Documentation Index
Fetch the complete documentation index at: https://agents-docs.hockeystack.com/llms.txt
Use this file to discover all available pages before exploring further.
Overview
The Meetings page shows your daily calendar view of sales meetings, sourced from your CRM. It provides AI-powered meeting prep and follow-up capabilities to help you prepare for upcoming calls and act on completed ones.What You See
Daily Timeline
The main view is a vertical timeline organized by hour, showing all meetings for the selected day.- Hour grid — 24-hour timeline with hour labels on the left.
- Current time indicator — A red dot marking the current time (visible when viewing today).
- Auto-scroll — The view automatically scrolls to position the current time near the top.
Meeting Cards
Each meeting appears as a card on the timeline, sized proportionally to its duration. Cards show:- Company logo (or initials if no logo is available)
- Company name — The primary account associated with the meeting
- Meeting subject — The calendar event title
- Attendees — Avatar icons for participants (up to 3 shown, with a “+N” badge for additional attendees)
- Status badge — Color-coded by meeting state
Meeting Statuses
| Status | Color | Meaning |
|---|---|---|
| Upcoming | Blue | Meeting has not started yet |
| Complete | Green | Meeting occurred |
| No-show | Red | Meeting was a no-show |
| Cancelled | Gray | Meeting was cancelled |
Date Navigation
- Today button — Jump back to today’s meetings.
- Previous / Next arrows — Navigate one day forward or backward.
- Date display — Shows the currently selected date in the center of the toolbar.
Meeting Prep
For upcoming meetings, the AI can generate a preparation brief.How to Use
- Find an upcoming meeting on the timeline.
- Click the Prep button on the meeting card.
- The AI generates a brief covering key context about the account, attendees, and recent activity.
- A modal opens showing the preparation steps and final brief.
- Once complete, the button changes to See Brief (green), and you can review it at any time.
Refreshing a Prep
If new information becomes available before the meeting, you can re-run the prep to get an updated brief.Meeting Follow-Up
For completed or no-show meetings, the AI can generate follow-up actions.How to Use
- Find a completed meeting on the timeline.
- Click the Follow Up button on the meeting card.
- The AI generates recommended follow-up actions and notes.
- A modal opens showing the execution steps and results.
- Once complete, the button changes to See Follow-Up so you can review it later.
Data Sources
Meeting data comes from your connected CRM:- Salesforce — Calendar events with associated accounts and opportunities.
- HubSpot — Meeting activities with linked companies and deals.
- Gong — When Gong recordings are linked to calendar events, participant email data is enriched automatically.
Constraints
- The Meetings page displays one day at a time. Use the navigation arrows to browse different days.
- Meeting data depends on your CRM integration. Only events synced from your CRM appear.
- A maximum of 10 preps and 10 follow-ups can be in progress simultaneously.
- Prep and follow-up generation can be cancelled while in progress.
- Meeting properties (subject, time, attendees) are read-only — edit them in your CRM.
FAQ
Why don't I see any meetings?
Why don't I see any meetings?
Meetings are sourced from your CRM. Ensure your Salesforce or HubSpot integration is connected and that calendar events are syncing.
Can I prep for meetings on future days?
Can I prep for meetings on future days?
Yes. Navigate to a future day using the arrows and click Prep on any upcoming meeting.
What if a meeting has no associated company?
What if a meeting has no associated company?
The meeting card will display attendee initials instead of a company logo. The prep and follow-up features still work, though with less account context.
How long does prep generation take?
How long does prep generation take?
Typically a few minutes. The modal shows real-time progress as the AI gathers and synthesizes information.
Can I view a previous prep or follow-up?
Can I view a previous prep or follow-up?
Yes. Once generated, the button changes to ‘See Brief’ or ‘See Follow-Up’ — click it at any time to review the content.
Does Gong call recording data appear here?
Does Gong call recording data appear here?
Gong participant data is used to enrich attendee information. Full call recordings and transcripts are not directly accessible on this page.