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After a call, Doris writes a summary, finds the key moments and links the call to your records. Use the meeting page to review all of it.

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Find a call

1

Open Meetings

Select Meetings in the sidebar. The page header reads Conversations.
2

Check the filters

The list starts with My calls on and the Status filter set to completed calls. Turn off My calls to see calls your team owns.
3

Filter or search

Filter by Status, Call Type, Company, Owner, Audience or Date. Or type in Search conversations….
4

Open the call

Select a row to open the meeting page.
The Captured column counts the commitments, objections and competitors Doris found in each call. An amber objection count means the call needs attention.

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Where calls come from

A call shows in the list when one of these sources captures it:
  • The Doris notetaker. See Prepare for a call.
  • Gong, when your admin connects it. See Gong.
  • MeetGeek, a legacy source that some workspaces still have.
  • A transcript that you upload to a meeting. See Add a transcript.

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Who can see a call

Everyone on your team can see external calls with customers. Only the people who were on an internal call can see it. Other people see “This call is private”.

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Read the meeting page

The meeting page has two sides. The left side has tabs. The right side has the recording, or the transcript when there is no recording.

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Tabs

Key Points and Analytics always show. The other tabs show only when Doris has content for them. Select the copy button beside the tabs to copy the summary or the key points. When a call was too short to summarise, Doris says “Too little was said to summarise”. Read the transcript instead.

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Insights

On the right side, below the recording or the transcript, Doris groups what it found by type. The types include Q&A Pair, Competitor Mention, Follow-up Commitment, Pain Point, Value Driver and Offer Feedback.
1

Select a type

Select a type to see each item of that type.
2

Show the source

Select Show source on an item. Doris highlights the quote in the transcript.

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Search the transcript

1

Type a word or phrase

Type in Search in transcript…. Doris highlights each match.
2

Move between matches

Use Previous match and Next match.
3

Jump to the moment

Select a timestamp to play the recording from that point.
Each line shows the speaker and the time.
Doris works on an English copy of a call in another language. Use Transcript language to see the original words. Search runs on the English transcript only, so switch back to English to search.
Doris links each call to a company and to deals. Wrong links put evidence on the wrong record.
1

Select Links

Select Links at the top of the meeting page. The number beside it counts the current links.
2

Change a link

Open Company, Offers or Deals. Search, then select the right record.
To see who was on the call, select Attendees.

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Ask about the call

Select the chat button on the meeting page. Ask Doris a question about this call. From Home, you can also select Recap last call.

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Other actions

Select Options at the top of the meeting page.
  • Share Recording — send a link to the recording. See Share a recording.
  • Download Transcript — save the transcript as a .txt file.
  • Delete meeting — admins only. Doris hides the meeting at once and deletes it after 30 days. An admin can restore it from Recently deleted in that time.

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Add a transcript

A meeting with no transcript shows “No transcript available”. You can add one.
  • Select Upload VTT File to upload a .vtt file up to 10MB.
  • Select Paste Text, paste the text, then select Upload. Lines in the form “Name: what they said” become speaker labels.
Doris then processes the transcript. The summary and insights show when it finishes.

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If a call is missing or wrong

  • The call is not in the list. Check that My calls and the Status filter are not hiding it.
  • The call has no recording. The notetaker may not have been admitted. The meeting page says why.
  • The call is on the wrong deal. Change it in Links.
For other link problems, see Data quality.