Meeting Assistant
How do I get live talking points during a meeting?
During an active recording, switch to the Assistant tab in the meeting window (or tap Control+Space). An AI briefing appears with talking points and action items based on the conversation so far. The content is driven by your prep notes and the Assistant Template in Settings > Meetings > Meeting Recording.
What can the assistant show me?
Six switches in Settings > Meetings > Meeting Recording, in two groups.
Coaching — the metered briefing call:
| Switch | What it shows |
|---|---|
| Coach me during meetings | The master switch. Off gives you a notes-only assistant and no briefing calls. |
| Talking points | Fresh suggestions anchored on the last few minutes |
| Unanswered questions | A ❓ line when the other person asks something you haven’t answered |
| Interpersonal cues | A 💬 line flagging tension to manage — hesitation, disagreement, being talked over |
Notes — included with every online meeting:
| Switch | What it shows |
|---|---|
| Live summary | A running catch-up feed of key points as they land |
| Action items | Commitments captured live |
Key points are collected in the background of every online meeting whether or not the live feed is shown — the switch controls what you see, not whether the work happens. The saved summary includes action items either way.
If you’ve set the live assistant provider to Off in Settings > Privacy > AI & Data, all six are locked: nothing below them can run.
How do I add prep notes before a meeting?
Click Prepare in the menu bar panel — it reads Edit Prep once you have notes staged — and type attendees, agenda, or goals. This does not start a recording; Start Recording is the button next to it. Once a meeting is running you can keep editing from the Prep tab.
For persistent reference material (product docs, knowledge base pages, CRM notes), add them as Reference Documents in Settings > Meetings > Meeting Recording. These are indexed, and the most relevant sections are retrieved during each meeting based on what’s being discussed. See Customizing for Use Cases for details.
Can I update prep notes during a meeting?
Yes. Switch to the Prep tab in the meeting window to edit your notes at any time during the recording. Changes are applied immediately to the next assistant refresh.
Does the assistant refresh automatically?
Yes. Auto-refresh is a single on/off toggle in Settings > Meetings > Meeting Recording (on by default). When it’s on, the assistant keeps itself current as the conversation moves — it watches for natural breaks (a completed sentence, a speaker handing off, a question aimed at you) and refreshes the briefing shortly after one, so an update lands at a pause instead of mid-thought. It paces itself so it isn’t refreshing on every word, and eases off automatically in long meetings to keep costs down.
Turning it off stops every automatic call, including the background note-taking that keeps long meetings’ summaries complete.
You can always refresh on demand with the refresh button in the assistant panel. A keyboard shortcut for manual refresh is also available in Settings if you’d like to bind one (it has no default key).
What about the summary after the meeting?
Summary views, follow-up questions, and corrections are all post-meeting topics — they live in Transcription & Summarization.
Can I hide the overlay from screen sharing?
Hide overlays from screen sharing is enabled by default in Settings > Meeting Recording. The recording overlay won’t appear in Zoom, Meet, or Teams screen shares. You can disable this if you want overlays visible during screen sharing.