View Upcoming & Past Meetings
    • 22 Jan 2025
    • 2 Minutes to read
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    View Upcoming & Past Meetings

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    Article summary

    Need to see your upcoming or past meetings? We've got you covered!

    From the Dialpad Meetings dashboard:

    1. Select Menu

    2. Select Meetings

      Dialpad interface showing options to start a new meeting and access settings.

    Here, you'll see 2 tabs for your upcoming and completed meetings.

    • History: Meetings that have already happened

    • Upcoming: Meetings that are scheduled

    Meetings interface showing history and upcoming meetings with participants listed.

    Let's take a closer look at both.

    Upcoming meetings

    The Upcoming section of your Meetings overview displays a list of meetings that you have already scheduled.

    Upcoming meetings section displaying scheduled events and options to schedule new meetings.

    Select a meeting to see the full meeting details.

    From the meeting view you can:

    • Edit the meeting

    • Add participants

    • Delete the meeting

    • Copy the meeting's URL

    You can also schedule new meetings from the Upcoming tab — simply select the purple Schedule meeting button and enter the meeting details.

    Meeting history

    The History section of your Meetings overview displays a list of your past meetings with the date, time, and participant list.

    It also includes labels for Dialpad Ai, audio, and/or video recording if those features were turned on during a meeting.

    Meeting history showing recordings and transcripts for various sessions on specific dates.

    View Ai recap

    Access your meeting insights by viewing the Ai Recap, which includes the meeting transcript and call recording, if it’s enabled by your admin.

    Ai Recap can be viewed in two ways

    View Ai Recap from Meeting history

    1. Select a meeting

    2. Select View Ai Recap

    View Ai Recap from Inbox

    1. Navigate to Meetings tab

    2. Select a meeting

    3. Select View Ai recap

      Inbox view showing meetings and recent conversations with highlighted options.

    Share Ai Recap

    You can share your meetings Ai Recap in two ways:

    From the Dialpad Meetings exit page

    Share your Ai Recap from the Dialpad Meetings exit page

    1. Select Share

      Meeting recap showing participants and sharing options for the discussion summary.

    2. Select recipients

      1. Add more recipients by entering the name or email address on the field if necessary

    3. Navigate to Allow access for
      Meeting recap sharing options with participants and access settings highlighted for clarity.

      1. Select Full meeting details or

      2. Select Ai Summary and action items only

    4. Select Done

    From the Dialpad app

    Share your Ai Recap from the Dialpad app

    1. Navigate to your inbox

    2. Select the Meetings tab

    3. Select a meeting you want to share

    4. Select View Ai recap
      Overview of meetings with highlighted options for viewing recaps and details.

    5. Select the share button

      Meeting summary showing participants discussing tasks and action items for follow-up.

    6. Select recipients

      1. Add more recipients by entering the name or email address on the field if necessary

    7. Navigate to Allow access for
      Options for sharing AI recap with full meeting details or summary only.

      1. Select Full meeting details or

      2. Select Ai Summary and action items only

    8. Select Done

    You can also add a message when you share Ai recap.

    Request Ai Recap

    If the organizer hasn't shared the Ai Recap with you yet, there are two ways you can ask for access

    From the Dialpad Meetings exit page

    Select the Send request button from the Dialpad Meetings exit page.

    From the Dialpad app

    Select Request access from your Dialpad app inbox

    1. Navigate to Meetings tab

    2. Select a meeting

    3. Select Request access

    Meeting details with options to request access and view upcoming meetings.

    A Dialbot alert will be sent to the organizer, asking them to share the Ai Recap.

    Edit meeting title

    You can edit the meeting title of your upcoming or previous meetings, navigate to the History or Upcoming tab

    1. Select a meeting

    2. Select the pencil icon

    3. Enter the meeting title

    4. Select the check button

    That's it! Your changes will be saved.

    Delete a meeting

    To delete a schedule or past meetings, go to the History or Upcoming tab

    1. Select a meeting

    2. Select the trash icon

    3. Select Delete meeting

      1. For regular scheduled meetings, select either to Delete this meeting only or Delete all repeating future meetings

    After deleting a meeting, the chat logs, call recordings, and Ai summary will also be removed.


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