Meeting Details page
Intro
The Meeting Details page in the CRM brings together everything you need to review a recorded meeting in one place. It includes an AI-generated summary, detailed insights, participant information, a full transcript and more. This article explains how to access the page and how to use each section.
What is the Meeting Details page?
The Meeting Details page is a dedicated view for a recorded meeting in the CRM. It consolidates the recording, scores, insights, and supporting data so you can understand what happened in the meeting without rewatching the entire call.
Why is the Meeting Details page important?
The page helps you quickly review past calls, identify next steps, and understand conversation quality. By centralizing summaries, analytics, and transcripts, it reduces the need for manual note-taking and repeated follow-up meetings.
What you can do with the Meeting Details page
You can:
- Review an AI-generated summary of the meeting
- Identify action items and discussion topics
- Analyze conversation quality and engagement
- See who attended the meeting
- Read or download the full transcript
- Share meeting details with controlled visibility
How to access the Meeting Details page
- Open the CRM.
- In the left-hand menu, select CRM, then select My Meetings.
- Open the Recordings tab to view recorded meetings.
- Locate the meeting you want to review. The list shows the meeting title, date, duration, guest count, and visibility.
- Click the meeting row or select View to open the Meeting Details page.
Demo:
Understanding the page layout
The Meeting Details page includes a header and multiple tabs.
Header
The header displays:
- Meeting title
- Date and time
- Participant avatars
- Quick indicators such as the RAVEN score and Sentiment score
- A video player to watch or rewatch the recording
Tabs
The page contains four tabs:
- Summary
- All Insights
- Guests
- Transcript
You can select any tab to jump directly to that section.
Share button (Internal share only)
In the top-right corner, the Share button lets you:
- Set visibility (Private, All, Anyone with the link)
- Copy a shareable link to the meeting
Using the Summary tab
The Summary tab provides an AI-generated recap of the meeting.
Overview
A short paragraph summarises the meeting’s purpose, key themes, and outcomes.
Action items
A list of tasks identified during the meeting. Each item shows:
- The owner’s name
- Bullet-pointed tasks to complete
Topics
A breakdown of major discussion points. Topics often include approximate time markers so you can jump to specific moments in the recording.
Use the Summary tab to quickly recall goals and next steps without reviewing the full video.
Exploring the AI Insights tab
The AI Insights tab contains detailed analytics generated from the meeting transcript.
Conversation metrics
The top section shows:
- Sentiment score
- Patience score
- Interactivity score
A donut chart displays the percentage of talk time for each speaker.
Clarity report
The clarity report includes scores for:
- Pronunciation and pace
- Language simplicity
- Structure
- Active listening
- Filler usage
- Objection handling
A total clarity score and a short summary highlight strengths and weaknesses.
Recommendations
Based on the clarity report, this section suggests ways to improve future conversations, such as reducing redundancy or encouraging guests to elaborate.
Highlights and lowlights
- Highlights call out what went well in the meeting
- Lowlights identify issues like technical delays or repetitive explanations
Pain points and selling opportunities
- Pain points describe customer concerns or gaps discussed in the meeting
- Selling opportunities suggest areas where additional value could be offered
Scoring frameworks
The All Insights tab may include sales-qualification frameworks, such as:
- RAVEN (rapport, assessment, value delivery, engagement)
- BANT (budget, authority, need, timeline)
- MEDDPICC (metrics, economic buyer, decision criteria, decision process, paper process, pain identification, champion, competition)
- SANDLER (bonding and rapport, upfront contract, pain, budget, decision, fulfillment, post sell)
- Solution selling (situation knowledge, capability knowledge, people skills, selling skills)
These scores help assess the overall effectiveness of the meeting.
Viewing participants in the Guests tab
The Guests tab lists everyone who attended the meeting.
- Contacts show external attendees with names or email addresses
- Team members show internal participants and their roles, such as Host or Creator
Use this tab to confirm attendance and reference contact details for follow-ups.
Reading the Transcript tab
The Transcript tab contains the full meeting transcript.
Each entry includes:
- Speaker name
- Timestamp
- Spoken text
You can scroll to find specific statements or copy text for notes. Select Download transcript to save the transcript as a file for offline use or attachments.
