View Upcoming & Past Meetings
    • 12 Apr 2024
    • 2 Minutes to read
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    View Upcoming & Past Meetings

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    Article summary

    The Dialpad Meetings dashboard allows users to view their upcoming and past meetings. The dashboard has two tabs: "Upcoming" and "History." The "Upcoming" tab displays a list of scheduled meetings, where users can access meeting details, edit the meeting, add participants, delete the meeting, or copy the meeting's URL. Users can also schedule new meetings from this tab. The "History" tab shows a list of past meetings with the date, time, and participant list. It includes labels for Dialpad Ai, Audio, and/or Video Recording if those features were used during the conference. Users can view more information about a past meeting, request access to the Ai Recap if available, edit the meeting title, or remove it from their meeting list.

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

    From the Dialpad Meetings dashboard:

    1. Select Menu

    2. Select Meetings

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

    • History: Meetings that have already happened

    • Upcoming: Meetings that are scheduled

    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. 

    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.

    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 

    Share Ai Recap

    Share your Ai Recap from the Dialpad Meetings exit page

    1. Select Share 

    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

      1. Select Full meeting details or

      2. Select Ai Summary and action items only

    4. Select Done 

    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 

    5. Select the share button 

    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

      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 your Dialpad app inbox

    1. Navigate to Meetings tab

    2. Select a meeting

    3. Select Request access

    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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