> For the complete documentation index, see [llms.txt](https://docs.darcyiq.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.darcyiq.com/core-features/meeting-recording-and-transcription.md). # Meetings Darcy's Meeting Recording & Transcription transforms your customer conversations into actionable intelligence. Automatically join, record, and analyze your meetings to capture every insight without the cognitive burden of manual note-taking. {% hint style="success" %} **Time kills deals. Darcy doesn't wait.** Our AI-powered meeting intelligence ensures you never miss a critical detail or opportunity. {% endhint %} {% embed url="" %} ## :calendar: Automatic Meeting Integration Gone are the days of manual uploads and missed opportunities. Darcy seamlessly integrates with your calendar to provide intelligent meeting automation: ### Smart Calendar Connection * **Direct Integration**: Connect your Outlook or Gmail calendar in one click * **Intelligent Filtering**: Choose when Darcy joins (internal only, external only, or all meetings) * **Host-Based Control**: Filter by meetings where you're the host or meetings you've accepted * **Zero Manual Work**: No more forgetting to invite Darcy or upload recordings ### Crystal-Clear Transcription Powered by AWS Transcribe for enterprise-grade accuracy and reliability, ensuring every word is captured with precision. {% hint style="info" %} **Pro Tip**: Darcy learns your company's terminology and customer names over time, improving transcription accuracy with each meeting. {% endhint %} ### Meetings in Other Languages If your calls aren't in the organization's default language, tell Darcy which languages to expect. Under **Settings → User Configuration → Profile → Meeting Recording**, the **Meeting transcription languages** picker offers the full AWS Transcribe catalog — from Arabic and Cantonese to Portuguese (Brazilian), Swahili, and Welsh. | Rule | Why | | ---------------------------------- | ---------------------------------------------------------------------------------------------------------- | | **Choose up to three** | Darcy identifies which of your candidates is being spoken, rather than guessing across a hundred | | **One dialect per language** | English (US) *or* English (British), not both — dialects of the same language can't be told apart reliably | | **Leave it empty for the default** | No selection means your organization's global default is used | The choice applies to **meetings you start manually and recordings you upload**. Automatically scheduled calendar recordings continue to use the global default. ### When Darcy Can't Join Occasionally the recording bot hits an error it can't recover from — a locked meeting, a provider outage, a link that never opened. Rather than leaving you to discover an empty transcript later, Darcy emails the meeting's owner: **"Unable to Join Meeting"**, naming the meeting, sent once. The email also carries the recovery path, which is worth knowing in advance: record through Zoom, Google Meet, or Teams yourself, then go to **Meetings → Upload Meeting** and select the video, audio, or transcript file. Darcy processes an uploaded recording exactly as it would one of its own — summary, action items, and all. ### Recording With Your Microphone For an in-person meeting or a call Darcy can't join, click the **Record Meeting** (microphone) button on the Meetings page and record from your browser. When you stop, choose **Upload Recording** and Darcy processes it like any other meeting. **Your recording is backed up while you record.** The audio is saved to the cloud in segments as you go, so a dropped connection, a failed upload, or a closed tab doesn't lose the meeting: * If the upload fails, you can retry it, download the recording, or come back to it later. * Unfinished recordings appear under **Saved recordings** in the recording dialog, with their size and when they expire (for example, "Expires in 6 days"). From each one's menu, choose **Upload recording**, **Download**, or **Discard**. * Saved recordings are kept for **seven days**. Upload or download anything you need before then. {% hint style="warning" %} If the dialog says **Cloud backup could not be confirmed**, download your recording before leaving the page. That's the one case where the browser holds the only copy. {% endhint %} ### Assigning Meetings to Projects When several people on your team record the same call, each gets their own copy of the meeting. A project only needs one: when you assign meetings to a project, copies of a call that's already in the project are shown but can't be selected. The confirmation tells you exactly what happened, including how many were added, how many were already in the project, and any that were skipped because you don't have permission. See [Project Items](/organize/projects/project-items.md#assigning-meetings). *** ## :microphone: Call Coach - Your Real-Time Meeting AI Transform every team member into a seasoned expert with AI-powered guidance that provides instant insights during your calls.

