Why You’ll Love This Integration
We know how much time you spend not just talking to candidates, but also summarizing those conversations and getting your notes into Thrive for the rest of the team to see. It’s a crucial step, but it can feel repetitive and take you away from higher-impact activities.
That’s where our integration with Metaview comes in. Imagine finishing a candidate call and having a detailed, structured summary of the conversation—covering their experience, motivations, and compensation expectations—appear as a note on their Thrive profile with just one click.
This integration does just that, acting as your personal AI assistant to handle the note-taking so you can focus on the conversation.
How the Metaview Integration Works
Metaview is an AI tool that joins your video calls, records them, and creates a full transcript. Its real magic is in its AI, which can analyze that transcript and generate a structured summary based on templates you create.
The integration creates a simple but powerful bridge between Metaview and Thrive:
Record: Metaview joins your interview call and records it (you always have the option to not include it on sensitive calls)
Summarize: After the call, you apply a template (e.g., "Recruiter Screen"), and Metaview’s AI generates a summary.
Sync: With a single click, you send that AI summary directly to the corresponding candidate's profile in Thrive as a note. The sync works by matching the candidate's email address.
How to Set Up the Integration
Prerequisites: To set up the integration, you must have Thrive TRM API access and a Metaview account. Reach out to your Thrive Customer Success Manager if you're interested in learning more.
Once you have Thrive TRM API access and a Metaview account, the integration setup is straightforward.
Permissions Needed
Setting up the integration requires Admin Permission to generate an API token. If you are not an admin, please ask your Thrive administrator for help with this step.
Step-by-Step Guide:
Generate Your API Token in Thrive:
As an Admin, navigate to Integrations in Thrive by clicking on the person icon located in the upper-right and selecting from the dropdown
Find the API section labeled Access Tokens
Click Generate API token
Copy this token—you’ll need it in a moment
Connect to Thrive in Metaview:
Log in to your Metaview account
Navigate to Settings and then Integrations
Find Thrive in the list and click to connect
When prompted, paste the API token you copied from Thrive
Connect Your Calendar:
While in Metaview’s integration settings, connect your work calendar (e.g., Google Calendar, Outlook). This allows Metaview to automatically identify and join your upcoming interview calls.
Once connected, Metaview will be ready to join and record your calls!
A Guide to Confidentiality and Security
We understand that candidate conversations can contain sensitive information. Metaview and Thrive are designed with security in mind.
Here’s what you need to know:
Handling Sensitive Topics: While a recording cannot be paused, you can remove the Metaview bot from a call at any time if the conversation turns to sensitive topics.
Redacting Information: If sensitive information is captured, you can go into the transcript in Metaview and redact specific parts. Please be aware: This action is permanent and cannot be undone.
Control Over Your Data: The full call transcript and recording live only in Metaview. You always have the final say on what call summary and information gets pushed to Thrive.
Sharing and Visibility: Within Metaview, by default, your conversations are private to you. When you push them to Thrive contacts as notes, they will be visible to your team, as long as they have full access user permissions.
Frequently Asked Questions (FAQ)
1. What information gets sent from Metaview to Thrive?
The integration only sends the AI-generated summary of your call, which is added as a note to the candidate's profile in Thrive. The full recording and transcript remain in your private Metaview account.
2. What happens if I interview a new candidate who isn't in Thrive yet?
The integration relies on matching an email address to an existing contact in Thrive. If the contact doesn't exist, the note will not sync and you will see an error message appear.
We recommend:
1) Have your conversation with the new candidate (Metaview will still record it).
2) Create a new contact for them in Thrive with their email address.
3) Go back to your call summary in Metaview and click Send to Thrive. It will now find the newly created contact and sync the note correctly.
3. Who will the note be attributed to in Thrive? The note will be attributed to the user whose API token was used to set up the integration. This is why it's recommended for each team member to use their own unique API token.
4. Can other people on my team see my recordings in Metaview?
By default, only you can see your recordings. You can share them with teammates individually using a shareable link, similar to sharing a Google Doc.
5. How are templates used to create the summaries?
In Metaview, you can create different summary templates for different types of interviews (e.g., initial screen, technical debrief). These templates tell the AI what key information to look for in the transcript and how to structure the summary note, ensuring you get consistent, relevant notes every time.
6. Can I manually add Metaview to a call if I forget to schedule it?
Yes! If you are in a call that you want to record, you can go to your Metaview home screen and paste the meeting URL to have the bot join on the fly. You can also upload existing audio or video files (like a Zoom recording) to be transcribed and summarized.