Platform · Communication

Meeting Details

Review a client meeting occurrence, available media, and its Meeting Summary in a clear Video Conferencing detail workspace.

Help Center
Updated Aug 21, 2026 4 steps 4 questions answeredOpen this page in the platform
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Overview

Meeting Details opens one meeting occurrence from the client Video Conferencing archive. Review the meeting header, available recording, transcript, CRM context, and the generic Meeting Summary when processing is complete. Live meeting notes are an internal employee workspace and are not shown to clients. Floating page help, feedback, and AI launchers stay hidden on Video Conferencing detail routes so they do not cover meeting content.

How to use this page

  1. Open a meeting occurrence

    From Platform > Communication > Video Conferencing, select a meeting title in the archive. Use Back to Meetings to return to the client meeting library.

  2. Review the meeting details

    Check the meeting title, date and time, duration, provider or Video ID, meeting type, linked client context, host, attendees, and available timestamps.

  3. Watch or read the available media

    Use the recording card when a recording is ready. When a transcript is available, select View Transcript to read it in the page modal. A recording can be ready before transcript processing finishes.

  4. Read the Meeting Summary

    When transcript analysis has produced a generic summary, the Meeting Summary card appears below the meeting context. Read its formatted overview, discussion points, decisions, actions, and next steps when those sections are available.

What the buttons do

Back to Meetings
Returns to the client Video Conferencing archive.
View Transcript
Opens the available meeting transcript in a modal.

Common questions

When does Meeting Summary appear?
It appears when the meeting has a completed generic transcript summary. Processing can finish after the recording becomes available, so refresh the detail page later if the summary is not ready yet.
Can I see employee Live meeting notes?
No. Live meeting notes are private to SalesHive employees and are not rendered in the client view.
Why is View Transcript missing?
The transcript action appears only after transcript processing has produced a transcript for the meeting.
Why are the floating help, feedback, or AI launchers missing?
They stay hidden on Video Conferencing detail routes to keep the meeting review workspace clear. They return after you leave the Video Conferencing route.
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