> ## Documentation Index
> Fetch the complete documentation index at: https://docs.slant.app/llms.txt
> Use this file to discover all available pages before exploring further.

# Meeting chat

> Use AI chat on completed meetings to ask questions about the transcript, attendees, and follow-ups.

AI chat is available on completed [meeting](/activity/meetings/overview) records. It appears as the **Chat** tab alongside the **AI summary** and **Notepad** tabs on the meeting detail page. Meeting chat has the same capabilities as [household chat](/records/households/chat) — sending messages, uploading files, voice input, choosing a model, and managing threads — but its context is focused on the specific meeting you're viewing.

## What makes meeting chat different

While [household chat](/records/households/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](/platform/automations/overview), so your team can customize which actions appear on meetings and what they do.

## Start a project from chat

Meeting chat and household chat can start a [project](/activity/projects/overview) on the linked household when the conversation calls for one — for example, after agreeing to begin a money movement or onboarding.

The chat proposes a project type and starting milestones. Click **Start project** on the confirmation card to create it, or **Cancel** to dismiss. Once started, a link to the new project appears in the conversation.

## 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](/records/households/chat#using-chat).

## FAQ

<AccordionGroup>
  <Accordion title="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.
  </Accordion>

  <Accordion title="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.
  </Accordion>
</AccordionGroup>

## Next steps

<CardGroup cols={2}>
  <Card title="Household chat" icon="sparkles" href="/records/households/chat">
    Full overview of all AI chat capabilities.
  </Card>

  <Card title="Meeting review" icon="file-text" href="/activity/meetings/meeting-review">
    Review AI summaries, notes, and transcripts.
  </Card>
</CardGroup>