There are several options that allow you to automatically invite Metaview to upcoming calls, so you don’t have to remember to invite it each time manually. To benefit from automated scheduling, please keep in mind the following requirements:
  • The user has connected Google Calendar, Outlook Calendar, or Calendly to Metaview, or the organization has an ATS integration with Metaview.
  • The event needs to have a valid video conference link or phone number
    • See additional details on Google Meet, Zoom, MS Teams, Webex and Phone setup and use
  • The event should be created at least 30 minutes before the scheduled start time
  • The event organizer needs to be from your organization and associated with your company email domain
  • At least one invited participant needs to have a Metaview account with Capture status enabled.
  • Calendar events must meet your organization’s filtering criteria that determine which types of events Metaview should and shouldn’t schedule.
Please see Disabling Metaview to find out how to disable Metaview for upcoming calls.
Please note that Metaview may automatically schedule calls from your calendar even if you do not join. Therefore, if you have events “for visibility”, we recommend looking into our Disabling Metaview options or relying on Manual invites instead.

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Connect your Calendar

Metaview can automatically schedule events from your Google Calendar or Outlook Calendar. Check your Account Settings for your current connection status. Please note that your admin can disable the automatic Calendar scheduling option in Organization Settings. Image

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Connect your Calendly

Metaview can automatically schedule your Calendly events. See Calendly setup instructions. Check your Account Settings for your current connection status. Please note that your admin can also disable the automatic Calendly scheduling option in Organization Settings. Image

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Connect your ATS

Check your Account Settings for your current ATS connection status. Please note that your admin can also disable the automatic ATS scheduling option in Organization Settings. Image
Metaview can automatically schedule interviews from certain Application Tracking System (ATS) providers. Consult our ATS-specific setup guides under the Integrations section for more information.

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Seeing your automatically scheduled calls

You will know which calls have been scheduled by checking your Upcoming conversations section on your Metaview home page. Image
When Metaview is automatically scheduled by your ATS, Calendly or calendar, the notes@metaview.ai guest will not be added to your calendar event in Google Calendar or Outlook.

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Enable your Capture status

Metaview will only automatically schedule and join calls if at least one interviewer associated with the call has capture status enabled. Go to theTeam Management page, find your account, and ensure the Capturing Calls toggle status is On. Image

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Scheduling phone calls

In order to schedule your phone calls with Metaview, in addition to the approaches mentioned above, you first need to register your phone number and follow the instructions for Phone setup and use.
Metaview won’t automatically join your phone calls, even if you schedule them in advance.
You will still need to dial the switchboard number, but you will get the dial assist feature and event details from the calendar event, including the candidate’s name.

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Rescheduling events

If you have scheduled Metaview for an upcoming event by automatic scheduling and you reschedule the event, Metaview will automatically try to join at the updated time. Make sure you reschedule the event at least 30 minutes before the original scheduled start time. If you can’t reschedule sufficiently in advance, follow the instructions on Inviting to an ongoing or soon-to-start call to have the bot quickly join without advance scheduling.