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August 3, 2026New
You can now export meetings straight from the Meetings tab in AI Coach.
Export reports dialog with grouped column checkboxes, a Select all toggle, and a download button
Click Export in the Meetings toolbar and pick which columns to include — Report details, Sales rep, CRM fields, and Roleplay difficulty are grouped separately so you can quickly select just what you need. Exports always match exactly what’s on screen: your active filters, search, and date range, plus the same visibility rules as the Meetings page itself — private and restricted meetings are never included, even for admins. Small exports (1,000 meetings or fewer) download immediately. Larger exports are prepared in the background and emailed to you as a personal download link once ready. Exporting is available to Admins and Managers by default; extend it to Members from Settings → Permissions. See Export Meetings for the full walkthrough.