Sharing meeting details (Internal share only)
To share a meeting with others:
- Select Share on the Meeting Details page.
- Choose a visibility option:
- Private: These meeting recordings are visible to you and other internal participants of your company. These meeting recordings are not logged in the CRM.
- All of your company: These meeting recordings are visible to you and other internal participants of your company. These meeting recordings are logged in the CRM.
- Anyone with the link: These meeting recordings are visible to anyone with the link internally within your company. These meeting recordings are not logged in the CRM.
- Copy the generated link.
- Optionally, set a custom start time to direct viewers to a specific point in the meeting. This is useful if you want to share a specific section of the meeting.
Sharing meeting details helps keep everyone aligned without scheduling additional meetings.
Best practices
-
Review meetings soon after they occur
Early review helps capture important details while they are still fresh. -
Follow up on action items
Use the Action Items list to assign tasks in your CRM or project management tools. -
Track recurring patterns
Look across multiple meetings for trends in clarity scores, highlights, or lowlights. -
Share selectively
Choose appropriate visibility settings to protect sensitive information.
By using the Meeting Details page effectively, you can turn recorded meetings into actionable insights and improve future conversations.
Frequently asked questions
Interaction metrics
How is talk time measured?
What it is
Talk time is the percentage of the call spent speaking by each person.
Example
In a landscaping discovery call, if the rep talks 80% of the time about their equipment, they are not listening to the customer's vision for their yard.
Scoring specs
Talk time is scored on a scale from 0 to 100. The total talk time across all participants always adds up to 100.
What is the question rate?
What it is
The question rate is the average number of questions the rep asks per hour of conversation.
Example
A private tutor asking, "What subjects are hardest?" and "How do they feel about tests?" demonstrates a high level of curiosity.
Scoring specs
The score is a number representing questions per hour and is capped at 10.
How is the patience score determined?
What it is
The patience score measures the average length of the pause the rep takes after the guest finishes speaking before responding.
Example
When a bakery client says, "I'm worried about the price," a high-scoring rep waits a moment, giving the client space to finish their thought.
Scoring specs
The score is calculated as the average of transition pause values in seconds and is capped at 10.
What is the interruption score?
What it is
The interruption score counts how many times the host cuts off the guest mid-sentence.
Example
A real estate agent who stops a seller mid-sentence to talk about their own commission would score poorly.
Scoring specs
The score ranges from 0 to 100. A score of 100 means interrupting everything the guest says, while 0 means never interrupting.
Clarity and communication
How is language simplicity scored?
What it is
Language simplicity measures how well the rep avoids complex jargon in favor of plain English.
Example
An IT consultant saying, "We keep your files unhackable" scores higher than saying, "We use 256-bit AES encryption."
Scoring specs
This metric is scored on a scale of 1 to 5 based on the presence of industry-specific jargon.
How is active listening measured?
What it is
Active listening looks for evidence that the rep heard and processed what the guest said, often by repeating or summarizing it.
Example
"So, what I'm hearing is that you need the new HVAC unit installed before the weekend heatwave—is that right?"
Scoring specs
The score ranges from 1 to 5 based on semantic acknowledgment of guest inputs.
RAVEN framework
What is assessment and discovery?
What it is
Assessment and discovery evaluate the rep's ability to dig deep and identify the root cause of the customer's problem.
Example
A gym owner asking, "What has prevented you from staying consistent with your workouts in the past?"
Scoring specs
This metric is scored on a scale of 1 to 5 based on the quality and depth of needs-analysis questions.
How are next steps and ownership evaluated?
What it is
This measures how clearly the rep defines what happens after the call ends.
Example
Instead of saying, "I'll be in touch," the rep says, "I'll send the quote by 3 PM today and call you at 10 AM Friday."
Scoring specs
The score ranges from 1 to 5 based on clarity of action items, deadlines, and assigned owners.
Sales methodologies
How are sales methodologies scored?
What it is
This metric measures how closely the rep follows a specific, established sales framework such as BANT or SPIN during the call.
Example
For BANT, a roofing contractor confirms budget and timeline. For SPIN, an accountant asks about the implications of an IRS audit.
Scoring specs
Each methodology is scored on a range from 1 to 10. The AI scans the transcript for keywords and concepts related to each framework.