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The notetaker settings let you configure the AI bot that joins your meetings to record and generate notes. You can customize the bot’s name and avatar, set recording retention policies, manage phone recording numbers, and control behavior for recurring meetings. Go to Settings → Notetaker to access these settings. The page has Company and book tabs — company settings control defaults across all books, while book settings can override them.
A broker-dealer or company policy can lock Recording retention for compliance reasons. When locked, the retention options are disabled and read-only for advisors, and a lock message such as “Recording retention is locked for this company.” appears below the setting.
For full details on configuring and using the notetaker, see:

Notetaker

How the notetaker works, turning it on/off, and phone recording

Customizing meeting AI

Notetaker settings, meeting prompts, and recording retention