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One form, four places

The same bot settings form appears wherever a bot is configured: A bot’s settings can only be edited while it is still scheduled to join in the future. Once it has joined the call there is nothing left to reconfigure, and the cog is replaced by a removal action.
The Add a bot form showing Meeting URL, Bot name, Space and folder, Bot image, Record media type, Transcription, Join time and Recording retention

The bot settings form, opened from Add Bot to Meeting.

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Bot name

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string
required
The participant name shown to everyone else in the meeting. This is what the other attendees see in the participant list, so make it recognisable — your organisation’s name reads better to external guests than a generic one.The Add calendar wizard pre-fills this with QuivaWorks Notetaker. Add a bot starts blank, and will not submit until you give the bot a name.

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Space & folder

Where the meeting’s outputs are saved. Choosing a Space and a folder here means the recording, transcript and summary are filed automatically as soon as they exist — they show up under the Space’s Files → Meetings tab. Press Choose space & folder to open the folder picker. Leaving it unset means nothing is filed automatically; you can still share a recording into a Space afterwards. See Sharing to a Space.

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Bot image

The picture the bot shows as its camera feed while it is in the call.
  • Upload image — a JPG or PNG, cropped to 16:9.
  • Browse gallery — pick from the images already available in your account.
  • Remove image — go back to no image.

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Recording

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enum
default:"Audio"
What the bot captures. Audio, Video, or Audio & Video.
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enum
default:"Post-recording"
When the transcript is produced.
  • Post-recording — transcribed after the meeting ends.
  • Real-time — transcribed as people speak. This is what enables the live transcript page. Without it, there is nothing to follow during the call.
  • Disabled — no transcript at all.
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number
default:"0"
How many seconds after the meeting’s scheduled start the bot should join. 0 means it joins at the start time.
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enum
default:"Forever"
Forever keeps recordings until you delete them. Timed reveals a second field — Recording keep (hours) — after which the recording is deleted automatically.
If you want to follow a meeting live, you must set Transcription to Real-time before the bot joins. It cannot be switched on mid-call, and a bot that recorded with post-recording transcription has no live view to go back to.

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On bot join

An optional message the bot posts to the meeting chat when it arrives. Useful for telling the room that the call is being recorded.

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On participant join

An optional message sent when a participant joins, rather than when the bot does.
These messages are the main way attendees are told a bot is present. The bot is a visible named participant either way, but an explicit announcement is a good habit — and in some jurisdictions, a requirement.