AI meeting prep — show up like a pro
Context on the person before you join the call.
AI meeting prep — show up like a pro
LeadHootz University
Once calendar is connected, booked meetings can sit alongside the lead record: title, company, enrichment, and recent signals. Review that before you join.
AI Inbox & Meetings under AI Workday is the operational view — upcoming bookings, related threads, and follow-ups in one place.
Use context cards and ICP notes so the agent (and you) remember why this account was a fit in the first place.