- CaptureOnce, from any channel
- NormalizeOne record, whatever the channel
- GovernWho sees what, for how long
- ActivateTo the people, systems and AI allowed
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 technologyStructured 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.
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.
“We can renew if implementation starts by Friday.”
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
- 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
Sales
Customer call
- Summary
- Next step, Deal risk, Decision
- Then
- Deal updated in your CRM
- Who sees it
- Sales team
Support
Support call
HR
Interview
Product
Customer feedback
Board meeting · Onboarding call · Supplier call · + your own
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.
Time since the conversation
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.
00:16.100:20.7Speaker 2Meeting 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.
- 01Scheduled
- 02Capture
- 03Recording
- 04Transcript
Meeting URL + conversation ownerbot.recording_readyPendingtranscription.completedPendingCalendar 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.
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.
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.
- MeetingsJoins from your calendar


- PhoneThrough your provider, nothing to install
- In personFrom the mobile app
- EmailOnly the mailboxes you approve
- CRM contextAccounts and deals, for context
- ChatIn validation
Only the permitted view
- Your inboxThe summary, minutes after the call
- CRMRecords and fields updated
- AlertsWhen a pattern or risk shows
- Your AIVia MCP, with your permissions
- API and webhooksTo your own systems
- Workflow toolsStarts what should happen next · In development
- 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.