Availability depends on your plan and account settings.
Before you start
Live Advisor Anywhere needs the Scoot desktop app for macOS or Windows, because the advisor listens to the meeting audio on your computer. If you click Launch in a browser, Scoot shows one of two dialogs:- Desktop app required: click Download for macOS or Download for Windows, install the app, and sign in. The Live Advisor Anywhere card is then available in the app.
- Open the Scoot desktop app?: click Open desktop app to continue in the app, or Download the app if you do not have it yet.
Start a session
- In the Scoot desktop app, go to Home.
- On the Live Advisor Anywhere card, click Launch.
- In Launch a Live Advisor, enter a Meeting name.
- Under Live Advisor, choose the advisor you want.
- Decide whether to turn on Record this meeting. Scoot asks every time.
- On: the meeting is transcribed and summarized. You can change this from the overlay once the session starts.
- Off: the advisor still coaches you live, but nothing is kept afterwards.
- Tell everyone in the meeting that AI assistance is in use, and that the meeting is recorded if you turned recording on. Click Copy participant notice to copy a message you can paste into the meeting chat.
- Check the confirmation box, then click Launch.
Use the overlay
- The Advisor panel shows suggestions as the conversation happens. Lines are labeled You and Them.
- Type a question in Ask the advisor… and click Send to ask the advisor directly.
- Use the screen-share control to choose whether the overlay shows up when you share your screen. The overlay says Visible in screen share when others can see it.
- Click Stop session when the meeting ends. To coach another call, click New session.

