PagerDuty’s Scribe Agent ingests video conference transcripts in real-time, ensuring comprehensive and consistent record keeping, while eliminating manual information gathering. It enhances Incident Summarization features like "catch me up" and "wrap me up" prompts, as well as status updates, by including transcripts from both active and finished meetings. The Scribe Agent also enriches Post-Incident Reviews to support continuous improvement.

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Availability

Agents are a PagerDuty Advance feature. PagerDuty Advance is available through one-time credits or as an add-on with the following pricing plans:

• Professional
• Business
• Enterprise for Incident Management

Please contact our Sales Team if you would like to upgrade to a plan featuring PagerDuty Advance.

Supported Video Conferencing Platforms

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Early Access Availability

Support for Microsoft Teams and Google Meet as video conferencing platforms is currently available in Early Access, with features and documentation subject to change.

The Scribe Agent can join and transcribe Zoom, Microsoft Teams, and Google Meet meetings. However, it cannot join Microsoft Teams meetings and webinars that require registration or have CAPTCHA verification.

Requirements

In PagerDuty

• Initial Configuration: You will need an Admin, Global Admin, or Account Owner base role to manage the PagerDuty Advance Assistant, connect PagerDuty Advance to Slack, and configure the Scribe Agent.
• Adding the Scribe Agent from Slack: Users’ PagerDuty and Slack user accounts will need to be linked, in order to add the Scribe Agent to incident meetings.

In Zoom

• Initial Configuration: You will need a Zoom Admin to configure Zoom Settings at the group or account level.

In Microsoft Teams

• Initial Configuration: You may need a Microsoft Teams Admin to configure Microsoft Teams meeting settings.

Initial Configuration

Video Conferencing Platform Setup

Zoom and Microsoft Teams require initial configuration, while Google Meet meetings work without additional setup steps.

Zoom Configuration

1. Sign in to the Zoom web portal.
2. In the navigation menu, click Settings and select the Meeting tab.
3. Under In Meeting (Advanced), click the Automated captions toggle to enable it.
4. On the verification prompt, click Enable.
5. Under Security, ensure that the Only authenticated users can join meetings… toggle is disabled.
   Note: Zoom Admins can also enable these settings for a group of users, or for all users in your account. Please visit these Zoom resources for more information:
   • Enabling automated captions
   • Configuring authentication settings and profiles
   • Allowing only authenticated users in meetings
6. To automatically add the Scribe Agent using Incident Workflows or the Auto Launch feature, install the Zoom | PagerDuty integration. If you're adding the Scribe Agent manually using Slack, you can skip this step.

Microsoft Teams Configuration

1. To automatically add the Scribe Agent using Incident Workflows or the Auto Launch feature, install the Microsoft Teams | PagerDuty integration. If you're adding the Scribe Agent manually using Slack, you can skip this step.
   Note: Automatically adding the Scribe Agent to Microsoft Teams meetings is supported only for meetings created by the Microsoft Teams | PagerDuty integration.
2. Optional: By default, the Scribe Agent will wait in the meeting lobby for manual admission. You can configure your Microsoft Teams organization settings to allow the Scribe Agent to bypass the lobby and join meetings automatically.
   For more information, visit Microsoft’s resource on Using the lobby in Microsoft Teams meetings.

PagerDuty Configuration

Follow these steps from our PagerDuty Advance guide:

1. Connect PagerDuty Advance to Slack.
2. Enable the Scribe Agent.
3. Optional: Automatically add the Scribe Agent to every incident meeting using the Auto Launch feature.
   1. Click Configure next to the Scribe Agent.
   2. Click the Automatically launch Scribe Agent toggle to enable it.
   3. Click Save.

Add the Scribe Agent to a Meeting

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Scribe Agent Limit

Only one Scribe Agent can join and transcribe each incident meeting. When the Scribe Agent is removed from a meeting, you can add it back to that same meeting if needed.

You can have up to 10 Scribe Agents simultaneously transcribing across different meetings.

The Scribe Agent can join meetings for incidents linked to Slack channels.

Channel Linking

Channels are automatically linked to incidents through your Slack integration's channel connections. To manually link a channel to an incident, ask @PagerDuty to add or change an incident in the channel.

Add the Scribe Agent

Once your Admin has configured and enabled the Scribe Agent, you can add it to your meetings. The available methods depend on which video conferencing platform you're using.

For Zoom and Microsoft Teams meetings, you can add the Scribe Agent using:

• Auto Launch Feature
• Incident Workflows
• Slack

For Google Meet meetings, you can add the Scribe Agent using:

• Slack

Using the Auto Launch Feature

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Requirements

To add the Scribe Agent using the Auto Launch feature, you will need to install the appropriate PagerDuty integration for your meeting platform and enable the automatic launch setting:

1. For Zoom meetings, install the Zoom | PagerDuty integration.
   For Microsoft Teams meetings, install the Microsoft Teams | PagerDuty integration.
   Note: Automatically adding the Scribe Agent to Microsoft Teams meetings is supported only for meetings created by the Microsoft Teams | PagerDuty integration.
2. After installation, make sure to enable the Automatically launch Scribe Agent toggle.

