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Managing Save Videos and Transcripts

You can configure meeting recordings and transcripts in Settings / Meeting Settings. Videos and transcripts are saved by default. If Save Videos or Save Transcripts are toggled off, then updates will be applied to all future meetings. Managingtranscripts

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Auto-Schedule Notetakers

Notetakers are automatically added to new calendar events by default. You can disable Auto-schedule Notetakers by toggling off ‘Auto-schedule Notetakers’ in Settings / Meeting Settings. Disabling this will cancel all your existing auto-scheduled notetakers for future meetings. Autoschedulenotetakers

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Updating the Notetaker’s Name

You can configure the name of the notetaker joining your meetings in Settings / Meeting Settings / Bot Name. By default, the notetaker will be names ‘Hazel Notetaker’. Any changes made will be applied to all future meetings. Updatingnotetakername

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Adjusting the Scheduled Join Time

You can configure how many minutes before the meeting the bot should by adjusting in Settings / Meeting Settings / Bot Join Minutes Ahead. By default, the notetaker will join your meetings 1 minute ahead of the scheduled meeting time. You can adjust this as early as 10 minutes before the scheduled meeting time. Adjustingjointime

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Meeting visibility

Meeting visibility controls who at your firm can see a recorded meeting — its transcript, notes, tasks, and summary. You set a firm-wide default here, and you (or the meeting’s owner) can change it on any individual meeting. Image

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The four options

From most private to most open:
Firm Owners always have access to every meeting, regardless of the setting. So “Private” really means only you and your firm’s Owners.

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Set your firm’s default

In Meeting Settings, choose the visibility that should apply to every new meeting. New meetings use this default automatically — most firms leave it on Contact access so meetings are visible to the same teammates who already work with that client. You can change the default at any time; it applies to meetings going forward.

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Change visibility for a single meeting

Open any meeting and use the visibility selector in the header to switch it to any of the four options — or set it back to your firm’s default. The change takes effect immediately. Image Only the meeting’s owner, an advisor who attended the meeting, or a firm Owner can change a meeting’s visibility. Everyone else sees the current setting as read-only. Notes:
  • The option names and the “Private (firm owners can access)” caveat match the exact in-app wording, so the doc lines up with what users see.
  • I led the table from most-private to most-open and flagged Contact access as the default (it’s the firm default in the product).
  • If your firm has meeting visibility turned off, the selector doesn’t appear — say the word if you want a one-line note covering that edge case, though it’s probably more detail than a help-center reader needs.