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    Meetric AI (Ask Meetric)

    Meetric AI helps you get answers from your conversations. Ask questions in natural language, get instant evidence-backed responses from your conversation library, and uncover patterns you might have missed.

    What is Meetric AI?#

    Meetric AI is an AI-powered assistant that understands your conversations and can answer questions about them in natural language. Think of it as having a research assistant who has read every meeting, call, and conversation in your organization.

    Search & Retrieve

    Find specific information across all your conversations

    Analyze & Summarize

    Get insights and summaries from multiple conversations

    Identify Patterns

    Discover trends, recurring themes, and anomalies

    How Meetric AI works#

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

    1

    Understanding

    Meetric AI analyzes your question to understand what you're looking for

    2

    Searching

    Searches across transcripts, summaries, and insights using semantic understanding

    3

    Synthesizing

    Combines information from multiple sources to form a comprehensive answer

    4

    Presenting

    Provides the answer with references to source conversations

    Note

    Meetric AI can access conversations based on your permissions. If you have team or account-wide visibility, it can search across all accessible conversations.

    Consulting Experts (AI Employees)

    For complex questions, Meetric AI can consult your configured AI Employees (specialized “managers” like a Sales Analyst) and include their memos directly in the chat as separate speakers.

    You can set these up in AI Agents → AI Employees.

    Accessing Ask Meetric#

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

    Right SidebarClick avatar icon

    Always available from any page via the right sidebar

    Command Palette⌘K

    Press Command+K (Mac) or Ctrl+K (Windows) from anywhere

    Conversation PageAsk Meetric button

    Context-aware questions about specific conversations

    Insights DashboardChat icon

    Ask questions about dashboard metrics and trends

    Meetric AI access points
    Access Ask Meetric via the sidebar, keyboard shortcut, or quick action buttons

    Asking Questions#

    Meetric AI understands natural language, so you can ask questions as you would to a colleague. No special syntax or commands required.

    Types of Questions#

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

    Factual Retrieval

    Find specific information mentioned in conversations

    "What was the pricing discussed in yesterday's call with Acme Corp?"
    "Who said they would follow up on the API integration?"
    "What are the main pain points mentioned by customers this month?"

    Summarization

    Get summaries across multiple conversations

    "Summarize all demo calls from last week"
    "What were the key takeaways from Q1 customer calls?"
    "Give me an overview of product feedback from recent meetings"

    Comparison

    Compare and contrast information

    "How do the requirements from Client A differ from Client B?"
    "Compare the objections raised in sales calls this month vs last month"
    "What's the difference between how enterprise and SMB customers describe their needs?"

    Trend Analysis

    Identify patterns and changes over time

    "What topics are coming up more frequently in support calls?"
    "How has customer sentiment changed over the past quarter?"
    "Are we seeing more pricing questions than before?"

    Action Items

    Track commitments and follow-ups

    "What action items are assigned to Sarah this week?"
    "List all pending follow-ups from Q1 meetings"
    "Show me overdue action items from sales calls"

    Crafting Better Questions#

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

    Too Vague
    ✗"Tell me about customers"
    ✓"What are the top 3 pain points mentioned by enterprise customers in Q1?"

    Specific criteria and timeframe help Meetric AI focus the search

    Unclear Scope
    ✗"What did we talk about?"
    ✓"What were the main topics discussed in calls with Acme Corp?"

    Defining scope (specific customer) makes the answer more relevant

    Missing Context
    ✗"What's the status?"
    ✓"What's the status of the integration project based on recent engineering meetings?"

    Adding context helps Meetric AI understand which conversations to search

    Pro Tips

    • Include time ranges when relevant ("last week", "Q1 2024")
    • Mention specific people, companies, or topics to narrow results
    • Ask follow-up questions to drill deeper - Meetric AI maintains conversation context
    • Use "why" and "how" questions for deeper analysis

    Real-World Query Examples#

    Here are proven query patterns from successful Meetric users:

    Sales Manager
    "Which objections came up most frequently in lost deals this quarter?"
    Use case: Identify coaching opportunities for sales team
    Product Manager
    "List all feature requests mentioned in customer calls last month, grouped by priority"
    Use case: Prioritize product roadmap based on customer feedback
    Customer Success
    "Show me conversations where customers mentioned considering competitors"
    Use case: Proactive retention and competitive positioning
    Support Lead
    "What technical issues were escalated from tier 1 to tier 2 this week?"
    Use case: Track escalation patterns and training needs
    Executive
    "Summarize key themes from all investor meetings in Q1"
    Use case: Board reporting and strategic planning

    Context & Conversation Selection#

    Meetric AI can search across all your conversations or focus on specific ones. Understanding context helps you get more precise answers.

