Who can do this: All users. Your admin's settings come first. · Works with: Google Meet, Microsoft Teams, Webex, Zoom
Set your defaults
Open the profile menu and select My Profile.
Go to the AI Assistant tab.
Under meeting types, turn Kaizan AI on or off for Client meetings, Internal meetings and Other meetings.
Under meeting platforms, turn off any of Google Meet, MS Teams or Zoom. Webex has no option here yet, but Kaizan AI still joins Webex meetings.
Optional: turn on Join meetings early.
Result: Kaizan AI joins only the meetings you chose, from the next meeting.
Note: If your admin turned off a meeting type for the organisation, you cannot turn it on. You can still send Kaizan AI to a meeting by hand.
Remove Kaizan AI from one meeting
Select My Calendar.
Find the meeting. Meetings with AI on are marked.
Select Remove AI.
For a repeating meeting, choose this meeting only or all future meetings.
Result: The meeting shows that the AI was removed. If removal fails, you see an error message. Try again.
Send Kaizan AI to a meeting that is not in your calendar
Select Send AI to meeting.
Paste the meeting link and select Send AI.
Result: For a live call, Kaizan AI joins in about 20 seconds. For a later call, it joins at the start time.
Note: Kaizan cannot promise to join an ad hoc call. If it does not join, try again or use the desktop app.
Stop Kaizan AI joining any meeting with one client
Open the client folder and select Edit.
Turn off Bots join meetings.
Select Save.
Result: Kaizan AI does not join any meeting with this client. Emails still go into the folder.