Real-time coaching helps optimize your conversation dynamics

### Real-Time Performance Insights {% tabs %} {% tab title="Talk Ratio" %} **Balanced Conversations** * Monitor speaker time distribution * Ensure customers are engaged and talking * Get alerts when you're dominating the conversation * Optimize for the ideal 30/70 talk ratio {% endtab %} {% tab title="Engagement Tracking" %} **Question Rate Monitoring** * Track your question frequency to maintain engagement * Suggested follow-up questions based on conversation context * Identify when to probe deeper vs. when to listen * Ensure you're gathering all necessary requirements {% endtab %} {% tab title="Key Concepts" %} **Intelligent Topic Tracking** * Automatically identify and track important discussion points * Flag potential opportunities and pain points * Monitor for technical requirements and constraints * Ensure no critical details are missed {% endtab %} {% tab title="Delivery Optimization" %} **Pace & Clarity Monitoring** * Real-time feedback on speaking pace * Clarity and confidence indicators * Optimal delivery recommendations * Reduce filler words and improve professionalism {% endtab %} {% endtabs %} ### Intelligent Conversation Guidance | Feature | Benefit | Impact | | ------------------------- | ----------------------------------------------- | ---------------------------------- | | **Smart Prompts** | Context-aware question suggestions | Deeper discovery conversations | | **Opportunity Detection** | Real-time identification of sales opportunities | Never miss a potential deal | | **Technical Validation** | Instant fact-checking and technical guidance | Increased credibility and accuracy | | **Follow-up Reminders** | Automated action item identification | Improved client satisfaction | {% hint style="warning" %} **Remember**: Call Coach is designed to enhance, not replace, your expertise. Use it as a safety net and learning tool to consistently deliver exceptional client experiences. {% endhint %} *** ## :computer: Supported Platforms
ZoomFull support for meetings and webinars with native recording integration. Works with all Zoom plans including Basic, Pro, and Enterprise.
Microsoft TeamsComplete integration for all meeting types and channels. Supports both scheduled meetings and instant meetings.
Google MeetSeamless support for meetings with real-time analysis. Compatible with Google Workspace and personal Google accounts.
{% hint style="info" %} **Coming Soon**: Webex, GoToMeeting, and other enterprise platforms based on customer demand. {% endhint %} {% hint style="info" %} **For IT Administrators & Security Reviewers**: For a detailed breakdown of the OAuth permissions and scopes DarcyIQ requires from Google, Microsoft, and Zoom, see [Meeting & Calendar Integrations](/build/integration-overview/meeting-calendar-integrations.md). {% endhint %} *** ## :gear: How It Works {% stepper %} {% step %} **Seamless Setup**\ Connect your calendar and configure your preferences. Darcy automatically identifies relevant meetings and prepares to join.
{% endstep %} {% step %} **Smart Participation**\ Darcy joins meetings as a participant at the scheduled time, introducing itself professionally and beginning immediate analysis. ![](https://3971952171-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FZAWfHaMLwFz29fKwv8d8%2Fuploads%2Fwb6drpNOBcNzGVqIKjTJ%2Fimage.png?alt=media\&token=cd2a1b34-733d-4e20-8f25-c155416c1854) {% endstep %} {% step %} **Live Analysis & Coaching**\ Speech is converted to text and analyzed in real-time, providing immediate feedback on conversation dynamics and identifying key insights. {% endstep %} {% step %} **Actionable Feedback**\ Get immediate guidance on talk ratio, engagement levels, and conversation opportunities without disrupting the flow. ![](https://3971952171-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FZAWfHaMLwFz29fKwv8d8%2Fuploads%2FDyVlU7wgb3LtXIbMfy4A%2Fimage.png?alt=media\&token=d39f3c0d-d5ab-4da1-b3b6-def65deb4185) {% endstep %} {% step %} **Complete Intelligence Package**\ Receive detailed meeting summaries, action items, identified opportunities, and technical requirements within minutes of call completion. {% endstep %} {% endstepper %} *** ## :label: Smart Organization with Tags Darcy's tagging system automatically organizes your meetings for maximum efficiency:
### AutoTag Agent * **Automatic Classification**: AI automatically tags content using intelligent analysis * **Salesforce Integration**: Auto-identifies customers and applies relevant tags * **Custom Organization**: Create your own tagging system (e.g., "Customer = AcmeCorp") * **Future-Ready**: Foundation for advanced automation and reporting features *** {% hint style="success" %} **Coming Soon**: Meeting-specific notifications and advanced alert customization options. {% endhint %} --- # Agent Instructions This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com. ## Querying This Documentation If you need additional information that is not directly available in this page, you can query the documentation by asking a question. Perform an HTTP GET request on the following URL with the `ask` and `goal` query parameters: ``` GET https://docs.darcyiq.com/core-features/meeting-recording-and-transcription.md?ask=&goal= ``` `ask` is the immediate question: it should be specific, self-contained, and written in natural language. `goal` is what the user is ultimately trying to achieve, the reason they need the answer. Sharing it helps GitBook give you a better, more relevant answer. A goal is most helpful when it describes the outcome the user wants rather than restating the question. For example, with `ask=how do I create an API token`, a goal like `automate deployments from our CI pipeline` lets GitBook tailor the answer to that use case. The response will contain a direct answer to the question and relevant excerpts and sources from the documentation. Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.