Scribe Agent

PagerDuty Scribe Agent ingests video conference transcripts and chat messages in real time to ensure comprehensive and consistent record keeping and eliminate manual information gathering.

The agent enhances incident summarization features like "catch me up" and "wrap me up" prompts, and status updates, by including transcripts from both active and completed meetings. To support continuous improvement, the Scribe Agent enriches post-incident reviews) by capturing critical context and timeline details.

Supported Platforms

Chat Apps

The Scribe Agent can send meeting transcripts to the following chat apps:

Platform	Transcription Delivery Support
Slack	✓ Supported
Microsoft Teams	✓ Supported

Video Conferencing Platforms

The Scribe Agent can join and transcribe meetings on the following video conferencing platforms:

Platform	Transcription Support	Limitations
Zoom	✓ Supported	None
Microsoft Teams	✓ Supported	The Scribe Agent cannot join meetings and webinars that require registration or CAPTCHA verification.
Google Meet	✓ Supported	None

Requirements

To ensure the Scribe Agent transcribes and delivers meeting summaries, you require:

• PagerDuty Advance AI Actions: Your account must have available PagerDuty Advance AI Actions or the add-on enabled. Without credits, you cannot use the Scribe Agent.
• A supported meeting platform: You must initiate a valid meeting in Zoom, Microsoft Teams, or Google Meet for the Scribe Agent to join. If you use automated mechanisms, you must link a valid meeting to the PagerDuty incident for the Scribe Agent to join without human intervention.

Role Requirements

Action	Required Role
Enable Scribe Agent and connect integrations	PagerDuty Admin, or Account Owner
Add Scribe Agent to meetings	Any user with a linked PagerDuty ↔ chat app account

See our Slack User Guide or Microsoft Teams Integration Guide) for instructions on linking accounts.

Initial Configuration

Scribe Agent configuration is a two-step process:

Admin setup — An admin enables the Scribe Agent and configures the required integrations.
User setup — You can then add the Scribe Agent to your meetings.

Step 1 - 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, navigate to Settings 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.

6. To automatically add the Scribe Agent using incident workflows or the auto launch feature, install the Zoom | PagerDuty integration. If you plan to add the Scribe Agent manually using Slack or Microsoft Teams, 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 plan to add the Scribe Agent manually, skip this step.
2. Optional: By default, the Scribe Agent waits in the meeting lobby for manual admission. To allow the Scribe Agent to bypass the lobby and join meetings automatically, configure your Microsoft Teams organization settings. For more information, visit the Microsoft resource on Using the lobby in Microsoft Teams meetings.

Google Meet Configuration

1. To automatically add the Scribe Agent using incident workflows or the auto launch feature, set up a workspace connection to your Google Workspace. If you plan to add the Scribe Agent manually, skip this step.

Step 2 - PagerDuty Configuration

Follow these steps to complete the PagerDuty setup:

1. Connect a Chat Integration:
   • Connect PagerDuty Advance to Slack, or
   • Connect PagerDuty Advance to Microsoft Teams

2. Enable the Scribe Agent: Navigate to AI Settings and enable the Scribe Agent.

   Note

   EU Data Region

   In the EU data region, the Scribe Agent is enabled by default. In the US data region, you must enable it manually using this step.

3. Optional: Disable auto launch. When the Scribe Agent is enabled, auto launch is on by default, so the agent is added automatically to every incident meeting. To stop the Scribe Agent from joining every incident meeting automatically:

   1. Click Configure next to the Scribe Agent.
   2. Click the Automatically launch Scribe Agent toggle to disable it.
   3. Click Save.

Add the Scribe Agent to a Meeting

Once an administrator completes the initial configuration you can add the Scribe Agent to your incident meetings.

Add the Scribe Agent

Once Scribe Agent is enabled you can add it to your meetings using these methods:

• Automatically
  • Auto Launch Feature
  • Incident Workflows
• Manually
  • Slack or Microsoft Teams

Using the Auto Launch Feature

With the Automatically launch Scribe Agent toggle enabled:

• A participant must join the incident meeting within 15 minutes of setting the incident conference bridge meeting URL for the Scribe Agent to automatically join.
• If no one joins the incident meeting within 15 minutes, the Scribe Agent does not join automatically. You can still add the Scribe Agent to the meeting using Slack or Microsoft Teams or by manually running an incident workflow.

