Meeting bot identity

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

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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.

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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.

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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.

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Zoom

Zoom always uses the value of Bot display name (or AI Note Taker by default), regardless of the Google Meet switch.

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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.

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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.

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Frequently asked questions

I set a custom name but in Google Meet I still see another name

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).

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 bots already scheduled?

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.