View Upcoming & Past Meetings

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.

Tip

If you’re a Dialpad user with your calendar synced, you can view your upcoming meetings directly in the Dialpad app.

Select the calendar icon in the top menu to see a list of your meetings for the day —  you can even click Join to enter a meeting right from the app.

 

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

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

   

2. Select recipients

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

3. Navigate to Allow access for
   

   • Select Full meeting details or

   • 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
   

5. Select the share button

   

6. Select recipients

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

7. Navigate to Allow access for
   

8. Select Full meeting details or

9. Select AI Summary and action items only

10. 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

   

   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 the

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.