Using Incident Workflows

You can add the Scribe Agent to incident meetings via incident workflows, which provide precise control over when the agent is added based on your trigger conditions (for example, incident creation, priority changed to P1, or triggering only for major incidents). Because auto launch is enabled by default, disable the Automatically launch Scribe Agent toggle to avoid redundancy.

For detailed instructions about adding the Scribe Agent via incident workflows, read our Add PagerDuty Advance Scribe Agent workflow action article.

When the Add PagerDuty Advance Scribe Agent workflow action runs:

• A participant must join the incident meeting within 15 minutes of setting the incident conference bridge meeting URL for the Scribe Agent to automatically join.
• If no one joins the incident meeting within 15 minutes, the Scribe Agent does not join automatically. You can still add the Scribe Agent to the meeting using Slack or Microsoft Teams or by manually running an incident workflow.

Using Slack or Microsoft Teams

1. In your chat app, navigate to a channel linked to an incident.
2. Complete one of the following actions:

   • Type the scribe command:

     • Slack: /pd scribe
     • Microsoft Teams: @PagerDuty advance scribe

   • Click Add Scribe Agent to meeting. This button appears when the linked incident has a conference bridge meeting URL.

     Note

     Transcript Association

     When you click Add Scribe Agent to meeting for a specific incident, all transcripts and meeting summaries from the Scribe Agent link to that incident only.

3. On the Add Scribe Agent modal, the incident meeting URL populates automatically. You can modify the URL if needed.
4. Ensure that the meeting URL includes the passcode for the meeting.
5. Click Add.

Next Steps

With the Scribe Agent properly configured, the agent is ready to join your incident meetings.

During the Meeting

The Scribe Agent sends live transcripts directly to your channel meeting thread unless a PagerDuty administrator disables this preference or you don't have a channel mapped to the incident. Meeting hosts can change the transcript language through the caption settings of the video conferencing tool.

The agent also monitors meeting participation by sending messages when participants join or leave. It maintains 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 posts a comprehensive meeting summary to the mapped channel (if one exists). 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 can 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 your chat app, locate the initial message from the Scribe Agent that reads "A meeting transcript has started for <your incident>."
2. Click Remove Scribe Agent.

Hide Transcripts in Chat Platform

By default, the Scribe Agent sends the meeting conference details to Slack or Microsoft Teams, but you can choose not to receive this data if it does not offer added value. In the AI Agents Console, locate the Scribe Agent configuration and disable the Send transcripts to chat surface toggle.

Disable Scribe Agent

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

FAQ

You can read the PagerDuty Advance AI Disclosure to learn more about how PagerDuty designed, built, and assessed PagerDuty Advance with mission-critical work in mind.

The meeting host must configure the required Zoom settings before the Scribe Agent can join the host's meetings.

The meeting host must configure the required Zoom settings before the Scribe Agent can start transcribing. If Zoom settings are already configured, check if the Scribe Agent is configured to send transcripts to the chat platform at all and/or if there is a chat surface configured with a channel properly mapped to the incident.

The Scribe Agent appears as "Unverified" in Microsoft Teams due to Microsoft's February 2024 update, which automatically labels participants based on their relationship to the meeting organizer's organization. Since the Scribe Agent is a bot without an established trust relationship with your organization, Microsoft Teams assigns it the "unverified" label by default. This labeling is purely cosmetic and does not affect the agent's functionality — it still transcribes and summarizes your meeting normally.

Yes, the Scribe Agent can assist with both:

• Status updates: The Scribe Agent's meeting transcripts are used as context to generate status updates.
• Post-Incident Reviews: The Scribe Agent's meeting transcripts provide context for "wrap me up" prompts, and these summaries can be used to create post-incident reviews.

Without available AI Actions or the PagerDuty Advance add-on, you cannot use the Scribe Agent. Contact your account administrator or PagerDuty sales to add AI Actions to your account.

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