    Global vs. Contextual Queries#

    Global Mode

    Search across all accessible conversations

    When: Default mode when launching Ask Meetric from sidebar or ⌘K

    Contextual Mode

    Focus on specific conversation(s)

    When: Automatically activated when asking from a conversation page

    You can switch modes or specify context in your question:

    Example Context Specifications
    # 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?"

    Using Filters#

    Apply filters to narrow Meetric AI's search scope:

    • Date Range: "in the last 30 days", "since January", "Q1 2024"
    • Department: "in sales calls", "from support team", "engineering meetings"
    • Participants: "with John Smith", "where Sarah was present"
    • Tags: "tagged as urgent", "labeled enterprise"
    • Status: "completed calls", "pending follow-ups"
    Meetric AI with context filters
    Refine Meetric AI’s search context with date range, department, and participant filters

    Conversation References#

    Meetric AI always cites sources for its answers. You can click references 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

    Note

    All answers include clickable references showing which conversations Meetric AI used. Hover over any statement to see its source.

    Best Practices#

    Get the most out of Meetric AI with these proven strategies from power users.

    Daily Workflows#

    Morning Standup Prep

    1. 1. Ask: 'What meetings did I have yesterday?'
    2. 2. Follow up: 'What action items were assigned to me?'
    3. 3. Plan: 'Show me my scheduled calls for today'
    Benefit: Stay organized and prepared for the day

    Pre-Call Research

    1. 1. Ask: 'Summarize previous conversations with [Company Name]'
    2. 2. Follow up: 'What were their main concerns last time?'
    3. 3. Prepare: 'What commitments did we make to them?'
    Benefit: Enter calls informed and ready to add value

    End of Day Review

    1. 1. Ask: 'What were the key takeaways from today's calls?'
    2. 2. Track: 'What follow-ups do I need to complete?'
    3. 3. Share: Export summary for team update
    Benefit: Never miss important follow-ups or insights

    Team Collaboration#

    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

    Tip

    Save frequently used queries as templates. Share useful Ask Meetric queries with your team to establish consistent analysis patterns.

    Strategic Insights#

    Use Meetric AI for higher-level strategic analysis:

    Market Intelligence

    • What competitors are customers mentioning most?
    • What market trends come up in executive conversations?
    • How are economic conditions affecting buying decisions?

    Product Strategy

    • What features do customers request most frequently?
    • Which pain points come up in conversations with churned customers?
    • How are customers using our product differently than intended?

    Sales Optimization

    • What's the average deal cycle based on successful sales calls?
    • Which value propositions resonate most with enterprise customers?
    • At what point in conversations do customers typically commit?

    Accuracy & Verification#

    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

    Warning

    Meetric AI synthesizes information from transcripts, which may contain transcription errors. Always verify critical information (pricing, legal commitments, etc.) by reviewing the source recordings.

    Advanced Techniques#

    Master these advanced features to unlock Meetric AI's full potential.

    Multi-Step Analysis#

    Build complex analyses through conversation with Meetric AI:

    Example Multi-Step Analysis
    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.

    Comparative Analysis#

    Compare segments, time periods, or cohorts:

    "Compare objections in Q1 vs Q2 enterprise deals"
    "How do SMB customer needs differ from enterprise customer needs?"
    "Compare onboarding feedback from North America vs Europe"

    Sentiment & Tone Analysis#

    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?"

    Export & Share Insights#

    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

    Tip

    Create a "Questions to Ask Meetric" doc for your team. Share effective queries that surface valuable insights for your specific use cases.

    Next Steps

    Ready to start using Meetric AI (Ask Meetric)? Here's what to explore next:

    Record More Conversations

    More data means better insights from Meetric AI

    Explore Insights Dashboard

    Visualize trends Meetric AI discovers