Do experts have to agree to recording?

Yes. Recording requires explicit expert consent per call. Experts may decline recording without penalty. Most experts consent, but consent is never assumed.

What happens to call recordings after delivery?

Recordings are retained as part of the 7-year audit trail per our compliance framework. Client-accessible copies persist for 90 days post-call by default, longer for institutional clients with documented retention requirements.

Can my whole team see the post-call notes?

Yes, via shareable links scoped to your account. Permissions are role-based for larger client teams.

Scheduling and Call Management

End-to-end call management — from initial brief through expert shortlist, scheduling, the call itself, and the post-call documentation. Calendar sync, optional recording with expert consent, AI transcription and integrated notes.

Module: SCHEDULING & CALL MANAGEMENT
Status: Shipping + roadmap
Last updated: Q1 2026

01/Shipping Today6 live capabilities

+Calendar integration (Google, Outlook, Apple)
+Automated scheduling with timezone handling
+Optional call recording (expert consent required)
+AI transcription within 24h of recorded calls
+Post-call summary delivered with expert profile
+Shareable links for internal team review

02/On The Roadmap4 planned

Honest disclosure: not yet shipping. Tracked publicly so buyers know what to expect.

+Native video-call platform (today: Zoom/Teams/Meet handoff)
+Real-time AI note-taking during calls
+Auto-generated quote extraction for IC papers
+Calendar-side reminders integrated with brief management

03/Frequently Asked3 questions

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04/Other Platform Modules3 more

EXPERT DATABASE

Searchable database of 50,000+ vetted operators across 80+ sectors.

TRANSCRIPT LIBRARY

5,000+ anonymised expert transcripts, indexed by company, topic and industry.

SEARCH & DISCOVERY

Natural-language and faceted search across the expert database.

Want to see scheduling & call management in action?

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