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
4. Select Department and Conversation Type before starting the recording
5. Choose a video source (Mic only, Screen + mic or Camera + mic)
6. Click Start recording and keep the tab open while recording
7. 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. Open the All Integrations tab and select your calendar provider integration
3. Click the available connect action (label can vary by provider and account setup)
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 an email 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

The notetaker identity shown in meetings is managed automatically:

• Display Name: Generated automatically from your account and tenant notetaker configuration
• Avatar: Custom notetaker avatar or profile-image uploads are not currently supported
• Meeting Indicators: Join and recording indicators are controlled by the meeting provider

1. Go to Conversations and click New Conversation
2. Switch to the Upload file tab in the modal
3. Fill in conversation details:
   • Meeting title
   • Date and time
   • Department
   • Conversation Type
   • Optional participants
4. Attach a supported video/audio file and click Upload and transcribe
5. Wait for AI processing to complete (usually 2-5 minutes per hour of audio)

After upload, your conversation goes through several processing stages:

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
• Conversation Type: Displayed in the header; owners can use Change to update it when conversation-type editing is enabled
• Header Actions: Contextual controls such as search, translate, diagnostics and sharing (plus capability-gated actions like Add to Academy and Follow-up Email)
• Privacy Status: Visibility badge with quick private/open status changes when your role allows it

The drawer organizes information into focused tabs:

The AI Summary tab gives you instant context without reading 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:

These tabs help you analyze the conversation from different angles:

• Topics: Auto-grouped subjects discussed during the call
• Stats: Speaking pace, longest turns and talk/listen balance by speaker
• Comments: Team notes for follow-up and collaboration
• Transcript Links: Use tab context with transcript timestamps to jump to exact moments

Actions are now contextual. Instead of one combined actions menu, controls are split between the drawer header and the active tab.

Action-specific dialogs (examples from the current UI):

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:

Transcript text and AI summary are currently read-only. You can still correct diarization by updating speaker labels and speaker-to-participant assignments.

1. Open the conversation and switch to the Transcript tab
2. Click "Edit speakers"
3. Reassign transcript lines to the correct speaker or participant and optionally rename or merge speaker labels
4. Click "Save" to apply the speaker updates

Share conversations with your team members:

Share conversation highlights with external stakeholders:

1. Open the conversation you want to share
2. Click "Share"
3. Generate a link and choose access level:
   • Account members only
   • Anyone with link
4. Copy link and share via email/chat/etc.

Transcript export currently supports:

Three system views provide predictable starting points. My conversations is selected by default unless you have chosen a favorite saved view.

The views row has a fixed structure so users can quickly understand what is active:

• Left segment (saved/custom chips): Saved views and the temporary Custom - unsaved chip appear first
• Right segment (system scope chips): My conversations, My team, then Everyone I can see.
• Standardized sub-badges: each system scope chip includes a count sub-badge with the number of conversations in that scope.
• Visibility note: for My team and Everyone I can see, visibility is still limited by privacy settings.

Use metadata and filters to keep conversations organized:

• Department and Conversation Type: Keep records grouped by team context and conversation classification
• Owner, Company and Team: Narrow the list to the people/accounts you need to review
• Date Range and Saved Views: Reuse common slices of data for repeat reporting and audits
• Privacy State: Use private/open visibility state in combination with filters when reviewing access scope

Filters are grouped and ordered to match the live Conversations UI. The filter previously labeled Medium is now labeled Source across the page.

Meeting filters order: Meeting: Owner, Shared, Source, Department, Team, Conversation Type, Company, Privacy. Campaign and others: Deal Status, Campaign, Status.

Custom filter combinations can be saved as named views and pinned as a personal default.

• Changing filters away from the active system/saved view creates Custom - unsaved.
• Use the chip save icon or Save as view in the filters panel to open Save as new view.
• In the save dialog, users set a name and can Mark as favorite.
• Only one favorite is active at a time. Setting a new favorite automatically un-favorites the previous one.
• A favorite view becomes the default loaded view when returning to the Conversations tab.
• Unsaved custom changes persist while you stay on the page and can be cleared from the Custom chip.
• The unsaved Custom chip remains available while you switch among system views, but it is discarded when you leave the Conversations page.

Perform actions on multiple conversations at once:

• Select multiple conversations using checkboxes
• Review how many items are selected in the bulk selection bar
• Use Clear Selection to reset current multi-select state
• Use Delete to remove selected conversations in one action

Manage your conversation library lifecycle: