Video transcript

Now that you’ve successfully installed Nativevideo and Vinton in your Org, you’re ready to connect Vinton to your video calls.

The first two important things to do are create a new email account for Vinton in your company’s domain.

This email account needs to have its own calendar. It cannot be an alias.

We recommend setting the email up as Vinton @ and then your company domain.

Or you may wish to pick a different name for your notetaker. The second thing to do is open up the Nativevideo admin panel in an incognito window.

This will ensure that no previously connected accounts will affect the connection of our Vinton app to the calendar.

When you go to the incognito window, you’ll need to log in again.

Go to Vinton on the left menu and then select the Calls tab within the Vinton section. This is where we’ll need to connect our Vinton notetaker to our back end.

The name that we choose here will be whatever you’ve decided to call the notetaker in your company.

It could be “your company name note taker by Vinton,” or in my case, as simple as Vinton Notetaker.

Next we need to add the email for Vinton. This is important. This is the email that you created at step one of this video to make sure that Vinton can join calls across your entire organisation and take notes on your behalf.

I’ll add the email address that I’ve set up for this demo account, but you should add your company’s own Vinton email address that you set up earlier.

Let’s now click update and we’ll be connected to a new configure. Vinton calls tab that asks us to share data with AI services.

This is needed so that we can process insights for calls.

Now we have to choose if we want to configure Vinton calls, connecting it to a calendar which is a Microsoft calendar or a Google Calendar.

Obviously this relates to the platform that your company runs email on. In my case it’s Google, but if you’re using Microsoft Outlook, you’d select that instead.

Let’s click to connect.

This is where you enter the email that you set up earlier that you want to connect to to act as your call assistant.

We add the password and proceed.

We sign into your company’s Vinton email account to finalise the connection.

We click continue to share the Google account info with Vinton and we allow our Vinton app to get access to the calendar.

You’ll see it’s all been connected successfully.

You may now close this window and OK, looks like everything’s connected. Looks good.

So we’re ready to create our first calendar invite.

I can create a meeting right here and I can add Vinton as a guest along with any other attendees.

You would obviously use your company’s Vinton email address that you set up earlier.

When you start the meeting, Vinton will ask to join.

And once admitted, it will be taking notes on your behalf. Vinton will capture the recording transcript and summary inside Salesforce and also create call insights.

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