EvalSuite Capture Inbox: Assign Later, Reassign, and Review

Before you start

The Capture Inbox is the central manager queue for unresolved provider capture and review work. It replaces the old idea of a hidden repair lane buried inside only 1:1 or sync pages.

Meeting capture stays backed by its provider-capture records, Slack quick captures stay backed by Review AI Suggestions, and longitudinal AI stays backed by existing teammate-signal storage. The inbox is a federated shell, not a second copy of those records.

• Zoom and Teams meetings do not need to be scheduled in EvalSuite to be assigned later if the provider capture can still identify the right org and host.
• Slack quick captures appear in the same inbox shell for visibility, but the canonical review flow still lives in Review AI Suggestions.
• One provider artifact or live session becomes one inbox item. Split assignment across multiple meetings is not currently supported.

Resolve unassigned Zoom or Teams meeting capture

Use this when a Zoom recording, Zoom RTMS stream, Teams transcript, Teams recording, or Teams live capture belongs to your workspace but EvalSuite still needs the final meeting assignment.

• EvalSuite only asks you to choose the capture type explicitly when the mapping confidence is weak or the next action is ambiguous.
• Teams capture follows the same after-the-fact assignment path as Zoom capture.
• Historical sync creation supports either a standing sync or an ad hoc past sync.

1. Open `Capture Inbox` from the manager links or go directly to `/capture-inbox`.
2. Stay on `Unassigned` to review unresolved meeting capture first.
3. Open `Resolve` and confirm whether the capture belongs to a 1:1, a sync, or should stay as an ambient observation.
4. Attach it to an existing completed 1:1 or sync occurrence, or create a historical 1:1 or historical sync occurrence from the capture.

Reassign already-attached capture

Use this when capture was attached to the wrong completed 1:1 or sync and needs to move without losing audit history.

• Active transcript and evidence reads follow the new assignment after reassignment.
• The old attachment stays audit-visible instead of being silently rewritten.
• Reassignment is supported for both Zoom and Teams meeting capture.

1. Open the assigned item from `Assigned` or `Superseded`.
2. Choose `Reassign`, then pick the correct completed meeting or create the correct historical meeting.
3. Save the reassignment so EvalSuite writes a new active assignment and marks the old one superseded.

Ownership, handoff, and review-only items

The inbox is also where managers coordinate ownership and review adjacent signals without forcing everything through meeting assignment.

• Managers can claim unassigned items or hand them off to another manager. Org admins can override ownership across the organization.
• Slack quick captures surface here for visibility, but keeping or converting them into evidence still routes through the existing curation flow.
• Longitudinal AI items surface here when they need a manager review decision, not every time a background cache refreshes.

Troubleshooting and support

Use Support if capture is missing entirely, ownership looks wrong, or you need help understanding why a provider artifact never reached the inbox.

• General support and FAQs: `/help`
• Zoom setup and RTMS guidance: `/docs/zoom-workplace-installation-usage-and-removal`
• Teams later-assignment guidance: `/docs/microsoft-teams-capture-assign-later-and-reassign`
• Slack quick capture guidance: `/docs/slack-assistant-installation-usage-and-removal`

Need help resolving a stuck capture?

Open Support if the inbox item never arrived, the provider owner looks wrong, or reassignment does not match the meeting history you expected.

Open Support · Create workspace