Call details
Metaview will automatically extract information from your calendar invite or your ATS.
Updating the call participant's name
Metaview will automatically extract the candidate's name from the calendar invite or your ATS. You can add or correct any participant's, including the candidate's, name.
Before the call on your Metaview home page under Upcoming Conversations, click
⋮
(3 dots) and thenEdit the candidate's name
.
After the call, under the Information tab on the Notes page, go to the line that includes the Participants. Click on the Participant to correct or add their name and click
Save
.
This feature is only for correcting misspelled or adding missing names. Do not use this feature if you want to change the participant that was on the call. See
Adding or removing participants
To add a participant who did not speak on a call, under the Participants section, click on Add participant
. Pick them from the dropdown menu, or add a new user manually. If you add their email, they may get an email notification and access to the call on their Metaview account.
Alternatively, to remove a participant and revoke their access to the call, simply click on the user under the Participants section and select Remove participant
.
Updating the call title
Metaview will automatically generate a call title for you. You can update a call title before or after the call.
Before the call on your Metaview home page under Upcoming Conversations, click
⋮
(3 dots) and thenEdit conversation title
.
On the Notes page, in the Information tab, click on the current title to rename the conversation.
Conversation types
Metaview will automatically detect the type of conversation that was captured. The conversation type helps Metaview generate better notes for you according to the conversation context:
Job interview: For conversations with a job candidate.
Candidate debrief: For internal debrief conversations without a candidate present.
Reference check: For conversations with a candidate reference without a candidate present.
Role intake: For conversations between recruiters and hiring managers.
Other: For all other types of conversations.
You can update this as shown below under the Information tab.
Only the Job Interview and Candidate Debrief conversation types automatically sync with your ATS. If you want to sync a conversation to your ATS, make sure that the correct conversation type is selected, and that your call details and/or candidate match the data in your ATS.
Call Properties
Metaview will automatically populate call properties from the calendar invite or your ATS. You can add additional custom properties under the Information tab to each call to make them easier to find in the future using the search feature on the home page or for use in your
Please contact support@metaview.ai if you have any questions.