To enable the integration between Meetric and Vitec, follow these steps:
Obtain Integration Credentials from Vitec:
Request your Token, Domain, and Username from Vitec.
Configure Integration in Meetric:
In your Meetric account, navigate to Integrations > Vitec, and paste the Token, Domain, and Username in the appropriate fields.
AI-Summarized Notes
Meetric automatically generates concise summaries of customer interactions across Video, Live, and Telephony. These summaries help you save time and ensure no critical details are missed.
A preview of each summary is sent to your email.
From the email, you can review the summary and click "Add Note to this Property" to sync it directly with Vitec.
Comprehensive Data Integration
Meetric links notes, summaries, and recordings to the correct records in Vitec:
Contacts
Companies
Deals
Tickets
This ensures that all important information is centralized and easily accessible within your Vitec environment.
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