> ## Documentation Index > Fetch the complete documentation index at: https://docs.cassidyai.com/llms.txt > Use this file to discover all available pages before exploring further. # Chat with your meetings > Use the Meetings Connector on an Agent to search transcripts with citations, open one recording in Chat, or import meetings into your Knowledge Base when you need them alongside other docs. You can talk to your meeting content in [Chat](/guides/chatting-with-an-agent) in three ways — pick the one that matches how you work. ## 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 ↓](#add-the-meetings-connector-to-an-agent) **Best for:** A deep dive on a single call — quick summaries, action items, or follow-up questions without configuring an Agent. Chat response about one meeting with cited timestamps [Chat with one meeting ↓](#chat-with-one-meeting) **Best for:** When meeting transcripts and summaries should live in the **same** searchable library as uploads, websites, and other [Knowledge Base](/knowledge-base/overview) content — with filters and ongoing sync. Knowledge Base folder showing imported meetings [Import meetings to your Knowledge Base ↓](#import-meetings-to-your-knowledge-base) ## Add the Meetings Connector to an Agent Navigate to **Agents**, find the Agent you want to configure, click **...** and select **Edit**. In the **Setup** tab, scroll to the **Connectors** section and click **+ Add**. Connectors section in the Agent editor showing the Add button 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 Click **Save** or **Publish**. No additional authentication is needed — the Connector uses each user's existing meeting permissions. 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](/meetings/sharing-and-permissions). Each user only sees meetings they have permission to view. ## 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?" ## Chat with one meeting Open a recorded meeting directly in Chat when you only need context from that conversation. 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 Click **Open in Chat** to start a conversation with that meeting's content. 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](/guides/chatting-with-an-agent). ## 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](/knowledge-base/overview) 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](/meetings/getting-started) directly. Click **Knowledge Base** in the left sidebar. Left sidebar with the Knowledge Base tab highlighted Select the folder or collection where you want to store your imported meetings, or stay in the main Knowledge Base area. 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 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 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 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. 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 ## Next steps Overview of the Connector from the Agents documentation. Connect your calendar, record meetings, and review transcripts. Trigger actions automatically when meetings end. Configure who can see recordings and transcripts.