What's new

Assign a custom name to any recording speaker who isn’t in your CRM or on your team. This is useful for external participants like attorneys, CPAs, trustees, or other third parties—so your transcript and speaker labels stay clear and client-ready.

Custom names work anywhere you assign speakers, including directly from the transcript. If you enter a name that matches an existing person, you’re prompted to confirm how you want to handle the duplicate.

Where to find it

1. Go to Conversations
2. Open a Recording
3. Use Speaker Assignment or open the Transcript and select a speaker badge
4. Choose Custom name…, enter the name, then Save