Conversation Intelligence Troubleshooting Guide

Below are some common problems you may encounter with Conversation Intelligence, along with some tips and resources to help you troubleshoot, including:

• How to Remove the Bot from a Meeting
• Bot Failed to Automatically Join the Meeting
• Why isn't my calendar pulling meetings?
• Missing Call Transcript
• Email Notifications Did Not Send
• Words Do Not Appear in Search

How to Remove the Bot from a Meeting

 While Conversation Intelligence offers a lot of great information, compliance and regulations may mean that a call should not be recorded. For these moments, you will want to remove the bot from the meeting. 

If your meeting has been scheduled but has not taken place, follow these steps to remove the bot: 

1. From the Conversation Intelligence page, go to the Scheduled tab.
2. Find or search for the meeting that has been scheduled. 
3. In the upper right corner of the meeting details panel, find the Record Meeting toggle. The toggle will be blue, meaning the meeting is set to record. 
4. Click the toggle. The recording option will save, and the bot will not join your meeting. 

To remove the bot from a meeting that is already in progress, follow these steps: 

1. On the Conversation Intelligence page, go to the In Progress tab.
2. Find the meeting that you are currently in, click the 3 dots.
3. Select the last option in the menu is Dismiss Bot. The bot will immediately leave the meeting. 

Bot Failed to Automatically Join the Meeting

If the Conversation Intelligence bot failed to join the call, check your attendee email addresses for the following domain exceptions:

• Internal domains only: The bot will not join internal meetings automatically. We define this as any calendar invite that only contains @yourcompanydomain.com emails. 
• Generic email domains: The bot assumes emails listed with @gmail.com and @yahoo.com may be personal meetings by default, and won't automatically attend the meeting.
• Zoom Room Invitees: Conversation Intelligence will ignore all Zoom Rooms on invites, so the bot will skip over those meetings, and internal meetings will not longer be captured.

If you would like for the bot to join these meetings you can use the Add Bot to Meeting button from the Conversation Intelligence page to manually add the bot during the meeting.  

Things to Note: The Bot will only automatically join meetings if they are using Gmail and Office 365. If they are using ActiveSync it will have to be added manually.

Why isn't my calendar pulling meetings?

If you have sent a meeting invite, but are not seeing the meeting in the your Scheduled meetings list, check the calendar that your SalesLoft account is linked to.

Most likely you have connected your calendar to an alternative email calendar. For example, your calendar may be synced to your standard Gmail address, but your SalesLoft login uses your work email address. 

Conversation Intelligence searches for the same calendar email as your SalesLoft email address (aka, the email address you use to login).

There are two possible solutions to this error:

• Sync your calendar to the same email address you use as your login.
• Contact support@salesloft.com to override the default and recognize the alternative calendar. 

Missing Call Transcript

Your call transcript may be missing for one of the following reasons:

• Processing is not complete: While the bot is working as fast as possible, some transcripts may take longer than others
• Error with the transcript: If the transcription is still not available after 5 minutes, contact support@salesloft.com so that our support engineers can help.

Email Notifications Did Not Send

Similar to the missing calendar schedules, check the calendar that your SalesLoft account is linked to. The email notifications send to your SalesLoft email. 

If you have connected your calendar to an alternative email address other than the one of your SalesLoft account:

• Sync your calendar to the same email address you use as your login.
• Contact support@salesloft.com to override the default and recognize the alternative calendar. 

Words Do Not Appear in Search

Transcription elastic searches recognize some words or phrases as "stop words." A stop word cannot be searched because they are not considered to add value to the conversation.