Browse Help topics
Search and Ask your meetings
Open “My Meetings” from the menu bar and type in “Search meetings, people, what was said”. To ask a question instead, use “Ask about this call” in a meeting, or “Ask me about any past meetings” at the top of the sidebar. Every answer lists its sources; click one to jump to that moment in the transcript.
Search your meetings
Open My Meetings
Click the SwitchDesk icon in the menu bar, then “My Meetings”.
Type a company, a person or a phrase
The strongest hits show first under “Best matches”, with why each one matched and the words in bold.
Meeting search: “pilot” filtered to Joe Raman — 1 meeting. Best match: Lumora kickoff, Summary: “…Joe asked to see the pilot pricing before the pilot starts; it…”, plus 15 more.
“pilot” with the Joe Raman chip: one meeting, under Best matches. Narrow it with chips
Suggestions appear as chips under the box (press Tab to filter to them). Remove a chip to widen the search again.
Ask about one call
Each meeting has three views, “Call Summary”, “Transcript” and “My Notes”, with an Ask pane beside them. During a call, the notepad has “Ask about this call”. To have it open whenever the notepad appears, switch on “Open the Ask panel by default” in Settings then Meetings.
Ask about one meeting: "What did Joe say about rollout?" — answered "Joe said that if the pilot goes well, Lumora would roll it out to all forty agents on its support team.", citing 12:04.
Joe said that if the pilot goes well, Lumora would roll it out to all forty agents on its support team 12:04.
Ask across every meeting
Type into “Ask me about any past meetings” at the top of the My Meetings sidebar, for example “What have we promised Lumora so far?”. The answer comes with the calls it used and a source for each point.
Ask me about any past meetings, answered with sources
A 12-seat pilot for their support team starting next month Lumora kickoff · Today · 8:41, a revised proposal by Thursday Lumora kickoff · Today · 12:11, and the security questionnaire you said you'd send after the intro call Lumora intro call · Thu last week · 5:12.
Answers come only from your recorded calls. Questions and the matching transcript lines are sent to an AI model to write the answer.
Jump to the moment
Click a source, such as 8:41 in the Lumora kickoff, and the Transcript opens at that line, with the find bar reading “At 8:41”.
The Lumora kickoff transcript, opened at 8:41.