Sales

Prep a meeting with AI

The Prep meeting button, in the AI suggestions panel on a record, builds a ready-made script for the conversation: a suggested objective, context points pulled from the data, discovery questions and a proposed next step. It gets you into the meeting prepared even with ten minutes' notice.

The worst sales meeting is the one where the rep opens by asking what is already written in the CRM. Prep meeting exists to kill that waste: the AI reads the data on the record you have open and gives you back a short, practical script, in the language you are using the system in.

Where it lives

Open the record and look for the AI suggestions card, with the robot icon. The Prep meeting button appears on Lead, Opportunity, Contact and Company records. On Lead and Opportunity you also get Approach playbook and Buying intent; on every record, Next step, Suggested products and Summary.

What the AI gives back

A suggested objective for the meeting.
Three or four context points pulled from the record's data.
Three discovery questions.
A proposed next step.

Step by step

Open the lead, contact, company or opportunity the meeting is about.
On the AI suggestions card, click Prep meeting.
While the text is being written, you see Thinking. The answer arrives whole in the card, with the Suggested by AI badge.
Read it, adjust it with your own judgment and take it into the meeting. If you want to keep the script, copy the text into the record's notes or into an activity.
After the conversation, log what happened as an activity: that history is what makes the next prep better.

Example: On the opportunity Acme rollout, worth US$ 48,000, stage Negotiation, with two meetings logged and a proposal sent 9 days ago, the button gives back something like: objective, unblock the decision on the rollout date; context, the proposal has been sitting for 9 days and the main contact is in operations, not on the leadership team; questions, who else has to approve, which go-live date is non-negotiable, what would get the decision made this week; next step, book a 20 minute call with the CFO.

Prerequisites and limits

AI has to be set up by an administrator in Settings. Without that, the button answers with a notice that no AI is available.
The AI uses only the fields on the record you have permission to see. Fields hidden or masked for your role never reach the model.
An empty record produces a thin script. If the company has nothing but a name filled in, there is no context to draw on, and the answer will be generic.
AI usage is metered per organization. Generating several preps in a row draws on the same allowance as the other AI features.
The answer is not written into any field automatically. Only the Next step suggestion has a Create task button; meeting prep is yours to copy if you want to keep it.

Common questions

Why do I not see the Prep meeting button? Either you are on an object that does not offer it, the button exists on Lead, Opportunity, Contact and Company, or the AI suggestions card is turned off for your organization.
The answer came back in another language. It follows the language the interface is set to. Change the language under My account and generate it again.
Did the text get cut off? It should not: meeting prep has a larger size limit precisely because it is a long answer, and the card grows to show all of it.
Can I ask for a different script? Yes, click again. Every click generates a new answer and consumes AI usage.

💡 Generate the prep after you log the last conversation, not before. One more activity in the history changes the quality of the context points quite a lot.

Open this article inside the system →