Help CenterPlatform · Video

Video Meeting

Read the selected client meeting’s recording, shared notes and transcript.

Updated Oct 13, 2026 3 steps 2 questions answeredOpen this page in the platform
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Overview

Open an accessible meeting occurrence within the selected client workspace. Clients and authorized employees with Video access can review its available recording, participant-facing shared notes and transcript. SalesHive-only meetings and private employee notes are excluded.

How to use this page

  1. Open the meeting from Video

    Select a meeting title in the client archive. The detail keeps the selected client context. Use Back to video calls to return.

  2. Review available recording and shared notes

    Play the recording when available, or use Open recording for an archive link. Processing or missing-recording messages explain unavailable media. Shared meeting notes shows the participant-facing document when ready; a failure message does not mean the transcript is unavailable.

  3. Read the transcript and linked opportunity

    Read the Transcript directly on the page when present. If a Sales deal link is shown, it opens the opportunity in this same client workspace. It does not grant additional access.

What the buttons do

Back to video calls
Returns to this client’s Video workspace.
Open recording
Opens the available archive recording in a new tab.
Sales deal
Opens the linked opportunity in this client workspace when available.

Common questions

Why are recording or notes missing?
Recording and notes can finish at different times. Read the displayed processing, unavailable or failed message and refresh later. A missing recording does not establish that a transcript or shared note will become available. In a self-serve workspace that has used this month's AI credits, shared notes are not made for calls held during that time, but the transcript is still saved.
Can I see private employee notes?
No. This detail shows only shared meeting notes and the accessible occurrence’s transcript and recording.
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Category: Platform · Video