We have opted to directly integrate with Zoom, Google Meet and Teams to overcome the need for meeting bots, like the ones used by other meeting assistant providers, for two reasons:
First, meeting bots are vulnerable and malicious third parties might compromise your meetings more easily.
Second, as they take space within the frame, they also worsen your and your client's experience.
Third, meeting bots don't allow the advisor to pause the recording in case the client wants some part of the conversation to be kept 100% private.
As advisors ourselves, we prefer to record meetings using the native features of Zoom, Meet and Teams. We have found that clients tend to prefer that over bots too.
Here is how it works:
You start your meeting in Zoom, Google Meet and Microsoft Teams, and record it to the cloud.
We rely on Zoom, Google Meet and Microsoft Teams to generate an accurate transcript. The time for transcription generation may vary from a couple of minutes to a few hours and is about five minutes on average.
Once the meeting transcript is generated, Vega retrieves it from your Zoom Cloud, Google Drive and OneDrive.
Vega will create meetings notes and evaluate if tasks need to be created and contact updates made. To offer the best meeting analysis possible, Vega leverages the meeting transcript as well as your Centralized Knowledge™.
You will be notified via email once the meeting notes are completed and tasks and contact update suggestions formulated.
It all happens in the background without you having to take any action besides starting a meeting recording as described below.