MEETINGS & CALENDARS

Stop Switching Between Your CRM, Zoom, Google Meet & Calendar.

Create meetings, share booking links, connect Zoom or Google Meet, notify customers, capture transcripts, generate AI summaries, and keep every meeting connected to the customer record.

Upcoming Meetings
Live
MON24
TUE25
WED26
THU27
FRI28
SAT29
SUN30
RS
Rohan Sharma
Tue · 3:00 PM
Zoom
SD
Sneha Deshmukh
Wed · 11:00 AM
Meet
AM
Arjun Mehta
Wed · 3:00 PM
Confirmed
AI summary ready for last call
3 meetings this week+ New Meeting
Zoom & Google Meet built-inShareable booking linksAI meeting summariesUnified team calendar
PLATFORM
ZoomGoogle Meet
AUTO-GENERATED JOIN LINK
LINKED CUSTOMER
AM
Arjun Mehta
Deal #4821 · linked customer
Meera Kapoor (owner) · Internal participant
01 · MEETING CREATION

Create Zoom & Google Meet Meetings From Your CRM

Stop creating meetings in one tool and managing customers in another. Schedule an online meeting from AiEngage, pick Zoom or Google Meet, and AiEngage creates the meeting, generates the joining link, and saves it with the customer record.

What's Included
Connect ZoomConnect Google MeetCreate meetings from AiEngage CRMAutomatically generate meeting linksSave joining links inside the CRMConnect meetings with customers and dealsAdd internal participantsAssign meeting owners
Book a Demo · Sales Team
MON24
TUE25
WED26
THU27
FRI28
AVAILABLE SLOTS · WED 26
10:00 AM2:00 PM4:30 PM
Confirm Booking
YOUR BOOKING LINK
WhatsAppEmailSales follow-up
02 · BOOKING LINKS

Let Customers Book Meetings Without the Back-and-Forth

Scheduling shouldn't take five messages. Create availability, share your booking link, and let customers pick a time — once booked, it's automatically added to your AiEngage calendar.

Embed the booking calendar directly on your website, or share the same link over WhatsApp, email, and sales follow-ups — so you never have to ask a customer when they're free.

Add Your Booking Link To
Book a Demo pagesContact Us pagesLanding pagesWhatsApp conversationsEmail signaturesSales follow-upsWebsite CTAsMarketing campaigns
Onboarding Call — Whitefield AccountsGroup
Google Meet
PARTICIPANTS
RS
Rohan Sharma
Customer
SD
Sneha Deshmukh
Customer
MK
Meera Kapoor
Internal
04 · ONE-TO-ONE & GROUP

Host One-to-One & Group Meetings

Create meetings for one customer, multiple customers, internal team members, or a mix — sales demos, discovery calls, onboarding sessions, and training, all from the same place.

Create
One-to-one meetingsGroup meetingsSales demosDiscovery meetingsCustomer onboarding callsTraining sessionsInternal + customer meetingsFollow-up meetings
Meeting Transcript
Rep00:10Let's start with your current CRM setup.
Rohan00:26We use spreadsheets — need automated follow-ups.
Rep00:48Understood. Can we do onboarding by Monday?
AI Meeting Summary
KEY POINTS
Current setup: spreadsheets. Wants automated follow-ups.
DECISIONS
Onboarding scheduled for Monday.
NEXT STEPS
Send onboarding checklist & automation setup guide.
05 · AI NOTES

Get Meeting Transcripts & AI Summaries Instantly

The meeting ends, and someone forgets the next step. AiEngage keeps meeting context in the CRM with full transcripts and AI-generated summaries.

Meeting Intelligence
Meeting transcriptsAI meeting summariesCustomer requirementsKey discussion pointsDecisionsFollow-up itemsNext steps
TEAM BOOKING CALENDARS
Sales Team · Book a Demo
Mon–Fri · 9am–6pm
Customer Success · Onboarding
Mon–Sat · 10am–5pm
Support Team · Support Call
All days · 24/7
WORKING HOURS & AVAILABILITY
Mon
Tue
Wed
Thu
Fri
Sat
Sun
9 – 11am
11 – 2pm
2 – 6pm
06 · AVAILABILITY

Different Booking Calendars for Different Teams

Sales, onboarding, and support shouldn't share the same availability. Create separate booking calendars per team and meeting type, and only show slots inside working hours.

For Example
Book a Demo — Sales TeamCustomer Onboarding — Customer SuccessSupport Call — Support TeamTalk to an Expert — Consulting TeamProduct Training — Training Team

Stop getting requests outside working hours — set availability and only show the slots you want bookable.

Week of 24 – 30 Aug
MON2410:00 Demo
TUE25
WED263:00 Demo4:30 Sync
THU2711:00 Onboarding
FRI28
SAT29
SUN30
SCHEDULED
Whitefield Demo
10:00 AM · RS
ERP Discovery
2:00 PM · RV
IN PROGRESS
Clinic Onboarding
11:00 AM · PN
DONE
Campus LMS Call
9:00 AM · MK
Support Sync
4:30 PM · JC
07 · UNIFIED CALENDAR

Manage Every Meeting From One Calendar

Stop checking separate calendars. See today's meetings, upcoming bookings, owners, and status inside AiEngage CRM — then build custom Kanban views around how your team actually works.

See & Customize
Today's and upcoming meetingsWeekly and monthly scheduleMeeting owners and customer detailsMeeting statusKanban views by meeting stagePrivate or shared views
Importing Meeting History
In progress · 68% complete · 412 of 600 meetings
Past meetings importedJust now
Historical meeting notes imported2m ago
Customer meeting history importingIn progress
08 · MIGRATION

Bring Your Existing Meeting History With You

Moving CRMs shouldn't mean losing customer context. Import previous meetings and notes and keep the full history connected to each customer record.

Import & Track
Past meetingsHistorical meeting notesCustomer meeting historyImport status and progress
Customer Books
Meeting Created
Zoom / Google Meet Link
Customer Notified
Meeting Happens
Transcript + AI Summary
Follow-Up
09 · ONE MEETING, NO TOOL SWITCHING

From Booking To Follow-Up, In One CRM

A customer books, AiEngage creates the meeting, Zoom or Meet generates the link, the customer is notified, your team runs it, the transcript and summary stay connected, and follow-up becomes clear.

Book, Meet, Summarize and Follow Up in One CRM

Booking CalendarsShareable Booking LinksWebsite Calendar EmbedZoom IntegrationGoogle Meet IntegrationAutomatic Meeting LinksAutomatic Customer NotificationsOne-to-One MeetingsGroup MeetingsMeeting TranscriptsAI SummariesFollow-Up Context

Everything You Need to Run Meetings From Your CRM.

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