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Meetings

Review upcoming meetings, recorded meetings, transcripts, key conversation metrics, summary, analysis and snippets

Written by Rafiki Customer Success Team

Overview

The Meetings page is your central hub for viewing, managing, and analyzing all recorded conversations in Rafiki AI. Navigate to Meetings from the left sidebar to access your meeting list and individual meeting details.

Meeting List

The meeting list displays all your recorded conversations with key information at a glance:

  • Meeting title and participants

  • Date and time of the meeting

  • Duration of the recording

  • Status (Scheduled, In Progress, Recorded, Processing, Completed, Not Recorded, Error)

  • Associated deal or account from your CRM

Filtering and Search

Use the filters at the top of the meeting list to narrow down your view:

  • Date range — Filter by specific time period

  • Team — View meetings for a specific team

  • Rep — Filter by individual team member

  • Meeting type — Filter by call type or source

  • Search — Search by meeting title, participant name, or keywords

Meeting list view

Upcoming Meetings

The Upcoming section shows future meetings synced from your connected calendar. You can toggle the Recording switch on or off to control whether Rafiki AI's Notetaker bot will join and record each meeting.

Meeting Detail View

Click on any meeting to open the Meeting Detail View — a modern two-column layout that gives you everything you need to review and analyze a conversation.

Meeting Header

Meeting Detail View two-column layout

At the top, you will see:

  • Breadcrumb navigation with a back button to return to the meeting list

  • Meeting title, date, time, and duration

  • Attendees listed with names or email addresses

  • Action buttons — Download, Share, Scorecard, Follow-Up

Left Column

Left column: video player, speaker timeline, attendees

The left column contains the media player and conversation analysis:

  • Video/Audio Player — Play back the meeting recording with standard playback controls

  • Speaker Timeline — Color-coded bars showing when each speaker was talking throughout the meeting, making it easy to spot talk patterns

  • Attendees — Chips showing each participant with color-coded avatars

  • Topics and Trackers Timeline — Colored segments along the meeting duration showing when specific topics and trackers were detected, with clickable pills showing occurrence counts

  • Conversation Metrics — Key interaction metrics including talk-listen ratio, longest monologue, patience, interactivity, and question rate

Right Column

Summary tab with AI summary, topic chips, and action items

The right column has tabbed navigation for different views of the meeting content:

Summary Tab

AI-generated meeting summary with key highlights, topics and trackers displayed as clickable chips, and action items extracted from the conversation. Click any topic or tracker chip to switch to the Transcript tab filtered to matching blocks.

Transcript Tab

Transcript tab with search, topic pills, and speaker blocks

The full meeting transcript with speaker identification and timestamps. Features include:

  • Collapsible search bar — Click "Search" to expand, type to find specific words or phrases

  • Topic and tracker pills — Colored pills appear next to speaker names showing detected topics and trackers

  • Filter banner — When filtering by a topic or tracker, a banner appears at the top with a clear button

  • Click any transcript block to jump to that point in the recording

Snippets Tab

Ask AI input bar at the bottom of the right column

View and create video snippets (clips) from the meeting. Select transcript blocks to define the start and end points of a snippet, then save it to a playlist for training or sharing.

Comments Tab

Add comments on specific transcript blocks to provide feedback, ask questions, or collaborate with teammates. Use @mentions to notify specific people.

Ask AI Input

At the bottom of the right column, an "Ask anything about this meeting" input bar lets you ask AI-powered questions about the specific meeting content.

Meeting Actions

From the meeting detail view, you can:

  • Download — Download the audio, video, or transcript file

  • Share — Share the meeting internally with teammates or externally via a link with an expiration date

  • Create Snippet — Clip a portion of the meeting for training or review

  • Score with Scorecard — Apply a scorecard template to rate the call

  • Generate Follow-Up — Create an AI-generated follow-up email from the transcript

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