Overview
ClaapAgent is a powerful feature that helps you extract valuable information and get answers from all your meeting recordings across your entire workspace. Whether you need insights from a specific meeting, want to analyze patterns across multiple recordings, or search for information about particular deals or folders, ClaapAgent makes it easy to find what you're looking for.
Getting Started with ClaapAgent
Accessing ClaapAgent
You can access ClaapAgent in two ways:
From your workspace: Click the ClaapAgent button in the lateral sidebar
From within a recording: Click the ClaapAgent button while viewing any recording
Understanding the ClaapAgent Interface
When you open ClaapAgent, you'll see a panel with several key elements:
Top Bar Controls
History button: Access all your previous conversations with ClaapAgent
Plus (+) button: Start a new chat session
Full screen button: Expand ClaapAgent to full screen mode for a better viewing experience
Scope Selection
At the top left of the panel, you'll find a dropdown menu that allows you to choose the context for your questions.
This scope can include:
All sources I can access: Query across all recordings you have access to in your workspace
Specific folder: Focus on recordings from a particular folder
Specific recording: Ask questions about one particular meeting
Specific deal: Get insights related to a particular deal
You can search within this dropdown to quickly find and select the specific scope you want:
How to Use ClaapAgent
Asking Questions
Select your scope using the dropdown menu at the top left
Type your question in the chat input field
Press Enter or click send to submit your query
ClaapAgent will process your question and provide a comprehensive answer based on the content within your selected scope.
Understanding ClaapAgent Responses
Sources and Citations
ClaapAgent provides detailed answers with built-in source references:
Inline sources: Look for source indicators next to specific pieces of information in the response
Source tooltips: Hover over any source to see an extract from the transcript containing that information
Direct navigation: Click on any source to jump directly to that moment in the original recording
Source List
Below each answer, you'll find a complete list of all recordings and sources that ClaapAgent used to generate the response. Clicking on any of these sources will open the corresponding recording:
Advanced Features
Mentioning Specific Entities
You can make your questions more precise by mentioning specific entities using the @ symbol, just like mentioning someone in a message. When you start typing the @ symbol, suggested entities will be shown. You can reference:
People (e.g., "@John")
Recordings (e.g., "@Weekly Team Meeting")
Folders (e.g., "@Sales Meetings")
Deals (e.g., "@Acme Corp Deal")
Companies (e.g., "@Acme Corporation")
This helps guide ClaapAgent to provide more targeted and relevant responses.
Adding Insights to Meeting Overview
When using ClaapAgent from within a specific recording, you'll see an "Add to Meeting Notes" button at the bottom of AI responses under the action section:
This allows you to save valuable responses directly into the Overview section of your recording.
Privacy and Permissions
ClaapAgent respects your existing access permissions and privacy settings:
Access control: You can only query content that you normally have permission to access
Visibility preservation: All existing recording visibility and permission settings remain intact
Secure processing: Your data stays within your workspace's security boundaries
Tips for Better Results
Effective Question Types
Specific queries: "What were the main objections raised in sales calls this month?"
Comparative analysis: "How do our Q4 goals compare to Q3 achievements?"
Action items: "What follow-up tasks were mentioned in the @Project Alpha meetings?"
Trend analysis: "What recurring themes appear in customer feedback recordings?"
Best Practices
Be specific with your scope selection to get more relevant results
Use @mentions to reference specific entities when needed
Ask follow-up questions to dive deeper into folders
Review sources to verify and get additional context
Save important insights to meeting notes for future reference
Troubleshooting
Common Issues
No results found: Check your scope selection and ensure you have access to relevant recordings
Limited responses: Verify that your selected scope contains recordings with the information you're seeking
Permission errors: Contact your workspace administrator if you believe you should have access to certain content
FAQ
Why didn't ClaapAgent list all of my calls?
This is now fixed. When you ask ClaapAgent about someone's calls (e.g. "summarize all of Saida's calls today"), it now returns every recording that person took part in, not just the ones where they were detected as a speaker.
This was especially noticeable on external calls (such as Aircall recordings) where the participant wasn't picked up in the speakers list, so some calls looked "missing" even though they were there. ClaapAgent now matches on meeting participants too, so the list is complete.
💡 If you still notice a call missing after this, let us know, it points to a different cause (such as access permissions) and we'll be happy to look into it with you. |
Getting Help
If you encounter any issues with ClaapAgent or need additional assistance, please contact our support team at support@claap.io or through the help center.