Phone setup and use
You can easily use Metaview for your phone calls, whether you use a landline, mobile, or computer calling option.
1. Register your phone number with Metaview
Before using the phone option, you must register your phone number in your account settings: https://my.metaview.app/settings
The number you register must be your outbound number (the one that shows up on the call display when you make a call). If your direct dial inbound number is different to your outbound number, you will need to register the outbound number.
If you share the phone number with other users or you use the same number for multiple clients (different Metaview accounts), then you will want to answer "Do other people on your team also use this number?" with Yes and add your extension (or have one assigned to you). The extension number will identify you when you call the Metaview switchboard in the future.
Trouble verifying your number via text (SMS) message? Do you use a landline? You can opt to receive an automated phone call that will provide you with a code so that you can verify your number with Metaview.
2. Call the Metaview switchboard
We currently offer numbers in Australia, Canada, Colombia, Ireland, the Netherlands, Denmark, Israel, Italy, New Zealand, Hong Kong, South Africa, UAE, the United Kingdom, the United States, and Mexico. Click on switchboard number dropdown to see the full list of available Metaview numbers on your account home page.
Tip: Save the switchboard number in your contacts for additional convenience.
3. Enter the number you want to reach
Follow the instructions, which may include:
Enter your extension (only if you have a shared number). For example:
101#using your phone keypad.Enter the candidate number on your phone dial pad followed by the # sign. For example:
5551234567#using your phone keypad to transfer the call to the scheduled number. If you are dialing an international number, make sure to include the country code first. Do not use+special characters or extra0digits.If you have scheduled a phone call in Metaview, the automated prompt will confirm this information and you will simply need to dial
1#using your phone keypad to transfer the call to the scheduled number.
4. Connect your call
Your call will be transferred to the recipient and you will be able to conduct your phone call as normal.
Recommendation: Add a notice to your scheduling email communications and a short reminder at the start of your call that you use Metaview to help you with notetaking. For example: "So that I can make the most of our time together, I use Metaview, an AI assistant, to help with my note-taking. It is not required though, please let me know if you’d prefer me not to use it for our conversation."
5. End your call
After you hang up, your notes will become available within 5 minutes on your account.
Please note that Metaview will not automatically process very short calls (under 1 minute), so if you reach voicemail, a wrong number or if the call is immediately postponed, you don't need to worry about the call being counted as part of your trial or as part of your subscription quota.
Do you have additional questions, or something didn't work? Check out our