Platform Overview

This guide provides a tour of BuzzTrail’s main features and where to find them. After reading this, you’ll know how to navigate the platform and what each section does.

Dashboard

Your dashboard is the command center for all meeting activity.

Live Meetings

The top section shows any meetings currently in progress. Each card displays:

Meeting title and participant names
Current duration
Real-time transcript preview
Controls to view details or end the meeting early

Recent Transcripts

Quick access to your most recent completed meetings. Click any transcript to review the full conversation with synced video playback.

Stats Overview

Key metrics about your meeting activity:

Total meetings this period
Hours of conversation recorded
Upcoming scheduled meetings

Meetings

The Meetings section manages your meeting schedule across three views:

Upcoming Meetings

Shows all scheduled future meetings. For each meeting you can:

See the scheduled date and time
View or edit the meeting URL
Change the bot mode (AI Avatar or Notetaker)
Configure recurring meeting settings
Remove the meeting from your schedule

Live Meetings

A grid view of all currently active meetings with expanded controls and live transcript access.

Past Meetings

Browse your meeting history. Filter by date range or search for specific meetings. Each entry links to its transcript.

Adding Meetings

Click the Add Meeting button to:

Paste any meeting URL (Zoom, Google Meet, etc.)
Select AI Avatar or Notetaker mode
Set the scheduled time
Save to your meeting list

Transcripts

Access and review all your meeting transcripts:

Viewing Transcripts

Full Text - Complete conversation with speaker labels
Video Playback - Click any line to jump to that moment in the recording
Presenter Selection - Assign correct speaker names if needed

Training Your AI

Rate Responses - Thumbs up or down on AI answers to improve quality
Add Notes - Annotate specific moments for reference
Bulk Approval - Quickly mark multiple responses as good

Privacy Features

Anonymization View - Toggle between original and anonymized text
PII Detection - See automatically detected sensitive information
Entity Marking - Manually mark company names, contacts, or other entities

Settings

Configure your BuzzTrail account across several tabs:

Avatar

Select and preview the AI avatar that represents you in meetings.

Framework

Choose your sales methodology (MEDDIC, BANT, SPIN, etc.) or create a custom framework.

Calendar

Connect your Google Calendar to automatically sync meetings. Toggle which calendars to monitor.

Knowledge

Train your AI with your company information:

Websites - Add URLs for the AI to learn from
Documents - Upload PDFs, presentations, and other files
Transcripts - Include past meeting transcripts as training data

Privacy Rules

Manage how sensitive information is handled:

View Rules - See active anonymization rules
Create Rules - Define patterns to automatically redact
Import/Export - Bulk manage rule sets

Billing

Control your subscription and usage:

Current Plan - View your subscription details
Usage - Track meeting minutes and credits
Payment Method - Manage how you pay
Limits - Set spending caps if desired

Personal Link

Your personal meeting link is a powerful way to accept meetings from anyone:

Your Link

Copy your unique URL to share via email, website, or social media. Anyone with the link can start a meeting with your AI avatar.

Customization Options

Intake Form - Add fields to collect information before meetings
Branding - Upload your logo and set colors
Post-Call Redirect - Send guests to a specific URL after meetings end
Embed Widget - Get code to add a meeting button to your website

Team Features

For accounts with team access:

Team Management

Add and manage team members with appropriate permissions.

Team Analytics

View aggregated meeting metrics across your team (available on premium plans).

Explore each feature in depth using the navigation menu, or contact hello@buzztrail.ai with questions.