Overview
Meeting Analysis gives an AI breakdown of a client's recorded sales meetings. Connect a rep's Zoom account so their recorded meetings with transcripts flow in automatically, then pick a meeting to review its score, executive summary, pain points, next steps, buying signals, and rep coaching. The page has two tabs: Meetings (the analyses) and Connected Accounts (where you link Zoom). Analysis is built from the meeting transcript, so it only appears for meetings that have one.
How to use this page
Select the client
Pick the client in the top-right switcher to load that deal's connected accounts and meetings. If the data cannot load, an inline error with a Retry button appears instead of a blank page.
Connect a Zoom account
Open the Connected Accounts tab and click Connect Zoom Account to authorize a sales rep's Zoom. Once connected, that rep's recorded meetings with transcripts import automatically and show up under the Meetings tab. Each connected account appears as a chip; use the X on a chip to disconnect it (you confirm first). Microsoft Teams is listed as Coming Soon.
Choose a meeting
On the Meetings tab, pick a meeting from the list on the left. Each row shows the host, date, duration, a status badge (Pending, Analyzing, Completed, or Failed), and a score once analysis is done. The detail opens on the right. If no Zoom account is connected yet, the detail panel says Connect Zoom to start analyzing meetings; choose Go to Connected Accounts to link one. If accounts are connected but nothing has arrived, it says No recorded meetings yet until a connected rep records a Zoom meeting with a transcript.
Run or re-run the analysis
In the meeting detail, if analysis is Pending or Failed and a transcript exists, click Run Analysis (or Retry Analysis) to start it. Analysis usually takes 30 to 60 seconds; the status updates live while it processes. If it cannot start, you get an error toast. In a self-serve workspace, analysis uses AI credits, so once this month's credits are used up, new meetings wait as Pending and Run Analysis will not start until credits refill.
Read the analysis
For a completed meeting, review the Meeting Score and recommended deal stage, then the sections: Discovery and Opportunity (executive summary, pain points, current solution, prospect quotes, objections), Actions and Deal Status (next steps, buying signals, decision makers, budget and timeline, competitors), Fit (what they liked, concerns, services discussed), and Rep Coaching (what went well, areas for improvement, score reasoning), plus Rapport and Follow-Up notes. Open the recording or View Transcript from the header to check the source.
What the buttons do
- Meetings / Connected Accounts tabs
- Switch between the list of analyzed meetings and the Zoom account connections. Each tab shows a count.
- Connect Zoom Account
- Authorizes a sales rep's Zoom account so their recorded meetings with transcripts import and analyze automatically.
- Go to Connected Accounts
- Shown on the Meetings tab when no Zoom account is connected. Switches to the Connected Accounts tab so you can connect one.
- Disconnect (X on a connection chip)
- Removes a connected Zoom account. Asks you to confirm first, and shows an error toast if it cannot disconnect.
- Meeting list
- Selects which meeting to view. Rows show host, date, duration, an analysis status badge (Pending, Analyzing, Completed or Failed), and a score when available.
- Run Analysis / Retry Analysis
- Starts the AI analysis for a Pending meeting, or restarts it after a failure, when a transcript is present. Progress updates live; failures surface an error toast.
- Recording
- Opens the meeting's Zoom recording in a new tab, when a share URL is available.
- View Transcript
- Shows or hides the raw meeting transcript in the detail panel.
- Retry (load error)
- Re-runs the page load when connections or meetings fail to fetch, instead of leaving a blank page.