How do I rename the notetaker bot?

You rename the notetaker per client, from that client's page in TrackHeros. This answer is for freelancers and consultants who want the bot in their Google Meet and Microsoft Teams calls to show a name that makes sense to each client's team, rather than the same product name everywhere. What else participants see of the bot is in can other participants see the notetaker?

Where is the setting?

On the client's page. Open Clients, choose the client, and find the Bot name card further down the page, after the connected calendars. Type the name and press Save. The card describes it as what that client's team "sees in the participant list when the bot joins".

There is no account-wide name to set. Each client has its own, and a client whose field is empty uses "TrackHeros Notetaker".

What names are allowed?

Plain text on one line, up to 64 characters, and no emoji. The emoji rule is not a style choice: the meeting platforms reject them, so the app tells you while you type, before you can save. A counter under the field shows how many of the 64 characters you have used.

Which name should I choose?

One that says it is a notetaker and whose it is. The setting's own advice is "Make it clear it is taking notes — people are more comfortable with a recorder that says so."

Name	Why it works
Priya's notetaker	Says what it is and who brought it
Notes for Priya (TrackHeros)	Same, with the tool named for anyone who wants to look it up
Payments project notes	Ties it to the engagement, for a client with several vendors
TrackHeros Notetaker	The default; fine where the tool name is enough

Nothing stops you choosing a name that hides what the bot is, and it is a poor trade. Somebody will notice an unexplained participant, and the conversation that follows is harder than the one a clear name avoids. How to tell clients you use an AI notetaker has the wording for the invitation and the first minute of the call.

When does a new name take effect?

For every bot sent after you save it. The bot is sent shortly before each meeting, about two minutes ahead, and it carries the client's name as it stands at that moment. So a rename made this morning applies to this afternoon's calls. A bot already in a call keeps the name it joined with until it leaves.

Can the bot say hello as well?

Yes. Below Bot name, the client's Welcome message card holds a greeting the bot posts in the meeting chat when it joins: up to 500 characters of plain text, no emoji, and nothing at all if you leave it empty. The name says who the bot is; the greeting says why it is there. Together they cover the people who join late or never read the invitation. The Google Meet and Microsoft Teams pages describe how the bot behaves on each platform.