How to use Atlas AI?

Atlas AI is an additional feature that transcribes, summarizes, and analyzes meetings held via Microsoft Teams, helping to automatically record decisions, discussions, and next steps.

🔧 Prerequisites to Use Atlas AI

1. Has your company purchased the feature?
   • Check if Atlas AI has been acquired (it is an add-on).
2. Is the feature enabled in the Administration panel?
   • Go to: Profile picture > Administration > "Main" Tab > Other Settings
   • Enable the “Enable Atlas AI” option.
     
     
3. Is it integrated with Microsoft Teams?
   • Go to: Profile picture > Settings > Integrations
   • Enable the “Microsoft Teams” option.
     
     

📅 How to Use During the Meeting

1. Create the meeting in Atlas with the “Microsoft Teams” videoconference type.
   → If the prerequisites are met, the Atlas AI status will show as “Enabled”.
   
   
2. During the meeting:
   • Atlas AI will request to join the call → you need to admit it manually.
   • It will start recording and transcribing automatically.
   • It will leave the meeting if:
     • It is manually expelled; or
     • After 3 minutes without sound, when everyone leaves the room.

📌 After the Meeting: Using the Atlas AI Button

Available when the meeting status is “Ready” or “Meeting Held”.

By clicking, you will see 3 main sections:

🧠 1. Overview

• Atlas AI generates two versions of the Overview:
  • A summarized version
  • A detailed version
• You can switch between them using the toggle button at the top right of the Overview area.
• With the update, it is also possible to edit the Overview text directly for customizations, corrections, or adjustments.
• Summaries are divided by themes with the following topics:
  • Context: What was said about the topic
  • Discussion: Comments from participants
  • Decision: What was decided
  • Agreed actions: Next steps

📋 Available Options:

• Copy to clipboard (copy icon)
• Add directly to the Minutes (only available if the minutes have not been published yet)

📝 Transcription

• Complete text of everything said during the meeting.
• Can be copied to the clipboard.

✅ 2. Suggested Actions

Based on the conversation, Atlas AI suggests tasks with responsible parties and deadlines.

📋 Now you can:

• Create action (green "+" icon)
• Delete action (trash icon)
• Copy action title (copy icon 📋) → New feature added!

📊 3. Insights
Shows the percentage of speaking time for each participant during the meeting.
Example:

• Participant A → 40%
• Participant B → 60%

⚠️ How to Disable Atlas AI for a Meeting

• With the meeting in “Agenda Definition”:
  • Click “Edit”
  • Disable the option “Transcribe recording with Atlas AI”
  • Alternatively, do not use Microsoft Teams (a mandatory requirement for using Atlas AI).

Note:

If you do not want Atlas AI to transcribe your meetings:

• With the meeting in the "Agenda definition" status:
  • Click "Edit";
  • Find the "Transcribe recording with Atlas AI" switch and disable it;
• Create meetings without using Microsoft Teams (the feature is exclusively for use with Microsoft Teams).

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