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You can talk to your meeting content in Chat in three ways — pick the one that matches how you work.

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Choose your approach

Switch tabs to compare the three options. The sections below have the full setup for each one.
Best for: Questions that span many meetings — search transcripts and summaries, get answers with timestamped links back to the recording, and skip Knowledge Base import or sync setup.
Agent chat with meeting summary, action items, and a timestamped citation to the recording
Add the Meetings Connector to an Agent ↓

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Add the Meetings Connector to an Agent

1

Open the Agent editor

Navigate to Agents, find the Agent you want to configure, click … and select Edit.
2

Open the Connectors panel

In the Setup tab, scroll to the Connectors section and click + Add.
Connectors section in the Agent editor showing the Add button
3

Add Cassidy Meetings

Find Cassidy Meetings in the connector list and click + Add.
Add Connector modal showing Cassidy Meetings at the top of the Built-in Connectors list
4

Save the Agent

Click Save or Publish. No additional authentication is needed — the Connector uses each user’s existing meeting permissions.
5

Start chatting

Open a chat with the Agent and ask about your meetings. The Agent searches your meeting library and responds with cited excerpts.
Agent chat showing a meeting summary with discussion points, action items, and a timestamped citation
The Meetings Connector respects your organization’s meeting sharing and permissions. Each user only sees meetings they have permission to view.

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What you can ask

Cross-meeting questions (with the Meetings Connector on the Agent):
  • “What did we decide about the Q3 roadmap in last week’s planning meeting?”
  • “Summarize my call with Acme Corp from yesterday”
  • “What has the engineering team said about the migration timeline across recent standups?”
  • “Find all meetings where pricing was discussed in the last month”
  • “What action items came out of this morning’s sync?”
For questions that span many meetings, the Agent searches across multiple pages of results. Narrow the question with time ranges, participants, or meeting names when you can.
Single-meeting questions (after you open a meeting in Chat or tag it with #):
  • “What were the action items from this meeting?”
  • “Summarize the key decisions made”
  • “What did [person] say about the timeline?”

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Chat with one meeting

Open a recorded meeting directly in Chat when you only need context from that conversation.
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 type # to tag a specific meeting and bring its context into the conversation, the same way you reference Knowledge Base items.

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Import meetings to your Knowledge Base

Use this path when you want meeting transcripts and summaries in the same searchable library as uploads, websites, and other Knowledge Base content — for example, a folder that mixes call notes with product docs. For most “ask an Agent about our meetings” workflows, the Meetings Connector above is simpler because it reads your meeting library directly.
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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Next steps

Meetings Connector (Agents)

Overview of the Connector from the Agents documentation.

Get started with Meetings

Connect your calendar, record meetings, and review transcripts.

Automate with Workflows

Trigger actions automatically when meetings end.

Control meeting access

Configure who can see recordings and transcripts.