CALL AI and Agents Enhancements - 10/23/2025

Overview

This release introduces enhanced meeting controls, improved deal insights organization, better contact management, and clearer error reporting to help you work more efficiently with the Terret platform.

1. On-Demand Terret NoteTaker Controls

What's New

You now have manual control over the Terret NoteTaker bot, allowing you to launch or remove it from meetings as needed.

Launch NoteTaker

When to use:

• Meeting started earlier than scheduled
• Bot didn't join automatically
• You're reusing a meeting link after a participant missed the original time

How it works:

• Click "Launch Notetaker" in the Call AI Interface

  

• Bot launches in real-time—no waiting for sync
• Available on: Homepage, Prep Meeting Page, Deal Insights, Upcoming Calls, and Completed Calls pages.

Important notes:

• Only works when no bot is currently in the call
• Requires Terret platform access and meeting attendance
• Remember that if the bot auto-removes after 10 minutes of call inactivity, you'll need to manually relaunch it

Remove NoteTaker

When to use:

• Meeting host hasn't joined and you want to proceed without recording
• Privacy requirements change during the meeting
• Bot joined unintentionally

How it works:

• Click "Remove Notetaker" in the Call AI interface

  

• Bot immediately leaves the meeting

Availability & Access

• Who can use it: Meeting attendees with Terret platform access
• Where to find it: Action column in all call list views
• Time limit: Options remain available for 24 hours after the call ends

Important Warnings

Data Override Warning

When relaunching a bot for a meeting that already has a recording:

• You'll see a confirmation warning that launching will override the existing recording

  

• The previous recording link will be replaced with the new one
• Previous recording data will no longer be accessible
• Only one recording per meeting is supported at a time

Bot Re-joining

Once the note taker has joined a call (manually or automatically), it won't automatically rejoin if participants return at the scheduled time. The initial recording is preserved. To record a subsequent session, manually launch the note taker again (this will override the previous recording).

2. Customizable Deal Insights Tabs

What's New

Organize your Deal Insights page with custom tab layouts that match your workflow. 

Configuration

Who can configure: Sales Operations team members with admin access

How to request changes: If you'd like to customize your Deal Insights tab layout, please contact:

• Your internal Sales Operations team, or
• Our support team for assistance

Tab configurations are managed at the company level and apply to all users in your organization.

Available Actions

Tabs:

• Add new tabs for custom groupings
• Remove tabs (except Overview and Deal Data, which are required)
• Rename tabs to match your terminology
• Reorder tabs by dragging and dropping

Sections:

• Add sections to any tab from available options
• Remove sections you don't need
• Move sections between tabs
• Removed sections can be re-added later

Default Configuration

• Overview: Deal Data, Account Summary, Deal Summary
• Action Items: Action Items
• Contacts: Existing Contacts, New Contacts
• Activity: Prospect Engagement, Meetings, Topics
• Deal Pulse: Deal Pulse Trackers

New User Experience

• Clean tab navigation at the top of the Deal Insights page
• Active tab highlighted with green underline
• Click any tab to switch views instantly
• AI-powered sections marked with sparkle icon (✨)
• Each section has collapse/expand functionality

3. Enhanced Key Contacts

What's New

The Key Contacts feature is now split into two organized sections for better contact management and engagement tracking.

Key Contact Engagement

Two tabs help you prioritize your outreach:

Engaged Tab

• Shows contacts with engagement in the past 3 months
• Helps maintain momentum with active stakeholders

Unengaged Tab

• Shows contacts with no engagement in over 3 months (or never contacted)
• Identifies relationships needing attention

Recently Added Contacts

What appears here:

• Newly added contacts to the deal
• Contacts remain here until first engagement

Once contacted: Contacts automatically move to the appropriate engagement tab

4. Improved Call AI Error Messages

What's New

When the NoteTaker bot can't record a call, you'll now see clear, specific error messages explaining what happened.

Where to Find

1. Navigate to Completed Calls page
2. Check the Call Status column
3. Calls marked "Not Recorded" indicate recording failure
4. Hover over the status to see the detailed error message

Common Error Messages

Participant Issues:

• All participants left before recording could begin
• No participants were active or speaking
• Only automated bots were present
• No participants joined within the time window

Waiting Room Issues:

• Time limit exceeded while in waiting room
• Host didn't approve bot entry in time
• Bot couldn't start recording from waiting room

Host Actions:

• Host removed the bot from the meeting or waiting room
• Host requested the bot to leave

Permission & Recording Settings:

• Host's account doesn't allow local recordings
• Host hasn't enabled participant recording permissions
• Host disabled recording requests
• Host wasn't present to grant recording permission
• Host or participant denied recording permission

Platform Restrictions:

• Meeting type doesn't support recording
• Organization admin has blocked the service
• Recording was never started