Everything you need to know
Once the RingCentral integration goes live on your platform or you sign up for the first time, RingCentral meetings will start to be recorded, analyzed, and transcribed into the InsightSquared Conversational Intelligence platform. This will provide you with more opportunities to learn, self-coach, and share customer conversations with your teammates. 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 GSuite account.
Important note: Insights licenses would not be able to record meetings and stream them to IS2.
How can I be sure that my RingCentral integration is working?
You will notice that there will be a participant in your meetings called Notetaker (although this could also be branded to your company).
Which RingCentral will be recorded?
All meetings you wish to record can now be recorded regardless of whether they are scheduled in your calendar or not. You can also control which one of them you want to record or not from your Dashboard at any point in time and also by simply inviting the Notetaker. If you have internal recording turned off, the Notetaker will only join 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 my meetings?
This is super simple just schedule a meeting in your Google Calendar like normal, and make sure it is a Join with RingCentral details added. 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. With RingCentral Video any person in your organization can remove the Notetaker, so please be aware of this when joining meetings as a team.
Turning off my recording permanently
This is controlled in your 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 CI 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!
Best practice for ending and logging your meeting
The best practice is to always hang up your meeting where possible not just shut the tab. Ending the meeting will prompt Notetaker to leave automatically.
Can I uninstall the integration?
Can I uninstall the integration? This can be removed in the organization settings by any IS2 CI admin or owner.
If you run into any issues, please contact support.
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