Managing Conversations

Use in-person recording when you are in the same room as the participants and want to start a live recording directly in Meetric. Microphone audio is always recorded, and you can optionally add screen or camera video.

1. Go to Conversations and click New Conversation
2. Select the In-person tab
3. Enter a meeting title and date/time (participants are optional but recommended)
4. Choose a video source (Mic only, Screen + mic, or Camera + mic)
5. Click Start recording and keep the tab open while recording
6. Click Stop when finished and wait for the upload to finalize

Connect your calendar to enable automatic meeting detection:

1. Navigate to Settings → Integrations
2. Click "Connect Calendar"
3. Choose Google Calendar or Microsoft Outlook
4. Authorize Meetric to access your calendar events
5. Configure which calendars to monitor

Configure rules to control which meetings the bot should join:

Rule: External Participants Only
Condition: Meeting has at least one participant outside your domain
Action: Auto-join 2 minutes after scheduled start time
Notification: Send you a Slack message when bot joins

Rule: Client Calls
Condition: Meeting title contains "client" OR "demo" OR "prospect"
Action: Auto-join and enable high-quality recording
Notification: Email summary within 5 minutes of meeting end

Customize how the bot appears in meetings:

• Display Name: Default is "Meetric Notetaker" - customize to match your brand
• Avatar: Upload a custom avatar or use default Meetric logo
• Join Message: Bot can announce itself or join silently
• Recording Indicator: Visual indicator that bot is recording

1. Click the "Upload" button from the Conversations page
2. Drag and drop your file or click to browse
3. Fill in conversation details:
   • Meeting title
   • Date and time
   • Participants (names and emails)
   • Department/category
   • Optional description
4. Click "Upload & Process"
5. Wait for AI processing to complete (usually 2-5 minutes per hour of audio)

After upload, your conversation goes through several processing stages:

Need to upload multiple recordings at once? Use the bulk upload feature:

1. Click "Bulk Upload" from Conversations page
2. Drag multiple files (up to 20 at once)
3. Optionally import a CSV with meeting metadata
4. Map CSV columns to conversation fields
5. Start batch processing

filename,title,date,participants,department
recording1.mp4,"Client Discovery Call","2024-01-15","[email protected];[email protected]","Sales"
recording2.mp3,"Product Demo","2024-01-16","[email protected];[email protected]","Sales"
meeting3.wav,"Team Standup","2024-01-17","[email protected]","Engineering"

The header provides quick access to essential conversation information and actions:

• Conversation Title: Editable title for easy identification
• Date & Time: When the conversation took place
• Duration: Total length of the recording
• Participants: All attendees with their roles
• Department Badge: Shows which team the conversation belongs to
• Action Menu: Quick access to share, export, archive, and delete

The drawer organizes information into focused tabs:

The Overview tab gives you instant context without diving into the full transcript:

• AI Summary: 2-3 paragraph overview of what was discussed
• Key Topics: Main themes and subjects covered
• Quick Insights: Top action items, decisions, and sentiment
• Participants Info: Roles, company affiliations, and contributions
• Recording Info: Audio quality, language detected, processing status

The Transcript tab provides the full conversation with powerful navigation features:

The AI Insights tab structures all extracted intelligence into categorized sections:

• Action Items: Tasks with owners, due dates, and priority
• Decisions Made: Key choices and commitments
• Questions & Concerns: Open items that need follow-up
• KPIs & Metrics: Numbers, targets, and performance data mentioned
• Competitors Mentioned: Competitive intelligence gathered
• Sentiment Analysis: Tone and emotion throughout the call
• Custom Fields: Any AI Fields you've configured for your account

Snippets let you save and share specific moments from conversations:

• Create Snippets: Select text from the transcript to save as a snippet
• Add Context: Title and tag snippets for easy discovery
• Share Externally: Generate public or private links
• Use in Reports: Reference snippets in documents or presentations
• Audio Clips: Includes the audio segment with the text

The drawer provides one-click access to common actions:

The transcript view provides an interactive, time-synced experience:

• Speaker Labels: Each segment tagged with speaker name/identifier
• Timestamps: Click any timestamp to jump to that point in the recording
• Search: Find keywords across the entire conversation
• Highlights: Key moments automatically highlighted
• Playback: Built-in player synced with transcript
• Comments: Add notes and annotations to specific segments

Meetric automatically extracts structured insights from every conversation:

While AI transcription is highly accurate, you can make corrections:

1. Click the edit icon next to any transcript segment
2. Make your corrections directly in the text
3. Update speaker labels if needed
4. Click "Save" to apply changes

Share conversations with your team members:

Share conversation highlights with external stakeholders:

1. Open the conversation you want to share
2. Click "Share" → "Create External Link"
3. Choose what to include:
   • Summary only
   • Summary + Action items
   • Full transcript (read-only)
   • Recording playback
4. Set expiration date (optional)
5. Copy link and share via email/Slack/etc

Export conversation data in multiple formats:

Keep your conversations organized with tags and folders:

• Tags: Add custom tags for easy filtering (e.g., "Q1-2024", "Hot Lead", "Escalation")
• Departments: Automatically categorized by department
• Status: Mark conversations as "Follow-up Required", "Completed", etc.
• Favorites: Star important conversations for quick access

Powerful filtering to find exactly what you need:

Perform actions on multiple conversations at once:

• Select multiple conversations using checkboxes
• Apply tags in bulk
• Change department or status
• Export multiple conversations to a single PDF/ZIP
• Delete or archive conversations

Manage your conversation library lifecycle: