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| Enabled for | preview | General availability |
|---|---|---|
| Users, admins, makers, or analysts | 
May 13, 2025 |
Jun 10, 2025 |
Business value
Ensure you capture every crucial detail in customer engagements. This feature automatically records and transcribes meetings, giving sellers complete records for comprehensive analysis. When your sales team uses these insights, they can streamline processes, reduce time spent on retrospective tasks, and focus on building stronger customer relationships. With this capability, your organization can optimize interactions and efficiently drive business success.
Feature details
Copilot for Sales automatically handles your meeting recordings, so you never miss a moment. As an administrator, you can turn on this feature for your organization through the Copilot for Sales admin settings page. When you turn on the feature, it applies to all users. Any meeting with Copilot for Sales added automatically records the meeting for the seller. Sellers don't need any extra setup. The feature automatically starts recordings for eligible meetings. Copilot for Sales doesn't record meetings that you mark as private.
Additional resources
Turn on or turn off auto recording for sales meetings (docs)