Meetings

The Meetings page provides a central view of all scheduled, completed, cancelled, and no-show meetings across your team. Meetings can be booked by AI agents, through ScendCore booking pages, or via integrated calendar platforms.

Meeting Dashboard

Navigate to Meetings in the sidebar. The dashboard shows:

Stats Strip

Key metrics displayed at the top:

• Upcoming — Meetings scheduled in the future
• Completed — Meetings that took place
• No-shows — Meetings where the contact did not attend
• Cancelled — Meetings that were cancelled
• Rescheduled — Meetings that were moved to a new time

Tabs

Meeting Statuses

Booking a Meeting

Through AI Agents

AI agents can book meetings during conversations when the skill_schedule_meeting skill is enabled. The agent:

1. Identifies the prospect’s interest in meeting
2. Checks availability via the connected calendar
3. Suggests available time slots
4. Books the meeting and sends a calendar invite

Through ScendCore Booking Pages

ScendCore includes built-in booking pages (configured in Settings > Calendar). Share your booking link with prospects and they can self-schedule.

Through Calendar Integrations

Meetings booked via Calendly, Cal.com, or other integrated platforms are automatically synced to the Meetings page.

Logging a Meeting

To manually log a meeting:

1. Click + Log Meeting on the Meetings page.
2. Select or search for the contact.
3. Fill in meeting details:
   • Title — Meeting subject
   • Start and end time
   • Meeting URL (if virtual)
   • Source — Where the meeting originated
4. Click Save.

No-Show Recovery

When a meeting is marked as a no-show, ScendCore can trigger follow-up actions:

• The AI agent sends a reschedule email to the contact
• A new meeting opportunity is created for follow-up
• Activity is logged on the contact record

This behavior is controlled by your Autonomy Controls.

Cancellation and Rescheduling

When a meeting is cancelled or rescheduled:

• The meeting status updates automatically
• If the meeting was booked through Calendly or Cal.com, the cancel/reschedule URL is preserved
• Side effects cascade: notifications are sent, pipeline records updated, and AI agents adjust their outreach plans

Meeting Details

Click any meeting to view:

• Contact information — Name, email, company
• Meeting link — Direct URL to the video call
• Cancel and reschedule URLs — Links to modify the meeting
• Source — How the meeting was booked
• Metadata — Additional data from the booking platform

Calendar Integration

For the best experience, connect your calendar platform:

• Cal.com — Full availability and booking integration
• Calendly — Booking link sharing and webhook notifications
• Outlook Calendar — Availability checking and direct booking (via MCP)
• Google Calendar — Availability checking and direct booking (via MCP)

See the Calendar Integration guide for setup instructions.

Troubleshooting

Meeting not appearing

• Check the tab (Upcoming, Mine, All) to make sure your filter shows the meeting.
• If booked through an external platform, verify the webhook is configured correctly.

AI agent not booking meetings

• Ensure the skill_schedule_meeting feature flag is enabled.
• Verify a calendar integration is connected and a booking URL is configured.
• Check that the agent’s autonomy settings allow booking meetings.