Quick Guide

A simple guide to how LIVIS works, what to upload and how to get started.

This page is designed to make Behaviour Intelligence easy to operationalise. No jargon. No unnecessary complexity. Just a clear view of how LIVIS fits into the conversations and workflows organisations already have.

You’ll find clear guidance on:

  • How LIVIS works

  • What makes a useful interaction

  • How to access or generate transcripts

  • How behaviour analysis is handled securely

  • How organisations use LIVIS responsibly

HOW DOES LIVIS WORK?

LIVIS directly measures behaviour through real organisational interactions, turning everyday conversations into clear Behaviour Intelligence and actionable insight. Here’s how the process works.

 Step 1: Define the scope

Identify the team, function or organisational area you want to understand and the behaviours you want to measure. An appropriate representative sample of relevant interactions is then agreed, providing meaningful behavioural evidence without the need for continuous monitoring. This may involve leadership interactions, team communication, hiring discussions, operational meetings or broader organisational conversations.

 Explore the LIVIS behaviour intelligence solutions:

  • Behaviour Scan 

  • Behaviour Review 

  • Behaviour Tracking 

  • Behaviour Intelligence

Each solution supports a different level of behaviour visibility — from focused team insight through to enterprise-wide Behaviour Intelligence.

Step 2: Secure access is issued

Approved stakeholders receive secure access to the LIVIS platform within a controlled environment.

Step 3: Upload conversations securely

Agreed interactions are uploaded securely through the LIVIS platform using AWS infrastructure. Information is protected through appropriate security, access and data minimisation controls throughout the Behaviour Intelligence process.

Step 4: Behaviour analysis begins

The Analyst, our technology-driven analysis platform, measures how agreed behaviours show up across organisational interactions using defined LIVIS behavioural measures. It identifies patterns in leadership, communication, trust, decision-making and other behaviours relevant to the engagement.

This is combined with expert interpretation to turn behavioural evidence into meaningful insight and recommendations.

Step 5: Receive behaviour insight

LIVIS delivers direct, evidence-based Behaviour Intelligence at the appropriate team, function or organisational level, while protecting individual contributors through anonymity.

Outputs may include:

  • Behaviour patterns and trends

  • Leadership and communication insight

  • Decision-making dynamics

  • Behaviour risks and strengths

  • Behaviour change over time

  • Practical development insight and recommendations for leaders

This is Behaviour Intelligence grounded in real organisational interactions — directly measuring behaviour rather than relying solely on views and perceptions.

WHAT MAKES A USEFUL INTERACTION?

You do not need perfect data. You simply need a clear record of a real interaction.

Useful interactions typically include:

  • Natural, everyday conversation

  • Minimal editing or rewriting

  • Accurate transcription where possible

  • Real discussion, challenge or decision-making

What works best

Leadership meetings, team discussions, operational reviews, customer conversations, one-to-ones and decision-making sessions — anything where real interaction happens.

Data security

All uploads are processed securely using enterprise-grade AWS infrastructure. Data is encrypted and protected through appropriate security and access controls throughout the process. Individual contributors are protected through anonymity within Behaviour Intelligence reporting.

HOW DO I ACCESS A TRANSCRIPT?

Most organisations already have access to transcripts — they simply have not needed to use them this way before. Below are simple instructions for the most common platforms.

Microsoft Teams

Step 1: Start recording and transcription

  • Join the meeting 

  • Click the three dots (More actions) in the meeting controls 

  • Select Record and transcribe → Start recording 

  • Transcription will begin automatically if enabled by your organisation

Step 2: End the meeting

  • End or leave the meeting as normal

Step 3: Find the transcript

  • Open the meeting chat or calendar event 

  • Locate the transcript within the meeting details

Step 4: Download the transcript

  • Select Transcript 

  • Click Download and save the file

Zoom

Step 1: Start recording

  • Click Record in the meeting controls 

  • Select Record to the cloud to enable transcription

Step 2: End the meeting

  • End the meeting as normal

Step 3: Find the transcript

  • Log into your Zoom account 

  • Go to Recordings → Cloud recordings

Step 4: Download the transcript

  • Download the transcript file from the recording

Google Meet

Step 1: Turn on transcription

  • In the meeting, click the three dots 

  • Select Turn on transcripts (availability depends on your plan)

Step 2: End the meeting

  • End the meeting as normal

Step 3: Find the transcript

  • Transcripts are typically saved to Google Drive 

  • Open the folder linked to the meeting

Meeting Assistants (Otter, Fathom and similar tools)

1. Record the meeting as normal 

2. Open the meeting summary within the tool 

3. Export or download the transcript

Face to Face Meetings

If conversations happen in person, keep it simple:

  • Use a phone or trusted recording device 

  • Ask a note-taker to capture the discussion 

  • Upload the recording to a secure transcription tool if required

Clarity matters more than equipment. Use what already works within your environment.

Responsible Use

LIVIS is designed to support responsible organisational behaviour insight.

Organisations using LIVIS are responsible for ensuring interactions are shared appropriately and in line with internal governance, participant expectations and applicable regulations.

All analysis is processed securely within AWS infrastructure and focuses on behaviour patterns and organisational dynamics rather than confidential subject matter.

Where additional safeguards are required, transcripts can be redacted or anonymised before analysis.

For more information, please review:

If you need support, guidance or additional safeguarding arrangements, contact: support@livis-analytics.co.uk