All Collections
Configure your Unique Meetings
How to create Meeting Types
How to create Meeting Types

Checklist creation

Tom avatar
Written by Tom
Updated over a week ago

Purpose of Meeting Types:

This is used to help structure your meeting, by guiding you to use specific words that should be mentioned at different stages of the call.

How to configure:

  1. Open this link to the account setup

  2. You can create new checklists via the + button

  3. Example:

  • Meeting Type Name = The name displayed from selection list before bot enters the call

  • Checklist Item Name = The grouping of words to help structure the call

  • Target Participant = Which participants should say these words (internal/external/both)

  • Discussion Items = The specific words that should be recognised in the transcript

How to test:

  1. Create a new meeting

  2. Invite the bot, where you can select the Checklist:

  3. During the call, mention the Discussion Items and see them highlighted

  4. After the call has ended, the recording has been assigned and processed. Then you will see the mentioned words in the call insights at the bottom of the meeting page

Did this answer your question?