How do I generate an AI performance summary for a 1-to-1 meeting?
Required Feature Flags
The following feature flag is required to use this feature:
Feature Flag | Technical Name | Description |
AI Coaching |
| Enables AI-generated performance summaries on 1-to-1 meetings |
Required Permissions
There is no role-based permission for the AI Performance Summary. Access is meeting-scoped:
Only the facilitator assigned to that specific 1-to-1 meeting can generate, edit, or delete the AI summary for that meeting.
The meeting participant can view the AI Performance Summary tab but cannot take action on it.
Overview
The AI Performance Summary pulls together evaluation results, feedback, conversations and prior 1-to-1 notes from a chosen period, then drafts a written summary to help you prepare for the meeting. It surfaces highlights, trends, examples and suggested talking points so you walk into the conversation with a clear structure.
The summary tab is available on every 1-to-1 meeting when the AI Coaching feature is enabled. Only the assigned facilitator of that meeting can generate, edit, or delete the summary.
Generate a summary
Open the 1-to-1 meeting from your meetings list or calendar.
Select the AI Performance Summary tab.
Click Generate summary. The Generate AI Performance Summary modal opens.
Choose a Data Period:
- Since last 1-to-1 meeting — uses the date of the participant's previous completed session as the start date. Disabled if there's no previous session. - Last week — the last 7 days. - Last 2 weeks — the last 14 days. - Last 4 weeks — the last 28 days. - Last quarter — the most recently completed calendar quarter.
Review the Data Sources panel. It shows what's available for the selected period:
- Evaluation Results — up to 300 evaluations are analysed. If more are available, the modal shows "(max 300 will be analysed)". - Feedback, Actions & 1-to-1s — comments, actions and prior 1-to-1 records. - Conversations — up to 500 conversations are analysed. If more are available, the modal shows "(max 500 will be analysed)". - Previous 1-to-1 — goals and action items from the participant's last meeting.
Click Generate. While the summary is being prepared, you'll see an "Analyzing Performance Data" message.
What the summary includes
Each summary contains:
Key performance highlights and areas for improvement
Trend analysis and progress tracking
Specific examples and metrics
Suggested talking points and action items
Conversation starter questions
Evaluation reference chips
Where the summary calls out a specific behaviour, the supporting evaluations appear as reference chips underneath the relevant section. Chips appear in:
Areas for development
Positive patterns
Each individual recommendation
Each chip is the contact reference for an evaluation that backs up the point. Hover the chip to see a short note explaining why that evaluation was chosen as evidence. Click the chip to open the evaluation in a new tab so you can review the conversation, the scoring, and the agent's feedback in context.
A few things to note:
Chips reference real evaluations from the data period you chose — they're filtered server-side, so a chip will never point at an evaluation that wasn't actually analysed.
Each section shows at most two chips, picked by the model as the strongest evidence for that point.
If the model couldn't find supporting evaluations for a section, the chips simply don't render — the narrative text still appears.
Chips work for voice and non-voice interactions in the same way.
After the summary is generated
Once a summary is ready, use the menu in the top right of the summary panel to:
Print / Export as PDF — open the system print dialog to save or print a copy.
Edit — open the summary in edit mode, make changes, then save.
Delete — remove the summary. This action cannot be undone.
What the participant sees
The meeting participant can open the AI Performance Summary tab but cannot generate, edit, or delete the summary. If the facilitator hasn't generated one yet, the participant sees the message "The facilitator can generate an AI-powered performance summary for this meeting."