For AI agents: the complete documentation index is available at https://docs.clickmax.io/en/llms.txt, the full documentation bundle is available at https://docs.clickmax.io/en/llms-full.txt, and this page is available as Markdown at https://docs.clickmax.io/en/features/contacts/meeting-guided-training.md.
  • English

      • How do I review the moments where a meeting lost points?

      Open the meeting report and click the Guided training tab. The player at the top walks through the moments where the score was left on the table: it plays the real meeting clip, shows What was said next to What would work better and ends with a training recap.

      Before you start

      • The meeting must be over and its report ready, including the stage-by-stage evaluation. Without it, the tab shows Training shows up once the report has the stage-by-stage evaluation.
      • The meeting clip only plays the original audio when the room was recorded.
      • Whoever sees the report sees the training: each person sees the meetings they hosted or joined, and workspace admins see the whole team's.

      Watch the training

      1. Open Support, click Meetings and open a meeting under Past meetings.
      2. Click the Guided training tab.
      3. Click Watch. The training starts with the Opening, showing the meeting score and how many moments there are to review.
      4. For each moment, listen to the Meeting clip and then to the mentor's correction, with What would work better highlighted and the mentor's words as captions below.
      5. At the end, see the Training recap and For your next meeting.

      The tab shows up to five moments, in the order they happened in the meeting. Below the player, How the conversation was led brings the pace, talk and listening panel for this meeting.

      Control the player

      • Watch / Pause — or the space bar or K.
      • Progress bar — click or drag to jump anywhere. The marks separate the moments. The ← and → arrows go back or forward 5 seconds.
      • Previous moment / Next moment — jump straight from one moment to another.
      • Steps at the top of the stage — click a number to jump straight to that part of the training. The current step is highlighted.
      • Audio — opens the narration volume control and, when there is background music, turns the music on or off and sets its volume. The music starts at a low volume and lowers further while the mentor speaks. Moving the music volume while it is off turns it back on. To mute everything, press M.
      • Speed — cycles through 1×, 1.25× and 1.5×.
      • Full screen — or the F key.

      On a narrow screen, such as a phone, the bar keeps only play, the time and full screen; the rest lives under More controls.

      The mentor narration

      The narration is generated on its own the first time whoever led the meeting opens the tab. While it is being prepared, the line below the player shows Generating the mentor narration., and you can keep watching: once it is ready, the voice joins the training.

      The mentor opens the training with Welcome to Clickmax guided training! and, for each moment, reads what was said in the meeting before the correction. The mentor's words show up as captions under the stage, one sentence at a time. In the corner of the stage, a card shows how many points that moment left on the table and which one was the biggest loss.

      Without narration, the stage shows No narration in the same corner and each moment stays on screen for its reading time.

      Generate a new narration

      In the Guided training card, to the right of the player, click Regenerate narration to ask for a new script and voice for the current moments — for example, when the voice came out odd or the narration predates the welcome opening.

      • The button only shows up for whoever led the meeting and disappears while a narration is being generated.
      • Each set of moments has a limited number of attempts. When they run out, the button disappears; regenerating the report changes the moments and frees new attempts.

      If the narration did not come through

      • The mentor's voice isn't available right now. — Click Try again later.
      • The voice provider is receiving too many requests. — Try again in a few minutes.
      • The room AI agent's provider is receiving too many requests. — The limit belongs to the key set on the agent; try again in a few minutes.
      • The narration took longer than expected and was stopped. — click Try again in a moment.
      • The room AI agent's OpenAI key was rejected. — click Review agent and check the credential.
      • The room AI agent can't generate voice. — check that the agent is active and uses an OpenAI key.