AI Notes

The core feature of Metaview is providing you with AI-generated summary notes for your calls.

Elyse shows you how to use AI Notes.

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Selecting a template

Your notes will be organized based on the selected template and can be changed by clicking Use Template. Each template has a slightly different purpose and approach, and not all templates may be appropriate for every type of call. You can also create a custom template based on your needs, existing scorecard or feedback form for an even more efficient notes submission. See instructions in the Creating custom templates section. The default templates are:

• Question and Answer: summarizes each question asked and each answer given by the candidate
  • One candidate must be assigned in the transcript for the Question and Answer template to be available for use. See Assigning participants for more details.
  • The Question and Answer template is not available for longer conversations with lots of short questions, as Metaview is currently unable to adequately summarize them. In those situations, we recommend using the Topic Highlights template.
• Topic Highlights: Summarizes topics discussed with a candidate during a conversation interview
• Recruiter Screen: Summarizes the candidate’s Experience, Motivation, Compensation, and Availability
• Generic Debrief: Summarizes a candidate as discussed during a general debrief session
• Team-specific Debrief: Summarizes a candidate as discussed during a team debrief session
• Technical Debrief: Summarizes a candidate as discussed during a technical debrief session
• Intake | Role Scope: Summarizes the details discussed during a role intake session

You do not need to select a template ahead of time, and you can try different templates on the same call.

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Editing your notes

Metaview AI-generated notes are fully editable and allow you to edit, delete, correct, supplement, and personalize the final output based on your observations, priorities, and judgment. Edit the notes directly in the notes editor in your browser window, and they will be saved automatically.

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Formatting your notes

In the notes editor, you can format your notes with the following preset options:

• Length: + longer, - shorter
• Format: Bullet points, Paragraphs
• Pronouns: They/them (default), She/her, He/him
• Identifier: Refer to as "Candidate", Refer to as [Candidate name]
• Select frombold, italic, underline, and strikethrough by highlighting specific words.

Some formatting options may not be available for all conversation types. Candidate preferred Pronouns and Identifier options are only available for Job Interview meeting types. To change the meeting type, see Call details sections.

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Note sections

Each section in the notes can be reordered (drag the section by ⋮⋮ icon in the top-left corner). You can also copy, reformat, or delete each section individually by clicking on the ⋮⋮ icon. To review the transcript and recording related to a section in the notes, click on the 💬 (speech balloon) for the relevant section. Click on the segment, and you will jump directly to the part of the transcription where the information was taken from. If the information is found in more than one location, you will see a number of instances and the ability to jump to each one.

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Sharing your notes

You can easily download and share your notes with colleagues or save them outside of Metaview. Once you’ve selected your preferred template, adjusted the formatting, and made any edits or additions, you can share your notes in the following ways:

• Copy the text by clicking Copy
• To download a PDF, select ⬇️ (dropdown) for more options and Download
• To push your notes to custom integrations, select ⬇️ (dropdown) for more options and Push to Zapier. See Zapier overview for details on setting up Zapier for your account. Once Zapier is set up, you will be able to select where you want to send your notes with one click.
• If you have an ATS integration and you have the necessary permissions to post AI notes to the matched candidate profile, you can do so by clicking on Send to <your ATS>.
• If you have an ATS integration that supports scorecards, and your call was matched to a scorecard, you will be able to access it by clicking on Fill Scorecard.

If your call was matched to a interview or scorecard in your ATS, you will see options to send notes directly to your ATS or to fill out your scorecard. You can also use the general Sharing features to share access to the full call including the transcript, and recording in addition to the AI notes.

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Multi-source

In addition to the recorded conversation, you can supplement your notes with additional previously captured conversations or additional context. Click on``+ New source and either select past conversations on your Metaview account or upload a file. If you add additional sources, Metaview will generate notes for you based on the conversation and the additional sources you have added.

Elyse introduces our new Multi-source feature!

The additional file can be a job description, the candidate’s resume/CV, or other relevant document in a valid format (.TXT, .PDF, .DOC, .DOCX up to 50 MB). If you change your mind, you can easily remove additional sources. Click on the``⋮ (3 dots) to open the menu and select Remove.

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Playback the recording

Click on the video title(or audio if video is not available) to open the recording and view the full transcript of the call. You will find playback options for your call recording. They include:

• Play / Pause
• Go back 5 seconds / skip ahead 5 seconds
• Adjust playback speed (from 1x to 2x)
• Maximize/minimize the playback screen
• The scroll bar with progress and the recording duration

When you play the recording, you can opt to follow along in the transcript. A green highlight will move through the transcript as the recording plays. You can also copy or download the transcript of your call. The recording (if available) can also be downloaded. To download the recording, click on “Download video” or “Download audio” (for audio only recordings). You can also copy or download the full transcription.

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Changing the language

Metaview supports 50+ spoken languages, helping teams around the world capture and review calls in their native language. The language spoken during the call — also known as the transcription language — is what Metaview uses to transcribe the conversation accurately.

See the full list of supported languages

Once your call is transcribed, you can translate your notes into any supported language, making it easy to share insights with colleagues who speak a different language, no matter the language was originally spoken during the call. Translating notes You can translate your AI Notes and TLDR summary into another language at any time. This doesn’t change the original transcript — it just updates how the notes are displayed. This allows you to easily share call notes with colleagues in the language of their choice. Click on Translate and select a language from the dropdown to translate your notes. Fixing the Transcription Language For situations where your notes seem empty, the transcript looks incorrect, or the call shows as “Unavailable,” Metaview may have misidentified the language spoken. You can fix this by: If the call is unavailable on your home page due to the language not being identified correctly, you can update it manually by clicking Update language or accessing the call’s menu option (3 dots) and selecting Update language. In rare circumstances, Metaview may incorrectly detect the language spoken during the call and will not correctly transcribe the call. For example, the call took place in Portuguese, yet Metaview transcribed the call assuming it was in Spanish. This would result in poor transcription and a very low-quality notes summary. You can easily correct this by clicking ... (3 dots) menu and Change language in the transcript panel. Select the correctlanguage that was spoken during the call from the dropdown. When you change the language, Metaview will attempt to retranscribe your call using the selected language. This will take a few minutes to complete. Conversations in languages that Metaview does not support or that have not been correctly identified will show up on your home page as unavailable.

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Redactions

Redacting the selected content from this conversation will hide it from everyone who has access to it, including you, other team members, and people you have shared it with. Redactions are irreversible and apply to the transcription, recording, summarized notes, and any other derived content such as TLDRs or Snippets. Once triggered, this process will take a few minutes to complete and you won’t be able to access the video recording and the AI Notes whilst.

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Feedback on AI Notes

We strive to provide the highest quality and most accurate notes for talent conversations, but we can’t do it without your help! Your feedback is greatly appreciated and is closely monitored by our product team and tracked by our leadership. If you’d like to share your thoughts on the quality, accuracy, usability, or overall usefulness of your notes, please use the feedback submission feature located at the bottom of your notes. Using this feature is the most effective way to share feedback, as it logs your input directly to your activity session. This allows our team to quickly investigate and address any issues or suggestions, ensuring we continue to deliver the best possible experience for you.