BizCortex documentation

The meeting page

People, reminders, the brief for the rep, rebooking, CRM sync, notetaker and analysis of one meeting.

Click a meeting to open it. The cards show the meeting (time, video link "Join meeting", location, reschedule page, calendar, booked via, call), the people, reminders, the brief, rebooking, CRM, notetaker, analysis and history.

The meeting page
Screenshot of this screen

Who can use this

  • Owner
  • Administrator
  • Sales
  • Viewer

Steps

  1. 1. Cancel the meeting

    Click "Cancel", give an optional reason and tick "Also cancel at the calendar provider" to notify the contact. Planned reminders and the brief are dropped.

  2. 2. Send the brief

    The card "Brief for the rep" is the email to the rep before the meeting: facts from the system, text from the model. Use "Regenerate" or "Send to rep now".

  3. 3. Find a new time

    In the card "Find a new time" click "Let the agent call" after a missed or cancelled meeting, or "I can't make it, the AI moves the meeting". Add an optional note. "Cancel the call" stops it.

  4. 4. Sync with CRM

    In the card "CRM" click "Sync with CRM" to send contact, company, deal and meeting data to your CRM.

  5. 5. Record consent from the meeting

    If the analysis says the contact asked for an email, click "Record consent from the meeting" and confirm. The model's reading alone is never proof; the quote, your name and the time are stored.

Fields and options

Confirmation & reminders

Confirmation (email), Reminder (email), Reminder (SMS), each Planned, Sent, Skipped, Dropped, Failed or Opt out. They are checked again before sending.

Rebooking states

Planned, Call scheduled, Rebooked, No new meeting, Attempts used up, No call, with the reason when blocked.

Analysis

Outcome (Moving forward, Follow up needed, No decision, Not a fit, Lost), mood, summary, key points, objections, next steps, budget, decision, need, timeline and a suggested deal stage.

Follow up email

The recap draft goes to the outbox and is sent only after approval. Without email consent nothing is sent.

History

Every change with its source.

Related

  • The notetaker

    A bot that joins video meetings, takes notes and produces a transcript and analysis.

  • Follow up outbox

    Review, approve or discard the emails the agent drafted after calls.