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Meetings shows bookings created, cancelled, or rescheduled by your agents. Open Operate → Meetings. Agents book through scheduling tools such as Calendly, Cal.com, and Google Calendar on the workflow Tools tab.

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List and calendar

1

Open Meetings

In the project sidebar under Operate, select Meetings.
2

Choose a view

Toggle List or Calendar. On calendar, use Today to jump to the current day.
3

Filter

Use Search meetings, Status (Scheduled or Cancelled), and a date range on the list view.
List columns: When, Title (may show Rescheduled), Customer, Location, Status, Source, Conversation. Empty list: No meetings found — meetings appear after an agent books, cancels, or reschedules. Calendar cells can show No meetings.

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Meeting detail

Open a row or calendar event to see:
  • When, Customer, Location, Source, Meeting link
  • Notes for your team (placeholder: add comments for your team) — Save when you have permission
  • Links to the related conversation and customer when present
Load failures show Could not load meeting or Meeting not found. Missing customer shows Not provided.
After a test booking from an agent with a scheduling tool enabled, the meeting appears in List or Calendar with the correct status.
Meetings is not a voice call monitor. Use the Conversation link to open the chat or call that led to the booking when one exists.