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.

Locate the 'Add Meeting Tab' Button: In the analysis configuration section, find and click the "Add Meeting Tab" button.

Name Your Meeting Type: Enter the name of the meeting type you want to add. Examples include "Discovery Call," "Follow-Up Meeting," or "Web Session."

Describe the Meeting Type: Provide a brief description of the meeting type. This description is crucial as it helps the note-taker classify the meeting correctly. For instance, you can mention that a "Follow-Up Email" should be sent after a specific type of meeting.

Select Relevant Options: Scroll down to see additional options related to your meeting type. For example, you may want to track authority levels or critical events during the meeting. Select the options that apply.

Save Your Meeting Type: After configuring your meeting type, click the "Save" button. You can create a test meeting type to see how it works before finalizing it.

Edit Existing Meeting Types: After saving, you can always go back to edit and adjust your meeting types. This flexibility ensures that your setup remains up-to-date and accurate.

Test Your Setup: You can add a test meeting type, then review and edit it as needed. This step ensures your configurations align with your needs.

Add Question Categories: Once your meeting type is set up, you can add question categories. Click on "Add Question Category," name the category (e.g., "Overall Questions"), and then add specific questions.

Save Your Question Tracker: After adding questions, click "Save" to ensure that your questions are tracked based on the meeting type you've set up.