Opening it
Open a meeting, then choose Ask AI. The assistant opens beside the meeting and stays there while you scroll, so you can read the transcript and ask about it at the same time. If a meeting has no Ask AI button, its recording has not finished processing yet. The assistant appears once analysis is complete and the conversation has been indexed.Asking a question
Type a question the way you’d ask a colleague. If you don’t know where to start, the assistant offers a few openers:Did I commit to anything?
What did they say about pricing?
Which objections did I leave unhandled?
What is the follow-up?
Answers cite their source
Every answer carries the moments it was drawn from, labelled with a timestamp and the speaker. Select one and the recording jumps there and plays. If nothing in the conversation answers your question, the assistant says so rather than guessing.Asking across meetings
By default the assistant answers from the meeting you have open. On enterprise plans you can switch it to All meetings, and it searches every meeting you have permission to see. That widens the questions worth asking: which objection keeps coming up, what a particular account has said across three calls, where a competitor was mentioned. When an answer comes from a different meeting, opening it takes you there with the conversation intact.Turning an answer into work
An answer can propose an action. Nothing is created until you confirm it, and every proposal is editable before you do.Add as next step
Adds a task to the meeting’s next steps, with a due date you can change. It appears alongside the action items the analysis extracted.
Set a reminder
Reminds you about the meeting at a time you pick. Choose how it reaches you — the delivery options offered depend on how your account is set up.
Draft follow-up
Writes a follow-up email to the lead, informed by what was actually said.
A drafted email opens in your own mail app, or copies to your clipboard. Tap never sends email on your behalf — you read it, edit it, and send it yourself. You can also save the draft onto the lead record.
Your questions are yours
Threads are private to the person who asked. Two people looking at the same meeting have separate conversations, and neither sees the other’s — what you ask about a deal says as much as the answer does. A thread persists, so you can close the assistant, come back tomorrow, and pick up where you left off.What it costs you
Ask AI draws on your team’s monthly AI allowance, shared across everyone on the account. The assistant shows what’s left, warns you when the team is running low, and pauses new questions once the allowance is used up — it resets at the start of the next period, and an admin can top it up before then. Reading past answers never costs anything. Only asking does.On mobile
Ask AI is in the mobile app too, on the meeting screen. It answers about the open meeting, cites moments the same way, and offers the same actions. Questions asked on one device appear in the same thread on the other.Getting better answers
Ask about the conversation, not the world
Ask about the conversation, not the world
The assistant only knows what was said in your meetings. It can tell you what the customer said about your competitor; it cannot tell you what that competitor charges.
One question at a time
One question at a time
Three questions in one message get one blended answer with citations scattered across it. Asked separately, each gets its own moments.
Name the person
Name the person
“What did the CFO push back on?” works better than “what were the objections?” when several people were in the room — speakers are separated in the transcript, and the question can use that.
A bad recording limits it
A bad recording limits it
Answers are only as good as the transcript. A noisy hall recording that transcribed poorly will produce vague answers, and no amount of rephrasing fixes it. See getting good recordings.
