Platform Overview
Platform Overview
Section titled “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
Section titled “Dashboard”Your dashboard is the command center for all meeting activity.
Live Meetings
Section titled “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
Section titled “Recent Transcripts”Quick access to your most recent completed meetings. Click any transcript to review the full conversation with synced video playback.
Stats Overview
Section titled “Stats Overview”Key metrics about your meeting activity:
- Total meetings this period
- Hours of conversation recorded
- Upcoming scheduled meetings
Meetings
Section titled “Meetings”The Meetings section manages your meeting schedule across three views:
Upcoming Meetings
Section titled “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
Section titled “Live Meetings”A grid view of all currently active meetings with expanded controls and live transcript access.
Past Meetings
Section titled “Past Meetings”Browse your meeting history. Filter by date range or search for specific meetings. Each entry links to its transcript.
Adding Meetings
Section titled “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
Section titled “Transcripts”Access and review all your meeting transcripts:
Viewing Transcripts
Section titled “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
Section titled “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
Section titled “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
Section titled “Settings”Configure your BuzzTrail account across several tabs:
Avatar
Section titled “Avatar”Select and preview the AI avatar that represents you in meetings.
Framework
Section titled “Framework”Choose your sales methodology (MEDDIC, BANT, SPIN, etc.) or create a custom framework.
Calendar
Section titled “Calendar”Connect your Google Calendar to automatically sync meetings. Toggle which calendars to monitor.
Knowledge
Section titled “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
Section titled “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
Section titled “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
Section titled “Personal Link”Your personal meeting link is a powerful way to accept meetings from anyone:
Your Link
Section titled “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
Section titled “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
Section titled “Team Features”For accounts with team access:
Team Management
Section titled “Team Management”Add and manage team members with appropriate permissions.
Team Analytics
Section titled “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.