Meetings and Guest Links

Schedule meetings or meet now, invite colleagues and outside guests, use the lobby, share notes, record, and get an AI summary.

Meetings and Guest Links

Meetings are video calls with a time, an invite list, a shareable link and a place to keep everything from the meeting: chat, notes, attendance, recordings and a summary.

Plan: Team Comms (messages, channels, calls, meetings and guest links) is part of the Enterprise plan. On other plans the Team Messages page shows that the feature is not available.

Meet now or schedule

In Team Messages:

  • Meet now (the video icon at the top) starts a meeting straight away and opens the call.
  • Schedule a meeting (the calendar icon, or + next to Meetings) opens the scheduler.

Fill in:

  • Title
  • Starts and Length
  • an optional Agenda
  • Colleagues to invite
  • Guests by email β€” people outside your company, separated by commas

Invited colleagues get a notification and the meeting appears in their Meetings list and calendar. Guests receive an email invitation with the link.

The meeting panel

Open a meeting and click Meeting: link, notes, recordings, summary in the header. The panel has tabs:

  • Overview β€” time, agenda, who's invited, the guest link and settings. From here you can Invite more people, Change time, Cancel meeting or Restore meeting.
  • Notes & summary β€” Shared notes that everyone in the meeting can edit (saved automatically), and the AI summary.
  • Recordings β€” download or delete recordings.
  • Attendance β€” who joined and when.

Guests don't need a Plenix account. They open the link, type their name (and optionally their email), check their camera and microphone, and join from the browser.

  • Allow guests with the link turns guest access on or off for the meeting.
  • Guests wait in the lobby makes guests wait until someone in the call lets them in. People in the call see who is waiting and can Admit or Deny each guest.
  • Make a new link (the old one stops working) β€” use this if a link was shared too widely.

Guests can only join that one meeting. They can't see your other conversations or anything else in Plenix.

AI summary

After the meeting, open Notes & summary and generate the AI summary. It writes up decisions and action items from the shared notes, the in-call chat and the meeting's messages. AI usage counts towards your plan's AI allowance.

Invitation emails and notifications open the meeting directly in Team Messages.

Where to go next

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Meetings and Guest Links β€” Service Desk & Ticketing | Plenix Cloud Docs