Jeeva AI automatically captures meeting transcripts and summaries so you never lose track of key discussions, action items, or follow-ups. You can find all your recordings in AI Inbox & Calendar, and even use the Chat with Summary option to quickly extract the insights you need.

Why Use Meeting Transcripts?

Never Miss Details: Every meeting is recorded and summarized automatically.

Quick Insights: Use Chat with Summary to ask questions and retrieve highlights instantly.

Easy Access: All past meetings are stored and searchable in one place.

Step-by-Step Guide

1. Go to AI Inbox & Calendar

From the left-hand navigation bar, click AI Inbox & Calendar.
This is your hub for all emails, meetings, and recordings.

2. Locate Your Meeting Recordings

Under Recent Recordings, you’ll see a list of your past meetings.

• Use the search bar to find a specific meeting by name or participant.
• Apply filters such as Completed, Upcoming, or Failed to refine your view.

3. Open a Meeting Transcript

Each meeting entry shows the title, date, time, and participants.

Click on the meeting to access its transcript and summary.

Using Chat with Summary

Jeeva AI makes it easy to turn meeting transcripts into actionable insights. With Chat with Summary, you can ask the AI to pull out key points, action items, highlights, or even specific prospect pain points, without scrolling through the entire transcript.

Why Use Chat with Summary?

Save Time: Get instant answers instead of manually reviewing notes.

Focused Insights: Extract exactly what matters (e.g., tasks, objections, decisions).

Context on Demand: Ask follow-up questions about your meeting at any time.

Step-by-Step Guide

1. Open AI Inbox & Calendar

From the sidebar, click AI Inbox & Calendar.

Find your meeting under Recent Recordings.

2. Select “Chat with Summary”

Each completed meeting has a Chat with Summary button.

Click it to open the meeting’s AI-generated summary and interactive chat panel.

3. Ask Questions to Extract Insights

Inside the Ask Jeeva AI section, you can type or select quick prompts like:
• “What were the key action items?”
• “Summarize the meeting in 3 bullet points.”
• “What pain points did the prospect mention?”
• “What follow-ups should I send?”

You’ll get clear, AI-generated responses based on the transcript.

4. View Transcript (Optional)

If needed, switch to the Transcript tab to see the full verbatim record of the meeting. This helps verify context or revisit specific conversations.