If you have scheduled a meeting and do not see it in the Scheduled tab, you can add the bot to a meeting.

The "Add Bot to Meeting" feature allows you to manually add the Conversations bot to your meetings, ensuring that your important conversations are captured. This is particularly useful for spur-of-the-moment meetings or if the bot fails to join a scheduled meeting.

In this article, you will learn how to add the bot to a meeting in Salesloft Conversations. This article includes:

• Before You Add the Bot to a Meeting
• (Video) How to Add the Bot to a Meeting
• Add the Bot to a Meeting Instructions
• Additional Information: Add the Bot to a Meeting
• Next Steps: Use Conversations for Meeting Recordings

Before You Add the Bot to a Meeting

• Have a Salesloft account with access to Conversations.
• Ensure your calendar is synced in your Salesloft settings.
• It may take up to five minutes for the bot to join the meeting after you add it.
• Bots can be added to Microsoft Teams, Join.me and Gotomeeting meetings.
  
  • Microsoft Teams has an API integration with Conversations. The Conversations Bot may be used as a fallback option. 
• The following meeting providers offer API Conversations integrations that do not require the use of the bot: 
  
  • Zoom
  • Google Meet
  • WebEx

(Video) How to Add the Bot to a Meeting

Watch this quick video to learn how to add the bot to a meeting. 

Add Bot to Meeting Instructions

To add the bot to your meeting, follow these steps:

1. Go to the Conversations Page: In Salesloft, navigate to the Conversations page.
2. Click "+ Add Bot to Meeting": In the right corner of the Conversations toolbar, click the "+ Add Bot to Meeting" button.   The "Add Bot to Meeting" window will appear.
3. Select Meeting Platform: Use the dropdown menu to select your meeting platform (e.g., Microsoft Teams, Join.me, GoToMeeting).
4. Enter Meeting Title: Type in the title of your meeting.
5. Enter Meeting ID or URL: Paste the meeting ID or the full meeting URL into the text box.
6. Click "Add Bot": Click the "Add Bot" button. A notification will appear, indicating that the bot is searching for the meeting. Once the bot joins the meeting, a green notification will appear.

Additional Information: Add the Bot to a Meeting

Next Steps: Use Conversations for Meeting Recordings

• Review the recording after the meeting is complete.
• Share the recording with other team members for coaching or analysis.
• For troubleshooting assistance, refer to the Conversations Troubleshooting Guide for more details.