Configure meeting settings, recordings and summaries

Admins decide what goes into call summaries, who receives them, whether calls are recorded, and whether participants are notified.

Open Admin, then Meeting Settings.

  • Summary sections: choose what each call summary includes.
  • Who receives it: Don't send, Rep only, Rep + internal team, or Everyone on the call.
  • Call recordings: Record calls, Record video, Auto-transcribe, and Notify participants.
  • HubSpot: push meeting recaps to HubSpot automatically.

Reps can view their own recordings. Admins can view all recordings under Admin, then Call Recordings.