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    Product Guide
    2025-03-20

    Truley Companion: Meeting Companion

    Meeting Companion enables users to record, transcribe, and summarize meetings across both online and in-person scenarios. It integrates with Microsoft Teams and supports offline recordings and file uploads.


    Overview

    • Displays all meetings scheduled for today
    • The meeting list is filtered to today's meetings by default
    • Includes search bar, filtering options, and a Recorded tag for meetings with reports

    In-person Meetings

    • 🎤 Microphone icon — Offline Recording
    • ⬆ Upload icon — Upload Recording

    Actions

    • Click Microphone → open in-person meeting recorder tab
    • Click Upload → drag & drop or browse audio/video files

    Online Meetings (Microsoft Teams)

    • 📅 Meeting icon — Join Meeting
    • 🎤 Microphone icon — Offline Recording
    • ⬆ Upload icon — Upload Recording
    • 🤖 Bot icon — Start Bot / Bot is already running / Bot completed
    • 🔘 Enable/Disable Bot switch — Enable/disable bot joining this meeting

    Actions

    • Click Meeting → join Teams meeting
    • Click Microphone → open in-person recorder
    • Click Upload → upload files
    • Click Bot → trigger bot joining meeting
    • Click Bot switch → Enable/disable bot joining meeting

    In-person Meeting Recorder

    • Click Pause → pause recording
    • Click End → terminate recording

    After ending

    • Audio file is uploaded
    • Report generation is triggered automatically

    Real-time Transcription

    • Toggle Real-time transcription switch
    • Displays live transcription during recording
    • Available for Standard Plan or above

    Online Meeting Notetaker

    • Automatically requests permission to join every Teams meeting

    User actions

    • Click Accept → allow notetaker to join
    • Click Deny → reject request

    Behavior

    • Records audio
    • Records video for Standard Plan or above
    • Uploads recording for transcription and summarization
    • Leaves meeting after 30 seconds when no participants remain

    Ad-Hoc Recording

    • Click Create Ad-Hoc Recording
    • Must enter a Title before starting
    • Optionally add attendee email accounts
    • Start Recording → open recorder tab
    • Upload → upload audio/video files
    • Cancel → terminate action

    Reports Overview

    • Displays all meeting reports from in-person recordings and online meeting notetaker
    • Keyword search and calendar date filter

    Meeting Reports

    Access

    • Click report → view summary
    • Hover → click View Detail

    Report Content

    • Information – start time, end time, duration, organizer
    • Summary – meeting summarization
    • Action Items – tasks with assignee and due date
    • Agenda – from Teams meeting setup
    • Attachment – files attached in Teams
    • Attendee – all invited participants
    • Assign Access – grant report access to additional users
    • Recordings – audio/video files (multiple recordings supported)

    Transcription & Playback

    • Click View Transcription

    Media Player

    • Playback audio/video
    • Click CC button to sync transcript with playback timeline

    Transcript

    • Displays full transcription
    • Click any line → jump to corresponding playback time

    Transcript Editing

    • Click Edit to enter edit mode
    • Changes are automatically saved
    • Click Close to exit

    Options

    • Edit text
    • Edit speaker (dropdown selection)
    • Batch edit speaker

    Speaker Insights

    • Speaker timeline with diarization
    • Speaker participation score displayed
    • Play individual speaker audio
    • Click timeline to jump playback

    How It Works

    1. Join or record a meeting
    2. Capture audio or video
    3. Generate transcription
    4. Create structured meeting report
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