Meeting Bot Identity
Meeting Bot Identity
Configure how the bot appears in video calls from Settings > Meetings (Bot identity section).
Summary by Platform
| Platform | Customizable name from Settings? | Who defines the name in the meeting? |
|---|---|---|
| Google Meet | Only if Authenticate bot is OFF | With auth ON: Salescaling's Google account for authenticated bots (AI Note Taker). With auth OFF: name you configure here. |
| Microsoft Teams | No (always organization's account) | The organization's bot's Microsoft account. |
| Zoom | Yes (always) | Name you configure in Bot display name. |
Google Meet: Bot Authentication
The Authenticate bot (Google Meet) switch controls whether the bot attempts to join with the Google account Salescaling uses for authenticated bots, which is named AI Note Taker.
With authentication ON (default)
- The bot can sign in when required by the meeting or host.
- The name visible in the call is that of the Google account Salescaling uses for authenticated bots, which is named AI Note Taker, not the Bot display name field.
- Useful for meetings that only admit authenticated users or to reduce friction in the waiting room.
With authentication OFF
- The bot does not force sign-in to Google Meet (it will only enter authenticated if the meeting strictly requires it).
- You can define a custom name in Bot display name for Google Meet.
- The default name is AI Note Taker if you don't specify another.
Note: Depending on the host and meeting settings, some video calls may require authenticated participants even if you disable this option.
Microsoft Teams
Teams does not use the Google Meet switch. Your organization's bot is configured at the infrastructure level:
- The name and photo in the meeting come from the bot's Microsoft account, not the Bot display name field.
- If the meeting requires authenticated users, the bot will sign in with that account (it may appear as an external participant).
- If the meeting does not require it, it can join as a guest; even so, the custom name from Settings is not applied when the bot enters with the organization's account.
You cannot change the Teams bot's name from this screen.
Zoom
Zoom always uses the value of Bot display name (or AI Note Taker by default), regardless of the Google Meet switch.
Bot display name field
- Auth ON: the field applies to Zoom; Google Meet uses Salescaling's Google account (AI Note Taker) and Teams uses the organization's Microsoft account.
- Auth OFF: the field applies to Google Meet and Zoom; Teams still uses the organization's account.
- Maximum 100 characters.
Other options in Settings > Meetings
On the same page you can configure:
- Bot text: message in the chat when the bot or a participant joins.
- Bot recording audio / Video output: audio and image displayed by the bot.
- Bot rules (administrators): rules for not automatically scheduling the bot in certain meetings.
To manage specific meetings (activate or deactivate the bot), use the Bot Manager.
Frequently Asked Questions
I set a custom name but in Google Meet I still see a different name
Check that Authenticate bot (Google Meet) is OFF. With auth ON, the name of the Google account Salescaling uses for authenticated bots (AI Note Taker) takes precedence.
Can I use the same name in Teams as in Zoom?
Not from Settings. Teams uses the Microsoft account configured for your organization. Only Zoom (and Google Meet with auth OFF) respect Bot display name.
Do changes affect already scheduled bots?
Yes, for future meetings (the bot has not yet joined): saving in Settings updates the bot's name, Google Meet authentication, chat message, image, and audio for all scheduled meetings in the tenant.
It does not apply to bots that have already joined or already finished the meeting.