Get ready for client meetings with ease and efficiency with our AI agent. By generating comprehensive meeting preparation documents, allowing modifications, and answering any questions about the upcoming meeting or clients, the AI agent ensures you are always well-prepared.
Key Features
1. Generating Meeting Preparation
The AI agent can quickly generate a detailed meeting preparation based on the client's financial data and earlier meetings. This includes:
A client summary
Key discussion points
Outstanding tasks
A pre-meeting email
2. Modifying Meeting Preparation
After generating the meeting preparation, the AI agent allows you to make modifications through a free-text chat. You can:
Add or remove discussion points or tasks
Update client information
Customize the email
3. Answering Questions
The AI agent can answer any questions you might have about the upcoming meeting or the clients attending. This feature ensures that you have all the information you need at your fingertips. You can ask about:
Specific details in the meeting preparation
Client's financial history
Any other relevant information
How to Use the AI Agent
Generate Meeting Preparation:
From the Upcoming meetings page, simply click Meeting prep
Review the automatically generated document
Modify Meeting Preparation:
Type your modification requests in free text in the chat
Review the updated meeting preparation document
Ask Questions:
In the chat, type your questions regarding the meeting or client
Receive instant responses with the information you need
How to get the most out of meeting preparation
The AI agent uses the following data to prepare for meetings:
Results from previous meetings with the contact(s)
CRM data available for the contact(s)
The meeting description
To ensure the most comprehensive meeting preparation, make sure that the contacts of the upcoming meeting are added to Zocks, and they are linked to the related CRM contacts. This will provide all available information from past meetings and the CRM for the AI agent to prepare you for your upcoming meeting.