Meet Documentation

Meet is an AI-powered real-time meeting assistant designed for financial advisors. It provides live transcription with speaker identification, real-time customer insights, and automatic summary generation—eliminating manual note-taking.

Key Features

Real-Time Transcription

Live transcription with speaker diarization
Multi-language support: Danish (default) and English
Automatic speaker mapping for up to 4 participants

Live Meeting Insights

AI-generated insights update automatically during the meeting
Advisor can focus on the customer, not notes
Optional talk time tracking to help balance conversation

Automatic Summary Generation

Customer-facing summary generated at meeting end
Zero manual work required
Immediate sync to Salesforce CRM

Session Recovery

Automatic recovery after network disconnections
Full context restoration (transcript, insights, participants)

Three-Phase Workflow

Meet follows a simple three-phase workflow:

Setup — Select language, microphone, and add participants
Live Meeting — Real-time transcription and AI insights
Summary — Automatic processing and CRM sync

Prerequisites

Before configuring Meet in Salesforce, ensure you have:

Administrator access to your Salesforce organization
The &money Portal component deployed to Salesforce (see Deploying Iframe LWC to Salesforce)
Access to the Meet environment URLs (provided by &money)

Browser Requirements

Browser	Support Level
Chrome	Yes (Recommended)
Edge	Yes (Recommended)
Safari	Limited

Best Practices

Participants: Up to 4 participants with speaker identification
Duration: Designed for standard advisory meetings (up to 2 hours)
Microphone: Use laptop microphone or external microphone connected to laptop
During Meeting: Keep the Meet browser tab active throughout the session. If you need Salesforce during the meeting, open a separate browser tab

Browser Permissions

Meet needs microphone access to transcribe your meeting. The first time you open Meet, your browser will ask for permission. If you clicked Block earlier, you can change it and reload.

Step-by-step guide (with screenshots): Microphone Permissions

Enterprise Deployment (Managed Devices)

Pre-configure browser policies to skip permission prompts for managed devices:

Browser	Policy	Value
Chrome	`AudioCaptureAllowedUrls`	`https://[*.]andmoney.dk`
Edge	`AudioCaptureAllowedUrls`	`https://[*.]andmoney.dk`

Deploy via GPO, Intune, or MDM.

Tip: Pre-configuration ensures a seamless first-time experience and reduces support requests.

Next Steps

Salesforce Setup — Configure Meet in your Salesforce organization
Security — Customer-facing security documentation (solution description + controls)