Managing Recordings

1. Navigate to any Account or Opportunity page
2. Scroll to the activity timeline
3. All recordings (meetings and calls) appear chronologically, showing the complete interaction history with that customer

1. Go to the Past Conversations page in your navigation menu
2. Use the Recorded and Not recorded tabs to filter by recording status
3. By default, the page shows only your own meetings. To view your entire team’s meetings, use the My meetings / All meetings toggle in the top-right corner of the page
4. Your toggle preference is saved automatically - Reevo will remember it the next time you visit the page

1. Navigate to Settings > Meetings
2. Adjust your Meeting Recording Settings to control:
   • Whether meetings are recorded automatically
   • When the Reevo notetaker bot joins meetings
3. Save your preferences

1. Automatic joining: When recording settings are enabled, the bot automatically joins meetings on your calendar
2. Manual invitation: Add the bot email address directly to your calendar invitation
   • Find your bot email in Settings > Meetings under Meeting Notetaker
   • Copy the email address and add it as a participant when creating or editing a calendar event
   • The bot must be invited via the calendar invitation, not added directly in Zoom or Google Meet
3. On-demand control: Toggle recording on or off for individual meetings
   • Open any upcoming meeting in Reevo
   • Use the Record meeting toggle to enable or disable the bot
   • The bot status shows whether it’s enabled, disabled, joining, or actively recording

• Adding the notetaker bot to a meeting will create contacts and record the meeting regardless of your recording settings
• Meetings booked via Reevo Scheduler will always create contacts regardless of mode selection
• Make sure your calendar is synced with Reevo and the event appears on the Upcoming Events page for the bot to join

• The bot will announce “I have paused recording” in the meeting chat
• Recording can be paused if you need to discuss sensitive information

• The bot will announce “I have resumed recording” when you restart
• If recording was never started, the bot will announce “I have started recording”

• Enabled/Disabled: Shows whether recording is active
• Bot is waiting to join the meeting: Bot is in queue
• Bot is in the meeting and recording: Active recording in progress

1. Go to the Meetings page
2. Click New meeting
3. Select your meeting platform (Zoom, Google Meet, etc.)
4. Choose Meet now for instant meetings or Schedule for future meetings
5. The Reevo notetaker bot will join automatically based on your recording settings

1. On the Meetings page, click Share availability
2. Click the + icon to create a new calendar link
3. Configure your settings and select your conferencing platform
4. Copy and share the link with prospects
5. When someone books through your link, the meeting appears in Reevo with recording enabled

• Search transcript content: Use Ask Reevo to find specific topics or quotes across all your recordings
• Review conversation details: Click into any recording to see the full transcript with speaker labels and timestamps
• Extract insights: Reevo analyzes transcripts for action items, sentiment, and key topics automatically

• Calls from known contacts are routed to the contact owner and recorded
• Unknown numbers go to voicemail, which is also recorded and transcribed

• All outbound calls are automatically recorded when you dial through Reevo
• Recordings appear in both the global recordings view and the associated opportunity timeline

• The meeting must have been recorded. You cannot share a meeting that was not recorded. If the Share button is disabled, a tooltip will confirm: “Meeting was not recorded.”
• Your organization’s plan must include the Meeting sharing capability. If sharing is gated by your plan, the Share button will be disabled and a tooltip will prompt you to upgrade or resolve the issue before you can share.
• You need read access to the meeting you want to share.

1. Navigate to the meeting detail page for a recorded meeting.
2. Click the Share button in the top-right area of the page.
3. A popover opens with two sections: INTERNAL LINK and EXTERNAL LINKS.

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Sharing within your organization (Internal links):

1. In the INTERNAL LINK section, you will see the current page URL.
2. Click the Copy icon to copy the link to your clipboard.
3. Send this link to any Reevo user in your organization. They will see the full meeting details when they open it, subject to their existing permissions.

• All recordings are automatically accessible to users in your organization based on their permissions
• Team members can view recordings from the Meetings page or within the relevant Account or Opportunity timeline
• Recording access follows your organization’s permission settings for accounts and opportunities

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Sharing outside your organization (External links):

1. In the EXTERNAL LINKS section, click the + button or, if no links exist yet, click Create your first external link.
2. Configure the following options:
   
   • Private link only: When enabled, only people whose email addresses you specify can open the link. When disabled, the link is public and anyone with it can view the recording.
   • Authorized emails (shown when Private link only is on): At least one email is required for private links.
   • Set expiration date: When enabled, access is automatically revoked after the date you choose (up to 180 days from today).
   • Share time range: When enabled, you can define a Start time and End time so recipients only see a specific clip of the recording, not the entire meeting.
   • Include AI content (On by default): When enabled, the shared page includes the AI-generated meeting summary, outline, and insights. Turn this off to share only the recording and transcript.
   • Private link verification: When a private link is enabled, recipients must enter their authorized email address to verify their identity before they can view the recording. No Reevo account is required.
3. Click Create Share.
4. For private links only: A confirmation dialog appears asking “Would you like to notify all recipients about this shared meeting link?” You have three choices:
   • Notify all: Sends an email to every authorized recipient with the recording link, meeting title, date, participants, and (if AI content is included) a summary and next steps.
   • Don’t notify: Creates the link without sending any emails.
   • Back to Edit: Returns to the form to make changes.
5. The link is automatically copied to your clipboard, and a confirmation toast appears: “Meeting share link has been created and copied to clipboard.”

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Managing existing external links:

1. Open the Share panel on the meeting detail page.
2. Find the link you want to change and click the Edit (pencil) icon.
3. Update any of the link settings: authorized emails, expiration date, time range, or AI content toggle.
4. Save your changes. The link URL stays the same — only the access rules change.

1. Open the Share panel on the meeting detail page.
2. Click the Delete (trash) icon next to the link you want to revoke.
3. The link is immediately deactivated — anyone who tries to open it will no longer have access.

• The meeting recording (full or clipped, depending on your time range setting)
• The full transcript with speaker labels and timestamps
• The AI-generated meeting summary, outline, and next steps (if Include AI content is enabled)