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Set up and manage call recording

Turn on, configure, and manage the Attio call recorder.

Table of Contents

Available on pro and enterprise plans.

Admins can turn the call recorder on or off and customize its appearance.
Each member manages their own auto-record settings.

The Attio call recorder joins your video calls to capture recordings, transcripts, and AI-generated insights, so key details from every conversation are available to your whole team.

Compatible video conferencing platforms

The Attio call recorder can be used with the following video conferencing platforms:

  • Zoom

  • Google Meet

  • 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 Microsoft 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 seven days of the call, the transcript can be manually regenerated:

  1. Click the ⋮ icon in the top-right.

  2. Click Transcript, then Regenerate.

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.

Manage your personal auto-record settings

The Auto-record meetings setting controls which of your meetings Attio records automatically. You choose a setting during onboarding when you first join a workspace, and you can change it at any time in Account settings. Your setting only affects your own meetings.

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.

Turn on auto-recording for your own meetings

To automatically record your meetings with external participants:

  • Click your workspace name in the top left, then Account settings.

  • Select Call intelligence in the left-hand sidebar under Account.

  • Select External meetings. External participants are people whose email domains are not recognized as internal to your workspace.

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.

Turn off auto-recording for your own meetings

To stop the recorder from automatically joining your meetings:

  • Click your workspace name in the top left, then Account settings.

  • Select Call intelligence in the left-hand sidebar under Account.

  • Select None.

You can still add the Attio call recorder to any meeting manually. If a colleague in the same meeting has auto-recording on, the recorder can still request to join. To stop the recorder from joining any meetings in the workspace, an admin needs to turn off the call recorder in Workspace settings.

How Attio determines internal vs external participants

Attio determines whether a meeting is internal or external based on participant email domains.

With auto-recording set to External meetings, the call recorder only requests 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

The call recorder joins your meetings as a participant. Admins can customize how it appears in meetings for all workspace members by following these steps:

  1. Click your workspace name in the top left, then Workspace settings.

  2. Click Call recorder in the sidebar.

  3. Under Recorder Name, enter the name the recorder uses when it joins meetings.

  4. Under Style, select an option.

  5. Optionally, with the Workspace or Minimal style, toggle Include "Powered by Attio" to show or hide the label.

The style options are:

  • 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.

A live preview updates as you make changes.

Disable call recording for the workspace

Admins can stop the call recorder from joining any meetings in the workspace.

  • Click your workspace name in the top left, then Workspace settings.

  • Click Call recorder in the sidebar.

  • Under Availability, disable the toggle to the right of Enable call recorder.

  • Click Turn off to confirm.

Members can't record meetings, manually or automatically, until an admin turns Enable call recorder back on. Existing recordings aren't affected.

Note: Turning off the call recorder doesn't remove Calls from the sidebar. Members can still open the Calls page and view existing recordings, but no new calls are recorded.

Frequently asked questions

Yes, the Attio call recorder can run at the same time as another call recording tool. If you or another participant on the call are using a different recording tool, both can operate simultaneously.

You can record internal calls by manually starting the recording from the meeting details view.