Settings
You can find your settings on the left in the menu bar. Start by clicking on your account icon at the bottom left, which displays your initials or profile picture.
Account Settings
Profile and Languages: Here, you can enter your first and last name. Further down, you can see which languages you have chosen as your primary and secondary language. If you haven't selected these yet, please do so. This helps Bliro more accurately transcribe your meetings. Setting up a primary and secondary language is especially important if you switch languages in between a meeting. This way it is easier for Bliro to recognise the other language which ensures higher transcription quality.
VoiceID: With voiceID, Bliro learns your voice which will help identifying your voice among other speakers in a meeting. For mor information on how VoiceID works and what other possibilites are available to identify speakers, read this article here.
Delete your Bliro account: If you whish to delete your Bliro account, you can do so here. By pressing "delete account" you will permanently delete your account and your meeting notes will be lost.
Usage
Here you can see on an individual user level, how many minutes you have used the phone agent and and how many minutes you have used to transcribe meetings. Further you can see when the limit for the phone agent resets and how to request more minutes from your org admin.
Features
Templates: From here, you can create personal templates as well as organizational templates. Your members can then select individually which template they want to use for which call.
→ You can always change the template after the meeting. More information here.
Dictionary: In the dictionary, you can add company-specific words, jargon, or technical terms. This helps Bliro recognize these specific terms in your daily conversations, improving transcription accuracy.
You can find more information here.
Integrations: In the integrations section, you will find all the integrations Bliro offers you. It is important that you set up your Calendar integration. This way, Bliro will recognize all your scheduled meetings and provide a pop-up reminder one minute before they start, allowing you to launch Bliro and your meeting seamlessly.
Important: As an admin you can designate one connected integration as the organisation standard for a category (CRM, calendar or mail). Open Integrations, select the connected integration and click Set as org default. From then on, members only see that integration for the category - their other accounts of the same type disappear from their settings and from onboarding, so nobody connects an account your organisation does not use. You can change or remove the standard at any time on the same page.
API- Access: Only as an admin you have the right to view and manage API applications. This allows you to control access, monitor usage, and ensure secure integration of Bliro’s API with other systems.
Webhook Management: You can also manage the webhooks for your organization. For each active webhook integration, Bliro automatically sends a copy of every processed meeting from all organization members to the configured webhook URL. This allows admins to seamlessly connect external systems and process meeting data in real time.
You can find more information about webhooks here.
Organizational Settings
Organization
General: As an admin you can give your organization a name. Moreover, you can active or deactivate certain access for your members for example if transcripts should get deleted after a certain time. Additionally you can deactivate downloads for members as well as automatic updates.
Organization Domains: Here you can define the domains that belong to your organization. This allows Bliro to distinguish whether users are internal or external members.
Auto-join for matching domains: If you check the box “Automatic join for matching domain,” anyone who signs up to Bliro with this domain will automatically be added to your organization.
Members
Disable Member App Download: Check this box if members of your organization should not be able to download Bliro because your organization will centrally provide the app.
Disable Auto App Updates via Bliro for members: This box should be checked if the Bliro App is centrally provided by the IT department.
VoiceID Policy: This controls whose enrolled voice ID profiles Bliro may use to identify speakers in your meetings. More information on how the VoiceID works can be found here.
Summary
Summary Disclaimer: With this setting, a disclaimer can be created for all Bliro summaries. The disclaimer is inserted at the end of each summary that is copied to the clipboard using the Copy & Paste function. You can enter the disclaimer right there in the settings.
Desktop App
Minimum Call Length: Here you can choose a minimum call length based on how you use Bliro. The minimum call length can be between 0-60 seconds. Calls shorter than the minimum call length will not be saved.
Remote Control:
Controls the Desktop App behavior when using Remote Control feature. Mobile apps and self-started sessions aren't affected. See Remote Control feature here.
You can decide between visible mode - shows the desktop app on remote control or stealth mode - shows a notification only while the desktop app is hidden.
Privacy
Transcript Data Deletion: With this setting, you can activate the deletion of transcription data after a custom period of time or instantly after the call.
Members
As an admin you can invite members, suspend them, reinstate them and delete their account. You can also see which of your colleagues already have access to Bliro.
Suspending a member blocks their login, stops their automation rules from firing and stops anything further being sent to your CRM on their behalf. Their meetings and notes stay in place. Reinstating the member restores all of it.
Deleting a member's account is permanent. All their data get deleted. Suspend the member instead if you only need to stop their access for a while.
Skills
This section concerns the phone agent. Skills are used to instruct the agent on how it should perform tasks.
Further information can be found here.
Usage
As an org admin, you can see how many minutes your organization has used for the phone agent and for transcription in the current month. Usage is shown per user and you can set an individual limit for each user. If your team needs more minutes, you can adjust or upgrade the limits here.
Your organisation receives an email as its use of extra minutes approaches the agreed cap and again once it passes it.
Subscription & billing
Click on the Subscription & billing settings and this interface will pop up. You can chat with our support team and they will set up your new subscription.
Questions
If you have any further questions, feel free to reach out at [email protected] !