> ## Knowledge Base Index
> Fetch the complete knowledge base index at: https://breakcold-aicrm.crisp.help/sitemap.xml
> Use this file to discover available pages before exploring further.
> Pure-Markdown content can be obtained by appending a '.md' suffix to the content URLs listed in the sitemap (without the trailing slash).

# Meeting Settings (Recording Mode, Auto-create Participants & More)

Configure recording mode, auto-create participants, AI insights, video layout, and call insight templates — all in one place.

## Overview
Breakcold's Meeting Settings page gives you workspace-level control over how meetings are recorded, how participants are handled, and how AI processes your call recordings. Find it under **Settings → Meetings**.
**Recording Mode Dropdown**
Controls which types of meetings are automatically recorded by your bot.
**Auto-create Records from Participants Toggle**
Automatically creates People records from calendar event attendees when a meeting account is linked.
**Auto generate Insights Dropdown**
Runs your AI insight templates automatically after every call recording or fetched meeting.
**Video Layout 4 options**
Sets the default camera layout used when the bot records your meetings.
**Call Insight Templates Link**
Manage the custom AI templates used to extract information from call transcripts.
![](https://storage.crisp.chat/users/helpdesk/website/-/c/f/1/8/cf18dcba819a5000/image_b1oao.png)

Settings → Meetings — the single page for all workspace-level meeting configuration.
## Recording Mode
The **Recording Mode** setting controls when Breakcold's meeting bot automatically joins and records your calls. This is a workspace-wide default that applies to all calendar-synced meetings.
1. Go to **Settings → Meetings** and find the **Recording mode** row at the top.
2. Click the dropdown to choose when recordings trigger automatically:
* **External meetings only** — the bot records calls where at least one participant is outside your organisation. Best for sales teams who want to capture every prospect call.
* **Internal meetings only** — records only meetings between team members. Useful for coaching, training, or internal review purposes.
* **All meetings** — records every synced calendar event regardless of who is attending.
* **None** — disables automatic recording. The bot will not join any meeting automatically; you can still record manually.
![](https://storage.crisp.chat/users/helpdesk/website/-/c/f/1/8/cf18dcba819a5000/image_1f0ptmf.png)

Choose the recording mode that matches your team's workflow — External meetings only is the most common choice for sales teams.
| Tip — External meetings only is the recommended setting for most sales teams. It captures every prospect and customer call automatically without recording internal stand-ups or team syncs.
## Auto-create Records from Participants
When this toggle is **Enabled**, Breakcold automatically creates **People records** for any participant found in a synced calendar event — as long as your meeting account (Google Calendar / Outlook) is connected. This means new contacts from your calls land in Breakcold without any manual data entry.
1
In **Settings → Meetings**, find the **Auto-create records from participants** row.
2
Toggle it **Enabled** to have Breakcold create a People record for every new attendee it finds in your calendar events.
3
Make sure your calendar account is linked in **Settings → Meetings** — the auto-create feature only works when a meeting account is connected.
| Note — Only new participants are created as records. If the person already exists as a contact in Breakcold, their existing record is linked to the meeting instead.
## Auto generate Insights
The **Auto generate Insights** setting determines whether Breakcold automatically runs your **Call Insight Templates** after every recorded or fetched meeting. Insight templates use AI to extract structured information — action items, objections, sentiment, next steps — directly from call transcripts.
1. Find the **Auto generate Insights** row and click its dropdown.
2. Choose **Enabled** to run your insight templates automatically after every call. Choose **Disabled** if you prefer to trigger insights manually per recording.
Set to Enabled to have AI insights generated automatically after every call — or Disabled to run them on demand and save tokens.
| Note — Auto generating insights consumes tokens for every meeting processed. If you have a high volume of meetings, consider setting this to Disabled and generating insights manually only for the calls that matter most.
## Video Layout
The **Video Layout** setting controls the default camera view that Breakcold's bot records your meetings in. Choose the layout that works best for how your team reviews call recordings.
**Speaker view**Highlights the active speaker — the camera focuses on whoever is talking. Best for one-on-one sales calls.
**Gallery view**Shows all participants in a grid layout simultaneously. Useful for multi-stakeholder calls.
**Gallery view +2**Gallery grid with expanded participant tiles. Ideal for larger group calls.
**Audio only**Records audio without any video. Smaller file sizes, faster processing — good if video is not needed.
1. In the **Video layout** section, click the option you want to set as your workspace default.
2. The selected layout is highlighted. A *"Video layout updated"* confirmation appears at the bottom right — the change is saved instantly.
Click any layout option to set it as the default — the change saves immediately with a confirmation toast.
| Tip — Speaker view is the default and works best for most sales calls. Switch to Audio only if you primarily use transcripts and summaries rather than watching the video replay.
## Call Insight Templates
At the bottom of the Meeting Settings page, the **Call Insight Templates** section links you to your workspace's AI extraction templates. These templates define what information Breakcold pulls from your call transcripts — such as objections raised, next steps agreed, key topics, or deal signals.
Click **Explore Templates** to view, edit, or create templates. Your workspace shows how many templates are currently configured (e.g. *"You have 2 Templates"*).
| Note — Call Insight Templates work hand-in-hand with the Auto generate Insights setting. Make sure at least one template is configured before enabling auto-generation — otherwise there is nothing to run after recordings.
## Frequently Asked Questions
**Where do I find Meeting Settings?**
Go to **Settings → Meetings** in the left sidebar. You need to be a workspace admin to change these settings.
**Will the bot join every meeting on my calendar?**
Only meetings that match your Recording Mode setting. If set to *External meetings only*, the bot will only join calls with external participants. Internal calendar events (all company email domains) are skipped.
**Does Auto-create records work for all calendar providers?**
Yes — it works with both Google Calendar and Microsoft Outlook, as long as the account is connected in Settings → Meetings.
**Can I disable insights for specific meetings even if Auto generate is enabled?**
Yes. You can manually skip or delete insights on individual meeting records after the fact, even if global auto-generation is on.
**Can each team member have a different recording mode?**
No — Recording Mode is a workspace-wide setting. It applies to all connected meeting accounts across the team.