Meetings

Turn recorded conversations into transcripts, summaries, and follow-up actions.

Getting a meeting in

There are two ways a meeting shows up in the system:

• Automated ingestion — if your team has Zoom connected, recordings and their transcripts are pulled in automatically.
• Manual upload — click New meeting, give it a name, and paste or upload the transcript.

If a transcript comes in with quality issues, you may see a reprocess or quality-alert prompt before it's ready for analysis.

The meeting console

Selecting a meeting opens a detail view with tabs. Most users will regularly use:

• Summary — a concise AI-generated recap of the conversation.
• Transcript — the full, searchable transcript.
• Action Items — tasks the AI detected, each with an assignee, description, and suggested due date. You can mark items complete or open their details.
• Risks — project or deal risks the AI flagged, with a category, likelihood, and impact.
• Decisions — decisions made during the meeting, which you can confirm, merge if duplicated, or convert into an action item.
• Participants — who was on the call.

Depending on which features are enabled for your organization, you may also see additional tabs such as SOR, SOW, Retrospective, Gradyant™, Minutes, Performance, Sentiment, aiNPS™, and MEDDICC — each a specialized analysis on top of the same meeting.

Ask questions about a meeting

From a meeting, you can start a chat scoped to that conversation to ask follow-up questions about what was discussed — this opens the same Chat interface described in Chat, pre-loaded with the meeting as context.