You can add the Scribe Agent to incident meetings using the Auto Launch feature.

With the Automatically launch Scribe Agent toggle enabled:

1. Someone must join the incident meeting within 15 minutes of setting the incident’s Conference Bridge meeting URL for the Scribe Agent to automatically join.
2. If no one joins the incident meeting within 15 minutes, the Scribe Agent will not join automatically. You can still add the Scribe Agent to the meeting using Slack or by manually running an Incident Workflow.

Using Incident Workflows

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Requirements

To add the Scribe Agent using Incident Workflows, you will need to install the appropriate PagerDuty integration for your meeting platform:

• For Zoom meetings, install the Zoom | PagerDuty integration.
• For Microsoft Teams meetings, install the Microsoft Teams | PagerDuty integration.
  Note: Automatically adding the Scribe Agent to Microsoft Teams meetings is supported only for meetings created by the Microsoft Teams | PagerDuty integration.

You can add the Scribe Agent to incident meetings via Incident Workflows, which give you precise control over when the agent is added based on your trigger conditions. To avoid redundancy, disable the Automatically launch Scribe Agent toggle.

For detailed instructions about adding the Scribe Agent via Incident Workflows, please read our Add PagerDuty Advance Scribe Agent workflow action article.

When the Add PagerDuty Advance Scribe Agent workflow action runs:

1. Someone must join the incident meeting within 15 minutes of setting the incident’s Conference Bridge meeting URL for the Scribe Agent to automatically join.
2. If no one joins the incident meeting within 15 minutes, the Scribe Agent will not join automatically. You can still add the Scribe Agent to the meeting using Slack or by manually running an Incident Workflow.

Using Slack

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Requirements

To add the Scribe Agent, you must first link your PagerDuty and chat app user accounts.
Please see our Slack User Guide for more information on linking user accounts.

1. In Slack, navigate to a channel that is linked to an incident.
2. Either:
   • Type /pd scribe or
   • Click Add Scribe Agent to meeting. This button appears when the linked incident has a Conference Bridge meeting URL.
     • Note: When you click Add Scribe Agent to meeting for a specific incident, all transcripts and meeting summaries from the Scribe Agent will be linked to that incident only.
3. On the Add Scribe Agent modal, the incident’s meeting URL is automatically filled in. You can modify the URL, if needed.
4. Ensure that the meeting URL includes the meeting’s passcode.
   1. For Zoom Passcodes: Enable the Embed passcode in invite link for one-click join option in your Zoom settings. Read Zoom's documentation Managing Zoom Meetings passcodes for more information.
5. Click Add.

Next Steps

The Scribe Agent will join your incident meeting.

During the Meeting

The Scribe Agent sends live transcripts directly to your channel's meeting thread. Meeting hosts can change the transcript language through the video conferencing tool’s caption settings.

The agent also monitors meeting participation by sending messages when users join or leave. It keeps an updated participant list on the initial “A meeting transcript has started for <your incident>” message.

After the Meeting

When the meeting ends or the host removes the Scribe Agent from the meeting, the Scribe Agent will post a comprehensive meeting summary to the channel. This includes key discussion points, action items, next steps, and a complete list of all participants who attended the meeting. For longer meetings, the summary may take extra time to generate.

Remove the Scribe Agent from a Meeting

You can remove the Scribe Agent from a meeting at any time.

As the meeting host

Zoom

1. In Zoom, hover over the Scribe Agent and click the overflow menu.
2. Click Remove.

Microsoft Teams

1. In Microsoft Teams, click the People icon to view the meeting participants.
2. Click the overflow menu next to the Scribe Agent.
3. Click Remove from meeting.

Google Meet

1. In Google Meet, click the People icon to view the meeting participants.
2. Click the overflow menu next to the Scribe Agent.
3. Click Remove from the call.

If you are not the meeting host

1. In Slack, find the initial message from the Scribe Agent that says “A meeting transcript has started for <your incident>.”
2. Click Remove Scribe Agent.

Disable Scribe Agent

Disable the Scribe Agent by toggling its switch to the off position on the AI Settings page.

FAQ

How do I get more compliance, legal, privacy or security information about the Scribe Agent?

I've added the Scribe Agent to my Zoom meeting. Why isn’t it able to join the meeting?

The Scribe Agent has joined my Zoom meeting. Why isn’t it sending transcripts to my channel?

Why does the Scribe Agent show as “Unverified” in my Microsoft Teams? meeting?

Can the Scribe Agent help with status updates and Post-Incident Reviews?

Can I use the Scribe Agent with Microsoft Teams as a chat application?