An important goal during any meeting is to stay fully focused on the client. This matters even more in person, where eye contact, body language, and subtle expressions on both sides play a critical role in the conversation.
Recording with Vega running quietly in the background makes that possible. You focus on the conversation, and Vega takes care of everything else.
Once the meeting is recorded and sent to Vega, there’s nothing else you need to do. After the meeting, Vega automatically generates your post-meeting analysis, including summary notes, follow-up email drafts, and suggested tasks and CRM updates.
Below are the different ways to record in-person meetings with Vega using the Vega iOS app, the Vega Android app, and the Vega web platform.
Recording with the Vega iOS app
The Vega iOS app is the most common way advisors record in-person meetings when using an iPhone or iPad.
To record a meeting:
Open the Vega iOS app.
Go to the Meetings page.
Either:
Select an existing meeting from Recent or Upcoming, or
Create a new meeting under Record (When creating a new meeting, you can enter a meeting title and select the contacts linked to the meeting).
Tap the microphone icon to start recording.
During the meeting, you can pause, resume, or reset the recording at any time.
At the end of the meeting, tap Send to Vega.
Once the recording is sent, Vega will automatically process it and generate the post-meeting analysis.
Offline or poor connection
If you are in a location with weak Wi-Fi or cellular service, Vega will queue the recording in the Record section of the Meetings page. You can send it to Vega later once you have a stable connection. No data is lost, and you remain fully in control of when the recording is uploaded.
Recording with the Vega Android app
The Vega Android app is the most common way advisors record in-person meetings when using an Android phone.
To record a meeting:
Open the Vega Android app.
Go to the Meetings page.
Either:
Select an existing meeting from Recent or Upcoming, or
Create a new meeting under Record (When creating a new meeting, you can enter a meeting title and select the contacts linked to the meeting).
Tap the microphone icon to start recording.
During the meeting, you can pause, resume, or reset the recording at any time.
At the end of the meeting, tap Send to Vega.
Once the recording is sent, Vega will automatically process it and generate the post-meeting analysis.
Offline or poor connection
Just like with the iOS app, if you are in a location with weak Wi-Fi or cellular service, Vega will queue the recording in the Record section of the Meetings page. You can send it to Vega later once you have a stable connection. No data is lost, and you remain fully in control of when the recording is uploaded.
Recording with the Vega web platform
You can also record in-person meetings directly from the Vega web platform on your computer.
This can be useful if your laptop is already open during the meeting, or if your team prefers recording from the web platform instead of a phone.
To start an in-person recording, click the red Record button in the top-right corner of the Vega interface.
A recording window will open with two options:
Existing meeting: if the meeting already exists on your calendar.
New meeting: if the meeting is impromptu.
Select the appropriate option, choose or create the meeting, then click Start recording.
Once the recording begins, you can continue navigating anywhere in Vega while the recording runs in the background.
When the meeting is over, click the Upload button. A confirmation window will appear. Click Submit to upload the recording to Vega. Within the next few minutes, Vega will process the recording and generate the post-meeting analysis.
Important to know
1. Check your microphone before the meeting starts
When recording from the Vega web platform, the most important thing to check is your microphone.
On a computer, Vega can only record the audio your browser is receiving from the selected microphone. Depending on your setup, your computer may show several microphone options, such as:
Built-in laptop microphone
External webcam microphone
Headset microphone
USB microphone
Conference room microphone
Before the meeting starts, make sure the correct microphone is selected and actually capturing the room.
During the meeting, you should see the audio waveform moving as people speak. If the waveform stays flat while someone is talking, Vega is likely not receiving audio from the microphone.
This matters because if the wrong microphone is selected, the recording may come through with no sound, or it may only capture part of the conversation.
A simple best practice:
Before starting the meeting, say a few words out loud and confirm that the waveform moves. If multiple people are in the room, make sure the microphone is close enough to capture everyone clearly.
2. If the upload fails
In some cases, especially with a weak internet connection or a very long recording, the upload to Vega may fail.
If that happens, Vega will prompt you to download the recording locally as a backup.
This is important because it gives you a copy of the recording before anything is lost. You can then upload that recording into Vega manually later and still generate the post-meeting analysis.
3. The web recorder is for in-person meetings only
One important distinction: the Vega web recorder should be used for in-person meetings, not virtual meetings.
The reason is simple.
During an in-person meeting, everyone is physically in the same room, so your computer microphone can capture the conversation happening around you.
During a virtual meeting, the client’s voice is coming through your computer speakers, not through your microphone. Since the browser recorder captures your microphone input, it may only capture your voice, miss the client’s voice, or produce an incomplete recording.
That is why the Vega web recorder is not the right tool for Zoom, Microsoft Teams, or Google Meet meetings.
For virtual meetings, use the Vega recording bot whenever possible. The bot joins the meeting directly and captures the meeting audio stream, which is the reliable way to capture both sides of the conversation.
You can also record the meeting directly in Zoom, Microsoft Teams, or Google Meet. Through Vega’s integrations with those platforms, Vega can automatically retrieve the meeting transcript and generate the post-meeting analysis.
For more information on recording virtual meetings with Vega, read our article: Record virtual meetings.