How to set up call recording for your whole team

In this lesson

1. 1Go to Settings > Project > Meetings > Recording and set Record to Disabled, Only Audio, or Video and Audio.
2. 2Under Auto Delete Meetings, turn on Auto Delete Meeting and choose a Retention Period on purpose.
3. 3Open the Join tab, turn on Meetings Intempt Blu will join and choose which Auto-join calendar events qualify, or leave it off and use Capture per call.

Setup checklist

The 13 steps to capture every call, from the first recording to a summary your team can share. Tick them off as you go; your ticks stay in this browser.

0 of 13 ticked

1. 1.In the sidebar under Sales, open Meetings and look at the list of captured calls.
2. 2.Click Capture, choose Add to live meeting, paste a Google Meet, Zoom or Microsoft Teams link, optionally name it and pick a language, then click Join meeting.
3. 3.Open a meeting that is still running and watch the transcript update live.
4. 4.After the call, open the meeting: play the recording, read the AI summary and follow the speaker-attributed transcript.
5. 5.Go to Settings > Project > Meetings > Recording and set Record to Disabled, Only Audio, or Video and Audio.
6. 6.Under Auto Delete Meetings, turn on Auto Delete Meeting and choose a Retention Period on purpose.
7. 7.Open the Join tab, turn on Meetings Intempt Blu will join and choose which Auto-join calendar events qualify, or leave it off and use Capture per call.
8. 8.Open Select summary type, pick a template you have not generated yet (for example BANT Qualification Instrument) and watch the loading skeleton, then re-select General Summary to see it appear instantly.
9. 9.Reload the page and confirm the selector lands back on General Summary.
10. 10.Hover two or three transcript rows and tag them with a star, a thumbs up or down, and a note.
11. 11.In one meeting's Details header, click Copy link to create the public share link, then open it in a private window to see the read-only view. Check that a different meeting has no link yet.
12. 12.Go to Settings > Project > Meetings > Privacy and set Meeting recap visibility, for example Participants & project members, so the team can open calls without a link.
13. 13.Back in the Meetings list, filter by type Shared with Me to confirm teammates' calls are visible.

Your tech stack and tools

The core stack (everything you actually need)

• Intempt console (This is where every recording, summary and setting lives)
• A video meeting platform: Google Meet, Zoom or Microsoft Teams (This is where your calls happen. The notetaker joins any of the three)
• Project admin or owner role (This is the access you need to change how calls are recorded)

Highly recommended optional upgrades that level up your work

• Zoom (This is fine too, if your team meets on Zoom)
• Microsoft Teams (This is fine too, if your team meets on Teams)
• A connected calendar (This is how the notetaker joins your meetings on its own)

A 30-minute call costs about 30 AI credits to transcribe and 10 to summarize.