What makes meeting chat different
While household chat focuses on a client or prospect’s full history, meeting chat is scoped to a single meeting. It has access to the meeting’s transcript, recording, attendees, and any linked households, so you can ask detailed questions about what was discussed.- “What did we agree on about the Roth conversion?”
- “Summarize the key action items from this meeting”
- “What questions did the client ask about their portfolio?”
- “Draft a follow-up email based on this meeting”
Quick actions
Meeting chat has its own set of quick action buttons tailored to post-meeting workflows. For example, a quick action might draft a follow-up email to attendees or create a summary to share with the client. Click a quick action to run it immediately. Quick actions are powered by automations, so your team can customize which actions appear on meetings and what they do.Using chat
Meeting chat works the same way as household chat — type a message, upload files, use voice input, switch models, and manage threads. For full details on these shared features, see household chat.FAQ
Can I use meeting chat before the meeting is processed?
Can I use meeting chat before the meeting is processed?
Meeting chat is available on meetings that have been recorded or had a transcript uploaded. The chat is most useful after AI processing is complete, when the transcript and summary are available for context.
Can meeting chat access data outside the meeting?
Can meeting chat access data outside the meeting?
Yes. Meeting chat can access the linked households and their data in addition to the meeting’s own transcript, attendees, and AI-generated content.
Next steps
Household chat
Full overview of all AI chat capabilities.
Meeting review
Review AI summaries, notes, and transcripts.