Organization Admins can customize how the AI Notetaker appears in Zoom, Microsoft Teams, Google Meet, and Webex meetings. You can choose a custom display name or upload a custom image to match your firm's branding. If a custom image is uploaded, it will be displayed instead of the display name.
When using a static image for your AI Notetaker, it's important to follow the recommended formatting guidelines to ensure the image displays clearly across supported meeting platforms.
Because meeting platforms treat the AI Notetaker image as a participant video stream, image sizing and placement can affect visibility and quality.
This article outlines the recommended image specifications and best practices for achieving the best display results.
Customize Your AI Notetaker
- Navigate to Organization Settings > Notetaker.
- Enter a Display Name (the default is Advisor Notetaker).
- Click Apply Changes to preview how your notetaker will appear.
- (Optional) Upload a custom JPEG image for each meeting platform. Uploaded images override the display name.
- Click Save Changes to apply your updates.
Note: If you leave the page before saving, you'll be prompted to confirm whether you want to discard your changes.
Reset to the Default Appearance
If you'd like to remove your custom image, click Reset. The AI Notetaker will display your custom display name if one has been entered. If no custom display name has been set, it will revert to the default Advisor Notetaker name.
Recommended Image Specifications
For the best image quality and compatibility, your image should meet the following requirements:
- File format: JPEG (.jpg)
- Aspect ratio: 16:9
- Recommended resolution: 1280 × 720
- Maximum file size: 1.3 MB
- Recommended export quality: JPEG quality 85–95
Note: Most meeting platforms automatically downscale video feeds to a maximum resolution of 1280 × 720.
Best Practices for Image Design
To improve visibility and readability during meetings, we recommend the following design guidelines.
Use Large, Bold Text
If your image includes text:
- Use bold fonts whenever possible
- Minimum recommended font size: 50px
- Larger text generally produces better visibility across meeting layouts
Small or thin text may become difficult to read after platform compression or resizing.
Use Simple Colors and Layouts
For best results:
- Use solid colors whenever possible
- Minimize gradients and visual effects
- Avoid overly detailed backgrounds
Cleaner image designs tend to display more clearly in meeting platforms.
Design at a Larger Resolution First
For sharper image output:
- Design the image at 2560 × 1440 or larger
- Downscale the image to 1280 × 720 before uploading
This typically creates a cleaner final image than designing directly at the smaller resolution.
Tip: Avoid using nearest-neighbor or bilinear downscaling methods when resizing your image if possible, as they can reduce image quality.
Safe Zone Guidelines
Some meeting platforms, including Google Meet, dynamically resize participant video windows depending on device size and meeting layout.
To help ensure important content remains visible:
- Keep logos, text, and key visuals centered
- Avoid placing critical content near the edges of the image
The safest approach is to keep all important information within the center “safe zone” of the image.
This helps prevent cropping or cutoff issues across different screen sizes and layouts.
Common Issues
Why does my image appear blurry?
Blurry images are typically caused by:
- Low-resolution uploads
- Small font sizes
- Incorrect aspect ratios
- Excessive compression
Using a high-quality 16:9 JPEG at 1280 × 720 resolution generally produces the best results.
Why is part of my image cut off?
Some meeting platforms dynamically crop or resize participant video feeds.
Keeping important content centered within the image helps reduce cropping issues.
Frequently Asked Questions
Can I use PNG images?
No. Static AI Notetaker images currently support JPEG (.jpg) format only.
Can I upload larger images?
Yes, but most meeting platforms will automatically resize images down to 1280 × 720 resolution.
For best results, we recommend uploading the image at the recommended resolution.
Can I include branding or logos?
Yes. Firm branding, logos, and informational graphics are commonly used as AI Notetaker images.
Just ensure important content stays within the safe viewing area.
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Still need help? Contact support@wealthbox.com.