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Customization
8 articles
Customize Meeting TypesLearn how to customize Meeting Types to receive meeting results in the format that matches your workflows and communication style.
Create a personalized Follow-up EmailSave valuable time and maximize client experience with personalized Follow-up Emails.
Filter your meetings with Quick filtersUse Quick filters to see meetings from a specific time frame or those with participants.
How to personalize meeting presets as an admin or userLearn how you can make changes in the AI generated results on admin or user level.
How to modify an assigned participantLearn how to modify an assigned participant in rare cases such as misidentification or on in-person meetings with multiple clients.
How to fill in Forms with the AI Assistant?If you have info sheets or forms in your workflow you can use Formfill to automatically populate them with data
Auto-generate meeting titles for phone and uploaded meetingsAI generated meeting titles
AI-based Meeting Type suggestionsUse AI to suggest the best matching Meeting Types