How do I put a meeting's transcript and summary on a customer's record?

A captured meeting is not attached to anyone by default, even if you talked to a customer on the call. Attaching it is what actually puts it on their record. Only admins can attach or detach a meeting.

Attach a meeting

1. On the Meetings page, find the meeting (the "Needs a customer" tab shows only the ones still waiting).
2. Click "Attach to customer".
3. Search for the customer by name, email or phone, and pick them from the results.
4. Click Attach. The meeting now shows on that customer's record as a conversation, along with its transcript and its summary.

Attaching a meeting that is already attached to someone else is refused, you are told to detach it first if you picked the wrong person.

Detach a meeting

1. On the Meetings page, find the meeting and click Detach.
2. This removes it from the customer's record and clears the link. The captured meeting itself is never deleted, you can attach it to the right customer afterward, or leave it unattached.

If someone on your team has already replied inside that meeting's conversation on the customer's record, detaching it is refused rather than silently losing that reply, remove the reply first if you still need to detach it.