> ## 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.

# Meetings

> 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 ...

<Snippet file="early-access.mdx" />

## 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

1. Find an upcoming meeting on the timeline.
2. Click the **Prep** button on the meeting card.
3. The AI generates a brief covering key context about the account, attendees, and recent activity.
4. A modal opens showing the preparation steps and final brief.
5. 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

1. Find a completed meeting on the timeline.
2. Click the **Follow Up** button on the meeting card.
3. The AI generates recommended follow-up actions and notes.
4. A modal opens showing the execution steps and results.
5. 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

<AccordionGroup>
  <Accordion title={"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.
  </Accordion>

  <Accordion title={"Can I prep for meetings on future days?"}>
    Yes. Navigate to a future day using the arrows and click Prep on any upcoming meeting.
  </Accordion>

  <Accordion title={"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.
  </Accordion>

  <Accordion title={"How long does prep generation take?"}>
    Typically a few minutes. The modal shows real-time progress as the AI gathers and synthesizes information.
  </Accordion>

  <Accordion title={"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.
  </Accordion>

  <Accordion title={"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.
  </Accordion>
</AccordionGroup>