How to use Meetbook AI chat in Meeting

Meetings often move so fast that key details get lost in the shuffle. Whether you need to recall a specific metric or draft a follow-up email instantly, the Meetbook AI Chat is your personal assistant in the room.

Here is how you can leverage AI to turn conversations into actionable data.

Step 1: Open Your Meeting Details

Once your meeting is recorded and processed, navigate to your My Meetings tab and select the relevant session.

Step 2: Access the Chat Sidebar

On the right-hand side of your meeting overview, you will find the Chat panel. This is where the AI lives. It has already analyzed your entire transcript, including the nuances of who said what.

Step 3: Ask Custom Questions

The real power lies in the "Ask anything" box. You can type specific queries to dig deeper into the discussion.

Step 4: Use Context Tags

If you want the AI to focus on a specific part of the meeting or a specific file, use the @ symbol to add context. This ensures the AI isn't just guessing but is pulling from the exact data point you need.

Step 5: Copy and Execute

Once the AI provides an answer—for example, a list of action items—you can copy that text directly into your project management tool or email client.