Meetings

This video shows Meetings: video calls with your team and your customers, with shared notes, a note taker, and minutes written by AI.

Start or schedule

Click Start a meeting now for a call right away, or Schedule to set one up for later. Invitations go out by email with a calendar file.

When and what

In the window, choose Start now or Later. Give it a title, a date, a time and a length. Under What it's about, find the lead or deal, and ECHOPS offers to invite that client.

Who's in it

Pick who's in it from your team. They also get the invitation as a direct message in Chat. Add guests by email, add an agenda if you like, then click Schedule and invite.

Joining

When it's time, open the meeting and click Join. Guests use the link in their email: they knock, and you let them in. Guest link copies that link, so you can send it another way.

In the call

In the call you can Record, pick a background, go full screen, or Leave. Open another page, and the call follows you in a small window. The host can End for everyone.

Notes and transcript

The Notes tab is shared live: everyone in the meeting sees what's typed. Turn on the AI note taker on each person's computer, in Chrome or Edge, and what they say goes into the Transcript.

Minutes

Click Write the minutes, and AI reads the notes and the transcript and writes a summary, the decisions and the action items. When the meeting is about a lead or deal, the minutes go on its timeline. Share them by email, in the Team chat, or as direct messages.

The meetings list

Below, Upcoming and recent shows what's coming and what just happened. My meetings keeps every past one: switch between Mine and Everyone, and search titles, people, notes and minutes. Viewers can open meetings and join calls, but can't schedule.

Put an agenda in when you schedule a meeting: it starts the shared notes, so everyone shows up knowing the plan. Next: Chat.