1. Open the Meetings area to view your schedule
Click Meetings to go to your meeting schedule.
This takes you directly to the calendar view where your meetings are listed.
2. Review the meeting views available to you
In My Meetings, you’ll see meetings connected to your portfolio calendar.
If you’re a manager, you’ll also have:
Team Meetings: view all upcoming meetings for your team.
Recorded Close: view your team’s recordings.
3. Link the meeting to a deal before prepping
Open the meeting you want to prepare for.
Click Link Deal next to the Prep button.
Search for one of the deals you own and connect it to the meeting.
This is important because prep works best when the meeting has deal context.
4. Use Prep to generate contextual meeting guidance
After linking the deal, click Prep on the meeting.
The prep experience will use the deal’s full history to provide better guidance.
This helps the AI understand prior activity and give more relevant recommendations.
5. Set the call objective to shape the prep response
Use the dropdown next to the meeting title to choose a call objective.
Options include:
Discovery
Demo presentation
Negotiation
Renewal
Other
Selecting the objective helps set the tone and tailor the AI’s prep output.
6. If there is no deal, use chat to provide context manually
If the calendar event is not linked to a deal, use the chat option instead.
Include:
The company you’re meeting with
Any relevant background or context
The more context you provide, the better the AI can help you prepare for the call.