Meeting Types
Qubi automatically classifies your meetings into categories so that coaching, summaries, and analytics are tailored to each type of conversation.
Default meeting categories
Qubi comes with built-in meeting categories:
| Category | Examples |
|---|---|
| Sales Discovery | First calls, qualification calls |
| Demo | Product demonstrations |
| Negotiation | Pricing and contract discussions |
| QBR | Quarterly business reviews |
| Interview | Hiring interviews |
How classification works
Qubi analyzes the conversation content and automatically assigns a category to each meeting. This classification determines:
- Which methodology checklist is applied
- How the AI summary is structured
- What coaching criteria are used
Customize meeting types
Admins can customize meeting type categories in Settings > Templates:
- Go to Settings > Templates
- Under Classification & Tagging, view the available categories
- Add, edit, or remove categories to match your team's workflow
note
Meeting classification happens automatically after call processing. If Qubi misclassifies a meeting, you can manually change the category on the call detail page.