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Documentation Index

Fetch the complete documentation index at: https://help.reevo.ai/llms.txt

Use this file to discover all available pages before exploring further.

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Walk Into Every Meeting Fully Prepared

When you generate meeting prep, the system reviews previous conversations, company information, contact details, and related opportunities to create a personalized strategy document with talking points, insights, and recommended approaches. This feature saves time by automatically surfacing the most relevant context before each meeting, ensuring you walk into every conversation fully prepared and confident. Meeting prep is particularly valuable for complex deals with multiple stakeholders, long sales cycles, or when meeting with new contacts at existing accounts. The generated preparation includes sections such as meeting objectives, key talking points, company background and recent developments, contact information and roles, potential objections and how to address them, and recommended next steps. Content is presented in an easy-to-scan format with a table of contents for quick navigation.

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Prerequisites

Before you can generate meeting prep, the following conditions must be met:
  • The meeting must have a scheduled start time
  • The meeting status cannot be canceled or completed
  • The meeting cannot be marked as private
  • The meeting cannot be marked as a no-show
  • The meeting must be a video or in-person meeting (phone calls are not eligible)

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Accessing and Managing Meeting Prep

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How To Access Meeting Prep

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Accessing Meeting Prep from the Meeting List

  1. Navigate to your Events page to see your upcoming meetings
  2. Find the meeting you want to prepare for in the list
  3. Click the Meeting prep button next to the meeting, or click the three-dot menu and select Meeting prep
  4. If this is your first time generating prep for this meeting, you’ll see a screen that says “Ready to craft your meeting strategy”

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Accessing Meeting Prep from a Meeting Detail Page

  1. Open any upcoming meeting by clicking on it from your Events list
  2. Look for the Meeting prep button in the meeting header
  3. Click the button to open the meeting prep page
  4. The system will either show existing preparation or prompt you to generate new content

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Managing Meeting Prep

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Generating Meeting Prep

  1. On the meeting prep page, click the Start preparation button
  2. You’ll see a message that says “Crafting your preparation” with status updates as the system works
  3. The generation process typically takes 30 to 60 seconds depending on the amount of context available
  4. Once complete, your preparation document will appear with a table of contents and organized sections

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Improving Your Meeting Prep Quality

If you see a blue banner that says “Get even better meeting prep,” this means you can improve the quality of your preparation by answering questions about your business:
  1. Click the Answer questions button in the banner
  2. Complete the questions about your business, customers, target market, and sales process
  3. After submitting your answers, click Refresh from the menu or generate prep again
  4. Your updated preparation will include more targeted insights and personalized strategies based on your responses

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Refreshing Stale Preparation

If information has changed since you last generated prep (such as new meeting notes, updated contact information, or recent conversations):
  1. Click the three-dot menu in the top right corner of the meeting prep page
  2. Select Refresh from the menu
  3. The system will regenerate your preparation with the latest information
  4. Wait for the new content to appear, which will replace the previous version

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Copying Preparation Content

To use your meeting prep in other tools or share it with team members:
  1. Click the three-dot menu in the top right corner
  2. Select Copy content
  3. The entire preparation document will be copied to your clipboard in formatted text
  4. Paste it into your notes app, email, or anywhere else you need it
For meetings with extensive context, the preparation may include many sections:
  1. Use the table of contents that appears at the top of the document
  2. Click any section heading in the table of contents to jump directly to that section
  3. Scroll through the document to review all sections in order
  4. Look for bold headings to identify major sections and subsections

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Troubleshooting / FAQs

Meeting prep is only available for upcoming meetings that meet specific criteria. You’ll see a message explaining why if your meeting isn’t eligible. Common reasons include:
  • The meeting has no scheduled start time. Add a start time to the calendar event.
  • The meeting is marked as canceled. Reactivate the meeting if it’s back on.
  • The meeting is already completed. Meeting prep is only for upcoming conversations.
  • The meeting is marked as private. Remove the private flag if you want to generate prep.
  • The meeting was marked as a no-show. Update the meeting status if this was incorrect.
  • The meeting is a phone call. Meeting prep currently works best for video and in-person meetings.
Meeting prep is generated based on the information available at the time you click the button. If you’ve recently added notes, updated contact information, or had new conversations, refresh your preparation to incorporate the latest context. Click the three-dot menu and select Refresh to regenerate with current data. The system will analyze all available information again and create an updated preparation document.
The meeting prep content is read-only within Reevo to preserve the AI-generated insights. However, you can copy the entire document using the Copy content option in the menu and paste it into any text editor or notes application where you can make your own edits and additions. This allows you to customize the preparation while keeping the original AI-generated version available for reference.
If you see “Help us prepare better for your meetings” or “Get even better meeting prep,” this means your organization hasn’t completed the onboarding questions yet in the Organizational Profile page. These questions help Reevo understand your business model, target customers, value proposition, and sales process so it can provide more relevant and personalized preparation. Answering these questions significantly improves the quality of your meeting prep. You can also choose to generate prep without answering questions by clicking Generate with limited context, but the results will be more generic.
Generation typically takes 30 to 60 seconds. The system displays progress messages while working, such as analyzing past conversations, reviewing company information, and crafting your strategy. If generation takes longer than two minutes, try refreshing the page and generating again. If the problem persists, check your internet connection and ensure you have available AI credits.
The content varies based on what information is available in your CRM, but typically includes meeting objectives, key talking points tailored to the specific contacts and account, company background and recent news or developments, contact roles and relationships, potential objections based on past conversations, recommended questions to ask, and suggested next steps. The more complete your CRM data, the more comprehensive and useful your meeting prep will be.
No, meeting prep is designed specifically for upcoming meetings to help you prepare for future conversations. Once a meeting is marked as completed, the meeting prep feature is no longer available. For past meetings, you can review the meeting recording, transcript, and AI-generated insights instead.
This message appears when the generation process completed but no content was produced. This can happen if there’s insufficient information in your CRM about the meeting, contacts, or account. To improve results, ensure the meeting has associated contacts and accounts, add notes from previous interactions, complete contact and account profiles with relevant details, and answer the organization onboarding questions if you haven’t already. Then try generating prep again.
Yes, generating meeting prep consumes both meeting prep credits and AI credits from your plan’s quota. Each time you click Start preparation or Refresh, it counts as one generation and uses credits. However, viewing previously generated prep does not consume additional credits. You can access your existing preparation documents as many times as needed without using more credits.
If you see a message that says “You have reached your meeting preparation or AI credits limit. Please upgrade to continue,” this means you’ve used all the meeting prep credits or AI credits included in your current plan for this billing cycle. Contact your account administrator. Your existing meeting prep documents remain accessible even when you’ve reached the limit.
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