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. 

This article covers:

 

• Record your first meeting
• Review call recordings

Record your first meeting
 

First, Copilot can join two types of calls/meetings:
 

• 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.

 

• Unscheduled, ad hoc calls: Learn to add Copilot to any ad hoc meeting.

 

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 and you should see your first call in the web app.

Now let’s go over how to review a recording.

 

Review call recordings

Access your calls
 

1. Go to the Copilot web app and click on My Calls (in the left nav). Your first call recording should be listed on this page.
2. Click it to open it.

This is the Call Review screen:

 

In the center, you have the recording, playback controls, and speaker audio graphs:

 

• You can use the controls under the video to play, fast-forward, rewind, etc. 
• Use the camera and paper icons to toggle between video and text transcript.
• Click on different speaking parts in the audio graph to listen to specific moments (like Abbey's first speaking part in orange in this example).

 

 

On the right, you can review CRM details, and get call insights inside the panel:

 

• Click the menu at the top right with the account name on it to access CRM details and even update them.
• Type a question to Ask Clari like "Can you summarize the key points from this deal?" 
• Click the tabs at the top of the panel, to navigate to different insights inside the panel: Summary, Chapters, Playbook, and Bookmarks (not shown in this example). 
  
  
  
  
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How to review calls

• 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.
   

• 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).
   

• 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.