The Meet.us admin dashboard allows you to monitor live video meetings, manage team permissions, configure post-meeting AI summaries, and synchronize meeting insights with your CRM. In this guide, you’ll learn how to supervise live meetings in whisper mode, set up host and participant controls, configure Account Intelligence, and map CRM fields.
Prerequisites
- You need to have a Business Meet.us account and administrator rights.
Configure and manage admin settings and live meeting monitoring
1. Monitor live meetings and use whisper mode on the Sales Floor
Supervise live team meetings in real time and privately coach agents during active video calls.
- Go to your Sales Floor tab in the Meet.us admin view.
- View all live meetings currently taking place across your team.
- Click on an active meeting to view participants and listen to the conversation.
- Select your preferred joining mode:
- Whisper mode: Speak privately to your agent without other participants hearing you.
- Regular participant: Join the meeting as a visible participant with standard permissions.
Using whisper mode allows supervisors to guide agents during live client calls without interrupting the meeting flow.
2. Filter meetings, view team analytics, and set host controls
Track meeting activity across your organization and enforce meeting security and privacy settings.
- Go to the Meetings list to view upcoming meetings, launch an instant call, or schedule a future meeting.
- Filter the meeting list by user, platform, or date to find specific records quickly.
- Navigate to Statistics to review team-level meeting volume and global organization activity.
Configure Host and Participant Controls:
- Require admin approval before external participants can join.
- Allow meeting hosts to mute or remove participants.
- Define permissions for screen sharing, chat, file attachments, chat history saving, and meeting recording.
- Enable Status Synchronization to automatically set user status to "Do Not Disturb" (DND) during meetings.
3. Manage user permissions and roles
Control user roles, automatic meeting recording, and feature access across your team. Navigate to Users & Groups in your settings to configure permissions
Assign user roles and access user details
- Go to Users & Groups in your navigation menu
- Select a user from the list and assign their role (User or Admin)
- Click the three dots icon (
...) next to a user to copy their email address or select Manage user - In the Manage user drawer, review user details and modify their role if necessary
Configure calendar, meeting, and feature permissions
- Under user settings, manage connected calendar integrations and meeting assistant permissions
- Access the Permissions tab to define the specific tasks and features the user can perform and access
- Toggle meeting capabilities as needed:
- Whisper mode: Enable or disable the option for users to join live meetings in whisper mode
- Meeting recording: Enable or disable the user's permission to record meetings
Groups
User groups automatically sync with your Ringover account.
- Go to Groups.
- click on "Add members".
- Select the users.
4. Meeting settings
This section allows to enable automatic recording, activate post-meeting summaries, choose who has access to AI summaries, and enable notifications for upcoming meetings.
Meeting recording & summary
- Enable auto recording: Automatically record meetings to generate AI-powered notes and insights.
- Post-meeting summary: Receive AI-powered meeting notes by email after each meeting.
- Share meeting summaries with: Controls who receives the generated meeting summaries:
- Only me: Restricts meeting summary delivery exclusively to you.
- Everyone in the meeting: Automatically shares meeting summaries with all meeting attendees.
- Notify for upcoming meeting: Receive an email reminder before your meeting starts.
Host & participant controls
- Allow Knock to Enter: Require the host's approval before participants can join a meeting.
- Allow participants to mute or remove participants: Give participants permission to mute or remove other participants.
- Allow participants to manage join requests: Enable participants to manage incoming join requests.
- Allow Whisper Mode: Allow authorized teammates to use Whisper mode during your meetings.
- Notify participants: Notify participants when someone is using Whisper Mode.
Collaboration
- Allow participants to chat: Enable in-meeting messaging; when disabled, participants can still view messages but not send them.
- File attachments: Allow participants to attach files in the chat.
- Store chat history for recurring meetings: Store chat history for up to one year in recurring meetings.
Screen sharing & recording controls
- Allow participants to record: Grant participants permission to start and stop recordings.
- Screen sharing: Allow participants to share their screen with others during the meeting.
- Enable snooze during a meet: Pause incoming Ringover calls while you are in a Meet.us meeting and show a tag as your status.
5. Account Intelligence
- Enable Account Intelligence: Use your company and product knowledge to generate more relevant meeting insights.
- Product knowledge: Add details about your products, pricing, and key differentiators; Meet.us uses this to generate sharper AI research.
Internal meetings
- Include internal meetings: Generate Account Intelligence research for meetings within your own team.
- Internal email domains: Define email domains so that associated participants are treated as internal team members (e.g.,
bjtmail.comvia Add domain).
CRM sync settings
- Choose CRM: Select which CRM syncs contacts and deals with Meet.us (e.g., Salesforce, Hubspot).
- ACCOUNT: Field mapping options for CRM account entities:
- Status: Maps to your CRM's account status field.
- LinkedIn URL: Maps to your CRM's LinkedIn URL field.
- OPPORTUNITY: Field mapping options for CRM deal/opportunity entities:
- Amount: Maps to your CRM's deal amount field.
- Currency: Maps to your CRM's currency code field.
🎉 You now know how to manage Meet.us admin settings and can effectively supervise live meetings, automate AI meeting summaries, and sync data directly to your CRM!