Before you ask
- Confirm the meeting has a transcript.
- Check that you are on the correct meeting record if there are duplicate sources.
- Treat AI answers as generated output and review them before using them externally.
Good questions
- “What were the agreed next steps?”
- “What objections came up?”
- “Summarize the customer’s main requirements.”
- “Find quotes related to pricing.”
What to expect
- Meeting chat uses the meeting transcript and available linked context when those sources are available.
- Answers can include source snippets or timestamp-style support depending on the view.
- It is scoped to the meeting record and the customer context Ergo can access for that record; it is not a replacement for global search or reporting.
- Shared meeting chat can have separate authentication, rate limit, and message-count behavior from internal meeting chat.