The Letter AI Call Recorder lets you import call recordings from your existing call platforms — like Zoom, Google Meet, or Microsoft Teams — or record them using Letter AI’s Call Recorder bot and analyze them with AI. You'll get automatically generated transcripts, coaching scorecards, and deal insights, all surfaced directly inside your deal records and call library.
Note: You are responsible for ensuring that meeting participants have been appropriately notified of recording and that any necessary consents are obtained.
Step 1: Connect Your Call Platform
Go to Settings → Call Recorders to connect your platforms. Letter AI supports two types of integrations:
Option A: Letter AI Call Recorder via Zoom, Google Meet, and Microsoft Teams
Enable the Letter AI Call Recorder toggle at the top of the Call Recorders settings page, then connect your meeting platform(s). How recordings are captured depends on whether you are hosting the meeting:
If you are the meeting host:
Compass will automatically download the recording from the applicable meeting platform provider (e.g., Zoom, Google, etc.) after the call ends, as long as recording was enabled natively in your meeting platform during the call. No additional action is needed.
Optional: If you are the meeting host, you may also optionally elect to invite the Letter AI Call Recorder bot to the meeting. To do so, go to Settings → Integrations → Call Recorders → Meeting Bot Recorder and toggle off “Skip meetings, I organize”. If you do, the bot joins as a participant and captures the recording on your behalf.
If a customer or external party is hosting the meeting:
Once connected with your calendar, the bot will automatically join meetings where you are not the host. The host may need to let them into the meeting depending on their waiting room settings. You can also invite the Letter AI Call Recorder bot to the meeting directly via the Actions button in a Compass deal. The bot joins as a participant and captures the recording on your behalf.
Platform-specific requirements:
Zoom: Cloud recording must be enabled in your Zoom settings
Google Meet: Requires a Google Workspace plan with Meet recording enabled by your admin
Microsoft Teams: Requires org-level authorization
Option B: Import from a third-party call recording platform (currently Gong, Chorus, Glyphic, Clari, or RingCentral)
If your team already uses a call recording platform, connect it to Compass to automatically pull in recordings and transcripts recorded by such platform. Compass will only import calls that have occurred within 90 days of the integration date.
Go to Settings → Integrations
Find your call platform and click Connect
Authorize Letter AI to access your recordings
Calls will import automatically and be matched to the relevant deals in Compass
Step 2: View Your Call Recordings
Once calls are imported, you can find them in a few places:
Call Library: A searchable, filterable list of all your calls, accessible from the main Compass page
Deal Record → Meetings tab: Calls matched to a deal appear directly inside the deal record
Transcript view: Formatted transcripts with speaker labels are available for each call
Step 3: Review AI Insights & Scorecards
For each matched call, Compass automatically generates:
AI Scorecards: Coaching feedback on rep performance based on your configured criteria
Deal Insights: Key topics, risks, and signals surfaced from the call and rolled up at the deal level
Common Topics: Themes that appear across multiple calls for a given account or opportunity
Step 4: Clip and Share Recordings
You can repurpose calls directly from the Call Library or the Meetings tab on a deal:
Clip: Trim a segment of a recording to highlight a specific moment. Clips can be added to AI Sales Rooms or shared externally
Share: Generate a secure share link for any recording or clip
A note on recording consent
Obtaining any required consent from call participants is your responsibility. How you set up the Letter AI Call Recorder may inform how you obtain such consents: for example, if you are the meeting host and your third-party meeting platform records the call using its native functionality, obtaining consent may be handled through your call platform's native features. Refer to your meeting platform provider’s documentation for more information on such features. For more information about recording disclosures and obtaining consent when using the Letter AI Call Recorder bot, click here.
Recording consent laws vary by country, state, and context. Some jurisdictions require all parties to consent to being recorded; others require only one. Please refer to your call platform provider for guidance on enabling the appropriate disclosures and consent flows for your situation and consult with legal counsel to verify compliance.