How to Use Meeting Insights (Post, Pre-Meeting) & Create Templates
Generate pre-meeting briefs, post-meeting summaries, and build custom AI templates to extract exactly what matters from every call.
Overview
Breakcold's Call Insight Templates let you define what information AI should extract from your meetings — before, during, or after a call. There are two types of insight:
Pre-meetingMeeting BriefRuns before a call to prepare you — pulls context from your CRM about the lead, past conversations, open topics, and more.
Post-meetingMy SummaryRunFew readersHow to Control Meetings Display
Switch between List and Calendar, filter by date, group and sort, save custom views, and favourite key calls.
Overview
The Meetings section in Breakcold gives you several ways to control exactly what you see and how it's organised. You can toggle between a list and a calendar layout, filter by upcoming or past meetings, group by status or platform, apply date filters, and save custom views for recurring workflows.
List / Calendar toggle — choose how meetings are displayed
**UpcomingFew readersMeeting Settings (Recording Mode, Auto-create Participants & More)
Configure recording mode, auto-create participants, AI insights, video layout, and call insight templates — all in one place.
Overview
Breakcold's Meeting Settings page gives you workspace-level control over how meetings are recorded, how participants are handled, and how AI processes your call recordings. Find it under Settings → Meetings.
Recording Mode Dropdown
Controls which types of meetings are automatically recorded by your bot.
Auto-create Records from Participants ToggleFew readersHow To Change The Bot Image in My Meetings
Customize the image your Breakcold recorder bot displays when it joins your meeting calls.
Overview
When Breakcold's meeting recorder bot joins your calls, it displays a profile image that other participants can see. You can change this image by selecting a different image preset in the Meetings settings. Choose between the default Breakcold branded image or Join without a branded image for a more neutral appearance.
The bot image is configured in Settings > Meetings
ChooFew readers