People and organizations

Open People in the left navigation rail to find people, group them into organizations, and revisit your conversations with them. People is available to every account.

Find and edit a person

Choose All people, Unassigned, or an organization in the sidebar, then select a person. Unassigned appears when it has people or is already selected. Use Cmd+O (Ctrl+O on Windows and Linux) to search people and organizations by name alongside notes and folders.

Use New person to add someone, then edit their name and contact details inline. Changes save automatically; edits to loaded records can sync after you reconnect. A person’s menu lets you Move to organization…, Merge into another person…, or Add to chat. Matching names can prompt a merge suggestion, but you choose whether the records represent the same person. Merging transfers recordings, remembered voice, and email addresses to the person you keep, fills gaps in their other details, and removes the other record.

Organizations have their own details and instructions. Use New organization to create one, then move people into it from their menu or by dragging them onto the organization.

Use Manage person fields or Manage organization fields in the toolbar to customize the details you keep. Archiving a field retains its values for restoration; the Email field can be hidden but not archived because it identifies people.

Review organization suggestions

Suggested organizations groups people by email domain. Open a group, check the people to include, and choose an existing organization or a new name before confirming. Dismiss group stops that domain being suggested or assigned automatically. A person placed automatically from their email shows a notice with Undo; you can also change their organization with Move to organization….

Revisit conversations

Below a person’s details, the conversation timeline shows notes containing recordings linked to that person through a speaker identity or invitation address. An organization’s history brings together its members’ conversations. Click a note or one of its tasks to open it in its folder.

An invitation does not prove someone attended or spoke. Banter keeps that distinction when showing conversation activity. Naming a person in ordinary note text does not, by itself, add the note to their conversation history.

You can also narrow a folder timeline with Filter → People & companies to find recordings involving selected people or organizations.

Name a recurring voice

Needs a name appears in People when Banter has grouped recurring voices for review. Its count is the number of voice groups, rather than every unnamed speaker in every recording. One-off unknown voices can still be named in their transcripts.

1. Open an entry under Needs a name. A proposed name ending in ? is a suggestion to check.
2. Listen to samples and review the listed conversations and their notes.
3. Leave checked only the conversations that belong to the person. Use Different person if a voice has been grouped incorrectly.
4. Search for an existing person or choose Add new person with the name you typed.
5. Click Save name for … conversations. Choosing a name in the search results alone does not save it.

Naming, dismissing, and separating speakers in this review need an internet connection. The result offers Undo. Dismiss selected stops those conversations being suggested in this review without changing their transcript names; you can still name them in the transcript later. Newly arriving conversations are left unchecked for you to review.

For a single recording, click the speaker’s name directly in the transcript — see Transcripts and speaker labels.

Delete a person or organization

Delete person is permanent: their voices become unidentified again and their remembered voice is forgotten. Delete organization leaves its people in Unassigned. These records do not go to the notes’ Trash.

Understand remembered voices

A person can show Voice remembered or Voice learned automatically from meetings. These describe voice matching, which is separate from saving a person’s name. The automatically learned status offers Forget to stop using that learned voice for future matching.

In a transcript’s speaker picker, check the voice status after confirming a name. If remembering failed, use Retry remembering voice. If there is too little clear speech, confirm the person in another recording instead. Voice matches remain suggestions you can correct.