macos
- sidebar lists saved meetings in reverse chronological order
- open any meeting to view transcript, insights (standard / meddpicc / training / questions), and notes
- switch insight modes with
⌘1/⌘2/⌘3/⌘4 - click update (or generate) to refresh saved-meeting insights
- edit notes and titles directly
- delete meetings with confirmation
- press
/to focus the search field - it searches titles, transcripts, notes, insights, topics, action items, meddpicc, and discussion flow - keyboard navigate history with
↑/k(up) and↓/j(down)
ios
- history tab lists saved meetings
- tap a meeting to open transcript, insights (including meddpicc and questions), training stats, and notes
- swipe to delete
- edit title and notes from the detail view
- generate / update insights (including meddpicc and questions)
tips
- training metrics on saved meetings are computed from transcript data - no extra setup needed
- if a meeting has no transcript content, training and some insight sections may be empty
- attio export is available from macos saved meeting detail only