Estimated read time: 4 minutes

Overview

Meetings are the backbone of AskElephant. They're where your customer conversations happen, and they're where AskElephant gathers the insights that help your revenue and customer success teams work smarter. This guide walks through how meetings work in AskElephant—from automatic recording to privacy controls—so you can capture and leverage every conversation.

How AskElephant Joins Your Meetings

AskElephant automatically sends a notetaker to your meetings—both internal and external—as long as two things happen:

1. The meeting is on your calendar
2. The calendar invite includes a meeting URL

This works whether you're hosting the meeting or a client is. If the meeting link is there, AskElephant can join it.

Supported platforms: Google Meet, Microsoft Teams, and Zoom. Use whichever platform your team prefers—AskElephant works across all three.

Setting Up Your Calendar

Before AskElephant can join your meetings, you need to connect your calendar.

First login: When you log in to AskElephant for the first time, you'll be asked to connect either your Google Calendar or Microsoft Calendar.

Need to switch calendars?

1. Select your name in the left sidebar
2. Go to Preferences
3. Disconnect your current calendar
4. Reconnect with a different Google or Microsoft account

Once your calendar is connected, you're done. AskElephant handles the rest.

Controlling Which Meetings Get Recorded

Not every meeting needs to be recorded. AskElephant gives you full control.

Toggle recording on or off:

1. Go to the My Meetings tab
2. Find the meeting in the Upcoming Meetings section
3. Look for the blue toggle that says "This meeting will be recorded"
4. Toggle it off to skip recording

Recurring meetings: If a meeting repeats, you can choose to disable recording for just that one occurrence or for all instances of the recurring meeting.

Privacy: Who Can See Your Meetings

By default, recorded meetings are visible to anyone in your workspace.

Make a meeting private: Set a meeting to private, and only the people who attended it can view the recording, transcript, and related outputs.

Important note: Only workspace owners and managers can set meetings to private. Meetings created by other team members stay public unless an owner or manager changes the setting.

Joining and Preparing for Meetings

To join a meeting:

1. Go to My Meetings tab
2. Find the upcoming meeting in the Upcoming Meetings section
3. Click Join Meeting
4. A new tab opens where you can join your Zoom, Teams, or Google Meet

To prepare before a meeting:

1. Click the Prepare button on the meeting details
2. AskElephant generates a pre-meeting summary with insights from previous calls with that client or company
3. Review the summary to go in informed

Finding and Viewing All Meetings

Recorded meetings appear in the Recorded section of your My Meetings page.

All meetings—whether recorded or not—can be found in the All Meetings section. Here you'll see a complete list of every meeting on your calendar and whether it was recorded.

Phone Calls and CRM Integration

AskElephant also captures phone calls made through integrations with Salesforce or HubSpot.

These calls appear in AskElephant just like meetings do:

• They show up in your Recorded section
• They appear in your All Meetings section
• They're searchable across the platform

Unlike video meetings, phone calls don't need a notetaker. The transcription and information come directly from your CRM and dialer.

Next Steps

Your calendar is connected, and you're ready to go. AskElephant will automatically join your meetings and start capturing the insights that help your team deliver better customer outcomes.

Need Additional Help?

If you have questions or need further assistance, the AskElephant support team is here to help!

You can reach our support team in several ways:

• click the chat button in the bottom right corner of your screen,
• email us at support@askelephant.ai
• or use @askelephant support in your dedicated Slack channel.

We're committed to getting you the answers you need as quickly as possible.