How can I customize the Read Assistant display that shows during meetings?

• Customizing with the Free plan
• Customizing with the Pro or Enterprise plan

When the Read Assistant joins your meeting, by default it is named "read.ai meeting notes" and it will show either just its name or the Read logo depending on your platform. You can customize this display in a few ways, depending on your subscription and Workspace settings, although you can only change the name for Zoom and Teams meetings, and you can only change the rest of the display for Zoom.

If you want to upload a custom image to display, like your company's logo, and use a custom name, you will need to create a Workspace (which requires either the Pro or Enterprise plan). If you are on the Free plan or otherwise have not set up a Workspace, your options will be somewhat more limited.

Customizing with the Free plan

With the Free plan, you can navigate to your Account Settings > Assistant in order to change:

• Assistant Display (Zoom only) - you can choose between the Assistant name only, or Meeting metrics, which will show a rotating display of live metrics from your meeting.
• Assistant Name (Zoom and Teams only) - you can choose between read.ai meeting notes (default), Meeting Analytics from Read, [your name]'s Assistant, or [your name]'s Notetaker.

Customizing with the Pro or Enterprise plan

With the Pro or Enterprise plan, you gain access to Read Workspaces, which unlocks additional customization options for the Read Assistant. The first step here, if you haven't already done so, is to create a Workspace (and note that you do not need to create Teams or use other Workspace features in order to start customizing).

Also please be aware that as with other Workspace settings, this allows you to control this display for all users in your Workspace. You can choose to either set a default option and allow users to override, or force all users to have the same settings. Only Workspace admins are able to change these settings.

Once you have created a Workspace:

1. Navigate to your settings by clicking on your username in the bottom left corner and then "Manage Workspace". 
2. Click on the "Settings" tab and expand the "Read Assistant" section.
3. From here, you should see a longer list of options than what is available in your Account Settings

Moving from the top down, the first option is Assistant Display:

• First, you can choose whether or not to allow users in your Workspace to update this setting.
  
  • Note that even if you allow, users will only be able to pick between the pre-set options. Users can't upload their own custom logos or write their own custom names, only Admins can.
• Then you can choose between Assistant name only, Logo (Read or Custom), and Meeting Metrics
  
  • Meeting metrics will show a rotating display of live metrics from your meeting
  • The assistant name and logo can be customized by the next settings below
• This applies to Zoom meetings only

Next, you have Customize Logo:

• You can choose between the Read logo (default) or a Custom logo.
• If you go with custom logo, you will need to upload an image using the box below (.png or .jpeg, 2MB max file size)
• This applies to Zoom meetings only, and only if you select "Logo" for the Assistant Display

Lastly, there is the Assistant Name:

• First, you can choose whether or not to allow users in your Workspace to update this setting.
• Then you can choose between read.ai meeting notes (default), Meeting Analytics from Read, [your name]'s Assistant, [your name]'s Notetaker, or Custom
• If you go with custom, you will need to type in the name and click "Save"
• This applies to Zoom and Teams meetings only