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.
How to use this page
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.
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.
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.
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.