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AI Follow-Up Transcript-Only Logging

  • October 23, 2025
  • 5 replies
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We just stood up AI Follow-Up (MS Teams), and the question came up if the customer doesn’t agree to having the meeting recorded, but is fine with transcript enabled only, can AI Follow Up still generate a summary?

 

I see the documentation mentions both recording AND transcript enabled have to be in place for it to generate a summary, however wanted to get a 2nd opinion in case there has been any patches or updates made since the documentation was published.

 

If it still needs to be both, if only transcripts are passed to the AI model why does it need to have both enabled?

Best answer by Veronica.Moore

Hi Tim,

 

We launched the AI Follow-up feature last quarter with the documentation’s messaging of “recording and transcript” however, one of our users found that using “transcript” only works.

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dayn.johnson

5 replies

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  • Veronica.Moore
  • Helper ⭐️⭐️
  • Answer
  • October 23, 2025

Hi Tim,

 

We launched the AI Follow-up feature last quarter with the documentation’s messaging of “recording and transcript” however, one of our users found that using “transcript” only works.

dayn.johnson
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  • tim.carwheel
  • Author
  • Contributor ⭐️⭐️⭐️⭐️
  • October 23, 2025

Hi Veronica,

 

Oh wow, thank you for the reply - this is promising! We tried a transcript-only test a few hours ago as admins, using an external company contact. Still waiting for the summary to show up. If it doesn’t appear in the morning after perhaps a daily scheduler run, something else may be a factor (e.g. our not having any assigned accounts as admins maybe). We put out a request to the CSMs, asking if someone could try transcript-only for one of their upcoming calls and let us know so we can keep an eye out for it. Hopefully we get some takers. 🤞🏾

 

Hearing it’s working for you confirms it’s possible and that’s huge. I’ll post a follow-up once we confirm one way or the other.

 

Thanks again!

 

  -  Tim  -

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  • Veronica.Moore
  • Helper ⭐️⭐️
  • October 23, 2025

No problem Tim. We have at times seen that it takes some meetings longer to log so it’s worth keeping an eye on the test for several days. Also, we’re using a Microsoft security group to control who meetings are logged for. If you’re doing the same, then it’s worth confirming that the tester’s name is in the security group and that the external customer contact doesn’t have an address on the public domain (yahoo, gmail, etc).

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  • tim.carwheel
  • Author
  • Contributor ⭐️⭐️⭐️⭐️
  • October 23, 2025

Hi Veronica,

 

Good to know about the longer delay at times - will continue to watch it for several days. Yes, we’re also using a Microsoft security group, the tester is indeed part of that group, and the contact email domain is not a public one, so I think we’re good on that front. Thanks for the sanity checklist. 👍🏾

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  • tim.carwheel
  • Author
  • Contributor ⭐️⭐️⭐️⭐️
  • October 28, 2025

Hi Veronica,

 

Just to follow up on the above, our admin test summary still never came through but I’m wondering if this is due to our not being assigned to an account. Either that or maybe just user error. 😁

 

With that said, I just received conformation from a CSM that the most recent AI Follow-Up summary logged for her account was indeed transcript-only, so we’re very pleased to see it works on our end as well!

 

Thank you again for letting us know this is possible in spite of what Gainsight Copilot and the documentation said. Really appreciate it.

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