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Optimal Recorder: Automatic Interview Recording & Uploading

Learn about the technology behind the Optimal Recorder and how to enable Optimal Recorder for your organization.

Updated this week

When scheduling interviews via Optimal Interviews, you have the option to automatically record your interview sessions with the Optimal Recorder.

Optimal Recorder will help to:

  • Record the meeting

  • Transcribe the meeting

  • Upload the recording to Optimal Interviews

What to expect when you enable the Optimal Recorder

  • 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.

  • Notice for Participants: 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.

  • 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.

How to enable Optimal Recorder for your organization

Before April 23 (UTC):

The Optimal Recorder feature is disabled by default. If your organization wishes to allow automatic recording, the Workspace Admin must turn on this feature in the Workspace Settings > Features section. Once enabled, users can opt to enable automatic recording for each Interview study.

After April 23 (UTC):

The default setting will be updated, and Optimal Recorder will be available to all teams. Users will have the option to enable the Recorder per interview study. If needed, the Workspace Admin can disable this feature by going to Workspace Settings > Features.

Recording Technology

Optimal Recorder uses Recall.ai, a recording technology that powers conversation intelligence tools and records millions of hours per year. Recall.ai follows industry-leading data privacy and security practices with SOC 2, GDPR, CCPA, and ISO 27001:2022 compliance. Read the subprocessor notice.

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