When scheduling interviews via Optimal Interviews, you have the option to automatically record your interview sessions with the Optimal Recorder for Zoom, Google Meets, and Microsoft Teams meetings.
Optimal Recorder will help to:
Record the meeting
Transcribe the meeting
Upload the recording to Optimal Interviews
Enabling automatic recording with the Optimal Recorder
Follow these steps to enable automatic recording for your interviews:
Schedule an Interview via Optimal Interviews.
Under the Scheduler Details section, check the Recording option.
If you select this, the Optimal Recorder will be automatically invited to your meeting.
Add your Zoom, Google Meets, or Microsoft Teams link to your scheduled meetings.
Note: If Recording is not enabled for your Workspace, your Workspace admin must enable this feature. The admin can find this option under Workspace Settings > Features. Learn more.
What to expect with Optimal Recorder enabled
When the Optimal Recorder is enabled for your interview sessions, here’s what to expect:
Automatic Recording: The Optimal Recorder will automatically join your sessions and start recording as soon as the session begins or when the Optimal Recorder is admitted into the meeting. It will exit once all participants have left.
Automatic Uploads: The recording will be automatically uploaded to the Results > Recordings section within Optimal Interviews.
Transcription: Once the session ends, a transcript of the conversation will be automatically generated and available under Results > Recordings.
Summary and Insights: The recording will be incorporated into the automated summary, insights, citations, and highlight reels generated for your interviews.
Participant Experience:
When the Optimal Recorder is enabled for your sessions, after your participants click on Join session in the invite email, your participants will first see a message informing them that the audio and video will be recorded and that the Optimal Recorder will be automatically joining the call.
If you want to obtain explicit consent, consider adding a participant consent question during the screening or recruitment process through your moderated recruitment provider.
Managing the Optimal Recorder
You can manage when the Optimal Recorder joins and leaves your interview, or if you want to disable the recording for a specific session.
Disabling Optimal Recorder for a single session
Go to your Scheduled Sessions in Optimal Interviews.
Find the session you wish to disable recording for.
Click on the three dots associated with the session.
Select Disable Optimal Recorder.
Controlling when the Optimal Recorder joins the meeting
By default, the Optimal Recorder will automatically be invited to your meeting and join your meeting when it starts.
If you prefer to control when the Recorder joins, you can use the waiting room and admit options available in your video conferencing tool.
Learn more about waiting rooms for popular tools
Controlling when the Optimal Recorder exits the meeting
If needed, you can remove the Optimal Recorder from a session at any time.