Unlike the Meeting Chatbot, this bot processes ALL past calls with a client (in the top right you'll see how many calls the chatbot is syncing and processing) so it’s great for deeper insights using the context of multiple meetings.
Head to the client page and navigate to the 3rd tab in titled "Chatbot".
Now, you can ask the chatbot questions - just like you would other AI chatbots like OpenAI's ChatGPT or Anthropic's Claude (but this bot takes a touch longer to respond because it uses a research model and processes more data).
You might want to:
prep for a monthly sync
summarise a client's opinion on a particular product/service
track all high and low sentiment moments to date
At the end of the responses, the chatbot will also include links in brackets to meetings where the aforementioned points were discussed.
Client chatbots are not set to process emails due to visibility permissions, but let us know if you’d like it to process these communications too for wider context.
However like with any AI, the more context you provide in your prompt, the better recommendations you'll receive.
If you have a structure for follow-ups, you should create and save a templated prompt that you can reuse after each meeting to save even more time.
If you're looking for inspiration, team Kaizan has put a short collection of prompts together in our Prompt Book. It covers areas like:
Pre-meeting prep
Post-meeting follow ups
Weekly meeting prep
End of week analysis
Client overviews
There are also shorter prompts divided by theme at the end of the document.
You can download it here! 👇👇👇