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Add Eric.ai to your meetings
Add Eric.ai to your meetings

Learn the various ways you can add Eric.ai to your meetings

Kirsten Williams avatar
Written by Kirsten Williams
Updated over a week ago

Option 1: Auto-Join (Default Meeting Setting)

Note: Auto-join is currently available only for Microsoft Teams meetings. It can be enabled for accounts that utilise Microsoft SSO for account creation.

Auto-join is automatically enabled when you synchronize your calendar during set-up. If you haven’t synchronized your calendar yet, click here to discover how.

How to invite Eric.ai with auto-join?

Follow these steps to invite Eric.ai using auto-join:

  1. Navigate to your Teams or Outlook calendar.

  2. Schedule a standard video call and invite the necessary participants.

  3. Eric.ai will automatically join any meetings scheduled with a meeting URL.

  4. Eric.ai will join the call promptly at its designated start time. To confirm Eric.ai's invitation, check your Eric.ai Dashboard, where all upcoming meetings are displayed.

Important Note: Eric.ai will auto-join only newly scheduled meetings in your calendar. For Eric.ai to join pre-existing scheduled meetings, utilize Quick Invite. To discover how to use Quick Invite, see below.

Don’t want Eric.ai auto-join?

To turn auto-join off, follow these simple steps:

  1. Login to your Eric.ai dashboard.

  2. Go to Settings > Default Meeting Settings.

  3. Select Do not auto-join.

  4. Press ‘Save Changes’.

Eric.ai will no longer auto-join your scheduled meetings.

Option 2: Invite Eric.ai from your calendar invite

Do not need to use Option 2 if auto-join is turned on.

How to invite Eric.ai with a calendar invite?

Follow these steps to invite Eric.ai using a calendar invite:

  1. Schedule a meeting in Microsoft or Google Calendar and include [email protected] in the guest list.

  2. Ensure that your calendar invite contains a meeting URL from Microsoft Teams, Google Meet, or Zoom.

  3. After sending the invite, look out for a confirmation email from Eric.ai, confirming its attendance.

If Eric.ai cannot accept your meeting request, you will receive an email outlining any issues.

Option 3: Invite Eric.ai with Quick Invite

You can use Option 3 if your meeting isn’t prescheduled, you aren’t the host, or you didn’t invite Eric.ai beforehand.

How to invite Eric.ai with Quick Invite?

Follow these steps to quickly invite Eric.ai to your meeting:

  1. Navigate to the bottom left of your dashboard and click on the ‘Invite Eric.ai’ button.

  2. Copy the meeting URL from Microsoft Teams, Google Meet or Zoom.

  3. Paste the meeting URL into this field.

  4. Click the ‘Invite Eric.ai’ button.

Eric.ai will promptly join your ongoing meeting and automatically generate a new meeting page.

Important Note: Only the host will have access to meetings Eric.ai joins with Quick Invite. Access cannot be extended to other participants; however, you can download the meeting minutes and share them with others manually.


Commonly asked questions:

Have more questions?

Visit our FAQ page for more information on how to use Eric.ai.


Need any help?

If you need any help adding Eric.ai to your meetings, please contact us at any time using our live chat service or via email at [email protected]

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