> ## Documentation Index > Fetch the complete documentation index at: https://docs.salestools.io/llms.txt > Use this file to discover all available pages before exploring further. # Record, Transcribe, and Summarize Every Sales Call > Send a recording bot to Google Meet, Zoom, or Teams calls to capture transcripts, AI summaries, action items, and CRM-synced notes. Meeting Recordings sends a bot into your video calls so every sales conversation is captured, transcribed, and summarized automatically. After each meeting you get an AI executive summary, a full speaker-by-speaker transcript, extracted action items with assignees and due dates, and navigable chapters — all synced to your CRM without any manual work. The bot joins under a configurable display name that defaults to **Olivia - Meeting Assistant**, so participants can always see it's present. ## What you can do * **Schedule a recording bot** to join any Google Meet, Zoom, or Microsoft Teams call — immediately or at a set start time. * **Track recordings live** with a KPI strip showing total recordings, meetings booked, talk time, and overall sentiment. * **Filter by status** — All, Completed, Recording, Processing, Scheduled, Pending, Cancelled, or Failed. * **Search** recordings by title, meeting URL, or host. * **Read the AI summary** — executive summary, key points, decisions, next steps, and topics, with a sentiment chip and a CRM sync badge. * **Review the full transcript** with speaker names and timestamps, then copy or download it as a `.txt` file. * **See action items** with priority, assignee, and due date pulled directly from the conversation. * **Browse chapters** derived from speaker turns to jump to the moment you need. * **Control the bot** — leave a live meeting early or cancel a scheduled one. * **Open the recording** asset in a new tab when one is available. ## How to schedule a recording bot Navigate to **Communication → Meeting Recordings**. You'll see the KPI strip, status filters, and your list of existing recordings. Click the **Schedule Bot** button in the top-right corner to open the scheduling panel. Enter the link to your call. Salestools auto-detects the platform and shows a **Google Meet detected**, **Zoom detected**, or **Microsoft Teams detected** chip. Only these three platforms are supported. If the URL isn't a valid Google Meet, Zoom, or Microsoft Teams link, you'll see a validation error and won't be able to continue. Paste the full join link and confirm the platform chip appears before scheduling. Set a **Meeting Title** to make the recording easy to find later. Adjust the **Bot Display Name** if you'd prefer a different name from the default — this is what other participants see in the call. The default is **Olivia - Meeting Assistant**. Choose a **Start Time** and **End Time** if you want the bot to join at a specific time. Leave them empty to have the bot join as soon as the meeting starts. Click **Schedule Bot** to confirm. The bot is added to your recordings list and the full recording flow begins automatically: the bot joins your meeting as a participant, the call is transcribed in real time, an AI summary with action items is generated, and everything syncs to your CRM. You can also schedule a recording bot directly from a prospect record, lead detail page, or calendar event so the recording is linked to that specific record from the start. ## How to review a completed recording Once a recording's status shows **Completed**, all five detail tabs are available. Click any row in the list to open the detail panel. The AI-generated executive summary including key points, decisions made, next steps, and topics discussed. A sentiment chip shows the overall call tone, and a green **Synced to CRM** badge confirms the summary has been pushed to your CRM. Use **Copy all** to grab everything at once. The full speaker-by-speaker transcript with timestamps. Chips show language detected, word count, and call duration. A **Partial** marker appears if the transcript is still being finalized. Use **Copy** or **Download .txt** to export. Every action item Sally extracted from the conversation, each with a priority pill (High / Medium / Low), an assignee, a due date, and a "Done" marker for items already completed. The conversation broken into navigable sections by speaker turn and topic, so you can jump directly to the moment you need without scrubbing through the full recording. When a recording asset is available, click **Open recording** to view the video or audio file in a new tab. Meeting summaries sync to your CRM automatically after each completed recording. The **Synced to CRM** badge on the Summary tab confirms the push was successful — no manual copy-paste required. ### Reviewing step-by-step Click any row in the recordings list. The detail panel opens on the **Summary** tab, showing meeting metadata, the timeline (created, scheduled start, bot joined, bot left), and participant names. Review the executive summary, key points, decisions, and next steps on the **Summary** tab. Check the sentiment chip for the overall call tone and confirm the **Synced to CRM** badge is green. Switch to the **Transcript** tab for the full speaker-attributed transcript. Copy it or download it as a `.txt` file if you need to share it outside Salestools. Open the **Action Items** tab and review each extracted item. Confirm assignees and due dates are correct, and mark items done as your team completes them. Open the **Chapters** tab to scan the conversation by topic section. Click any chapter to jump to that point in the transcript or recording. When a video or audio asset is available, click **Open recording** to view it in a new tab. ## How to manage an active or scheduled bot Active bots (joining, waiting, recording, or processing) update automatically every few seconds. To force a manual check, click the **↻** button on a specific row, or click **Refresh** in the header to reload the entire list. Open a recording with a status of Joining, Waiting, or Recording and click **Leave meeting** to pull the bot out of the call early. Open a Pending or Scheduled recording and click **Cancel meeting bot**, then confirm the action. This cannot be undone. ## Understanding the KPIs The KPI strip at the top of the page reflects the recordings currently loaded based on your active status filter: * **Total recordings** — the count of recordings matching the current filter * **Meetings booked** — bots that are currently scheduled or active in a call * **Talk time** — the sum of recorded durations for completed meetings * **Sentiment** — the most common sentiment reading across your recent completed meetings KPIs change as you switch status filters. Set the filter to **All** to see totals across your entire recording history. ## Troubleshooting Summaries, transcripts, action items, and chapters are all generated after the recording finishes processing. If you open a recording that's still in a Recording or Processing state, you'll see a "not yet" message for each tab — check back once the status shows **Completed**. The meeting URL must be a valid Google Meet, Zoom, or Microsoft Teams join link. Other platforms are not supported. Paste the full join URL (not just a meeting ID) and confirm the platform detection chip appears before clicking Schedule Bot. If your list is empty, no bot has joined a meeting yet — or an active status filter is hiding rows. Click **Schedule Bot** to create your first recording, or set the status filter to **All** to see every recording regardless of status. Chapters are built from the speaker-segmented transcript. If a recording has no transcript yet — or the transcription service didn't return speaker segments — the Chapters tab will say so until processing completes successfully. Use the row-level **↻** button to force-refresh a single recording's status, or click **Refresh** in the header to reload the full list. If a recording stays in a failed state, check the meeting URL was valid and that the bot had permission to join. ## Related Manage email and LinkedIn replies from your prospects alongside your meetings. Turn meeting action items into trackable to-dos with due dates and priorities. Engage prospects across LinkedIn before and after your meetings.