Managing Back to Back Meetings in the Moments™ Application

We’ve introduced a multi-tab Moments™ experience to enhance how you manage back-to-back meetings and ensure a smoother workflow when handling overlapping calls. This update prevents sessions from blending into one another and gives you greater control over meeting-related actions.

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Overview

Manage Multiple Meetings Simultaneously

  • You can now have multiple meetings open at the same time within Moments™.
  • If one meeting runs over and overlaps with the next, each call will remain distinct in its own tab.

Seamless Meeting Assistant Control

  • Easily remove the Meeting Assistant from one meeting while continuing in another.
  • Helps when transitioning between calls without disrupting recording or transcription.

Enhanced Post-Meeting Actions

  • You can now set related records, dispositions, and meeting types at your convenience.
  • No more rushing to input details before a session times out—the conversation tools remain available indefinitely until you update and save them.

Quick Access to Scheduled Meetings

  • Meetings automatically start when detected in your calendar.
  • You can also manually add a new meeting by clicking "New Meeting" and entering a meeting URL.

How to Use the Multi-Tab Moments™ Experience

  • Switch Between Meetings: If multiple meetings are in progress, select the tab for the call you want to focus on.
  • Manage Active Sessions: End a call or remove the Meeting Assistant from a session you no longer need.
  • Update Meeting Details: Add a disposition, meeting type, and related records after the call—at your own pace.
  • Start a New Meeting: Click "New Meeting", enter the meeting URL, and start tracking immediately.

Why This Matters

  • Prevents call data from blending when meetings overlap.
  • Provides flexibility to manage multiple conversations effortlessly.
  • Eliminates time restrictions for entering post-call details.
  • Ensures a cleaner, more organized experience when handling multiple meetings.

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