State the role
Tell it whether it is there to listen, answer factual product questions, gather requirements, or preserve a client discussion. Do not give it open-ended authority.
- Purpose
- Allowed answers
- Escalation point
Yes. A Workforce AI employee can join a specific supported Zoom on your behalf when you provide the meeting and the context it needs. It appears as a visible participant, can answer during the call, and returns a transcript, summary, and action items for you to review.
The quality of the result depends on the brief. A useful brief tells the AI employee why the meeting exists, what it may answer, what it should not decide, and what you need back.
Tell it whether it is there to listen, answer factual product questions, gather requirements, or preserve a client discussion. Do not give it open-ended authority.
Mark pricing promises, legal conclusions, financial decisions, health questions, and other sensitive commitments as human decisions.
Ask for the transcript, a concise summary, decisions, open questions, owners, due dates, and a follow-up draft.
The product view below is the same interface used across the site. The exact tools and output depend on the workflow you configure.
See the related product capability →Attend to capture the client's current process and open questions, then return a structured brief.
Track progress against the known agenda and carry unfinished work into the next check-in.
Listen for capabilities and constraints, ask the approved questions, and return the comparison points.
Yes. Workforce AI joins as a visible participant rather than recording invisibly.
Yes, within the role and context configured for the meeting. Give it a narrow brief and keep sensitive decisions with a person.
Not currently. The supported native meeting-join path is Zoom.
Bring the agenda and the return you need after the call.