Meeting Information
Set the date, presenter, and agenda.
General
Agenda Items
Quote of the Week
A powerful quote to open the meeting and set the tone.
Quote
Company Updates & Announcements
News, policy changes, reminders for the team.
Announcements
Client Updates
Each client gets a box with their name as the title and bullet points below.
Client Entries
Ticket Metrics
Enter numbers from your Zoho/dashboard for this week.
Overview Stats
Average Handling Time
Average Time by Agent
Ticket Review
Open/stale, new, and resolved tickets this week.
🔴 Open / Stale Tickets
🆕 New Tickets This Week
✅ Resolved Last Week
Agent Check-In
This slide is shown live during the meeting. Agents speak freely — no pre-filling required. Add any notes you want to capture beforehand (optional).
🎙️
Live Discussion Slide
This slide will show an open prompt during the meeting for agents to speak freely about what they worked on, any blockers, suggestions, missing documentation, or ticketing system issues.
Pre-Meeting Notes (optional)
Customer Happiness & Team Shoutouts
Dynamic feedback cards with ratings, ticket scores, and comments — plus team shoutouts.
⭐ Customer Feedback Cards
Each entry becomes a dynamic card on the slide. Click stars to rate, select an emoji for mood, and add a comment.
🏆 Team Shoutouts
Focus Area for the Week
The team's main priority, why it matters, and the key goal.
This Week's Focus
Admin Panel
Manage user accounts and passwords.
⚠️ Changes are session-only. To make permanent, update the USERS object in the source file and redeploy.