Tutorial: How to Add Meeting Types to Your Workspace
This tutorial will guide you through the steps to add meeting types to your workspace using the platform's analysis configuration feature. Follow these structured steps to ensure a smooth setup:
Step 1: Access the Settings Section
Navigate to Settings: Click on the settings emoji/icon located in your workspace. This action will redirect you to the settings section.
Go to Analysis Configuration: Once in the settings, look for and click on the "Analysis Configuration" option.
Now you can choose between wether you want to look at Meeting Types or Call Types via the Tabs below "Analysis Configuration"
After that, you'll see a list of all your meeting types. Now you can either click on a Meeting Type to edit it, or you can click the "Add Meeting Type" button to create a new one.
Step 2: Add a New Meeting Type / Call Type
When clicking the "Add Meeting Type" (or "Add Call Type") button our Meeting Type Setup Wizard will pop up.
You can choose to either create a Meeting Type from scratch or from a template. We recommend choosing a template, as it makes the whole process a lot easier.
Step 3: Going through the wizard
After clicking on a template you will now see the steps you have to follow to create a meeting or call type. Please also have a look at the info boxes, as those will help you contextualise the information you have to input to get a good result.
Step 3.1. Name & Description
The description is used to identify the type of conversation. The more detailed the description, the better the AI can identify the type of conversation.
3.2. Summary Template
Choosing a Template
In the top right corner, click the Templates button.
A dialog will open showing all available templates to choose from.
You can also start from your own template.
Editing a Template
Use the HTML editor (below the template selector) to adapt your summary or email template.
Both Summary and Email templates work the same way.
The Coaching Template also works similarly.
💡 AI Auto-Fill with Square Brackets
Place prompts inside square brackets
[ ]to have AI fill in the information automatically.Example:
[Describe the meeting goals]
3.3. Email Template
Works exactly like the summary template step
3.4. Coaching Template
Works exactly like the summary template & email template step
3.5. Insights
Insights help you extract specific, valuable information from meetings.
Browse the Insights Catalog to see all available insights.
Hover over an insight to see its description.
Selected insights appear at the top of the screen.
Use the search bar to find a specific insight.
Click an insight to select or deselect it (or click the “X” in its chip above to remove it).
3.6. Question Trackers
Question Trackers ensure important questions are asked during a meeting.
Example: In onboarding, you might ask: "Which KPIs or goals are most important to you?"
You don’t need to ask the question in the exact words — Kickscale detects if the answer is present.
Creating a Question Tracker
Click Add in the top right.
Choose to create from scratch or from a template.
Reorder questions as needed.
Give your question tracker a name.
Add or remove questions freely.
After saving:
You can edit or delete a tracker from its card.
3.7. Scorecards
Scorecards are primarily used for coaching, helping you evaluate seller performance.
Example: For customer onboarding, a scorecard item could be Goal Clarification.
Define what the scorecard is for, the key question it addresses, and the scoring scale.
Creating a Scorecard
Click Add in the top right.
Choose from a template or start from scratch.
Define score descriptions (e.g., 1–5 scale).
Save your scorecard.
Important: Score descriptions are used by our AI to pre-fill evaluations. These can later be adjusted manually by evaluators.
After saving:
You can edit or delete a scorecard from its card.
Click Create and wait for the creation process to stop loading (this may take a moment) - then you are good to go!
Editing Meeting Types
To edit a meeting type choose it from the list in the "Analysis Configuration"-"Meeting Types" Tab. A new page will open:
This Edit-Page works exactly like it does in the wizard, except everything is saved automatically and you don't have to manually click create or next.