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Cassidy lets you interact with your meeting recordings through AI-powered conversations. You can open a single meeting in Chat to ask questions about it, or import meetings into your Knowledge Base so Agents can search across your entire meeting library.

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Chat with a specific meeting

Open any recorded meeting directly in Chat to ask questions, extract details, or get a quick summary.
1

Find the meeting

Navigate to Meetings in the left sidebar and open the meeting you want to chat with.
Meeting detail page with the Open in Chat button visible
2

Open in Chat

Click Open in Chat to start a conversation with that meeting’s content.
3

Ask your question

Type a prompt in the chat box. Cassidy uses the meeting’s transcript and summary to answer your question.
Chat window showing a prompt about meeting content
AI response to a meeting question with cited timestamps
In any chat, you can also type # to tag a specific meeting and bring its context into the conversation. This works the same way as referencing Knowledge Base items.

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Use Agents with meeting content

For searching across multiple meetings at once, connect your meeting library to an Agent through the Knowledge Base.
1

Import meetings to your Knowledge Base

Follow the import meetings steps below to make your meetings searchable.
2

Connect the Knowledge Base to an Agent

Build or edit an Agent and connect it to the Knowledge Base folder that contains your imported meetings. The Agent can now search across all your meetings just like any other Knowledge Base document.
3

Search across meetings

Chat with the Agent and ask questions that span multiple meetings. The Agent searches through transcripts, summaries, and metadata to find relevant information.
Agent chat showing cross-meeting search results
4

Review citations

The Agent cites the specific meeting and timestamp it pulled information from. Click a citation to jump to the exact moment in the recording.
Chat response showing timestamped citations linking back to meeting recordings

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Import meetings to your Knowledge Base

Importing meetings into your Knowledge Base makes transcripts and summaries searchable by your team and available to any connected Agent.
1

Navigate to the Knowledge Base

Click Knowledge Base in the left sidebar.
Left sidebar with the Knowledge Base tab highlighted
2

Choose a folder

Select the folder or collection where you want to store your imported meetings, or stay in the main Knowledge Base area.
3

Click + New and select Meetings

Click + New in the top right, then choose Meetings from the dropdown.
Knowledge Base + New button in the top right corner
Dropdown menu showing the Meetings import option
4

Name the folder

Enter a descriptive name for the folder that will contain your imported meetings (e.g., “Sales Calls Q1” or “All Team Meetings”).
Meeting import dialog with the folder name field
5

Set meeting filters

Configure filters to choose which meetings to import. You can create AND/OR conditions based on:
  • Meeting title
  • Meeting owner
  • Meeting owner group
  • Organizer email
  • Participant names
  • Invitee emails
Delete conditions by clicking the trash icon next to them.
Meeting filter configuration with AND/OR conditions and filter criteria
6

Preview and import

Review the meetings that match your filters to confirm you’re importing the right content. Click Save & Import to begin.
New meetings that match your filter criteria are automatically imported as they’re recorded, keeping your Knowledge Base up to date.
7

Verify the import

Check your Knowledge Base to confirm the meetings were imported. To adjust which meetings sync, click Configure Meetings Sync on the imported folder.
Knowledge Base showing imported meetings folder
Configure Meetings Sync settings for the imported folder

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What you can ask

Here are some examples of questions you can ask about your meeting content:
  • “What were the action items from this meeting?”
  • “Summarize the key decisions made”
  • “What did [person] say about the timeline?”
  • “Were there any objections raised about the proposal?”
  • “What has [client name] said about pricing across all our calls?”
  • “Show me all action items from last week’s meetings”
  • “What topics keep coming up in our team standups?”
  • “Find every mention of the Q2 roadmap across all recorded meetings”

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Next steps

Build an Agent

Create an Agent connected to your meeting content for cross-meeting search.

Automate with Workflows

Trigger actions automatically when meetings end.

Set up your Knowledge Base

Learn more about organizing and managing your Knowledge Base.

Control meeting access

Configure who can see your meeting recordings and transcripts.