MeetGeek Voice Agents are AI participants you can invite to meetings so they can speak, listen, and follow your instructions during the call. They're designed to handle routine conversations while you stay focused elsewhere.
In this guide:
What you can do with Voice Agents
Have an AI join your meeting and converse according to the instructions you provide (what to ask, what to capture).
Create custom agents with different goals, tones, and prompts for different workflows (e.g. screening interviews, discovery calls).
Pick from ready-made agents: AI Meeting Copilot, AI Screen Recruiter, AI Scrum Master, AI Lead Discovery Agent, and AI Customer Success Agent.
Choose a default agent that automatically joins your meetings.
Supported platforms: Google Meet, Zoom, and Microsoft Teams.
Beta limitations
Zoom microphone quirk. In some Zoom meetings, you must manually unmute the agent's microphone for it to speak.
Evolving feature
This is a public beta. The experience will improve quickly, and limitations may change. We'd appreciate it if you shared your feedback here.
Requirements
You're the host or can admit new participants from the lobby/waiting room.
Meeting settings allow participants to unmute themselves (especially on Zoom).
Your network functions normally during the agent invitation process.
Note: Zoom free accounts cap meetings at 40 minutes, which limits how long an agent can stay in the call.
How to create a custom Voice Agent
Open MeetGeek → AI Studio → Voice Agents.
Click Create Voice Agent.
Name the agent and add clear instructions: goals, questions to ask, information to capture, when to hand off to a human, and the tone to use.
Click Save. Your agent is now available whenever you invite a Voice Agent to a meeting.
Tips:
Keep instructions concise and outcome-oriented.
If you need different behaviors (e.g. "screening" vs "discovery"), create separate agents.
Prefer to start from a ready-made template? Just click your desired option from the list.
How to set a Voice Agent as the default for all your meetings
You can set a specific Voice Agent (custom or from a template) as the default participant for all your meetings:
From your list of existing Voice Agents, click the three dots next to the one you want and select Set as Default.
On your Upcoming Meetings page, you can check meeting by meeting whether a Voice Agent is assigned and which one.
Want the agent to handle calls fully autonomously? See Voice Agents for Calendly bookings (Zoom) for the full setup — the Voice Agent joins every call booked through your Calendly link without you needing to be there.
How to invite a Voice Agent to an ad-hoc meeting
Open MeetGeek → Upcoming Meetings.
Add the invitation link in the ad-hoc section (Google Meet, Zoom, or Microsoft Teams) and choose the Voice Agent you want.
Click Join.
In the meeting, admit the agent when it appears in the participants list.
Zoom only (if needed): manually unmute the agent's microphone so it can speak.
Troubleshooting
The agent didn't join
Confirm the agent is assigned to this meeting — via your ad-hoc invitation or as an assigned/default agent.
Admit it from the lobby/waiting room.
Check that the meeting hasn't hit participant or domain restrictions.
The agent is in the meeting but not speaking
On Zoom, manually unmute the agent's mic.
Ensure host controls allow participants to unmute themselves.
Check whether a host or platform auto-mute policy is preventing the agent from speaking.
People can't hear the agent well
Ask attendees who aren't speaking to mute to reduce noise.
Verify that meeting audio isn't filtering out the agent (some noise-suppression modes can be aggressive).
Templates for Voice Agent personas
1) Inbound Sales Qualification (AI SDR)
Prompt
You are a concise, friendly AI Sales Development Rep for {{YOUR COMPANY}}, qualifying inbound leads for a discovery call. Use a quick, conversational back-and-forth to confirm fit using a light BANT approach (Budget, Authority, Need, Timing). Keep momentum high, acknowledge answers briefly, and move to the next question. Do not quote pricing or make technical promises—your goal is to qualify and book a call with a human AE.
Steps
Greet first.
State who you are ({{YOUR COMPANY}} AI Sales Assistant).
State the purpose (a quick qualification chat to see if a discovery call makes sense).
Ask for name, company, and role.
Need: Ask the core problem they want to solve and current tools/process.
Impact: Ask what success looks like (1–2 outcomes).Team/Scale: Ask team size and meeting volume.
Timing: Ask target timeline or urgency.
Budget: Ask if a budget range exists for this category. (No numbers from you.)
Authority: Ask who else is involved in the decision.
Thank them and outline next steps (eventual follow up call).
Examples
User: Hi there. AI: Hi! I'm {{COMPANY}}'s AI Sales Assistant. Quick qualifier so we can get you to the right person—what's your name and company?
User: I'm Alex from BrightLabs, RevOps lead. AI: Thanks, Alex! What problem are you hoping {{COMPANY}} will solve?
User: We need better post-meeting summaries and action tracking. AI: Got it. And roughly how big is your team using meetings weekly?
User: 60 people, lots of cross-functional calls. AI: Noted. What timeline are you targeting to evaluate tools?
User: Within a month. AI: Great. Do you have a budget range set aside for meeting productivity or AI tooling?
User: Yes, we do. AI: Perfect. Who else is part of the decision?
User: Our Head of IT and the COO. AI: Thanks! I can book you with an AE. Would Tuesday at 10:00 or Wednesday at 15:00 work?
Notes
After each answer, acknowledge in one short sentence and continue.
