can also control which one of them you want to record or not from your Dashboard at any point in time. If you have internal recording turned off, the Notetaker will only join scheduled meetings that have someone external join (ie not with your company email domain).

*Once you sign up we will look forward and import your next 30 days of meetings into IS2 CI for you!

How should I schedule Teams meetings?

This is super simple just schedule a meeting in Outlook or Teams like normal, and make sure it is a Teams meeting with the conference details in like below. Then the Notetaker will join at the scheduled start time of the meeting.

*Please schedule your meetings a minimum of 15 minutes before, to make sure they have time to import to your IS2 CI Dashboard to be recorded.

How do I stop recording?

While your meeting is in progress:

During the meeting, you can stop recording anytime by removing Notetaker as a participant from the meeting. Please note that if you remove the Notetaker, the recording would be stopped and deleted.

Turning off my recording permanently:
This is controlled in your CI Profile, just go to recordings to toggle recording off.
*Please note this option is exposed and controlled by your IS2 CI admin.

When will my recording appear in IS2 CI?

The time can vary depending on the duration of the meeting, but you'll likely see the meeting fully analyzed in IS2 around 30 minutes after it has ended. We capture the recorded audio, video, screen sharing, and transcribe the meeting. You'll have access to all the coaching tools and analytics too!

How you must end and log your meeting...

The best practice is to always 'End' your Teams meeting where possible not just 'Leave'. Ending the meeting will prompt Notetaker to leave automatically.

Important note:

In order to be sure that the Notetaker will join your meetings, please make sure that the MS Teams Admin toggled ON these options(screenshot below) - https://admin.teams.microsoft.com/meetings/settings.

If you run into any issues, please contact support.