Data Capture Settings for a Team Member
Data Capture lets you choose, one team member at a time, which calls Outdoo AI captures for them. This article explains the three options, what you need before you can turn them on, and how the choices show up for you and for the team member.
Who can use this
You need access to Company Settings > People Settings > Team Management. Your company also needs a Revenue Intelligence subscription. Without one, the Data Capture options are greyed out and the tooltip says "This setting requires a Revenue Intelligence subscription".
The three options
Open Company Settings > People Settings > Team Management and add a team member or open an existing one. In the Data Capture card ("Choose which calls are captured for this team member."), you see three checkboxes:
- Record Calls: the notetaker joins this team member's meetings to record and transcribe them.
- Import Meeting Tool Calls: sync calls from connected online meeting tools like Zoom, Google Meet, Microsoft Teams, and Webex.
- Import Dialer Calls: sync calls from connected dialers.
All three are off for a new team member. Turn on only what applies to that person.
Turn on Data Capture for a team member
- Go to Company Settings > People Settings > Team Management.
- Add a new team member, or open an existing one to see Edit Team Member.
- In Access Settings, make sure the Home Workspace has a permission profile with a Billed badge.
- In the Data Capture card, select the checkboxes you want.
- Save your changes.
If the home workspace profile is not a billed profile, you see this error on that row: "Select a billed seat profile for the home workspace to enable data capture". Choose a billed profile and save again. For more on profiles, see Create and Manage Permission Profiles.
The Connections indicators
When your company has a Revenue Intelligence subscription, the Team Management list has a Connections column. Each team member's card also has a Connections label. It shows three icons: a calendar, a phone (dialer) and a video camera (meeting tools).
Each icon has one of three colors:
- Grey: the matching Data Capture option is off for this team member. For example: "Recording is turned off for this team member. Turn on Record Calls in their profile."
- Amber: the option is on, but the team member has not connected the tool. For example: "Calendar not connected. Calls won't be recorded."
- Green: the option is on and the tool is connected. For example: "Calendar connected. Calls will be recorded."
Hover over an icon to read its message. The icons are matched like this:
- The calendar icon follows Record Calls and a connected calendar.
- The phone icon follows Import Dialer Calls and a connected dialer.
- The video camera icon follows Import Meeting Tool Calls and a connected meeting tool.
What the team member sees
The team member's My Settings tabs depend on these options:
- Calendars and Notetaker Controls are hidden when Record Calls is off.
- Dialers is hidden when Import Dialer Calls is off.
- Meeting Tools is hidden when Import Meeting Tool Calls is off.
If a team member says they cannot find one of these tabs, check their Data Capture settings first. See My Settings for the full list of tabs.
Tips
- If an icon is amber, ask the team member to connect the tool from My Settings. Calendar setup is covered in Google Calendar and Outdoo AI.
- Adding people in bulk? See Bulk Operations in Team Management.
Hope this article was helpful. For any queries, please write to support@outdoo.ai