Meeting intelligence
Turn recordings into reviewable sales and customer context.
- Recording metadata
- Transcript handoff
- Summary workflow
- Action items
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Screen Recording
Capture meeting and workflow context for coaching, review, and follow-up.
Recording workflows connect meeting intelligence, document review, and account context so teams can understand what happened after the call.
Built for
Sales managers, customer teams, onboarding teams, and reps who need reviewable context.
Availability
Implemented workflow; provider setup required
Recording and meeting-intelligence workflows depend on configured recording/meeting providers, storage, and retention settings.
Meeting provider credentialsDurable storageRetention review
How it works
From signal to action
- 1
Record the interaction
Use connected meeting/video services where configured for recording capture.
- 2
Attach context
Tie recordings to accounts, meetings, documents, and opportunities.
- 3
Review outcomes
Use summaries, clips, and action items to coach and follow up.
Coaching surface
Help managers identify moments worth reviewing.
- Conversation loops
- Scorecards
- Highlights
- Follow-up tasks
Storage-aware
Production recording workflows should use durable storage.
- S3 storage
- Webhook events
- Retention settings
- Access controls
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