A: Go to Settings → Account → AI Personalisation and click AI Meeting Notetaker. Check these settings:
- AI notetaker must be switched on. When it is off, the notetaker joins no meetings. If you are trying the notetaker, this switch starts off.
- Filter by appointment type: when checked, the notetaker only joins meetings of the selected appointment types. If no types are selected, or the meeting has no appointment type, the notetaker does not join.
- Filter by user and Filter by participant role: when neither is checked, the notetaker joins meetings for every user. When one or both are checked, it joins a meeting if at least one Upsales user in it is selected under Filter by user or has a role selected under Filter by participant role. A filter that is checked with nothing selected matches no one.
- If your notetaker add-on covers a set number of users, Filter by participant role is not shown. The notetaker then only joins meetings for the users selected under Filter by user.
The appointment also needs a meeting link: a link in Video link, or a Teams, Google Meet or Zoom link in the Agenda. If you book your meetings in Google Calendar or Outlook, the Google Calendar or Office 365 Calendar integration must be active so the meetings come into Upsales. The notetaker joins 1 minute before the meeting start time.