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The Meetings Pane

This article explains about the meeting pane and the meeting list you get in Rafiki AI

Written by Rafiki Customer Success Team

Meeting List Overview

The meeting list in Rafiki AI shows all your conversations organized by status. Access it by clicking Meetings in the left sidebar.

Upcoming Meetings

The Upcoming section displays future meetings synced from your connected calendar (Google Calendar or Microsoft Outlook). For each upcoming meeting, you can see:

  • Meeting name — The calendar event title

  • Date and time — When the meeting is scheduled

  • Rep — The meeting owner

  • Account — The linked CRM account (if applicable)

  • Recording toggle — Enable or disable Rafiki AI's Notetaker bot for this meeting

Completed Meetings

Upcoming meetings section with recording toggles

Completed meetings show recordings that have been processed. Each meeting displays its status, duration, participant count, and associated CRM data. Click any meeting to open the full Meeting Detail View.

Filtering

Use filters to narrow your view by date range, team, individual rep, or meeting type. The search bar lets you find meetings by title or participant name.

Recording Control

Meeting list filter bar

For upcoming meetings, toggle the recording switch to control whether Rafiki AI's Notetaker bot joins the meeting. If you are not the host of a meeting, the recording toggle will not be available.

Note: Recording rules configured in Settings (All Meetings, External Only, or Invite Only) determine the default recording behavior. The toggle on individual meetings overrides these defaults.

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