AI Meeting Summary & Q&A

Custom Summary Agent

The meeting records summary feature lets you select a custom AI assistant (Agent) to generate summaries. Different Agents can have different role instructions to produce summaries in different styles:

• General Summary Agent: Organize meeting highlights, decisions, and action items

• Technical Meeting Agent: Focus on technical decisions, architecture discussions, and technical debt items

• Business Meeting Agent: Focus on client requirements, sales progress, and opportunity tracking

Auto-generate Summary

1. Go to the meeting detail page

2. Switch to the "Summary" tab

3. Select the AI assistant to generate the summary

4. Click "Generate Summary"

The AI analyzes the complete transcript and organizes the meeting highlights, decisions, and action items.

Summary Version Management

Each time a summary is generated or edited, the system retains a complete version history:

• Add Summary: Each summary generation creates a new version

• Edit Summary: Modify existing summary content

• Version History: View all summary versions and their creation times

• Delete Summary: Remove unwanted summary versions

AI Q&A

In addition to the summary feature, you can ask questions directly about the transcript content:

1. Switch to the "AI Q&A" tab

2. Select the AI assistant to use

3. Enter your question (e.g., "What decisions were made in this meeting?" "What are the next action items?")

4. The AI finds relevant content from the transcript and provides an answer

This feature is especially useful for quickly reviewing specific content from long meetings without re-reading the entire transcript.

Agent Ticket Creation

You can take action items or decisions from the meeting and create tasks or tickets directly through a connected Agent, seamlessly turning meeting conclusions into actionable items.