Web App Guide

A complete guide to using the Laxis Web App for meeting recording and transcription management directly from your browser.

1. Recording Options

On the Home page or the Meetings page, you'll find three primary action buttons for recording:

Record Meeting

Invite the Laxis AI Bot to join your online meetings as a participant. The bot will record the meeting, and once it ends, Laxis will process the audio/video to generate a transcript and summary. You'll receive an email notification when your meeting summary is ready.

Instant Record

Start recording immediately using your browser's microphone. After you stop the recording, Laxis will process the audio and generate a transcript and summary. You'll receive an email notification when it's ready.

Upload Audio

Upload existing audio files for transcription. After uploading, Laxis will process the file and generate a transcript and summary. You'll receive an email notification when it's ready.

2. Upcoming Meetings

The Upcoming Meetings section is available on the Home page and displays meetings synced from your connected calendar.

Each meeting item shows the date, time, and platform (e.g., Google Meet, Zoom), with two interactive controls:

• Auto-Join Toggle: Use the switch to enable or disable the Laxis AI Assistant bot from automatically joining this meeting.
• Join the Meeting: Click this button to open the meeting link in a new browser tab.

3. Recent Meetings

The Recent Meetings section on the Home page displays your most recent meeting recordings.

Each meeting item shows:

• Duration: The length of the meeting (e.g., 00:39:01)
• Date & Time: When the meeting took place
• Platform: The meeting platform used (e.g., Zoom, Google Meet)
• Title: The name of the meeting

Click Show All to navigate to the Meetings page where you can view and manage all your meetings.

4. Meetings Page

The Meetings page displays all your meeting recordings in one place.

On this page you can:

• View all meetings: Browse through your complete meeting history.
• Search meetings: Find specific meetings by keyword.
• Delete meetings: Remove meetings you no longer need.

5. Meeting Detail Page

Once your meeting ends, you'll land on the Meeting Detail Page. This is your central hub for reviewing, editing, and repurposing your meeting content.

Header Features

The top navigation bar provides quick access to essential tools:

• Search: Use the search bar to find specific keywords in your transcript.
  • Matches are highlighted for easy visibility.
  • Use the Up/Down arrows to navigate between occurrences.
  • The count (e.g., "1 of 3") shows how many times the term appears.
• Share: Click the Share button to collaborate with your team.
  • Invite by Email: Enter an email address (e.g., [email protected]) to give specific users access.
  • Copy Link: Use the Copy Link button or the link icon to quickly grab the URL for sharing.
  • Manage Access: You can toggle between "Anyone with the link" and "Only people invited" to control privacy.

Overview

The Meeting Detail Page is organized into two primary sections:

• Main Content Area (Left): Contains AI-generated insights, including the Summary, Action Items, and Topics. It also houses productivity tools like LaxisChat and AI Writer.
• Right Side Area: Dedicated to the verbatim record of the meeting, displaying the full Transcript and recording playback.

Right Side Area & Media Playback

The Right Side Area displays the complete transcript of your meeting with speaker identification and timestamps. The media playback capabilities in this section automatically adapt based on how the meeting was recorded:

• Laxis Meeting Assistant Bot: If the meeting was recorded by the Laxis Bot, this area will display the Video Player along with the transcript and audio controls.
• Microphone or File Upload: For meetings recorded via "Instant Record" or uploaded audio files, the area displays Audio Playback Controls and the transcript.
• Chrome Extension: Transcripts generated via the Laxis Chrome Extension are text-only. In this case, no video or audio player is available, and the section displays only the transcript.

Summary Tab

The Summary tab in the Main Content Area provides an AI-generated digest of your meeting. It is designed to help you quickly grasp key outcomes without re-watching the entire recording.

• Overview: A concise paragraph summarizing the meeting's main points and context.
• Action Items: A generated list of assigned tasks and follow-ups.
• Topics: Key discussion subjects extracted from the meeting, with clickable timestamps that link directly to the relevant part of the recording.

You can also use the Copy button to copy the entire summary to your clipboard

LaxisChat Tab

LaxisChat is an interactive AI assistant embedded directly within your meeting page. It allows you to ask specific questions about the meeting content and receive instant answers based on the transcript.

Use LaxisChat to:

• Retrieve specific details (e.g., "What was the budget decision?").
• Clarify points made by specific speakers (e.g., "What did John say about the timeline?").

AI Writer Tab

The AI Writer tab helps you instantly repurpose your meeting content into various professional formats. Instead of writing from scratch, you can use Laxis to draft documents based on the meeting's transcript.

