Meetings and Bots
Who this is for
Section titled “Who this is for”Users with meetings permission. Starting or ingesting a meeting requires create; extraction, transcript retrieval, and cancellation require edit.
Before you start
Section titled “Before you start”Confirm that you are authorized to process the meeting and any attached transcript. Provider configuration is controlled separately and is System Manager-only.
- Open the relevant record’s meeting context or use the approved meeting workflow.
- Start a bot or ingest a transcript only when the meeting is authorized and the required CRM permission is available.
- Review the stored meeting record before requesting extraction or transcript retrieval.
- Treat provider errors, missing recordings, and partial extraction as explicit states to investigate—not as completed meeting intelligence.
What happens next
Section titled “What happens next”Meeting outputs become record context only after the CRM receives and processes them. They should be reviewed by the accountable user before driving customer or delivery decisions.
Troubleshooting
Section titled “Troubleshooting”- Cannot configure the provider: configuration is a System Manager exception.
- Cannot start or ingest: check
meetings: create. - Transcript unavailable: verify the provider-side recording and integration status separately.