Meetric AI (Ask Meetric)

Meetric AI uses advanced AI to understand your questions and retrieve relevant information:

You can interact with Meetric AI (Ask Meetric) in several ways:

Entry points and in-panel controls that change Ask Meetric scope or thread state. Cancel, Close and toast dismiss are omitted.

Here are the main categories of questions Meetric AI can answer:

While Meetric AI understands natural language, more specific questions yield better answers:

Here are proven query patterns from successful Meetric users:

You can switch modes or specify context in your question:

# Global search
"What are common objections in sales calls?"

# Specify timeframe
"What are common objections in sales calls from last week?"

# Specify people
"What did Sarah discuss in her calls with enterprise customers?"

# Specify company
"Summarize all conversations with Acme Corp"

# This conversation only
"What action items were mentioned in this call?"

On mobile Home, open Filters beside Sources. Applied filters appear as removable chips. You can select several options in a filter list. The filter window stays open until you select Apply filters or close it. Apply filters to narrow Meetric AI's search scope:

• Medium: "video meetings only", "email threads", "chat conversations"
• Privacy: "only open conversations", "include private conversations I own"
• Conversation Type: "only discovery calls", "renewal conversations"
• Owner: "owned by me", "calls owned by Alex"
• Company: "from Acme", "only enterprise accounts"
• Team: "from support team", "sales pod conversations"
• Date Range: "in the last 30 days", "since January", "Q1 2024"
• Department: "in sales calls", "from support team", "engineering meetings"
• Topics: "calls mentioning onboarding", "conversations about pricing"
• AI Fields: "where churn risk is high", "field value is competitor_x"
• Trackers: "tracker shows discount request", "mentions procurement delay"
• Saved Views: "use my QBR view", "run Ask with existing advanced filter sets"

On Home and in AI chat, Sources appears to the left of the icons, including on mobile. Video, phone and in-person icons show conversation counts for the current filters; CRM opens companies. Select an icon to inspect its sources. Hover or focus to see exact totals when counts are shortened. Schedule counts all available past and future meetings in your connected calendar. This covers events available through the calendar integration, not a complete lifetime calendar archive. Email shows accessible imported threads when available. Zero-count sources are grey; zero does not mean disconnected.

• Home and full-page chat: Select a source icon to choose conversations, then Apply. Selected counts appear on the corresponding icons. Filters and Prompts remain beside the source controls.
• Contextual AI panel: Use its compact source and filter controls, including Add context. Check the active sources and filters before sending your question.
• Active filters bar: displays currently applied filters as removable chips.
• Clear filters: use chip clear actions or clear-all to broaden scope quickly.
• Hover over a disconnected Schedule or Email icon, or activate it by touch or keyboard, to open its connection link in Integrations. Schedule is not connected until you connect a Google or Microsoft calendar. This also sets up the notetaker; its settings control which meetings it joins. Failed checks show unavailable. Previously imported emails remain accessible after disconnecting.
• Select a connected Schedule icon to open the same schedule view used on Home, with upcoming-date filters and the past 14 days. It opens as a modal on desktop and a full-screen view with Back on mobile. Closing it keeps your current chat and draft. Schedule events are not added to selected conversations.

On mobile Home, open Prompts beside Sources. Insert keeps you on Home to edit; Send starts the chat. Use Prompts Library to run reusable prompts without rewriting the same query each time.

• Stored prompts: create personal/team/department/account scoped prompts.
• Insert: place a prompt into Ask input for edits before sending.
• Send: run a prompt immediately in Ask.
• Contextual vs All spaces: switch between prompts tied to current context and global prompts.

Return to previous chats from the sidebar or from inside a chat.

• New chat: Start a separate chat from the desktop sidebar or mobile Menu.
• Pinned and Recent: Return to chats from the desktop sidebar. Recent shows up to four other recent chats.
• Search: Select the search icon beside Recent to find older chats.
• Chat history: Inside a chat, use the Chat history button in the header to open previous chats.

Meetric AI can include source references in answers. When references are present, you can click them to:

• View the original conversation
• Jump to the specific timestamp where information was mentioned
• See surrounding context in the transcript
• Verify accuracy and get more details

Use Meetric AI to facilitate team knowledge sharing:

• Onboarding: "Summarize how we typically handle enterprise demos" helps new team members ramp up
• Best Practices: "What techniques do top performers use in discovery calls?" surfaces winning patterns
• Handoffs: "Summarize Sarah's conversations with Acme Corp" helps during account transfers
• Training: "Show examples of effective objection handling" creates coaching opportunities

Use Meetric AI for higher-level strategic analysis:

While Meetric AI is highly accurate, always verify important information:

• Click through to source conversations for critical decisions
• Check multiple references if an answer seems surprising
• Ask for clarification if the answer is ambiguous
• Use "Show me the transcript" to see full context

Build complex analyses through conversation with Meetric AI:

You: "What are the most common reasons customers mention for 
      considering our competitors?"

Meetric AI: [Lists top 5 reasons with examples]

You: "For each of those reasons, how have we successfully 
      addressed them in won deals?"

Meetric AI: [Shows successful counter-strategies]

You: "Create a playbook for handling these objections"

Meetric AI: [Generates structured playbook with examples]

Meetric AI maintains conversation context, so each question can build on previous answers.

Compare segments, time periods or cohorts:

Ask Meetric to analyze emotional tone and sentiment:

• "What was the customer's sentiment in the most recent call?"
• "Identify calls where customers expressed frustration"
• "How has customer satisfaction trended over the quarter?"
• "Which product areas generate the most positive feedback?"

Save and share Meetric AI's analysis:

• Copy conversation: Share Ask Meetric Q&A directly in email/chat tools
• Export to PDF: Create formal reports with sources
• Save as template: Reuse successful query patterns
• Schedule recurring: Get weekly digests of key metrics