Who can use this
- Everyone using Ergo, plus admins responsible for meeting capture, disclosure defaults, and recording access.
Before you start
- Know which Ergo account, team, calendar, meeting source, and capture method should apply.
- Confirm whether you are a user, admin, super admin, or spectator.
- Ask an admin or super admin before changing access, recording, integration, or disclaimer defaults.
Steps
- Confirm your team policy and local recording rules before recording customer calls.
- Choose the capture path: Ergo Notetaker joins the meeting as a bot, while Ergo Desktop records locally without a bot joining.
- For bot capture, confirm the calendar connection, meeting link, source calendar, and waiting-room admission path before important calls.
- Use recording disclaimer settings when your team wants consistent bot disclosure where that control is available.
- Use shared links, passwords, revoke controls, and narrow access instead of forwarding raw recordings broadly.
- For desktop capture, confirm macOS permissions, local recording controls, upload state, and processing state before relying on the recording.
What to expect
- Recording rules vary by customer and region; this page does not replace legal guidance.
- Bot capture and desktop capture have different disclosure, access, and troubleshooting paths.
- Recordings, transcripts, summaries, insights, drafts, and reporting data can finish at different times.
- Shared recording links are scoped sharing tools. Use password protection or revoke controls when access should be narrower.
Common issues
- The wrong Ergo account, team, calendar, meeting source, or capture method is selected.
- The calendar is disconnected or stale, the meeting link changed, or the host did not admit the bot.
- Desktop permissions, local recording state, upload, or processing prevents the recording from appearing.
- A meeting share link is treated like dashboard access; it only gives access to the specific shared meeting view.