Metaview seamlessly captures meetings through Zoom. Just add Metaview as a participant to your Zoom meeting and we’ll automatically record, transcribe, and summarize everything. No changes to your existing workflow required.

​
Joining Zoom calls

Metaview will join scheduled Zoom calls autonomously up to 2 minutes prior to the scheduled start time. You will know that Metaview Notetaker is capturing notes for you when it appears as a guest participant in your Zoom. Image

​
Allowing the Notetaker bot into the call

If your Zoom settings require meeting hosts to admit guests, the Notetaker will need to wait in the Zoom “waiting room” and will send this request notification to the meeting host. Metaview will not capture any notes for you until it has been admitted into the meeting. Click Admit to allow the Notetaker to join your call and start capturing notes for you. Image Whoever is the meeting host on the Zoom call will need to admit the Notetaker bot within 15 minutes of the scheduled start time after which the Notetaker bot will kicked out of the Zoom waiting room. Image

​
Ending your call

Metaview’s Notetaker bot will stay on the Zoom call until all participants have left, there is no audio for a extended period of time, or if the meeting is ended by the host. Your notes will be ready on your Metaview account within 5 minutes of the bot leaving the call. If no one joins the call, Metaview will leave after 15 minutes from the scheduled start time.

​
Invite Metaview to an ongoing Zoom call

If you are in a Zoom call and want to have Metaview join immediately, in the Participants tab, select invite and Copy invite link. Image See here for more details on where to paste the link: Inviting to an ongoing call.

​
Minimizing the bot

During a Zoom call, the Notetaker bot acts just like any other meeting participant and can be seen by all participants including the candidate. Click on``View to change your default Zoom window participant view (Speaker, Gallery, Immersive) or Hide Non-video Participants to adjust your Zoom window view. Image

​
Removing the Notetaker bot before the end of the call

Meeting hosts can remove the bot directly from the meeting window or participants tab. Select the bot, click More and Remove. If you remove the bot at the very start of the call, Metaview will not process any notes. Image All Metaview interviewers and account admins can remove Metaview from an ongoing call from their Metaview account home page. To do so, go to section “Completed interviews”, click ⋮ (3 dots) of the ongoing call and select the Remove bot option. If you remove the bot at the start of the call then Metaview will not process the notes. Click Confirm and the bot will leave the Zoom call within 30 seconds. Image

​
Customizing the bot’s appearance

Metaview shows up as a guest participant labeled as “[your company name]‘s Metaview Notetaker” on your Zoom meetings. You can adjust the name of the Notetaker via the Admin Settings under Bot name. Botname Pn Organizations on our Enterprise plan can customize this by adding your logo as shown below, please submit your request here or have your account admin submit a logo to support@metaview.ai with the following specifications:
  • SVG or PNG format
  • Minimum 400px width
  • Logo background must be transparent
Image
This option is only available for teams on the Enterprise plan. See here for details.

​
Changing your Zoom settings

Consult Zoom support documentation for details on configuration and settings. Image If the Passcode is enabled, you need to provide Metaview with the full invite link or passcode in the calendar invite for Metaview to be able to join. Otherwise, you will see the following error message “The meeting password was incorrect” on your Metaview home page. Image If the Waiting Room is enabled, the meeting host will need to admit the Metaview Notetaker bot at the start of each call. If the bot is not allowed in to the meeting, you will see the following error message “The Metaview bot was not let into the interview” on your Metaview home page. Image
Metaview does not currently support the Only authenticated users can join and Allow use of end-to-end encryption options. If these options are enabled, the bot will not be able to join your Zoom meeting. Make sure these options are disabled when you schedule your Zoom meetings. See here for instructions from Zoom on how to disable the only authenticated users can join meetings option and here to disable end-to-end encryption.
If your Zoom settings are controlled by your IT administrator, you may need to contact them to make these changes. Please contact support@metaview.ai if you have any questions.