You can initiate an Ad hoc meeting several different ways:
Email Amy or Andrew
When you CC Amy or Andrew into an email, you can include the meeting location, time, and participant statuses (optional or mandatory) in natural language.
Amy will process your request immediately and send back a confirmation email to ensure she got all of the details correct.
You have the option to book the meeting from the confirmation email by clicking “Book it now!” or replying “yes” to the email.
You can also click “Update details” to edit the meeting details before Amy will start reaching out to your guests to schedule the meeting.
Amy and Andrew don’t read your emails
You can loop Amy or Andrew into an email thread at any point in a conversation, but they will only react to your initial request to schedule a meeting.
This means they won’t respond to further emails from you and your guests.
When your guests are in the x.ai network
Meetings can be scheduled instantly because Amy/Andrew can automatically compare calendars to find a time that works for everyone.
This means that when you initiate an Ad hoc meeting and confirm the details, Amy will schedule the meeting immediately. Boom! Done!
Send a Slack to Amy
Add x.ai to Slack, then schedule a meeting from any Slack channel with the command /amy and @mention your guests with the meeting details.
You’ll receive an email to confirm the meeting details, then Amy/Andrew will get to work.
I can't find the confirmation email
If you miss a confirmation email you can always view a full list of unconfirmed Ad hoc meeting requests on my.x.ai.
Start a meeting from my.x.ai
Click the “Start a New Meeting” button at the bottom right of your Meeting History page.
Here, you can add and select all of your meeting details.
When you click “Start scheduling,” Amy will immediately reach out to your guests to schedule the meeting. Note: You won’t receive a confirmation email when you initiate this meeting because you input your preferences directly.
Using Slash Commands to schedule an Ad hoc meeting
You can "trigger" one of your custom Meeting Templates by typing it as a "slash command" in an email with Amy or Andrew CC'd.
In this example, Lauren wants to schedule a demo with Connie. She has already set up a demo Meeting Template where she determined the meeting specifics (length of time, location, etc.).
Lauren can then use the /demo slash command in the email with her guest and Amy cc'd.
Amy will detect the slash command, and immediately email your guest to schedule the meeting. In the email to your guest(s), they’ll offer time options that match with your availability and the preferences for the specific meeting type.
Once your guest confirms the the time, Amy or Andrew will send the invitation to you everyone including the time and location.
Note: When you use a slash command, you will NOT receive a confirmation email from Amy/Andrew before they begin scheduling. This is because they already have the instructions from your meeting type.