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How do Meeting Types work?

Meeting types are the foundation of a good Piper setup. Each meeting type represents a different kind of conversation — and controls what Piper generates, analyzes, and focuses on after each call or meeting is processed.

Setup Meeting types are configured in Settings → Meeting Types. Think of each one as a recipe: a combination of ingredients that tell Piper exactly how to handle that type of conversation.

What you can configure per Meeting Type:

• Note — Template and prompts for the meeting summary
• Email — Structure and prompts for the auto follow-up email
• Call Scoring — Playbook and prompts to score call quality
• Fields — Data points to extract and sync to your CRM or surface as insights in Piper
• Languages — The language Piper generates content in
• Meeting Type settings for sharing configurations — Who can see the meeting inside Piper
• Tags — For quick filtering and recording organization
• AutoSync — When content is pushed to the CRM vs. kept in Piper

How they get applied Piper assigns meeting types automatically based on your Auto Assign and Team Setup rules — no manual tagging needed in most cases, although you can do it in the Home Page.

Changing the output of a meeting If the output isn't right, you have two options: update the meeting type settings and recalculate, or manually swap the Note, Email, or Call Scoring template on that specific activity.

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When you define a Meeting Type, you can specify a wide range of customizations, including which AI content to generate, the language to use, whether to sync with the CRM, and much more.

How to use Meeting Types

How to configure Meeting Types

Meeting Type settings for sharing configurations

AI Automatic Meeting Type Assignment

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If you have different types of meetings that need specific settings and automations, Meeting Types let you customize each one to suit your workflow and streamline your process.

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🤔 FAQ

• How do Meeting Types improve my workflow?
• Can I customize Meeting Types for different sales roles?
• What kinds of settings can be customized for Meeting Types?
• Can I create my own Meeting Notes Template for a specific Meeting Type?
• Who can modify CRM fields for Meeting Types in Piper?
• Can Meeting Types help me with different languages?
• I’m a legacy Piper user. What happens to my previous Notes Templates?
• I’m a legacy Piper user. What CRM or custom fields will be enabled by default in the new Meeting Types?
• What happens if I have a Notes Template that doesn’t have a Meeting Type? Can I apply a Notes Template without creating a new Meeting Type?
• I see I can enable or disable CRM or custom fields for each Meeting Type. Where can I modify each CRM field description?

❓ Didn't find what you were looking for?

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Send an email or Open a Support Ticket (suggestions are also welcome)

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