Adding Meeting Insights Service

You can add the following type of Meeting Insights service:

■ Meeting Insights: Adds a global service for use by all tenants on the instance of Live Platform.
■ Dedicated Meeting Insights: Adds a dedicated service for a specific provider.

Service Provider admins should follow the procedure described here to quickly deploy Meeting Insights customers.

➢ To deploy a Meeting Insights customer:
1. Add the customer (see Adding Customers).
2. Open the Customers page (Topology > Customers).
3. Select the customer, click the Add Service button, and then from the drop-down list, choose Meeting Insights; the Commercial Information dialog box appears. This dialog box only appears if enabled for the tenant (see Enabling Commercial Information for Services).
4. In the Commercial Information dialog box (if enabled to appear), fill in the commercial information fields, select the Click to approve check box to agree to the terms and conditions, and then click Add Service; the Tenant Management portal of Meeting Insights opens, displaying the New Meeting Insights Tenant form:

The icon indicates that once you configure the field, you can't change it for the tenant. If you want to change the field's setting, you'll need to delete the tenant and create a new tenant again.

5. Fill in the form according to the parameters described in the following table:

Parameter

Description

Customer Information

Company Name

Type a unique name for the Microsoft 365 tenant (up to 128 characters).

Domain

Type a unique domain (up to 64 characters), for example, "companyname.com".

Short Company Name

Type a unique short company name.

The name must adhere to the following rules:

■ Maximum 32 characters
■ Can contain letters (lower and upper case)
■ Can contain numbers
■ Can contain special characters, except the following:
✔ . (full stops / periods)
✔ Spaces
✔ \
✔ /
✔ :
✔ *
✔ ?
✔ "
✔ <
✔ >
✔ |
✔ -
■ Hyphens (-) are allowed, but not at the beginning or at the end and not one after another.

Contact Email Addresses

Type the email addresses of those in the company who can be contacted and will receive the email notifications.

Customer Initial Administrator UPNs

Type the user principal names (UPN). Each comprises the UPN prefix (user account name) and UPN suffix (DNS domain name). The prefix is joined with the suffix using the "@" symbol. For example, "someone@example.com". For the full access default administrator, users are able to access the Meeting Insights application and set it up for the organization.

Click Add after each entry.

Users

Select Users Type

Select the type of users purchased by the Customer:

■ Basic Users
■ Essential Users
■ Pro Users
■ Premium Users

Included Users

Type the number of licensed users to include in the tenant. The Purchase Order (PO) indicates the number.

Allow to Exceed Included Users

Note: Currently, this feature is always disabled and can't be changed (fields grayed out). In other words, the configured number of licensed users (above) cannot be exceeded.

Storage

Location

From the drop-down list, select the location of where meeting recordings' media and insights are stored.

Bring Your Own Blob Storage(BYOS)

Enables the BYOS feature, which allows the tenant to use its own Azure Blob storage account (container) for meeting recordings' media and insights.

■ Enabled- Allows BYOS
■ Disabled- Denies BYOS

STT Engines

MSFT

Select the Microsoft speech-to-text language option:

■ All languages - allows all languages for speech-to-text.
■ Manual selection - allows a specific language(s) for speech-to-text. From the drop-down list, select the language(s). The default is English.

Internal (Hebrew)

Enables AudioCodes Hebrew speech-to-text engine:

■ Enabled
■ Disabled

Hebrew Premium Transcription

Enables Hebrew transcription using a third-party speech-to-text engine:

■ Enabled
■ Disabled

AI Settings

AI Technology

Enables AI capabilities.

■ Enabled
■ Disabled

AI Monthly Hours

Defines the maximum number of hours per month for AI functionality.

Note: You can view the maximum monthly hours for AI and the monthly consumed hours for AI in the Service Details pane of the selected tenant.

Allow to Exceed AI Monthly Hours

Enables the tenant to exceed the number of monthly hours for AI functionality (specified in the 'AI Monthly Hours' field above), allowing a pay-as-you-go pricing model.

■ Enabled
■ Disabled (default)

Meeting Analytics Dashboard

Allow Analytics Dashboard

Enables the availability of a meeting analytics dashboard. The meeting analytics dashboard allows admin to produce Power Business Intelligence (BI) Analytics reports showing the extent to which and the depth at which enterprise employees are engaging with Meeting Insights and its features.

■ Enabled
■ Disabled

Extend Retention Policy

Extend Allowed Retention Period

Enables users to extend the retention period of a meeting recording.

■ Enabled
■ Disabled

Notes

Text

Type any required notes about the tenant.

