Access to Read.AI at InvestorKit
Read.AI is a specialised recording platform reserved for leadership within InvestorKit. This policy is designed to optimise our tools usage and maintain efficient operational processes.
Current Access Policy
- Access is limited to team leaders and leadership team members
- Primarily used for internal calls (PPF, huddles, etc.)
- Features strong privacy controls suitable for leadership-level discussions
Rationale for Limited Access
With Attio now providing native video call recording capabilities, we've streamlined our recording tools based on role requirements:
Leadership Team (Read.AI)
- Enhanced privacy controls for sensitive internal discussions
- Maintained access to historical recordings
- Suitable for management-level communication needs
Sales & Strategy Teams (Attio plus JustCall)
- Direct CRM integration for automatic note capture
- AI-generated summaries and transcripts linked to client records
- Simplified setup process without IT intervention
- Compatible with multiple platforms (Zoom, Google Meet, Teams)
Benefits of This Approach
- Cost optimisation: Reduces Read.AI expenses by over 50%
- Improved operational efficiency
- Streamlined workflow for sales and strategy teams
- Better CRM accuracy and integration
Support and Resources
For questions about Read.AI access or support with Attio call recording, please contact your team leader or helpdesk@investorkit.com.au.
For Attio call recording setup instructions, visit: Attio Call Recording Guide