Learning Center
How-To Basics
Single tasks in Scalign, like searching meetings or sharing a clip.
For everyone · 3 minGuideHow the assistant joins your meetingsChoose whether the meeting assistant joins your external and internal meetings, and how to stop it joining one particular meeting.ReadFor everyone · 3 minGuideWhere companies and people come fromScalign creates companies and people automatically from your recorded meetings. How that works, what doesn't create a company, and how to add one that's missing.ReadFor everyone · 2 minGuideWho sees your recordingsWho in your workspace can open your recordings by default, how to make one private, how to change it per meeting, and what verbatim note sharing does.ReadFor everyone · 4 minGuideBring your emails into ScalignSync your email threads with buyers so Scalign reads them together with your meetings. How to turn it on, which emails sync, who can see them and how to keep them out.ReadFor everyone · 1 minGuideThis meeting is being transcribed or recorded with ScalignYou saw a notice that someone is transcribing or recording the meeting with Scalign: what each one means, who can see it, and what to do if you'd rather not be recorded.ReadFor everyone · 4 minVideoHow do I record an in-person meeting?Record a meeting that happens in a room, with no bot joining. Use the desktop recorder and your computer's microphone, then confirm who was there so it counts toward the right customer.ReadFor everyone · 2 minGuideRecord meetings with videoAn admin turns video on for the workspace, for online meetings, desktop recordings or both. Where to watch a recording back, and how long video is kept.ReadFor everyone · 1 minGuideSet your account and workspace languagePick the language Scalign writes to you in. It can differ from the workspace language your team shares in CRM notes.ReadFor everyone · 1 minGuideInvite workspace membersAdd teammates to your Scalign workspace from Settings → Members, so everyone works from the same accounts and connections.Read