How do I get a brief before a meeting?

Before a call, Breakcold prepares a brief about the people you are meeting: who they are, their company, and your past conversations with them. It uses a pre-meeting template and the data in your CRM.

Step by step

1. Open Meetings, click Upcoming and open a meeting. Upcoming meetings open on the before-call view.
2. Under Insights, read the brief. While it is being built, you see Building your before-call insight.
3. To use another template, click the template name next to Insights and pick one. The brief is built again with it.
4. On the right, in the Chat tab, ask the Before-call insight assistant a question about the people, company or context of the meeting.

Good to know

• With Auto-generate insights enabled in Settings → Meetings, the brief is prepared 15 to 45 minutes before the meeting when you have chosen a Default pre-meeting template. It is also built when you open a meeting that has none yet.
• The brief draws on the records of the external participants: their fields, conversations, notes and past meetings. Your teammates in the call are not the subject.
• The assistant works once a brief exists.
• After the call, turn on Before call at the top right of the meeting to see the brief again. It is not available while the call is in progress.
• No pre-meeting template configured? Click Set up a template and choose one under Default pre-meeting template.
• Manage / Create insight, at the bottom of the template list, opens the meeting settings to edit templates.

Related

• How do I create a meeting insight template?
• How do I choose my default insight templates?
• Where do I find a meeting's summary and insights?