Advanced Settings > Feature Flags

Add to Glossary

Currently, not supported.

Glossary Management

Currently, not supported.

Automatic STT

Allows the tenant's admin to enable automatic transcription (speech-to-text) of meeting recordings for users (per User Profile).

Automatic AI

Allows the tenant's admin to enable automatic AI-generated meeting insights for users (per User Profile).

Summary by Topics

Allows the tenant's admin to enable AI-generated summaries organized by topic for users (per User Profile).

Summary by Speakers

Allows the tenant's admin to enable AI-generated summaries organized by speaker for users (per User Profile).

Prepare Me

Allows the tenant's admin to enable automatic AI-generated meeting preparation (Meeting Prep) content for users (per User Profile).

Zoom Meetings Recording

Allows the tenant's admin to enable Zoom meeting recordings through Meeting Insights for users (per User Profile).

Send to SF

Allows the tenant's admin to enable Meeting Insights integration with Salesforce, allowing users (per User Profile) to send AI-generated summaries to the tenant’s Salesforce account.

Zoho

Allows the tenant's admin to enable Meeting Insights integration with Zoho, allowing users (per User Profile) to send Action Items to the tenant’s Zoho account.

Monday

Allows the tenant's admin to enable Meeting Insights integration with monday.com, allowing users (per User Profile) to send Action Items to the tenant’s monday.com Workspaces.

Custom Templates

Allows the tenant's admin to enable custom templates for AI-generated summaries for users (per User Profile).

Limited Templates

Allows the tenant's admin to enable templates in the Templates Library for AI-powered summaries that provide limited capabilities (unlike the advanced templates - see below).

Advanced Templates

Allows the tenant's admin to enable templates in the Templates Library for AI-powered summaries that provide advanced capabilities such as requiring user input before the user runs the AI summary.

Mobile App Access & Recording

Allows the tenant's admin to grant access to users (per User Profile) to Meeting Insights standalone mobile app.

Manual Speaker Enrollment

Allows the tenant's admin to enable speaker reassignment (enrollment), allowing users (per User Profile) to reassign speakers.

Microsoft Teams Hosted by Other Organizations

Allows the tenant's admin to enable recording of Microsoft Teams meetings hosted by external (non-tenant) organizations for users (per User Profile).

Content Based Retention

Allows the tenant's admin to define custom (exception) retention policies (periods) for meeting recordings (audio and media), transcriptions, and AI-generated insights, for users (per User Profile).

Summary by Bullets

Allows the tenant's admin to enable AI-generated summaries organized by bullets for users (per User Profile).

Summary by Paragraphs

Allows the tenant's admin to enable AI-generated summaries organized by paragraphs for users (per User Profile).

Questions and Answers

Allows the tenant's admin to enable AI-generated questions and answers for users (per User Profile).

Issues And Solutions

Allows the tenant's admin to enable AI-generated issues and solutions for users (per User Profile).

Outline

Allows the tenant's admin to enable AI-generated outline for users (per User Profile).

Extend Retention

Allows the tenant's admin to enable users (per User Profile) to extend the meeting recordings retention period.

Action Items

Allows the tenant's admin to enable AI-generated action items for users (per User Profile).

Google Meet

Allows the tenant's admin to enable Google Meet meeting recordings through Meeting Insights for users (per User Profile).

Automatic Language Detection

Allows the tenant's admin to enable automatic detection of the spoken language, based on a specified list of languages, at the start of a meeting for speech-to-text functionality. This feature helps Meeting Insights more accurately identify the primary spoken language.

Translate Meeting Insights UI

Allows the tenant's admin to enable users to change the language of the Meeting Insights user interface. Currently, the supported languages include the following:

■ English
■ Japanese

Recap Download as DOCX

Allows the tenant's admin to enable users to download the recap as a Microsoft Word (.docx) file.

Advanced Storage

Geographical Redundancy Storage

Enables geographical redundancy storage (GRS) in a paired region for data disaster recovery, to protect call recording data from disruptions that may occur in one location.

■ Enabled
■ Disabled

GRS Storage Included

From the drop-down list, select the GRS storage in Gigabytes (GB).

1. Click Deploy; Live Platform starts creating and processing the tenant. The progress is displayed under the Status group.
2. Wait until all statuses are completed successfully and the "Tenant successfully deployed" message is displayed, as shown in the following example:

3. Click Close; an email is sent to the tenant's email address (as provided above), informing that Meeting Insights is ready for use and that certain actions need to be done before Meeting Insights can be used by the customer. For more information, see Email Sent to Onboarded Customer.