Enable call recording in Attio
Set up the Attio call recorder to record meetings for playback, transcripts, and insights.
Available on pro and enterprise plans.
Available for all workspace members.
Attio’s call recorder seamlessly integrates with your video conferencing platform to capture meetings for easy sharing with your team. Learn how to enable call recording in Attio to utilize AI-generated insight summaries and transcripts and ensure key insights about your relationships are accessible and actionable.
Compatible video conferencing platforms
The Attio call recorder can be used with the following video conferencing platforms:
Zoom
Google Meets
Microsoft Teams
The Attio call recorder works with these platforms out of the box, unless default settings have been changed on Zoom or Microsoft Teams. Learn how to troubleshoot Zoom settings and Micosoft Teams settings.
Each member of your workspace can manage their auto-record settings and choose whether to admit or deny the Attio call recorder at the start of each meeting.
Note: In order for the recorder to join a Zoom call and start recording, it needs to be granted access into the call by the meeting host or creator.
Languages supported for call transcription
Attio is able to transcribe calls in the languages below. Once the call ends, the transcript will be automatically regenerated from English into any single detected language. Within insight templates, you can also request for the insights to be generated in any of the below languages. Call summaries are always provided in English.
Afrikaans, Albanian, Amharic, Arabic, Armenian, Assamese, Asturian, Azerbaijani, Bashkir, Basque, Belarusian, Bengali, Bosnian, Breton, Bulgarian, Burmese, Castilian, Catalan, Chinese, Croatian, Czech, Danish, Dutch, English, Estonian, Faroese, Flemish, Finnish, French, Galician, Georgian, German, Greek, Gujarati, Haitian, Haitian Creole, Hausa, Hawaiian, Hebrew, Hindi, Hungarian, Icelandic, Indonesian, Italian, Japanese, Javanese, Kannada, Kazakh, Khmer, Korean, Lao, Latin, Latvian, Letzeburgesch, Lingala, Lithuanian, Luxembourgish, Macedonian, Malagasy, Malay, Malayalam, Maltese, Maori, Marathi, Moldavian, Moldovan, Mongolian, Myanmar, Nepali, Norwegian, Nynorsk, Occitan, Panjabi, Pashto, Persian, Polish, Portuguese, Punjabi, Pushto, Romanian, Russian, Sanskrit, Serbian, Shona, Sindhi, Sinhala, Sinhalese, Slovak, Slovenian, Somali, Spanish, Sundanese, Swahili, Swedish, Tagalog, Tajik, Tamil, Tatar, Telugu, Thai, Tibetan, Turkish, Turkmen, Ukrainian, Urdu, Uzbek, Valencian, Vietnamese, Welsh, Yiddish, Yoruba
Manage auto-record settings
The Auto-record meetings setting controls which meetings Attio will automatically record. Each workspace member manages this setting individually in their Account settings and can enable or disable automatic call recording at any time.
Auto recording is disabled by default. When first joining a workspace, new members have the option to enable it.
Note that Attio can only record meetings that have synced through a workspace member’s calendar. To ensure your calls are recorded, make sure your calendar is synced. Recorded calls are visible to all Attio workspace members and can also be shared externally.
Note: Even if auto-recording is enabled, the Attio call recorder still needs to be admitted into each meeting. You can also deny its entry if you don’t want a specific meeting to be recorded. All call participants will be able to see that the call is being recorded.
Each member of your workspace can configure their own auto-record preferences by following these steps:
Click your workspace name in the top left, then Account settings.
Select Call intelligence in the left-hand sidebar under Account.
To start auto-recording all meetings with external participants, select External meetings. External participants are people whose email domains are not recognized as internal to your workspace.
To disable auto-recording, select None. You can still add the Attio call recorder to any meeting manually.
Once call recording has been enabled, learn how to start and stop recording calls, manage your video conferencing platform settings, and override auto-record settings in the Recording calls with Attio article.
Note: Keep in mind, all recorded meetings will be visible to all workspace members.
How Attio determines internal vs external participants
Attio determines whether a meeting is internal or external based on participant email domains.
When auto-recording for External meetings is enabled, the Attio call recorder will only request to join meetings that include at least one external participant.
A participant is considered external if their email domain does not match any of the following:
The domain of a workspace member’s account email (the email they use to log in to Attio)
The domain of a synced email account
The domain of any alias connected to a synced email account
If you want to record a meeting with only internal participants, you can manually invite the Attio call recorder to the meeting.
Customize call recorder appearance
When invited to record a call, the Attio call recorder will join your meetings as a participant. Admins can customize how the call recorder appears in meetings for all workspace members by following these steps:
Click your workspace name in the upper-left, then Workspace settings.
Click Call recorder in the left-hand sidebar.
Under Recorder Name, customize the name that appears for the call recorder meeting participant.
Under Style, choose between four options:
Default: Attio logo and branding
Workspace: Your workspace name and logo (from General Workspace settings)
Minimal: "Attio" text with no logo or branding
None: No image or wording, except the Recorder Name.
On Pro and Enterprise plans, you can choose whether to display the "Powered by Attio" label when using the Workspace or Minimal styles by toggling Include "Powered by Attio".
A live preview updates as you make changes so you can see how the recorder will appear in meetings.