Scheduling new meetings in bluecap™

Scheduling new meetings in bluecap™

While bluecap can join meetings automatically, some might opt for more control over which meetings bluecap™ can join. For those users there are a number of manual joining options.

Scenario 1: Create an Instant Meeting
In this scenario you want to create a meeting right now that's joining by bluecap™ and your participants and also blocks off time in your connected calendar.
1) In the top bar of your bluecap dashboard click on schedule meeting.
2) In the dropdown select the icon for your chosen meeting software.
3) Copy the join link and join as normal, once you join bluecap™ will follow you shortly!

Scenario 2: Schedule a future meeting
In this scernario you want to create a meeting that bluecap will join, but you want to hold it at a later time or date.
1) In the top bar of your bluecap dashboard click on schedule meeting.
2) Click on "Schedule Meeting"
3) Add a title and select a time
4) Enter the email of a single participant and then press enter / return. Repeat this step for every participant. Note: upon pressing enter / return your participant becomes a pillbox element below the field. You can remove a participant by clicking the x inside their pillbox.
5) ensure that the meeting is being created in the calendar of your choosing. Take special care if you have multiple calendars connected.
6) Locaiton and Agenda is optional
7) Click "Save"

Once you've compelted these steps you'll see the meeting appear in your upcoming meetings as well as in the calendar yo uselected previously. bluecap™ will automatically attempt to join this meeting at the scheduled time.

    • Related Articles

    • How to sign up with bluecap Meeting Assistant?

      1. Visit https://www.bluecap.ai/pricing 2. Select the plan fits your needs the best. Please take note that accounts exceeding their alotted hourly quota will automatically be charged for additional use. *Prices are subject to change any time. Please ...
    • Join meetings in progress

      Sometimes you have a meeting that's already in progress where you'll find your bluecap™ assistant helpful. bluecap™ can join any meeting on demand, with the hosts final approval, by following these simple steps. 1) Copy your meeting invite link. ...
    • Integrate Zoho CRM with bluecap CI

      When Zoho CRM is connected with Bluecap.ai, your conversation analytics and insights will populate inside your Zoho CRM. This will enable accelerated time to intelligent context including emotional insights, automated human-like meeting summaries and ...
    • How to integrate with Zoom

      Integrating with Zoom will enable you to create instant Zoom meetings, Zoom webinars and access Zoom contacts. To enable Zoom integration follow the instructions below: Sign in to bluecap Meeting Assistant. Navigate to Settings from the menu. Select ...
    • How to deactivate Zoom

      To disconnect your Zoom Video Conferencing integration, you will have complete step A and step B. Please follow the instructions below: Step A: Navigate to Settings from the menu, Select Integrations tab. Click on Disconnect Zoom Account. Step B: ...