AI Meetings runs the online meetings Front Office books: the quarterly key-account review with sites in three countries, the dealer briefing, the pilot-country check-in. Up to 8 people join, files are shared, and the transcript and summary land on the record. Regulated mode runs without recording when a brand's sector or the group's rules require it.
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You talk. Lisa sets it up.
You“Run all insurance-arm client meetings in regulated mode, no recording.”
Lisa“Done: client meetings for the insurance arm now run in regulated mode without recording. Should other brands keep transcripts as usual?”
Any setting, in any module · applied only on your yes
How Enterprise Groups use it
A key account's purchasing heads in Germany, France and Spain meet the group account team, and the summary lists each country's open item.
The insurance arm's client meetings run in regulated mode with no recording, as that business's rules require.
The pilot-country team and head office review the first month online, with the roll-out plan shared during the meeting.
REAL AI - the whole Front Office is AI, not old software with an AI button.
What’s included
Add it to any contact channel — AI Phone, AI Chat, AI E-mail or AI Web Forms — or get it inside a solution · See pricing › · Per company, never per seat.
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Questions & answers
Yes. Meetings booked through Front Office hold up to 8 people, and the transcript and summary are saved on the key account's record, so every country team reads the same notes afterwards.
Yes. Regulated mode runs the meeting without recording when that business's sector requires it, while the other brands in the group keep transcripts and summaries as usual.
Yes. Files are shared in the meeting and stay with its record, so the proposal or the roll-out plan that was discussed sits next to the summary afterwards for everyone who attended.
Keep exploring
Start with the one thing you need. Add more anytime by asking Lisa.
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REAL AI - the whole Front Office is AI, not old software with an AI button.
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