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Live Advisor is an AI sales coach that listens to your meeting and suggests what to say, ask, or bring up next. Only hosts see it. Other participants do not.
Availability depends on your plan and account settings.

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Add a Live Advisor to a new room

  1. In the top navigation, open Scoot Engage and select Home.
  2. On the Create a room card, click Create a room.
  3. Enter a Room name.
  4. Under Agent, open Add an agent and choose an advisor from the Live Advisors list.
  5. Click Create room.
If you leave Agent empty, the dialog shows “No agent will join this room.”

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Start an instant meeting

An instant meeting is a new room that uses your default room settings and joins you right away.
  1. On Home, find the Start an instant meeting card.
  2. Click Start & join.
  3. Optionally enter a name for the meeting, then click Start & join.

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Set your default room settings

Default room settings apply to every room you create from Home.
  1. On Home, click Default room settings.
  2. Turn on Agent and pick the advisor you want in every new room. If you turn it off, the dialog shows “No agent added by default.”
  3. Turn Auto-record meetings on to start recording automatically when a room opens.
  4. If your account has it, turn on Facial sentiment (marked Beta). It shows when someone appears to smile on camera and lets your Live Advisor use that signal. Accuracy is limited, so treat it as a hint.
  5. Click Done.

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Use Live Advisor in a meeting

  1. Join your room as a host.
  2. In the presentation toolbar, click the Live Advisor button (tooltip Open Live Advisor). A badge on the button shows how many new suggestions you have not read.
  3. Read the advisor’s suggestions in the panel. Click the button again (tooltip Close Live Advisor) to hide the panel.
To stop all agents in the room from listening or speaking, open the room menu and select Mute Agents. Select Unmute Agents to turn them back on.

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See how your team uses Live Advisor

Account admins can review Live Advisor activity.
  1. In the top navigation, open Admin and select Live Advisor Usage.
  2. Choose a time window: 7d, 30d, or 90d.
The table shows, for each rep and week: Sessions, Issue sessions, Quiet, Unclosed, Tips sent, Questions, Thumbs up rate, and Last active.