Meetric / Technology

The technology behind
the conversation layer.

From audio capture to structured context. Explore the engines, access controls and interfaces that connect conversations to your company’s systems and AI.

Explore the technology
01 / API & MCP

Structured context. Scoped access.

Connect your applications through APIs and your AI assistants through MCP. Retrieve conversation records, topics and supporting detail within the signed-in user’s access.

Authentication
OAuth authorization with PKCE. Requested scopes define the data an external client can read.
Retrieval
Start with search or a topic. Retrieve the relevant conversations, then request the transcript detail you need.
Access
Account and partner enablement, user entitlements and conversation permissions apply to MCP reads.
API & MCPREAD FLOW
Your application or AI assistantA request for conversation context
Authorize the userOAuth · PKCE · scopes
SearchFind the context
TopicsNarrow the evidence
ConversationsRead the source
Structured records, source references and permitted transcript detail
02 / AI chat & search

Retrieval before generation.

A question becomes a search across conversation content. Relevant passages are retrieved with their conversation references, filtered by access, and used as context for the answer.

Semantic retrieval
Search transcript passages, insights and entities by meaning, with filters to narrow the conversation set.
Source grounding
Retrieved passages carry conversation IDs, speaker information and timestamps so the evidence can be inspected.
Permission filtering
Account scope, conversation visibility and applicable license restrictions shape the available source set.
Retrieval pipelineSEARCH EXAMPLE
Semantic queryNorthstar renewal conditions
Account + visibility filters
9 Oct · 14:22 · Anna
We can renew if implementation starts by Friday.
Answer context includes the passage and its source reference.
03 / AI categorization

Classify the conversation. Select the workflow.

Conversation types connect incoming content to the right processing. Type rules, conversation context and explicit calendar overrides help determine which configured summaries and actions should run.

Your taxonomy
Define conversation types with descriptions, allowed channels, positive rules and exclusions.
Context and overrides
Use the conversation’s content and department context. A saved calendar-event type can override automatic classification.
Workflow resolution
The selected type resolves to configured action nodes, including summary templates and structured extraction.
  • Call with Northstar
  • Meeting with Helios
  • Call from Vantage
  • Interview, Maria L.
  • Email from Meridian
  • Demo with Orbital
  • Site visit, Malmö
How it knows
  • Who was in it
  • The customer in your CRM
  • The meeting title
  • What was said, read by AI
  • The calendar invitation
  • Who was invited and who joined
  • Internal or external
  • The deal it belongs to
  • The team of the person who took it
  • Earlier conversations with the same people
  • The channel it came in on
  • The language spoken
  • Your own rules for each type
  • How long it ran
  • The email thread it belongs to
  • The time of day
  1. Sales

    Customer call

    Summary
    Next step, Deal risk, Decision
    Then
    Deal updated in your CRM
    Who sees it
    Sales team
  2. Support

    Support call

  3. HR

    Interview

  4. Product

    Customer feedback

Board meeting · Onboarding call · Supplier call · + your own

04 / Governance engine

Control who can read it. And how long it stays.

Access and retention are separate controls. Apply conversation visibility to people and teams, then set distinct retention periods for recordings, transcripts and conversation data.

Visibility
Account, department, team and user permissions determine the conversation content available to each person.
Separate lifetimes
Expiring a recording or transcript can leave the conversation summary available under its own data-retention period.
Lifecycle enforcement
Retention evaluation removes access to expired content. Permanent deletion follows the configured grace period.
Retention policiesPOLICY EXAMPLE

Time since the conversation

Recording90 days
Access removed after evaluation
Transcript365 days
Available within retention
Conversation data730 days
Available within retention
Conversation data includes summaries. Each policy is evaluated independently.
05 / AI transcription

Audio becomes a timed, searchable transcript.

Speech recognition converts the recording into text. Language detection and speaker diarization add structure, while utterance timestamps retain the connection to the original audio.

