8 docs tagged with "meetings"

Access and customize meeting settings, including bot settings, note-taker name, and compliance announcements.

Learn how to organize your event types into Groups and Service Menus to give prospects a single link where they can choose the right meeting or service.

Review recorded meetings with AI-generated summaries, insights, participants, and transcripts in the CRM.

Get notified by email and in-app notification when a meeting recording has been analyzed and the summary is ready to review.

Learn how to record a live meeting that is not on your calendar by manually adding a Notetaker.

Learn how to send a meeting request email directly from a contact's profile in the CRM, so they can pick a time that works for them.

Learn how to connect your Google Calendar or Microsoft 365 / Outlook calendar to enable meeting scheduling and automatic notetaker functionality.

Share a public link to a meeting recording, AI summary, and transcript with people outside your organization using external link sharing.