Custom Summaries and so much more!

Highlights

• ✨ Introducing Summaries
• 🔓 Control who sees your meetings
• 🤖 Better sales coaching with AI Coach
• 🗓️ Routing & booking page improvements

✨ Introducing Summaries

A new Summaries tab gives you an overview of all your custom and default meeting summaries.

• Custom summaries – Fully editable and removable.
• Default summaries – Provided by Demodesk based on best practices (not editable).
• Summary automation – Custom summaries can now be selected directly in summary automations.
• AI Assistant – Request custom summaries through the AI Assistant chat in the recording view.

💡 Tip: Experienced users create custom follow-up email summaries that reflect their writing style and email structure. Best practices.

🔓 Control who sees your meetings

Define default visibility preferences for all your recordings, and still adjust visibility per recording.

• Personalized visibility – Manage recording access at the user level.
• Flexible sharing – Different visibility settings for internal and external meetings.
• Private mode – New "Only me" option for confidential meetings.

Note: "Only me" is available to everyone. User-level preferences and internal/external differentiation are exclusive to the Demodesk Notetaker, included with Coaching & AI.

🤖 Better sales coaching with AI Coach

• Enhanced accuracy – Upgraded AI algorithms provide more precise feedback.
• Actionable insights – Clear, practical advice you can apply immediately.
• Automations – Use the right scorecard for each meeting type automatically via scorecard automations (e.g. Discovery vs. Demo).

🗓️ Routing & booking page improvements

• Skip questions from meeting type – When a meeting type is selected from routing, you can disable its booking questions – no need to duplicate meeting types.
• AutoRoute – If all routing questions are pre-filled, users go straight to time selection and confirmation.
• Slot availability – Booking pages now always show an arrow for more available slots, not just on hover.

🗓️ Meeting type improvements

• Only one booking in advance – New option under "Restrictions" to prevent prospects from booking multiple meetings.
• Reschedule with anyone – Allow meetings to be rescheduled with any available team member instead of the same host.

💯 Sales coaching automations

Recommended AI Coach automation rules to get your team up to speed:

1. Discovery – Set up a rule like "Meeting name" contains Discovery and use the SPICED scorecard.
2. Demo – Use the "Demo" scorecard when "Meeting name" contains Demo.
3. Other cases – Use the "General Meeting" scorecard when "Host email" contains your company domain, so all meetings get evaluated.

Set up AI Coach

Coming soon: Sales Coach 2.0 (Q3)

Improved relevance, accuracy, actionability and verifiability – with timestamps and quotes backing up every evaluation.