Meeting Detail Tabs

Overview

Open any meeting from the Meetings window to see its detail view. The top of the view shows the meeting title, a pencil to rename it, and a Back button. Below that is a row of tabs, each a different view of the same meeting.

This reference covers all five tabs and ends with concrete ways to use them.

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How it works

The tabs sit in this order: Notes, Meeting prep, Summary, Transcript, Ask. The Ask tab only appears when chat is available for the meeting. Click a tab to switch views. The title, rename pencil, and Back button stay in place above the tabs.

Getting started

Notes

Your notes on the meeting, as a list of cards.

1. Each note card shows its type: Note, Highlight, Positive, or Concern.
2. Click Add note to write one. Edit or delete a note from its card.
3. When a meeting has no notes yet, the tab shows an empty state with an Add note button.

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Meeting prep

Everything you need before the call, in one place.

1. The meeting title, time range, and participant names at the top.
2. A bar showing how many accounts and deals are linked to the meeting.
3. Cards for Agenda, Talking points, Open tasks, Participants, Accounts, Deals, and Recent activity.
4. For a scheduled meeting, a banner reminds you the summary generates after the meeting wraps.

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Summary

Blu's recap of the call, once it's ready.

1. Structured sections you can expand and collapse. Each holds a timeline of moments with timestamps.
2. While Blu is still writing, the tab shows a spinner and "Summary is being written."
3. Before a summary exists, it shows "Summary not available yet."

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Transcript

The full transcript, plus the recording when there is one.

1. A player bar at the top plays the recording and keeps the transcript in step with it.
2. A Show speakers panel lists each speaker with their share of talk time. Click a speaker to hide or show their lines, and rename a speaker inline.
3. A search box filters lines. A text-size button cycles small, medium, and large.
4. While a meeting is live, lines stream in as people talk.
5. React to any line to save a note on it as a Highlight, Positive, Concern, or plain Note.
6. Before any transcript exists, it shows "Transcript not available yet."

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Ask

Chat with Blu about this specific meeting. The tab shows only when chat is available.

1. The empty state shows Blu and a set of starter prompts: Executive Brief, Action Items, Coaching Review, Follow-up Email, and Deal Risk.
2. Click a prompt, or type your own question in the composer and send it.
3. Blu's answers appear in a thread above the composer.
4. If chat can't reach Blu, the tab shows a "Chat unavailable" message.

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📘 Good to know

Reacting to a transcript line and adding a note are two paths to the same place. A reaction on a line in the Transcript tab saves a note you'll also see in the Notes tab.

Use cases

1. Open Meeting prep right before a call to see the agenda, participants, and linked deals in one glance.
2. During a live call, watch Transcript stream and react to key lines so the moments are saved as you go.
3. After the call, read Summary for the recap instead of replaying the whole recording.
4. In Ask, click Action Items to pull the next steps out of the meeting.
5. In Ask, click Follow-up Email to get a draft you can send to the prospect.
6. In Ask, click Deal Risk to have Blu flag what could stall the deal.
7. Use Transcript search to jump to the exact moment pricing or a competitor came up.
8. In Notes, mark a moment as a Concern so you remember to address it next time.
9. Rename a speaker in Transcript when the labels are generic, so the recap reads clearly.
10. Click the pencil by the title to rename a meeting that imported with a vague name.

Where to go next

• Recording & Capturing Meetings on Desktop to create the meeting these tabs describe.
• Live Meeting Assist for what happens during the call itself.
• AI Coaching & Call Review on Desktop for how the summary and coaching come together.