Meeting Types

A Meeting Type is a saved setup for one kind of meeting, such as a sales call, an interview or a weekly check-in. Pick it when you start a meeting and everything loads in one go: which live help is on, the checklist, FAQ Answers and the shape of the notes.

The ones Echo gives you

Meeting Type	Good for	Notes include
General meeting	Anything without a fixed structure. The default	Summary, Key discussion points, Decisions, Action items, Open questions and risks
Candidate interview (Recruiting)	Interviews	Recommendation, Scorecard and supporting evidence
Client briefing (Recruiting)	Understanding a client’s role and hiring needs	Summary, role requirements, decisions and actions
Trip consultation (Travel advisor)	Understanding the client’s trip	Preferences, constraints and next steps
Itinerary review (Travel advisor)	Reviewing a proposed trip	Decisions, travel logistics and follow-up

The default catalog follows Work type. Echo preserves Meeting Types you created, customized or used, so an older account may retain Discovery Call, Client intake or Hiring manager debrief. Client intake was renamed Client briefing. See Client briefings and hiring manager debriefs. Live modules in the current defaults, including Checklist, Questions to ask and FAQ Answers, are off until you switch them on. A saved checklist can contain topics even while its live module is off. Preserved or customized types keep their settings. Live Assist and live Claim Check are disabled and hidden in desktop 0.1.87; existing settings remain saved. Review the checklist and modules on your actual Meeting Type before capture; preserved and customized types can differ from the defaults above.

The Meeting types list in Settings, each type with its colour, what it includes and an Edit button, General meeting marked as the default.

The screenshot shows an earlier catalog. In desktop 0.1.87, Set up with Echo can propose additional Meeting Types and Final Notes instructions for your own meetings. See Install and set up.

Create a Meeting Type

Open Settings › Meeting types and select New. You can also pick New meeting type in the Meeting type list during setup.
Under Name and default mode, name it, for example “Quarterly business review”, and choose Remote or In-person as the Default capture mode. Pick a color dot to spot it in lists.
Under What Echo does, switch on what you want during the meeting (below).
Review it and select Save meeting type.

What Echo does

Part	What it does	Starts
Precall Brief	A brief from earlier meetings with the same people	Always on
Questions to ask	Questions drafted before the meeting and graded during it	Off
FAQ Answers	Shows your reviewed answer when a known question comes up	Off
Checklist	The Rubric items you list, with evidence on request and after the meeting	Off in current defaults; opt in per type
Final Notes	The notes after the meeting	Always on

See Turn on live help for how each one behaves during a call.

Write the checklist

Under Checklist, list one topic per line in Rubric items, for example:

Budget and who approves it
Current tools and what's not working
Timeline and deadlines
Decision process
Next steps

Import FAQ Answers

Switch on FAQ Answers, then select Import Q/A document and choose a TXT, Markdown, PDF or Word (.docx) file with questions and answers. Review the entries Echo found and fix any that came through wrong. You can save up to 100 entries.

Tell Echo how to write

Two parts take your own instructions, called guidelines. Each starts on Echo defaults and shows Customized once you’ve written something.

Guideline	Changes	Example
How Echo briefs you	The Precall Brief	”Lead with what each side still owes. Keep it to three lines.”
How Echo writes the wrap	The AI Notes	”Add a section called Risks. Write the follow-up email in a friendly, short tone.”

Guidelines tune what Echo includes and how it phrases it. When a guideline conflicts with Echo’s own rules for that output, Echo’s rules win. Changes apply to meetings you start after saving. To apply new note guidelines to an earlier meeting, open it and select Regenerate notes.

Change or delete a type

Open a type from Settings › Meeting types, change it, and select Save changes. Types you can delete show a trash icon in the list. Past meetings keep the checklist they were recorded with, even after you edit the type.

Start here

Before a meeting

During a meeting

After a meeting

Echo Agent

Contacts and memory

Customize

Teams

Echo everywhere

Meeting Types

The ones Echo gives you

Create a Meeting Type

What Echo does

Write the checklist

Import FAQ Answers

Tell Echo how to write

Change or delete a type

​The ones Echo gives you

​Create a Meeting Type

​What Echo does

​Write the checklist

​Import FAQ Answers

​Tell Echo how to write

​Change or delete a type

The ones Echo gives you

Create a Meeting Type

What Echo does

Write the checklist

Import FAQ Answers

Tell Echo how to write

Change or delete a type