AI Meetings for Small Business. Video consultations with notes written for you.
AI Meetings runs the video consultations a small business books: the bookkeeper's tax-season review, the designer's first brief, the tutor's parent meeting, the remote estimate where the customer shows the problem on camera. Up to eight people join, files are shared, and the transcript and summary land on the customer's record; regulated sessions can run without recording.
TRY AI MEETINGS FREENo credit card · Ready in 2 minutes7 days free · per company, never per seat · nothing to install
You talk. Lisa sets it up.
You“Book video consultations as forty-five minutes and keep the summary on the record.”
Lisa“Done: video consultations now book as forty-five minutes, and the transcript and summary go onto the customer's record. Use regulated mode for any service?”
Any setting, in any module · applied only on your yes
How Small Business use it
A bookkeeper meets a client by video in March, shares the receipts folder, and the summary lists the documents still missing.
A homeowner shows a cracked tile on camera during a remote estimate, and the contractor's notes go onto the job record.
A counseling practice runs sessions in regulated mode, so nothing is recorded while the booking still lands in the calendar.
REAL AI - the whole Front Office is AI, not old software with an AI button.
What’s included
- Meetings booked by Front Office, up to 8 people
- Files shared; transcript and summary on the record
- Regulated mode: no recording, when your sector requires it
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.
Everything AI Meetings does, for every business ›
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Questions & answers
AI Meetings for Small Business: questions & answers
Can a small business run client video meetings without extra software?
Yes. AI Meetings hosts the video meeting that Front Office booked, for up to eight people, with files shared during the call. The transcript and summary are saved on the customer's record afterwards.
Can I turn off recording for sensitive appointments?
Yes. Regulated mode runs the meeting without recording, for practices whose sector requires it. The booking and the attendance still show on the customer's record.
Do I have to take notes during a video consultation?
No. The transcript and a summary are written to the record, so you can listen to the customer and read the follow-up points afterwards.
Keep exploring
Where next?
Start with the one thing you need. Add more anytime by asking Lisa.
AI Front Office for Small Business ›
Answers & books
Sells
Helps your team
Included
Award-winning AI
Winner at CES 2026, ISE 2026 and TMCnet Enterprise AI Product of the Year.
REAL AI - the whole Front Office is AI, not old software with an AI button.
Awards & trade shows ›
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Try it free on your own business — no credit card, per company, never per seat.
Or call +1 (954) 736-3939 — the AI answers.