How to add previous meeting recordings and transcripts to accounts

There are several ways to add historical meeting data to Lightfield to provide better context for your accounts and contacts.

Adding transcripts to existing meetings

If you have meetings that are already synced to Lightfield but weren't recorded through the platform, you can add transcripts by providing the agent with a URL to the meeting transcript (such as a Dropbox link). The agent will then attach the transcript to the meeting, and this data will be included in meeting summaries and account context.

Adding notes to accounts

For meetings that don't exist in Lightfield, you can add the transcript content as notes to the relevant account. This is the recommended approach for historical data since Lightfield is designed to be "Account-based" for B2B companies.

To add notes to an account:

1. Navigate to the account page

2. Add a new note

3. Paste the transcript content into the note

This will provide the system with context about previous interactions when generating account summaries.

Creating meetings for transcript upload

Currently, there isn't a way to create meetings directly through the UI. Meetings need to be created in your calendar and synced to Lightfield. Once synced, you can then upload transcripts to these meetings.

Automatic transcript integration

If your transcript tool supports webhooks, you can set up automatic transcript pushing into Lightfield for future meetings, eliminating the need for manual uploads.