Meeting Prep — the AI agent that preps every meeting for you.
Reps get instant context, so they're ready to win more deals.
Meeting Prep is the AI agent that preps every meeting. It pulls key info from your CRM, the web, and your enrichment tools, then drops a clear brief straight into the rep's calendar or via Slack message — so they walk in sharp, confident, and ready to sell.
The secret sauce behind high-performing GTM teams at
Reps walk into meetings cold…
and it costs you pipeline.
Between meetings, CRM updates, and too many tools, reps have zero time to prep. They jump into calls guessing who they're talking to… and that costs you credibility and conversion.
Meeting Prep AI Agent fixes that. Your reps get instant context for every call… without lifting a finger.
Book a demo
How it works
Instant prep for every meeting — sent right to the rep's calendar.
Agent finds the meeting.
It checks the meeting type you picked.
It pulls the context.
CRM. Web search. Enrichment. Past activity. Whatever tools you allow.
It generates the brief.
Company info, job titles, signals, past calls, tech stack, key notes. Everything reps normally Google for.
It sends a private calendar invite and a Slack message.
Same time as the meeting. Right next to it. Updated automatically if the meeting changes.
Why teams love it
🧡More meetings handled per rep.
No more blocked "prep time." No more late-night research.
Sharper discovery.
Reps walk in informed, confident, and ready to ask better questions.
Higher conversion rates.
Great first impressions build trust fast — before competitors do.
Faster ramp for new hires.
They get instant context even if they have zero experience.
Better pipeline quality.
SDRs prep faster, qualify deeper, and hand off stronger opportunities.
Trusted by GTM Leaders
🔥 70% lift in demo request form conversions. 🔥 5x increase in the number of demo requests. 🔥 Frictionless buyer experience.
Noa Farber
Director of Marketing Automation
lift in demo request form conversion
"The second I heard Chili Piper had a form + calendar + enrichment was like, 'Done. That's exactly what we need.'"
Natalie Marcotullio
Head of Growth and Product Marketing
of inbound leads converted
FAQ
Will my prospects or customers ever see the meeting prep?
No. Meeting Prep is for your reps' eyes only. It's delivered as a private calendar invite on the rep's calendar (or as a DM in Slack), separate from the customer-facing invite. Prospects never see the notes, links, or insights.
Will this burn through all my enrichment credits?
No. Meeting Prep is designed to be credit-efficient. It uses your CRM data first and only calls enrichment providers for what's missing, so you get a useful brief while consuming the minimum number of enrichment credits needed to enrich the person and the company.
Is this only for inbound meetings?
No. Meeting Prep works for all Chili Piper meetings, AEs, SDRs, AMs, and CSMs can get different briefs for discovery calls, demos, renewal conversations, and QBRs.
How hard is it to roll out?
Setup is lightweight. You toggle ON/OFF CRM and enrichment, choose which meeting types you want briefs for, and Meeting Prep takes it from there. There's no new UI for reps to learn! the brief just appears magically next to the meeting in their calendar or in Slack.
Can reps customize or add their own notes?
Yes. The prep lives in an editable calendar invite / note, so reps can tweak the outline, add extra research, or capture notes before and after the call: everything stays in one place.
High-performing teams aren't
lucky. They're prepared. 😉
Let Meeting Prep do the prep for you.
Book a demo