Before the call
- Tell the host that an Ergo notetaker may join.
- Make sure the event link is the same link attendees will use.
- Keep the dashboard open if the meeting is important and you want to watch live bot status.
During the call
- If the card shows the bot is joining or in the waiting room, ask the host to admit it.
- If the bot is recording, let the meeting finish normally.
- If the bot should leave, use Remove Bot from the meeting card.
- If the bot disappears, never joins, or was removed before capture started, use Add the bot to a live or ad hoc meeting to dispatch a fresh bot.
What the states mean
- Scheduled: Ergo has a notetaker record for the event, but the bot is not in the call yet.
- Joining: the bot is attempting to enter the conference.
- Waiting room: the bot needs admission by the host or another attendee with permission.
- Recording: the bot is in the call and recording.
- Removed: the bot was removed or unscheduled for that event.
- No longer visible: the bot may have left after waiting too long, being denied, or being removed. Dispatch a fresh bot if the call still needs capture.
Common issues
- Waiting-room settings prevent automatic entry.
- The meeting host is external, so the host or another attendee with permission needs to admit the bot.
- The meeting was rescheduled, created late, or changed after the notetaker was scheduled.
- The conferencing platform or link format is not supported.