Documentation Navigation - Meetric Documentation

Learn how to navigate your Meetric workspace, return to AI chats, and access settings from the navigation menu.

Overview

The navigation menu brings together your apps, AI chat history, and workspace settings. The menu’s side follows your account layout or your personal Layout preference. The page you are viewing is highlighted so you can see where you are.

You can keep the menu expanded to show names and chat history, or collapse it to give your workspace more room.

Quick Start

If the sidebar is collapsed, select the logo at the top to expand it.
Select an app such as Conversations, Schedule or AI Insights. Available apps appear directly in the menu.
Select New chat to start a separate AI chat, or select a chat under Pinned or Recent to continue it.
Select the search icon beside Recent to find older chats.
Select Workspace at the bottom to access account switching, Settings, documentation and Logout.

Apps

The Apps section gives you access to the main areas of Meetric.

Home: Return to your starting workspace and AI assistant.
Conversations: Browse your conversations, review recordings and transcripts, and work with saved views.
Schedule: View upcoming and recent meetings and manage whether the notetaker should join.
AI Insights: Open dashboards and explore patterns, metrics, and trends across your conversations.
AI Agents: Manage AI fields, summaries, playbooks, and keyword trackers.
Pulse: Explore companies and deals, including risks, next steps, and related conversations.
Academy: Browse saved conversations and snippets organised into a shared knowledge library.
Workflow: Manage how departments, conversation types, and automations work together.

Note: Available apps depend on your permissions and account configuration. AI Insights and Workflow may be hidden. AI Agents may appear unavailable when you do not have permission to manage it. Hover over it to see the Admin only message.

Choose whether to show the expanded sidebar or a compact column of icons:

Collapse: Select Unpin sidebar at the top.
Expand: Select the logo or an empty part of the compact sidebar.

Hover over an app icon to see its name. Your expanded or collapsed view is remembered in the same browser.

Tip: Keep the menu expanded when switching frequently between apps and chats. Collapse it when you want more room for a dashboard, transcript, or editor.

AI Chat History

The expanded sidebar shows Pinned chats and up to four other chats under Recent. Pinned appears when you have at least one pinned chat.

Starting a New Chat

Select New chat in the sidebar.
Enter your question in the full-page AI workspace.

Continuing a Chat

Select a chat title under Pinned or Recent to continue it.

Finding Older Chats

Select the search icon beside Recent.
Use the search field in chat history to find a chat.
Select the chat to open it.

On mobile, open Menu → Ask AI, then select Chat history in the chat header. Use its search icon to find a chat.

Managing Chats

Hover over a chat in the sidebar and select its pin icon to pin or unpin it. In chat history, use a chat's actions menu to:

Rename: Change the chat title.
Archive: Remove the chat from the active list while keeping it in chat history.
Restore: Return an archived chat to the active list.
Delete: Delete the chat after confirmation.

Tip: Give chats descriptive names and pin the ones you return to regularly.

Workspace

Select Workspace at the bottom of the desktop sidebar to open a floating panel beside it. With navigation on the left, the panel opens to its right; with navigation on the right, it opens to its left. App links and the chat list stay in place. Opening Workspace preserves the sidebar's expanded or collapsed state. Select Workspace again, press Escape, or click outside the panel to close it. On mobile, open Menu to access workspace options.

The label beneath Workspace may show your name or the selected demo account name.

Switching Accounts

Use Switch Account to choose between your own account and any available demo accounts.

Open Workspace.
Click Switch Account.
Select an account in the Select Account dialog.

The current account is marked Active. The label beneath Workspace updates to reflect your selection.

Changing the Theme

Open Settings → Profile. In Theme, choose a theme.

Available themes are Sunset, Ocean, Indigo, Berry, Warmth, and Metal.

The theme applies immediately and is remembered in the same browser.

Changing the Layout

Open Settings → Profile. In Layout, choose Use account default, Navigation left, AI right, or AI left, navigation right under Layout preference. Select Save Changes to apply your preference.

Settings and Help

Workspace also provides these shortcuts:

Settings: Open your personal and account settings. Available controls depend on your permissions.
Product Documentation: Open the Meetric user guides.
API Documentation: Open the API documentation for integrations.
Support: Open the support area, where available.
Logout: Sign out of Meetric.

Ask AI

On desktop pages such as Conversations, select Ask AI in the page header to open the AI panel. Select it again to close the panel. The panel’s side follows your account layout or your personal Layout preference.

On Home, use the question box or select New chat in the sidebar. On a phone, tapping the Home question box keeps you on Home so you can type there; it grows as you type. Home shows three example questions. Send your question, or select an example question, to open the full chat and submit it. To return to an existing chat and its unsent draft, use Menu → Ask AI; Home has a separate question box. Home and the full-page AI workspace do not show a separate Ask AI button in the page header. From Chat history, Ask AI opens the full-page AI workspace.

Select Menu at the top left to open your apps, Ask AI, New chat, Record and workspace options. This replaces the bottom navigation bar.

Use Edit apps and the heart icons to choose favourite apps. Home always remains available. App favourites are separate from pinned AI chats.

What's Next?

Explore the guides for the areas you use most:

Conversations: Learn how to browse conversations and manage saved views.
AI Insights: Explore dashboards, metrics, and filters.
AI Agents: Set up fields, summaries, playbooks, and trackers.
Settings: Configure your account and team.

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