How To Access and Manage Outreach Kaia Meeting Recordings

Objective

Accessing Outreach Kaia meeting recordings as an Outreach user. 

Applies To

• Outreach Users
• Outreach Kaia

Procedures

Accessing the Kaia recordings Page

1. Access the Outreach Platform.
2. In the navigation sidebar, click Activity > Kaia.
3. On the resulting Kaia recordings tab, optionally search, sort, filter, or manually navigate the list of recordings as needed.
4. Click to access any recording.
   

Performing Other Kaia Meeting Actions

Jump to Key Moments in the Outreach Kaia Meeting

Key moments from the conversation -- action items, notes, bookmarks, and content cards -- are time-stamped for a complete digital record of when a particular element was discussed.

• Use the key moment icons below the recording or in the right panel to jump to these moments.
• Skip to the next speaker or use the speaker talk tracks to navigate.
• Read the full transcript of the conversation, as well as search across the conversation.

Create tasks for Outreach Kaia Action Items 

On the Kaia meeting recording page, you can hover over the action items captured in the Kaia meeting in the meeting Transcript and  create Outreach tasks for each one. 

Manage Recording Playback and Access

On the Kaia meeting recording page, use the options to the upper right of the viewer to:

• Download the recording as a video file
• Share the recording to external contacts. (Click here to learn how.)
• Add the recording to a playlist
• Manage recording visibility within your Outreach org

Additional Information

Outreach Kaia Best Practices

Outreach Kaia Meetings Overview

How To Configure Outreach Kaia Meeting Settings

How To Create Kaia Content Cards

How To Submit a Support Request