Meeting Assistant Overview

The Revenue.io Meeting Assistant (MA) is an AI-powered assistant designed to enhance Video conversations by capturing, analyzing, and providing real-time coaching. The assistant ensures that sales reps and customer-facing teams can focus on the conversation while automatically recording, transcribing, and providing insights.

Revenue Meeting Assistant details

With the Revenue Meeting Assitant, you can:

• Automatically join or manually add the assistant to meetings
• Personalize the name and look of the Meeting Assistant
• Manage the Meeting Assistant’s recording settings in real time
• Manually invite the Meeting Assistant to a meeting
• Receive real-time coaching through Moments™ notifications
• Record and transcribe conversations for post-meeting review
• Generate AI-powered summaries, follow-up emails, coaching feedback, and scorecards
• Ensure seamless data capture

How to enable the Meeting Assistant

1. In Admin, navigate to Integrations -> Video Meetings
2. Ensure the Meeting Assistant is enabled

Learn more about how to leverage the Revenue Meeting Assistant:

• Manage Meeting Assistant Account Settings
• Manually Inviting the Meeting Assistant to a Meeting
• Managing the Meeting Assistant during a live Conversation
• Using the Meeting Assistant with Google Meets
• Using the Meeting Assistant with Zoom
• Using the Meeting Assistant with Microsoft Teams