Speech processing
Transcription jobs request automatic language detection and diarization to separate speakers.
Utterance structure
Text, speaker labels and start/end timestamps become the building blocks for source playback and retrieval.
Asynchronous processing
Queued jobs and completion events connect recording availability to transcription and downstream analysis.
Timed transcriptAUDIO → TEXT
Speaker 1 Speaker 2
00:1200:1600:2100:24
Start00:16.1
End00:20.7
SpeakerSpeaker 2
Utterance text and timing remain linked to the conversation record.
06 / AI notetakers

Meeting capture, connected to the processing pipeline.

A notetaker connects a scheduled meeting to its recording and transcript. Capture events move the conversation through processing without requiring a manual recording upload.

Scheduling
Calendar events or meeting links provide the meeting URL. Joining follows the configured capture rules.
Event-driven ingestion
Recording-ready and transcription-completed webhooks attach the available assets to the conversation.
Downstream processing
Once the transcript is available, configured classification, summaries and extraction can run.
Capture lifecycle
  1. 01Scheduled
  2. 02Capture
  3. 03Recording
  4. 04Transcript
Meeting queuedMeeting URL + conversation owner
Event sequence
bot.recording_readyPending
transcription.completedPending
07 / Calendar integrations

Calendar events become capture instructions.

Connect Google or Microsoft calendars through OAuth. Synced events supply meeting links and scheduling context; your join settings determine which meetings the notetaker should attend.

Event context
Meeting URL, time, organizer and participants connect the calendar event to its conversation.
Join modes
Choose automatic joining or ask first. Configure internal and external meetings separately.
Rule filters
Use organizer restrictions, business hours, titles, domains and participants to refine meeting eligibility.
Calendar integrationJOIN-RULE PREVIEW
Google CalendarMicrosoft Calendar OAuth
Join external meetingsAutomatic · meeting link required
Northstar renewalExternal · video meeting
Join
Product team syncInternal · video meeting
Skip
Helios onboardingExternal · video meeting
Join
2 meetings match this join rule.
08 / Phone capture · SIPREC

A recording stream alongside the live call.

SIPREC connects a recording-capable telephony platform to a recording service. The call continues between its participants while a separate recording session carries media and metadata for capture.

Telephony connection
The provider’s PBX or session border controller supplies the recording stream. Setup depends on the provider and its SIPREC configuration.
Protocol separation
SIP establishes the recording session; media streams and session metadata describe the conversation being recorded.
Processing after capture
Once the recording is available, transcription and configured analysis turn the call into a searchable conversation record.
SIPREC architectureTWO SESSIONS
Communication session · live call
Customer
PBX / SBCTelephony provider
Employee
SIPRECMedia + metadata
Recording serviceSeparate recording session
After the recording is available
Transcript + structured contextClassification · summaries · extraction
SIPREC protocol · IETF RFC 7866
09 / Integrations

Context in.
Structured updates out.

Connect capture sources, CRM context and output destinations around the conversation record. Each integration defines the connection, supported actions and data it exchanges with Meetric.

Context enrichment
Match conversations to CRM contacts, accounts and deals so processing has the relevant business context.
Configured outputs
Send summaries and structured fields through configured CRM actions, integration workflows, APIs and webhooks.
Connector capabilities
Authentication, supported operations and field mappings depend on the connected system. Configure the actions each workflow should execute.
  1. MeetingsJoins from your calendar
  2. PhoneThrough your provider, nothing to install
  3. In personFrom the mobile app
  4. EmailOnly the mailboxes you approve
  5. CRM contextAccounts and deals, for context
  6. ChatIn validation
Meetric
  1. CaptureOnce, from any channel
  2. NormalizeOne record, whatever the channel
  3. GovernWho sees what, for how long
  4. ActivateTo the people, systems and AI allowed
EU hosted

Only the permitted view

  1. Your inboxThe summary, minutes after the call
  2. CRMRecords and fields updated
  3. AlertsWhen a pattern or risk shows
  4. Your AIVia MCP, with your permissions
  5. API and webhooksTo your own systems
  6. Workflow toolsStarts what should happen next · In development
  7. Knowledge systemsWhere people look things up · In development

Let’s connect your stack.

Walk through your capture sources, permissions and integration requirements with our team.