How to use:

1. Select a Template: Choose from a wide range of preset templates, including:
   • Standard: Follow-up Email, Action Items, Project Updates.
   • Content Creation: Blog Posts, Newsletters, Show Notes.
   • Sales Frameworks: MEDDIC, BANT, SPICED, and more.
   • Social Media: LinkedIn or X (Twitter) posts.
2. Generate: Click the Generate button. The AI will analyze the transcript and draft the content in the selected format.
3. Copy & Edit: Review the generated text and use the Copy button to paste it into your email client or document editor.

Custom Templates: If the built-in options don't meet your specific needs, you can click Add custom template at the bottom of the list to create and save your own prompting instructions.

6. Shared With Me Page

The Shared With Me page (accessible from the left sidebar) lists all meetings that other Laxis users have shared with you.

• View Shared Content: It provides a list view similar to your main meetings list, showing key details like Title, Date, and Source.
• Access Meetings: Clicking on any meeting title will take you directly to the Meeting Detail Page for that specific session, where you can view the transcript and insights based on the permissions granted to you.

7. Global LaxisChat

The Global LaxisChat (accessed via the LaxisChat tab in the left sidebar) serves as your personalized AI research assistant across your entire knowledge base.

Unlike the meeting-specific chat, Global LaxisChat can answer questions by synthesizing information from all your meetings, uploaded files, and integrated channels.

Key Use Cases:

• Cross-Meeting Research: Ask "What were the key takeaways from my last 5 engineering syncs?" or "What feature requests did customers mention last week?"
• Information Synthesis: Get summaries and insights that span multiple different conversations.
• Persistent History: Your chat history is saved and organized by date, allowing you to revisit previous research sessions.

It is designed to help you connect the dots between verified facts in your transcripts without having to open each meeting individually.

8. Folder Management

You can organize your meetings and collaborate with specific groups using Folders.

Creating a Folder

1. Click the + (Plus) button next to Folders in the left sidebar.
2. Name your folder (e.g., "Marketing Team", "Client A").
3. Invite Members (Optional): Enter email addresses to instantly share this folder with your team.
   • If you skip this, the folder remains private to you.

Sharing a Meeting to a Folder

To add a meeting to a folder (and share it with that folder's members):

1. Go to the Meetings page.
2. Select the checkbox of the meeting(s) you want to move.
3. Click the Share button in the top action bar.
4. In the dialog, select the folder from the dropdown menu.
5. Click Share Conversation.

The meeting will now appear in that folder and be accessible to everyone who has access to that folder.

9. AI Templates

AI Templates allow you to customize how Laxis generates summaries and insights. You can access this page from the left sidebar to manage existing templates or create new ones.

These templates are directly used by the AI Writer in the Meeting Detail Page.

Creating a Custom Template

1. Navigate to AI Templates > Custom Templates.
2. Type a new name in the "Create a template" field and press Enter.
3. Add Sections:
   • Section Title: The heading for the generated output (e.g., "Client Objections", "Next Steps").
   • Description (Input Prompt): The specific instructions for the AI (e.g., "List all objections raised by the client and how we responded").
4. Adding a section automatically saves your template.

Once created, this template will be available in the AI Writer dropdown menu when viewing any meeting.

10. Settings Page

Configure your AI Meeting Assistant and managing your account preferences from the Settings page.

Plan Tab

Use this tab to monitor your account's quotas and limits relevant to the AI Meeting Assistant:

• Transcription Limit: Check how many minutes of transcription you have used this month.
• Seat Management: If you are on a Business plan, you can manage team seats here.

Apps Tab

Connect your existing calendars to enable the "Upcoming Meetings" feature:

• Calendar Integrations: Connect Google Calendar or Outlook Calendar.
• Sync: Once connected, Laxis will sync your scheduled meetings, allowing the AI Assistant to automatically identify and join relevant calls.

Meeting Assistant Tab

Customize how the Laxis AI Assistant behaves during your meetings:

• Auto-Join Settings: Choose which meetings the assistant should join automatically (e.g., "All meetings in my calendar" or "Manually selected meetings").
• Personalized Assistant Name: Give your AI bot a custom name (e.g., "My Note Taker") that will appear in the meeting participant list.
• Platform Support: Toggle auto-join on/off for specific platforms like Zoom, Google Meet, and Microsoft Teams.
• Recording Preferences: Enable or disable video recording and decide if the assistant's avatar should be visible.