The Recording Details Page

The Recording Detail page shows you everything that was captured by Conversation Intelligence. This is where you can view your recording and call insights like transcripts and notes.

In this article, we will go over the insights and actions you may take from the Recording detail page, including:

• The Recording Detail Page Overview
• Meeting Details Actions
• Manage Participants
• Apply an X-Ray filter
• Analyze the Meeting Recording
• Share the Recording
• Your Conversation Intelligence Notes Log

The Recording Detail Page Overview

The page includes the following features: 

Meeting Info Panel

The meeting info panel contains the basic meeting details including:

• Meeting Name: Title of the meeting, usually the subject from the meeting invite.
• Meeting Time information: Date, time of day, and length of meeting
• Organizer's Name: Name of the SalesLoft user who owns the meeting. Typically this is the person who sent the meeting invite in the first place.
• Number of times the meeting has been shared

Participants

A breakdown of the people who participate in the meeting. The participants list includes:

• Invitees: People who were sent an invite to the meeting. Email addresses will be included in the invitee list.
• Attendees: Any registered attendee of the meeting. Attendees will include names and phone numbers based on who logs into the meeting.

X-Ray

X-Rays are collections of words and phrases that Conversation Intelligence keeps track of.

Video Player

The video player shows the call recording breakdown. Use the play button to run the call recording.

Below the video player you will find the list of speakers from the call. Speakers listed in blue are members of “your team” (who share your domain). Anyone listed in purple is “not on your team.”

Notes

The left panel is dominated by the notes section. The notes are broken into the following tabs

• Timestamps: Notes taken from the Live Notes or notes that are made on a specific time on the call. Select a time stamp note to view the recording from that point.
• Extra notes: Additional notes that are made after your recording is complete.

Meeting Details Actions

Located in the top right corner of the meeting info panel. Click the '•••' icon to open a menu to take the following actions:

• Manage Playlist: Allows you to add the recording to a playlist.
• Edit Meeting Details
• Share
• Download Transcript
• Download Video
• Delete

For more information on how to take these actions, check out the Recording Actions knowledge base.

Manage Participants

The participant lists are based off who has been invited and attended the meeting.

The invitee list will consists of the following items:

• Email addresses
• Contact names: If the email address associated with your calendar has the invitees saved in your email address book, the names of those individuals will appear.
• No invitees: If the bot joins a call without being added to an original invite (in the event of a dialer recording or last second meeting), no invitees will appear.

The attendee list will consists of the following items:

• Email Addresses
• Contact Names
• Phone Numbers

You also have the ability to take participant actions. The participant actions include the following:

Add Attendee

In the event that a person joins your meeting, but they are not listed in the attendees, add the attendee from the participant panel.

But wait, why didn't the attendee appear in the first place? You know when you join a meeting and you have to enter your name? If someone joins the call and neglects to enter their name or a group of people calls on a conference line, everyone will not be automatically accounted for (the bot isn't that creepy).

To add an attendee, follow these steps:

1. Go to the meeting details page. 
2. From the Participants panel, select the ellipses icon (three dots) in the upper right corner.
3. Click Add Attendee.
4. In the Add Attendee box, enter the person's name and email address.
5. Click Save. 

Edit Attendees

When an attendee is listed, but their information isn't exactly what you would like to see, edit the attendee information. For example, change a listed phone number or email address to the attendees actual name.

To edit an attendee, follow these steps:

1. Go to the meeting details page. 
2. From the Participants panel, select the ellipses icon (three dots) in the upper right corner.
3. Click Edit Attendee.
4. From the Edit Attendee window, find the attendee you need to update.
5. Click the blue Edit button.
6. The attendee's row will change to text boxes. Type the changes in the text box under name and/or email.
7. On the row of the attendee's name, click Save (where the Edit button was preciously).
8. Close the Edit Attendee window.

Apply an X-Ray filter

X-ray group are created by your team admin. Once the group is created, admins can add words that fit the group. If any of those words are used during a call, the x-ray group name will appear under the X-Ray panel.

To explore the x-ray words that were used within the call, follow these steps:

1. From the x-ray panel, select an x-ray group name to see which word or phrase was used during the call.
2. Select a word.
3. A list of of x-ray results appear in the call transcript search below the video player. Each result contains the time stamp for when the word was used as well as the speaker's name and the transcription reference.
4. Click on a time stamp to jump to that point during the call.

Analyze the Meeting Recording

When you want to view the recording itself, that will take place in the video and audio player. 

To learn more about this feature, check out our Conversation Intelligence Video and Audio Player article. 

Share the Recording

While viewing your recordings from the SalesLoft platform has its perks, sharing the recording with people outside of the platform increases the meeting's scope.

To learn more about how to share your recordings, check out the Share the Recording article. 

Your Conversation Intelligence Notes Log

The Notes panel allows you to add notes, mention other SalesLoft users, reply, tag, and more. Let's dive into your Note actions.

You will find the Conversation Intelligence Notes panel to the right of the video player. Notes are divided between Timestamps and Extra Notes.

To learn more about the note panel, check out the Notes on Your Recordings article.