Meeting Prep Agent

The Meeting Prep Agent automatically generates a concise, accurate meeting brief for the host and internal attendees of a scheduled meeting. It pulls company and contact context from the web, your CRM, and optional enrichment providers, then delivers the brief as a private calendar invite that sits next to the original meeting or a Slack message. The goal is to save time, improve preparedness, and help reps conduct sharper conversations without switching between multiple tools.

Table of Contents

• Benefits of Meeting Prep Agent
• Setting the Meeting Prep Agent
• Examples Use Cases

Benefits of Meeting Prep Agent

Account Executives and Account Managers often join back-to-back calls with limited context about attendees and companies. 

The Meeting Prep Agent enriches and consolidates this context, enabling reps to build rapport, understand roles and seniority, confirm whether attendees are decision-makers, identify the company’s industry, recognize if their competitors are customers of yours, and review prior or open opportunities that may impact the conversation. 

For AMs, the agent supports continuity by surfacing what happened in the previous call and agreeing on the next steps. This aligns with Chili Piper’s core focus on meetings and serves a significant portion of our sales user base.

The brief's content is fully customizable by you through the prompt instructions provided to our agent.

Goals:

• Save prep time for your team by consolidating LinkedIn, website details, CRM history, and relevant signals into a single location.
• Improve call quality and win rates through accurate, up-to-date context.
• Standardize preparation across teams with reusable, configurable briefs tied to Meeting Types.

Setting up the Meeting Prep Agent - Creating a Brief

A Brief is the configuration that generates pre-meeting context. You can maintain several briefs to match different Meeting Types.

From your Workspace, click Chili Agents in the left-hand menu.

Then, Configure for Meeting Prep > Create a new Brief

1. Name your Brief

   Give the brief a clear name so admins can identify it later.
    

2. Create a Brief Prompt

   Check out our Prompt Guidelines article

   • Write natural language instructions describing what to include and how to format it.
   • The prompt supports natural language only. Dynamic tags and variables are not supported.
   • The model is managed by Chili Piper.
   • A protected system prompt is applied to keep outputs safe and consistent.
   • Chili Piper pre-creates 2 to 3 prompt templates to help you start quickly. You can edit your prompt after applying a template.
      
3. Add a Brief Description
   • Used solely to identify your brief, it will not affect the prompt and will not be visible to anyone who is not a Chili Piper Admin.
      

4. Agent Access Tools

   Toggle which data sources the agent can use. The model will only use what you allow.

   • Web Search: The agent can open URLs to determine things like what a company does or whether it is a B2B or B2C business.
   • CRM Access: Grant read access per object tied to the primary guest.
     • Salesforce: Account, Contact, Lead, Opportunity
     • HubSpot: Companies, Contacts, Deals
   • Enrichment: Utilize account-level enrichment providers to fill gaps, such as LinkedIn URLs or company domains, to enhance data accuracy.
     • Set a waterfall order for providers.
     • The agent attempts to use a single provider for all enrichment in a run.
     • Enrichment consumes credits in your provider accounts.
        
5. Select Which Meeting Types should get Meeting Prep
   • Select Admin meeting types from your Workspace. Personal meeting types are not supported.
   • A brief can target multiple Meeting Types.
   • A Meeting Type can belong to only one brief at a time.
      
6. Brief Recipients: Who should get the Meeting Prep
   • Assignee or host only
   • All internal attendees
      
7. Brief Delivery
   • The brief can be delivered as:
     • A private, free calendar invite on the same date and time as the original meeting
     • A Slack message, at the time of your choice. The message will be sent by our @chilinbot. See more about the bot here.
       
       
   • It is tied to the meeting lifecycle:
     • Cancel the meeting; the prep invite is canceled.
     • Reschedule the meeting; the prep invitation is updated.
     • Reassign the meeting; the old preparation is canceled and a new preparation is sent to the new assignee.
   • The content of the prep is placed in the invite description.
   • The sender is the admin user who configured the brief.
      

8. Test before launching

   Note: No invitations are sent during the test.

   

   1. Select a meeting.
   2. Run the test to generate output.
   3. Review on screen and as a test calendar invite with the brief in the description.
   4. Refine the prompt or tool access and retest.

Examples

Inbound Demo with Minimal Context

When to use: First-time demos booked through Concierge where the AE has little background.

What the brief includes

• Contact background with LinkedIn link and role.
• Company overview with a short business description and B2B or B2C classification.
• Tech stack highlights and email platform if identifiable.
• Relevant CRM history, such as prior opportunities or engagements.

Why it helps: The AE opens the prep invite next to the meeting and is ready with key facts and discovery angles in seconds.

 

Competitive awareness for discovery calls

When to use: Early calls where competitor overlap is common.

What the brief includes

• Short list of competitors mentioned on G2 or in CRM notes.
• Key talking points that highlight Chili Piper's strengths include bi-directional CRM sync, enrichment usage, and advanced web search capabilities.

Why it helps: Reps enter the meeting with relevant differentiation points and avoid being surprised.