Capabilities

New Conversation

Create or add a new conversation.

• Go to the Conversations page

• Click New Conversation

• Upload or select a Zoom recording summary

• Review or edit the AI-generated content

• Save the conversation

Edit Conversation

Update a conversation summary.

• Open a conversation

• Edit the summary content

• Changes save automatically or on save

Delete Conversation

Remove a conversation permanently.

• Open the conversation

• Click Delete Conversation

• Confirm deletion

• Deleted conversations cannot be recovered

Link Conversation to Deal

Attach a conversation to a deal.

• Open or create a conversation

• Select Link Deal

• Choose a deal

• Save

• The conversation appears in the deal activity

Link Conversation to Contact

Attach a conversation to a contact.

• Open or create a conversation

• Select Link Contact

• Choose a contact

• Save

• The conversation appears in the contact activity

Focus Mode

Focus mode opens the conversation in full screen.

• Open a conversation

• Click Focus Mode

• The summary expands to full screen

• Exit focus mode to return to the conversations list