Skip to content
  • There are no suggestions because the search field is empty.

Intersight Conversation Intelligence

Feature Overview

Intersight’s conversation intelligence provides built-in meeting recording capability for Sales reps, Account Manager and Leaders to easily record meeting conversations, automatically link these to opportunities, generate and diarize transcripts, generate meeting notes and insights and further use these transcripts as an input for comprehensive deal insights, generating documents and other analysis.

Intersight records your meetings through an auto-join bot that, when enabled, monitors your calendar and automatically joins scheduled calls on supported platforms such as Zoom and Microsoft Teams to capture and transcribe the conversation.

Pre-requisites

  1. Supported meeting solution (Required): Intersight’s conversation intelligence currently supports joining meetings on Zoom and Microsoft Teams. To use this feature, meetings that you wish to record must be on one of these platforms. Note: Intersight does not currently support recording meetings on Google Meet.
  2. Supported calendar (Recommended): Although Intersight’s meeting bot can join meeting’s ad-hoc, it is recommended to connect Intersight to a support calendar system so the meeting bot can automatically join scheduled meetings. Intersight currently supports Microsoft 365 and Google Calendar integration.

Setup and configuration

To setup meeting recording, you must do the following:

  1. Setup connection with supported calendar
    1. To connect your calendar, navigate to Settings > Connections and click connect to connect to your calendar.
    2. Once you have connected your Calendar, your calendar data will start to synchronize to Intersight. Note: it may take up to 10 minutes for your initial calendar sync to complete.
  2. Configure Meeting Bot
    1. Configure auto-join rules for the meeting bot. You can select from one of the following auto-join options.
      1. All meetings on users' calendars - This option auto-joins the meeting bot to all meetings on your calendar with a supported meeting join link
      2. Meetings hosted by users in my org - This option auto-joins the meeting bot to meetings hosted by users in your org, including users in your org that are not Intersight users. Intersight compares the meeting organizer email domains to determine which users are within your org.
      3. Internal and external meetings (Recommended) - This is the recommended option for most users. With this option, Intersight meeting both joins both internal as well as external sales relevant meetings on your calendar.
      4. Internal only (corporate email) - This option auto-joins only those meetings that have no external invitees in the calendar invite, by analyzing the email domains.
      5. Only meetings manually selected - With this option, Intersight does not auto-join any meetings on your calendar and will only join meetings on-demand.

Meetings dashboard

    1. Access the meetings dashboard: In Intersight, you can navigate to Meetings in the main navigation to view Upcoming Meetings and Recorded Meetings.
    2. Upcoming Meetings tab shows your upcoming meetings synchronized from your calendar.
       
        1. Intersight will attempt to automatically associate your meetings with relevant Opportunity.
        2. You can also manually associate a meeting with an opportunity if Intersight is unable to or incorrectly associates an opportunity.
        3. You can choose use the toggle on each meeting to turn-on or off meeting bot joining that meeting.
        4. You can search for meetings by keyword
        5. You can view number of participants
        6. You can also ad-hoc send meeting Bot to join a meeting
      2. Adhoc join a meeting
        1. On the Upcoming Meetings tab on the Meetings page, select Add Meeting Link This will show a dialog where you can enter the following information
           
          1. Meeting link
            1. Copy the meeting link from your meeting solution and paste it in this field
          2. Meeting name (Optional)
            1. You can optionally specify a meeting name
          3. Opportunity (Optional)
            1. You can also optionally link the meeting to an existing opportunity.
          4. Time
            1. You can schedule the meeting for immediate join or schedule it to join at a later time. Note: It can take up to 5 minutes for the meeting bot to join a meeting.
          5. Auto-join meetings
            1. Intersight’s meeting bot will auto-join meetings scheduled on your calendar and based on auto-join rules specified by you. The meeting bot will automatically drop off when the meeting is over. If the meeting runs beyond the scheduled time, the meeting bot will continue to record until it detects a 15 minute period of silence.
          6. Viewing transcripts and AI Notes
            1. Intersight meeting bot produces a time‑stamped transcript with speaker labels and also generates AI notes based on the meeting transcript. To view these, navigate to Recorded tab on the Meetings
            2. Here you can view meeting recordings, transcripts and AI notes
            3. You can filter the meeting recordings to find a specific recording. You can filter on
              1. Meeting date range
              2. Meeting Host
              3. Opportunity