Skip to main content

Customizing the Note Taker

Align your Fellow Note Taker with your branding!

Julia avatar
Written by Julia
Updated over a week ago

** Available on the Enterprise Plan**

We know the importance of brand recognition, so we've built a feature to keep your branding consistent across your calls with Fellow. In this article, we'll cover how the Note Taker customization allows you to change your Note Taker's name, logo, and initial chat message to reflect what's best for you!

How to Customize the Note Taker

The Note Taker can be customized for workspace administrators, and these changes will apply to all users within your workspace.

You'll first need to head to your workspace logo > Workspace Settings > Note Taker & AI:

full_hd (26).mp4 [video-to-gif output image]

Once you're in there, you'll see the following options for customization:

  1. Avatar:

    You can upload a picture to show as the avatar of your Note Taker.

    You can also turn off the image, and it'll appear with no picture while recording, and with a picture to indicate status during alternate recording statuses.

  2. Display Name:

    1. First name: Choose to select if you'd like the user who invited the Note Taker's name to appear when their Note Taker joins the call

    2. Note Taker name: Customize your workspace's Note Taker name (keep in mind the character limit of 80)

  3. Message:

    You can enable, disable, or customize the message that appears when the Note Taker has successfully joined. We recommend using the message to notify users about the recording.

    1. Tip: {User} and {Copilot name} can be used in the message, and will appear in the call as their respective values

How does this appear in calls?

Across all meeting providers, changes to image, name, and message will be reflected. The avatar will be part of the Note Taker image, which will also include a non-branded background and recording status indicators:

Did this answer your question?