> For the complete documentation index, see [llms.txt](https://docs.salescaling.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.salescaling.com/en/platform-settings/configuraciones-tecnicas/identidad-del-bot-de-reuniones.md).

# Meeting bot identity

Set how the bot is displayed in video calls from **Settings > Meetings** (section *Bot identity*).

***

## Platform summary

| Platform            | Customizable name from Settings?      | Who defines the name in the meeting?                                                                                         |
| ------------------- | ------------------------------------- | ---------------------------------------------------------------------------------------------------------------------------- |
| **Google Meet**     | Only if *Authenticate bot* is **OFF** | With auth ON: Salescaling Google account for authenticated bots (**AI Note Taker**). With auth OFF: name you configure here. |
| **Microsoft Teams** | No (organization account always)      | Organization bot Microsoft account.                                                                                          |
| **Zoom**            | Yes (always)                          | Name you configure in *Bot display name*.                                                                                    |

***

## Google Meet: bot authentication

The switch **Authenticate bot (Google Meet)** controls whether the bot tries to join with the Google account that Salescaling uses for authenticated bots and that has the name **AI Note Taker**.

### With authentication ON (default)

* The bot can sign in when the meeting or the host requires it.
* The display name in the call is the Google account name that Salescaling uses for authenticated bots and that has the name **AI Note Taker**, not the field *Bot display name*.
* Useful for meetings that only allow authenticated users or to reduce friction in the waiting room.

### With authentication OFF

* The bot does not force Google Meet sign-in (it will only join authenticated if the meeting explicitly requires it).
* You can define a **custom name** section in *Bot display name* for Google Meet.
* The default name is **AI Note Taker** if you do not specify another one.

> **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 Microsoft account**, not from the field *Bot display name*.
* 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 in Settings **does not** applies when the bot joins with the organization account.

You cannot change the Teams bot 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.

***

## Field *Bot display name*

* **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 continues using the organization 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 shown by the bot.
* **Bot rules** (admins): rules to avoid automatically scheduling the bot in certain meetings.

To manage specific meetings (turn the bot on or off), use the [Bot Manager](https://app.salescaling.com/bot-manager).

***

## Frequently asked questions

<details>

<summary>I set a custom name but in Google Meet I still see another name</summary>

Check that **Authenticate bot (Google Meet)** is OFF. With auth ON, the Google account name that Salescaling uses for authenticated bots takes precedence (**AI Note Taker**).

</details>

<details>

<summary>Can I use the same name in Teams as in Zoom?</summary>

Not from Settings. Teams uses the Microsoft account configured for your organization. Only Zoom (and Google Meet with auth OFF) respect *Bot display name*.

</details>

<details>

<summary>Do changes affect bots already scheduled?</summary>

Yes, for **future** meetings (the bot has not joined yet): saving in Settings updates the bot’s name, Google Meet authentication, chat message, image, and audio across all scheduled meetings in the tenant.

It does not apply to bots that **have already joined** or **have already ended** the meeting.

</details>


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