What is Ask AI?
Ask AI is a chat-based interface that lets you interact with your meeting transcripts using natural language. It works in two modes: individual meeting chat and cross-meeting chat.
Individual Meeting Chat
Open any recorded meeting and use the chat panel to ask questions about that specific conversation. Example questions:
- What action items were discussed?
- Summarize the key decisions made in this meeting
- What objections did the prospect raise?
- Who agreed to follow up on the proposal?
- What was the timeline mentioned for the project?
Cross-Meeting Chat
The Ask AI tab on the main Notetaker page lets you search across all your recorded meetings. Example questions:
- Which meetings discussed pricing concerns?
- Summarize all action items from this week’s meetings
- What objections came up most frequently across demos?
- Find all meetings where a competitor was mentioned
- What feature requests have been raised in customer calls?
How to Access
| Mode | How to Access |
|---|
| Single Meeting | Open any meeting from the Meetings tab |
| All Meetings | Navigate to the Ask AI tab on the main Notetaker page |
Tips for Better Results
Be specific — The more specific your question, the better the AI can target the right information.
Ask follow-up questions — Use the conversation to drill down into details or clarify answers.
Reference people by name — When asking about a specific meeting, mentioning participants can help narrow results.
Use cross-meeting chat for trends — Identify patterns, common objections, or recurring themes across your pipeline.
Combine with field presets — Use Ask AI alongside extracted field values for a complete picture of your meetings.
