Meetings

Meetings

The Meetings page aggregates all meeting nodes into a single chronological list.

Activity types

senSEi uses Okta's official SE activity types when logging meetings:

• Account Planning
• Demo/Presentation Delivery
• Discovery
• Learning and Enablement
• Marketing Events
• POC
• Post-Sale Customer Support
• Preparation/Follow Up
• RFx Completion/Review
• Travel
• Workshops
• Partner Support

Meeting list

Meetings are grouped by recency. Each row shows title, account, opportunity, date, type, attendees, and action item count.

Search and filter

Use the search box to filter by title, account name, opportunity, attendees, or summary. Use the type dropdown to filter by activity type.

Auto-creating contacts from attendees

When you add an attendee to a meeting under an opportunity, senSEi creates a contact on the parent account automatically. Deduplication is by name and email.

Live sessions from mobile

If you record a call in the senSEi mobile app, it appears in the Meetings page in real time. When the call ends, the Post-Meeting agent automatically extracts action items and drafts a follow-up.