- Introduction to Read
- Initial Setup & Billing
- Workspace Settings
- Creating an Account with Read
- Customize Account Settings
- Frequently Asked Questions
Introduction to Read
Read is an AI-powered meeting assistant that seamlessly integrates with Zoom, Google Meet, Microsoft Teams, and Webex to enhance your meeting experience. By leveraging cutting-edge AI technology, Read will provide comprehensive meeting summaries, accurate transcripts, playback functionality, and highlights, all designed to optimize meeting efficiency and effectiveness in real-time and asynchronously.
With Read, you can expect polished and professional meeting summaries that capture the key points, decisions, and action items discussed during each meeting. The AI-generated transcripts ensure accurate documentation of the entire conversation, enabling easy reference and retrieval of important information. Additionally, the playback feature allows you to revisit specific meeting sections effortlessly, saving you time and eliminating the need to sift through lengthy recordings.
The integration of Read with video conferencing empowers you to have a more streamlined and productive meeting workflow. By leveraging AI capabilities, Read transforms your meetings into well-organized and actionable sessions, maximizing the value of your time and fostering collaboration.
We are excited to introduce Read as a valuable addition to your meeting toolkit, and believe it will significantly contribute to enhancing the overall meeting experience for all participants.
- Read Intro Video: This 3-minute video is an easy introduction to Read AI and some of the capabilities of the platform. Introduction to Read
- What is a Workspace?
- What do Read's paid plans include for companies/groups in Workspaces?
- Workspace Frequently Asked Questions
- Security & Privacy Overview
Initial Setup & Billing
- Designate an Owner of the Workspace. This user will a "super admin" of the Workspace, handle billing, and have access to the most permissions.
- The Owner must create a Read account and login to Read.
- Select and purchase a plan to apply to your Workspace on the Compare Plans page.
- After the initial purchase, click on the "Add People" link in the left-hand navigation bar. This will create a Workspace, where you can add additional users to your account
User Level: Owner, Admin
Read recommends the following conservative settings to get your organization started and allow users to adjust settings from these defaults based on their comfort:
- Manage Workspace > Settings > Join Preferences > Meeting Role > Select "Allow Read to join calendar invites when user is the Host"
- Manage Workspace > Settings > Reporting > Internal Participant Access > Select “Editor access”
- Manage Workspace > Settings > Reporting > External Participant Access > Select “Viewer access” or “No access”
- Manage Workspace > Settings > Reporting > Toggle on “Meeting recaps”
- Manage Workspace > Settings > Reporting > Chat Settings > Toggle off "During the meeting, send a link in chat to access the meeting report"
- Manage Workspace > Permissions > Meeting Report Access > Team Report Access > Set to “Admin” to limit automatic sharing of reports. “User” will give everyone visibility into each other's reports.
- Manage Workspace > Teams > Wait on creating a Team initially. Teams are designed to automatically share all reports with Team members on a moving forward basis. This should be considered an advanced setting to use after use cases for Teams are defined (ex. Sales Organization, Managers).
Creating an Account with Read
- This is also described here: How do I create a Read account?
Step 1: Respond to the Invite Email
- Check your inbox for an email from Read Support (email@example.com): “You have been invited to join a Read Workspace.”
- Click the [Join the Workspace] button.
Note: Do not forward this email to another account. It is essential that you only create an account through your email or it will not connect to the Workspace.
Step 2: Create an account
- Select the Create Account tab.
- Click on your company’s SSO
- Sign in with your company credentials using one of the SSO options that are used by your organization.
Note: If you choose to sign up with email instead of SSO, you will need to verify your email address first before you can join the Workspace.
Step 3: Join your company’s Workspace
- Click the [Accept] button.
- If you miss this step, there is a way to fix this after creating an account. See the Troubleshooting guide.
Step 4: Connect your calendar(s)
- Click the [Continue] and you will be presented with options to connect your calendar.
- Select calendar(s) that hold your video conferencing meeting invites, and allow the necessary permissions for Read. You can connect one account each for Google and Outlook.
Step 5: Review Your Settings
- You can change any of these settings now, or later on from your Account Settings. Defaults may be set and options may be limited by your Workspace.
Step 6: Connect Zoom
- If you have any meetings on Zoom, click [Connect] and connect your Zoom account to Read.
Note: Read highly recommends you complete this step if you use Zoom at all. If you do not connect your Zoom account, Read won’t be able to generate complete meeting reports for Zoom meetings.
Step 7: Work information
- After completing setup, you’ll get a popup to optionally input your work role information. Read uses this to customize your experience, you may skip it and add it later from your Account Settings.
Customize Account Settings
On the bottom left of your screen, you will see your name and email. Select it and another menu will appear pointing you to “Account Settings”.
