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How your Microsoft Teams integration works

Written By Bekkie Wetz (Super Administrator)

Updated at March 2nd, 2023

Everything you need to know

Once the Microsoft Teams integration goes live on your platform or you sign up for the first time Teams meetings will start to be recorded, analyzed, and transcribed into the Jiminny platform. This will provide you with more opportunities to learn, self-coach, and share customer conversations with your teammates. The integration also means easier logging to your CRM! 🙌 Read below for all you need to know about the integration, how it benefits you and how it works.

What do I need for the integration to work?
The integration will be enabled by your Organization Admin so there is nothing you need to do in your Jiminny or Microsoft account. 

Important note: Insights licenses would not be able to record meetings and stream them to Jiminny.

How can I be sure that my Teams integration is working?

You will notice that there will be a participant in your Teams meetings called the Jiminny.ai Notetaker (although this could also be branded to your company).

Important note: The Notetaker name is customizable! Your team can change the name of the bot by going to the 
Organization Recording settings in your Jiminny platform. Awesome, right? 

Which Teams meetings will be recorded?

Only the meetings that are scheduled in your Outlook calendar will be recorded. You can also control which one of them you want to record or not from your Dashboard at any point in time. If you have internal recording turned off, the Notetaker will only join scheduled meetings that have someone external join (ie not with your company email domain).

*Once you sign up we will look forward and import your next 30 days of meetings into Jiminny for you!

How should I schedule Teams meetings?

This is super simple just schedule a meeting in Outlook or Teams like normal, and make sure it is a Teams meeting with the conference details in like below. Then the Jiminny.ai Notetaker will join at the scheduled start time of the meeting.

*Please schedule your meetings a minimum of 15 minutes before, to make sure they have time to import to your Jiminny Dashboard to be recorded.

How do I stop recording?

While your meeting is in progress: 
During the meeting, you can stop recording anytime by removing Jiminny.ai Notetaker as a participant from the meeting. Please note that if you remove the Jiminny.ai Notetaker, the recording would be stopped and deleted.

Turning off my recording permanently:
This is controlled in your Jiminny profile just go to recordings to toggle recording off.
*Please note this option is exposed and controlled by your Jiminny admin.

When will my recording appear in Jiminny?
The time can vary depending on the duration of the meeting, but you'll likely see the meeting fully analyzed in Jiminny around 30 minutes after it has ended. We capture the recorded audio, video, screen sharing and transcribe the meeting. You'll have access to all the coaching tools and analytics too!

How does the integration help me log my Teams meetings?

Jiminny Sidekick is your personal sales assistant designed with one thing in mind - to make your meetings simple and easy. Sidekick gives you more time in your day to work with customers and gets accurate, rich data into your CRM! You can change your Sidekick settings anytime in Jiminny. .We recommend choosing 'Start & End', the Sidekick will pop at the beginning so you can take time-stamped notes and again at the end for easy logging to your CRM.

How you must end and log your meeting...

The best practice is to always 'End' your Teams meeting where possible not just 'Leave'. Ending the meeting will prompt Jiminny.ai Notetaker to leave automatically, and pop Sidekick so you can summarize all the key meeting information and log it directly into your CRM.

What about instant meetings?

We are able to support Instant meetings and no longer only rely on meetings scheduled in your calendar to record and analyze. Please read more by viewing our article on Instant Invites.

Can I uninstall the integration?
This can be removed in the organization settings by any Jiminny admin or owner.

Recording Duration
The maximum length for a single meeting recording is 6 hours. 

Who can I contact if I have questions?
Please reach out to the Jiminny team via the "Help" button at the bottom left of the Jiminny platform for any questions, we will be happy to assist! 🚀

Important note:
In order to be sure that the Jiminny Notetaker will join your meetings, please make sure that the MS Teams Admin toggled ON these options(screenshot below) - https://admin.teams.microsoft.com/meetings/settings