Using the Meeting Bot

To configure the bot's name, Google Meet authentication, and platform-specific behavior, refer to Meeting Bot Identity under Settings > Meetings.

The Bot Manager

The Bot Manager is the control center for monitoring and managing the Salescaling AI assistant's agenda. While general organizational rules determine which meetings the bot will join by default, the Bot Manager offers the user ultimate control, allowing manual adjustments for specific meetings.

Its main objective is to give you flexibility and total control over your privacy and which conversations are recorded.

Key Features:

1. Review the Bot's Agenda

The main screen functions as a calendar, showing all future meetings the bot is scheduled to join in the Upcoming tab. This provides complete visibility and allows you to anticipate which conversations will be analyzed. In the Past tab, you can consult the history of meetings it has already attended.

2. Manage Attendance Meeting by Meeting (Manual Control)

This is the most important function of the Bot Manager. For each future meeting, an activation switch (ON/OFF) is displayed.

This control is especially useful for personal meetings, interviews, or any conversation that should not be recorded. By deactivating the switch, the bot will not attempt to join that specific meeting. This action is a manual veto that provides granular control without needing to contact an administrator to alter general rules.

3. Audit Changes (Activity Log)

Through the three-dot menu (...) at the end of each meeting's row, you can access the Activity Log.

This window shows a detailed history of the bot's states for that meeting, offering full transparency. If there's a question about why a bot didn't join a call, the Activity Log will indicate if it was manually deactivated or if another event occurred.

Below is a description of the meaning of each state that may appear in the timeline:

Ready: The system has recognized the meeting and prepared the bot to join at the scheduled time.
Joining Call: The bot is actively attempting to enter the video call.
In Waiting Room: The bot has arrived at the meeting but is waiting for the host to admit it manually.
In Call Not Recording: The bot has been admitted but has not yet started recording, usually while waiting for recording permissions.
In Call Recording: The bot is inside the meeting and actively recording.
Call Ended: The bot's participation has finished. A reason may appear below (e.g., "Bot Kicked From Waiting Room" if it was expelled, or "Timeout Exceeded" if all participants left).
Recording Done: The recording file has been processed and saved.
Done: The bot's process for this meeting has concluded.

Frequently Asked Questions (FAQ)

I see a meeting in my Bot Manager agenda that I don't want the bot to join. What do I do?

Simply find that meeting in the Upcoming list and click the green switch to turn it to the OFF position. The bot will no longer attempt to join that meeting.

I accidentally deactivated the bot for a meeting. Can I reactivate it?

Yes. As long as the meeting has not passed, you can return to the Bot Manager at any time and click the switch again to turn it to the ON position.