What Is It?
Live Agenda Reminders are automated messages delivered through your video meeting platform direct chat during a meeting*. They serve as a gentle nudge to help you cover agenda items that were planned but haven’t yet been discussed.
How It Works
Generate Meeting Prep
To activate Live Agenda Reminders, you must first generate Meeting Prep before the meeting. This can be done in the Advisor Hub under Upcoming Meetings.Join Your Meeting
When the meeting starts, Zeplyn will monitor agenda coverage in real time.Receive Reminder
A private message will be sent through your video meeting platform direct chat shortly before the meeting ends.The timing of this reminder is customizable, allowing you to choose how many minutes before the end of the meeting you'd like to receive it.
This message will highlight any remaining agenda items that haven’t been addressed.
Live Agenda Reminders are optimized for users integrated with their CRM, as agenda items are automatically enriched using past notes and client data, but any Zeplyn user can utilizing them.
*Live Agenda Reminders will only occur for meetings longer than 15 minutes.
*When using Zoom, the message will be sent to the host of the meeting. The message is public on all other platforms.
For additional questions, please reach out to support@zeplyn.ai.