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PbCoSales's avatar
PbCoSales
Copper Contributor
May 12, 2025

Meeting Prep Card

Enabled the required permissions as outlined in the referenced article. Meeting Prep Card

    1. Scheduled a meeting with a contact.
    2. Logged the meeting in Salesforce using Copilot for Sales.
    3. Expected Result: Since the meeting was scheduled an hour in advance, a Meeting Prep Card was expected to appear in the Copilot chat before 40-70 min of call start. 

Can anyone suggest me issue with the functionality. 

 

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