Share a call

Learn how to share calls internally with team members or externally with customers, including options for sharing full recordings or snippets with customizable access settings.

Sharing calls in Outdoo AI lets you collaborate with team members, gather feedback, or share recordings with customers. Sharing with customers can support follow-ups and helps you see how engaged they are with the content.

How to share a call

  • Open the call from Real Calls > History.
  • Click Share Call in the top-right corner.
  • Choose how to share:
    • Share with Customers to share with contacts outside Outdoo AI.
    • Share Internally to share with people in your organization who use Outdoo AI.
    • Embed Call to copy an embed code or direct URL for another tool.

Share full calls or snippets

  • Full call: share the entire recording with Share Call.
  • Snippet: click the Create clip (scissors) icon on the timeline, select a segment, click Create Snippet, and choose a share option. You can also select text in the transcript and share that part of the call from the menu that appears. See Share a call snippet.

Share internally

  • Email: select colleagues to send the link to them directly.
  • Slack: if your Outdoo AI account is connected to Slack, pick a Slack Channel to share the call there. Recipients see an AI-generated call summary in the Slack message.
  • Add a Message to tell people what to look for. You can type timestamps such as 10:30 to point them to specific moments.

If email or Slack sharing isn't available

The email and Slack options are controlled by your admin. If one of them has been turned off for your workspace, that option won't appear in the share dialog. If both are off, the dialog tells you so and you can still copy the link to share the call another way. Ask an admin to enable email or Slack sharing under Company Settings > Notifications.

Slack has a second requirement: the Slack integration has to be connected. If it isn't, the Slack option appears but the channel picker is disabled and a warning explains why. Admins see a Connect Slack button that takes them straight to the integration page. Everyone else is asked to contact a workspace admin.

Share with customers

Under Add Email Address, type each email address and press Enter, then add an optional message. Anyone with the link can access the call, and the shared page includes the Outdoo AI summary.

The customer's call page includes:

  • The recording of the call
  • Call details such as participants and meeting time
  • AI-generated summaries: highlights (a one-paragraph summary, key points, and next steps), an outline, a searchable transcript, and other details

The share dialog shows when the link expires. Click the edit icon next to it and choose an option under Expire Link in (from 1 day to 30 days, or Never).

After sharing, you can extend or close access from the Shares & Views panel on the call page:

  • Click Valid on a share, enter a number of days under Extend Link Duration by, and click Extend.
  • Click Valid, then Close Access to end access right away.
  • For an expired link, click Renew to open it again.

Track call views

  • You can get an email notification when a shared call is viewed. This is controlled by your notification settings.
  • Open the Shares & Views panel on the call page to see each share under Shares and who viewed the call under Views.
  • Each share is tracked separately.

FAQs

How are call views tracked?

Each share is tracked separately, even for the same call shared on different days or in different ways.

Why can't I see who viewed my call?

If the link allows access to anyone, you can track usage but not viewer identities.

How do I cancel access?

Open the Shares & Views panel, click Valid on the shared link, and click Close Access.

Hope this article was helpful. For any queries, please write to support@outdoo.ai