Copilot Getting Started Level 2
How to Record Your First Meeting and Review It
This article is 2nd in a Copilot Getting Started Series:
Level 1: Connect Accounts, Add Voice Fingerprint, Download Desktop App
Level 2: Record Your First Meeting (the article you're reading right now 👀)
Level 3: Using Battle Cards and Game Tapes
We recommend reading all 3—each article is about a 5-minute read. So in 15 minutes, you'll be well on your way to Copilot pro. 🦾
With the instruments check done, let’s rev up by recording your first meeting and reviewing it!
- Record your first meeting
- Review call recordings
Record your first meeting
First things first, Copilot can join two types of calls/meetings:
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Scheduled calls on your calendar: Copilot will only join meetings with a video link and at least one participant from an external email domain (not the same as your team). This is to avoid automatically recording internal meetings, but you can manually toggle recording on/off for scheduled meetings.
Or, toggle recording on/off for upcoming meetings in My Calls.
Once you invite Copilot to your meeting, allow Copilot into your video meeting when prompted. Once the meeting ends, give Copilot a few minutes to work its magic and you should see your first call in the web app.
Et voila! We’re taking off! You just recorded your first meeting with Copilot, so let’s show you how to review the recording.
Review call recordings
Access your calls
Go to the Copilot web app and click on My Calls (in the left panel). Your first call recording should already be listed on this page. Click to open it.
The ‘call review’ screen is pretty intuitive—our product team can vouch for it 😆—but here’s a short explainer:
On the left of the screen, you can review deal details (account info from your CRM) and key call metrics (talk/listen ratio, monologue duration and engaging questions).
In the center, you see the meeting video and transcript, with playback controls and speaker audio graphs at the bottom.
On the right, you can review bookmarks, highlights, add/reply to comments, etc.
How to review calls
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Call summary: Try navigating through your first call recording using the audio graphs or by clicking anywhere in the transcript. Or hit the play button next to any speaker to hear only what they said and nothing else! Super useful when you need to review what your customer said as you can skip any pauses in conversation as well as what other meeting attendees said.
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Comments, tags, and mentions: Add comments and tag teammates on relevant sections of a call recording for feedback and follow-ups. When someone comments/tags you back, you are alerted immediately via the notification center (click the bell icon at the top right corner in the web app).
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Prospect follow-up: Following up with a customer but can’t remember every action item from the last call? Look up the last recorded call with the customer in Copilot, check deal info on the left, and go through the highlights on the right. Or search for keywords and phrases in a call transcript and quickly review previously discussed questions and objections as you prep for your follow-up.
