AI Meeting Recorder Overview
The Vitally AI Meeting Recorder is designed to bring call recordings and transcripts directly into Vitally, unlocking the full potential of our AI Copilot and post-call automation. It’s a CS-specific feature aimed at boosting productivity with automatic task creation, churn analysis, and more.
This feature is currently in Open Beta and available to Google Calendar customers only
Key Features
Automatically record Zoom, Google Meet, and Microsoft Teams calls with external users.
Admin controls to toggle automatic or manual recording settings.
Customizable Meeting Bot name that joins meetings on your behalf.
Transcripts unlock AI-powered post-call features: suggested tasks, churn analysis, and more.
View call summaries, video replays, and AI insights directly in the Meeting object in Vitally.
Slack notifications (if integrated) for post-call insights.
Compatible with Gong and other AI tools.
How to Use AI Meeting Recorder
Go to Settings > Meetings > Meeting Recorder.
Click Enable.
Choose your default recording setting:
Automatic: The bot will join all external meetings by default, unless exceptions are made.
Manual: Users must toggle recording on for individual meetings.
Customize the Meeting Bot name. This is how the bot appears in meetings.
Ensure users have connected calendars—non-connected users will see a banner prompting them to do so.
Pre-Call Setup
Automatic Recording: No action required—the bot joins external meetings automatically.
Manual Recording: Open the Meeting details in Vitally and toggle recording on for any call you want to record.
Post-Call Experience
After the meeting:
You’ll receive a Vitally Alert (and a Slack notification, if enabled) once the call is processed.
Inside the Meeting object, access:
The Recording tab: Watch the video and read the transcript.
The Overview tab: See key points, suggested tasks, and churn analysis.
The AI Copilot tab: Use AI Actions like drafting emails, generating tasks, or extracting custom objects.
To receive Slack notifications:
Enable the Slack integration via Settings > Integrations > Slack.
Each User must enable Slack alerts in My Profile > Notifications > Slack.
Note: Summary, tasks, and risks are not yet sent to channels.
Using/Managing AI Meeting Recorder
Admin Controls
View which users have recording enabled but haven't connected their calendars.
Set up rules for who is included/excluded from automatic or manual recording.
In-Meeting Actions
The Meeting Bot can be removed mid-call by the host, ending the recording
Users can manually toggle recording before the meeting starts if manual mode is enabled.
FAQ
What are the requirements to use the AI Meeting Recorder?
You must be a Team Member, Leader, or Admin (Observers are excluded).
Your calendar must be connected.
Admins can view which users need to connect their calendars.
How does this compare to the Gong integration?
Gong is a full Call Intelligence solution; Vitally AI Meeting Recorder focuses on integrating recordings for internal automation.
Vitally populates all Task fields using AI, not just the Task Title (as Gong does).
Both tools are compatible with AI Copilot and AI Actions.
Can I use both Gong and Vitally’s AI Meeting Recorder?
Yes. Both can record meetings simultaneously. You may receive duplicate task alerts in Vitally when both are active.
What meeting platforms are supported?
Zoom
Google Meet
Microsoft Teams
What if the Meeting Bot doesn't join or leave as expected?
There are a few known edge cases—like when meeting ownership is transferred, meetings are deleted, or calendars are disconnected—that may prevent the AI Meeting Recorder from properly joining or leaving a meeting.
Can I stop the Meeting Bot from recording a session?
Yes. You can manually remove (or "kick out") the Meeting Bot from any meeting you don’t want recorded. Once removed, recording and transcription will stop immediately.