Cassidy allows you to have conversations with your meeting content in two ways: directly opening a meeting in Chat or using Assistants that can search across your meeting library. This article will guide you through both approaches.
Opening a meeting directly in Chat
Navigate to the meeting: Go to the meeting you want to chat with from your Meetings page.
Open in Chat: Click the "Open in Chat" button to start a conversation with that specific meeting's content.
Enter your prompt: Enter your question or prompt in the chat box to interact with the meeting content.
Note: In any chat, you can also use the "#" feature to tag a meeting to bring its context into the conversation. See Referencing knowledge base items for more information.
Using Assistants with meeting content
Set up an Assistant with meeting access: Use an Assistant that is connected to meetings imported into your Knowledge Base. See Editing and fine-tuning an assistant for more information on connecting Knowledge Base content to Assistants so they can query meeting data.
Search across meetings: With this setup, your Assistant can search across all your meetings just as it would across any other types of documents in your Knowledge Base.
Review citations: The Assistant will cite the specific meeting it pulled information from and include the timestamp. You can click on the citation to see the exact moment in the call where the information was discussed.
By using either approach, you can leverage your meeting content to get quick answers, extract key insights, and reference important discussions from your recorded conversations. This makes your meeting data searchable and actionable across your entire Cassidy workspace.