Meetric AI (Ask Meetric)

Meetric AI uses advanced AI to understand your questions and retrieve relevant information:

You can interact with Meetric AI (Ask Meetric) in several ways:

Here are the main categories of questions Meetric AI can answer:

While Meetric AI understands natural language, more specific questions yield better answers:

Here are proven query patterns from successful Meetric users:

You can switch modes or specify context in your question:

# Global search
"What are common objections in sales calls?"

# Specify timeframe
"What are common objections in sales calls from last week?"

# Specify people
"What did Sarah discuss in her calls with enterprise customers?"

# Specify company
"Summarize all conversations with Acme Corp"

# This conversation only
"What action items were mentioned in this call?"

Apply filters to narrow Meetric AI's search scope:

• Medium: "video meetings only", "email threads", "chat conversations"
• Privacy: "only open conversations", "include private conversations I own"
• Conversation Type: "only discovery calls", "renewal conversations"
• Owner: "owned by me", "calls owned by Alex"
• Company: "from Acme", "only enterprise accounts"
• Team: "from support team", "sales pod conversations"
• Date Range: "in the last 30 days", "since January", "Q1 2024"
• Department: "in sales calls", "from support team", "engineering meetings"
• Topics: "calls mentioning onboarding", "conversations about pricing"
• AI Fields: "where churn risk is high", "field value is competitor_x"
• Trackers: "tracker shows discount request", "mentions procurement delay"
• Saved Views: "use my QBR view", "run Ask with existing advanced filter sets"

Ask shows your current scope directly in the chat controls so you can confirm what data is being queried.

• Sources chip: shows source counts (for example video calls, phone, CRM) and opens a detailed breakdown.
• Active filters bar: displays currently applied filters as removable chips.
• Clear filters: use chip clear actions or clear-all to broaden scope quickly.

Use Prompts Library to run reusable prompts without rewriting the same query each time.

• Stored prompts: create personal/team/department/account scoped prompts.
• Insert: place a prompt into Ask input for edits before sending.
• Send: run a prompt immediately in Ask.
• Contextual vs All spaces: switch between prompts tied to current context and global prompts.

Ask keeps a history of previous agent threads so you can resume prior analysis quickly.

• Agents menu: opens from the Ask header and lists active threads.
• Thread switching: select a previous thread to continue that conversation context.
• New agent: start a fresh thread when you want a clean context.

Meetric AI can include source references in answers. When references are present, you can click them to:

• View the original conversation
• Jump to the specific timestamp where information was mentioned
• See surrounding context in the transcript
• Verify accuracy and get more details

Use Meetric AI to facilitate team knowledge sharing:

• Onboarding: "Summarize how we typically handle enterprise demos" helps new team members ramp up
• Best Practices: "What techniques do top performers use in discovery calls?" surfaces winning patterns
• Handoffs: "Summarize Sarah's conversations with Acme Corp" helps during account transfers
• Training: "Show examples of effective objection handling" creates coaching opportunities

Use Meetric AI for higher-level strategic analysis:

While Meetric AI is highly accurate, always verify important information:

• Click through to source conversations for critical decisions
• Check multiple references if an answer seems surprising
• Ask for clarification if the answer is ambiguous
• Use "Show me the transcript" to see full context

Build complex analyses through conversation with Meetric AI:

You: "What are the most common reasons customers mention for 
      considering our competitors?"

Meetric AI: [Lists top 5 reasons with examples]

You: "For each of those reasons, how have we successfully 
      addressed them in won deals?"

Meetric AI: [Shows successful counter-strategies]

You: "Create a playbook for handling these objections"

Meetric AI: [Generates structured playbook with examples]

Meetric AI maintains conversation context, so each question can build on previous answers.

Compare segments, time periods or cohorts:

Ask Meetric to analyze emotional tone and sentiment:

• "What was the customer's sentiment in the most recent call?"
• "Identify calls where customers expressed frustration"
• "How has customer satisfaction trended over the quarter?"
• "Which product areas generate the most positive feedback?"

Save and share Meetric AI's analysis:

• Copy conversation: Share Ask Meetric Q&A directly in Slack/email
• Export to PDF: Create formal reports with sources
• Save as template: Reuse successful query patterns
• Schedule recurring: Get weekly digests of key metrics