Documentation

1.1 Calendar

Converta’s calendar view allows users to manage their scheduled meetings seamlessly. From this interface, users can:

• Select an analysis type for each meeting, determining how Converta will process the data.

• Enable or disable the bot for specific meetings. When enabled, the bot will request permission to join the call.

• Manually push the bot into a meeting in case it does not automatically join as expected.

1.2 Teams

Converta supports team collaboration through a shared workspace, allowing multiple users to share meeting insights. Within a team:

• Users can invite other members to join their Converta workspace.

• Teams are managed by Converta upon request. Clicking on the Create Team button sends a request to the Converta team.

• There are two roles within a team:

  • Managers: Can view all members' calendars and recorded calls.

  • Members: Can only view their own meetings and recordings.

1.3 Recorded Meetings

This section provides users with a searchable and filterable list of recorded meetings. Users can:

• Browse past meetings.

• Star important meetings for quick access.

• Click on a meeting title or the Review Meeting button to analyze a specific recording.

1.4 Meeting View

Within a meeting view, users can:

• Rewatch the video recording of a call.

• View the full transcript of the meeting.

• Analyze insights extracted from the conversation.

• Share meeting summaries or recordings with external stakeholders who are not part of Converta.

1.5 Workflow Automations

Converta provides a no-code automation builder that allows users to create workflows triggered by meeting analyses. Some key functionalities include:

• Automatically update CRM properties based on insights extracted from a call.

• Trigger follow-up emails based on discussion points in the meeting.

• Notify relevant stakeholders about deal risks or opportunities detected in a conversation.

1.6 Bot Permissions

Users can configure bot permissions based on meeting types. Permissions are categorized into:

• Own Meetings vs. Guest Meetings:

  • Own Meetings: Calls organized by the user.

  • Guest Meetings: Calls the user is invited to.

• Internal vs. External Meetings:

  • Internal Meetings: Conversations within the same company.

  • External Meetings: Calls involving people outside the company.

Permissions ensure that bots only join meetings where they are allowed, preventing unauthorized recording.