If any settings are grayed out or cannot be changed, this is likely due to your Workspace’s configuration (contact a Workspace admin if you would like to change). We recommend browsing through all of the settings to familiarize yourself with Read’s options and features.
Configure Read for upcoming meetings
You can also customize in advance which meetings you want Read to join and how you want to share those meetings by going to “Calendar” and toggling “Add Read?” on or off. These defaults are based on your Account Settings but can be modified for specific meetings at any time:
- Flexible?: Read will automatically reschedule for the best time as your calendar changes, taking your focus time into account as well.
- Add Read?: This option invites or disinvites your own Read Assistant to the meeting. Other Read users in the meetings may invite their own Read Assistant as well.
Frequently Asked Questions
Commonly asked questions about using Read AI. If you can’t find the answer to your question, reach out to Read Support (average response time less than 24 hours).
How do I contact Support?
There are two ways to contact support:
- The “Support” widget on the right-hand side of the Read interface
- How do I submit a question to the Read support team?
Read’s help center has a lot of useful information that can help people self-serve answers quickly.
What to expect in my first meeting?
When Read joins, it’s similar to when a participant joins the meeting:
- Read will send a message into the video conference chat notifying participants that it is joining the meeting to take notes and highlight chat controls.
- (On Zoom) Read will request recording permission from the host. You have the approval to accept this recording permission.
- After the meeting is done, you’ll receive a meeting recap email (if enabled), and you’ll be able to review the meeting report which includes a summary, highlights, transcripts, and video playback at https://app.read.ai/analytics/meetings
Which meetings might not be appropriate to have Read AI turned on?
- Discussions that include sensitive or regulated data
Meetings with Legal team
How should I communicate with my meeting attendees when Read is on?
Start by explaining the what: We have rolled out Read, an AI-powered meeting assistant that seamlessly integrates with our meetings.
And the why: The goal of Read is to enhance and improve the current meeting experience at our organization. This AI technology will provide comprehensive meeting summaries, accurate transcripts, playback functionality, and highlights, all designed to optimize meeting efficiency and effectiveness. Our hope is that by using this tool, we can save time and effort in taking notes and have better-documented insights from our conversations.
Security and Privacy: Rest assured Read is a secure tool that complies with our privacy policies. If, however, you're not comfortable with this setup, let us know and we'll either disable Read if everyone agrees or provide you with a separate copy of the meeting notes if you choose to leave the meeting.
To ask Read bot to leave, you can simply type “Opt Out” in the chat at any time.
What is a Workspace and why do I have an invite?
Workspaces are used to manage the Read AI service across the organization. This includes establishing recommended settings across the organization. You’ll see Workspace mentioned in two ways:
- You’ll receive an email invite to join the Workspace. Please accept the invite by clicking through and following the Onboarding Steps.
- You’ve already created an account and received an invite to join the Workspace. When you click through that email, you’ll see a request to join the Workspace and migrate the meeting, please accept both.
If your calendar account includes multiple different calendars, make sure to choose which ones to opt-in for Read to join.
You may have a few calendars connected to your Google or Microsoft Calendar. Select the calendars where you want Read to join your meetings and unselect those where you don’t want Read to join those meetings on your behalf (e.g. Company Trainings).
What other settings should I consider updating?
As you get more comfortable with using Read, we’d recommend that you expand your join preferences to “All” from “Host” within Settings > Calendar > Join Preferences.
When you choose “All” and you are not the “Host” of the meeting, Read will request recording permission from the host to generate the meeting report on Zoom.
Why am I seeing only limited metrics and no summary, transcript, or video playback?
A couple of things to check:
- How do I set my Zoom recording permissions?
- Zoom is connected to your Read account at https://app.read.ai/analytics/sso/add
- When Read joins your meeting and you are the host, make sure to accept permission to record “Got it”. If you aren’t the host, Read will automatically request recording permission from the host (if they decline, Read will generate limited metrics).
What if I want to delete the meeting report?
- During the call (delete): Type “opt out” into the chat, and Read will leave the meeting and delete any data measured to that point.
- During the call (stop): Type “Read stop” and Read will leave the meeting, and generate a report based on the meeting measured up to that point.
- After the call: Go to the meeting report you want to delete and on the top right, you’ll see a “...” where you’ll see an option to delete the report.
How do I share a report with others that do not have a Read.AI account?
- Go to the Meeting Report that you want to share
- On the top right, you’ll see a “Share” button
- You will have the option to share with the following groups:
- People with access: This means people you invite and requires a read.ai account (free)
- Workplace members: Allows anyone in your Workspace to access
- Anyone with the link: This gives access to anyone with the link (effectively makes the report public)
- If you are not an editor on the meeting report then you won’t be able to modify the sharing settings for the report, instead you’ll see a button where you can “Request editor access” from the report owner.
Does Read AI capture text in the video conference chatbox?
No, Read AI does not capture meeting text chat at this time.