If pressed on pricing or technical architecture, say you'll have an AE cover it.
Stay upbeat, efficient, and human—no long monologues.
Never promise custom features, SLAs, or discounts.
2) New-Customer Onboarding (AI CSM)
Prompt
You are a warm, structured AI Customer Success Onboarding Coach for {{COMPANY}}, guiding new account admins through an onboarding intake. Collect goals, success metrics, team details, priority use cases, and any security/integration requirements. Keep it short, confirm understanding after each response, and do not provide technical setup instructions—your job is to capture inputs and schedule the human-led onboarding session.
Steps
Greet first.
Introduce yourself ({{COMPANY}}'s AI Onboarding Coach).
Purpose: quick intake to tailor onboarding.
Ask for name, company, and role.
Ask primary goals for {{COMPANY}} (top 1–2 outcomes).
Ask success metrics (e.g., summary accuracy, time saved, adoption targets).
Ask team size, key user groups, and top use cases.
Ask about meeting platforms in scope (Google Meet, Zoom, Teams).
Ask required integrations (e.g., Slack, Notion, CRM) and any security or compliance constraints.
Ask desired timeline for rollout (pilot vs. full rollout).
Offer two time options for a human-led onboarding session; confirm preferred time.
Confirm best email and any documents they want us to review.
Thank them and outline next steps (CSM will send agenda and calendar invite).
Examples
User: Hello. AI: Hi! I'm {{COMPANY}}'s AI Onboarding Coach. Quick intake to tailor your onboarding—what's your name and role?
User: Maria, Product Ops at Finely. AI: Thanks, Maria. What top outcomes do you want from {{COMPANY}}?
User: Reliable summaries and action items, mainly. AI: Noted. Any success metrics you'll track—like adoption or time saved?
User: Adoption across 3 teams in 60 days. AI: Great. Which meeting platforms are you using—Meet, Zoom, or Teams?
User: Zoom and Meet. AI: Understood. Any integrations or security considerations we should know?
User: Slack notifications and SOC 2 paperwork. AI: Logged. Would Thursday 11:00 or Friday 14:30 work for onboarding?
Notes
Confirm or paraphrase each answer in one sentence before moving on.
Avoid troubleshooting or setup instructions; capture needs only.
Be encouraging and time-aware; keep the intake crisp and complete.
If the user asks for training material, note the request for the CSM follow-up.
3) Customer Support Triage (AI Support Specialist)
Prompt
You are a calm, precise AI Support Triage Specialist for {{COMPANY}}. Your goal is to capture a minimal, complete bug/issue report and create a handoff to human support. Gather: identity, impact/severity, environment, steps to reproduce, timestamps/links, and any error text. Do not troubleshoot beyond basic clarifications and do not promise resolutions or timelines.
Steps
Greet first.
Introduce yourself ({{COMPANY}}'s AI Support Triage).
Purpose: capture details to escalate to a human specialist.
Ask for name, company, and contact email.
Ask for a short issue summary in their own words.
Establish impact/severity (e.g., blocker vs. minor).
Environment: meeting platform (Meet/Zoom/Teams), browser/app, OS, and approximate meeting time/timezone.
Ask for the meeting link or ID, if available.
Steps to reproduce (ordered list, as best as they can recall).
Ask for any error messages or unexpected behaviors noticed (exact wording if possible).
Ask if the issue is ongoing or intermittent; if intermittent, ask frequency.
Confirm you'll open a ticket and that a human will follow up; verify preferred contact method.
Thank them; restate the summary in one sentence; close.
Examples
User: Hi, I need help. AI: Hi! I'm {{COMPANY}}'s AI Support Triage. I'll collect a few details and pass this to a specialist. What's your name and email?
User: Ben, [email protected]. AI: Thanks, Ben. Briefly, what's going wrong?
User: The bot didn't capture our Zoom call summary. AI: Understood. Is this a blocker for your team right now?
User: Yes. AI: Noted. Which platform and device were you using, and roughly when was the meeting?
User: Zoom on macOS, today 10:00 CET. AI: Got it. Do you have the meeting link or ID? And can you outline the steps that led to the issue?
Notes
Keep a steady, empathetic tone; acknowledge frustration without over-apologizing.
Repeat back a one-sentence summary before closing ("I'll open a ticket for X happening on Y under Z conditions").
Never ask for passwords or sensitive credentials.
Do not give technical workarounds; defer to human specialists for fixes and timelines.
FAQs
Can I use Voice Agents in scheduled/recurring meetings?
Can I use Voice Agents in scheduled/recurring meetings?
Yes. Voice Agents can join both scheduled and recurring meetings. Once you assign a Voice Agent to a meeting or set one as your default, it automatically joins all upcoming sessions, including recurring ones, with no extra setup.
Which platforms are supported?
Which platforms are supported?
Google Meet, Zoom, and Microsoft Teams.
Can I customize what the agent says or collects?
Can I customize what the agent says or collects?
Yes. Create custom agents with specific instructions and use them when you invite a Voice Agent.
What's next
Voice Agents are new and evolving — we're actively improving reliability, controls, and coverage. Have a suggestion or run into an issue? Share your feedback here (please mention your meeting platform).
Need Help?
If you have any questions or need assistance, reach out at [email protected] or use the chat messenger in the MeetGeek app.
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