How it works.
Step 1 of 4
Booking page
Share a public booking page. A booked meeting gets a join link and a calendar invite.
/book
Book a meeting
- Intro callVideo call
Enter details
- Name *
- Priya Nair
- Email *
- priya@northwind.example
Step 2 of 4
Meeting brief
Before the meeting, a brief is prepared from your activity with the contact.
/meetings
Meeting brief
- Previous activityEmail opened, Link clicked, Contact replied
- Open dealNorthwind
- Account memory
- Suggested topics
- Playbook for this stage
Step 3 of 4
Recording and analysis
The bot's status is shown on the meeting, from scheduled to a follow-up ready for you.
/meetings
Meetings · Status
- Bot scheduledNow
- Bot joining…
- Recording…
- Transcribing…
- Analyzing…
- Follow-up ready
- Follow-up sent
Step 4 of 4
Meeting review
After the meeting you review the summary and the follow-up email, then send it yourself.
/meetings
Meeting review
- Summary
- Conversation signalsBudget, Timeline, Decision maker
- Subject
- Body