Sidekick is built for customer-facing conversations (especially sales), but also supports internal and other external meetings.
Sidekick is an Included Buzz AI experience. Open it from Apps → AI Enabled Workspace → Sidekick → Open. Like other Buzz AI features, Sidekick draws from your workspace’s monthly AI allowance.
What Buzz Sidekick does
Phase | What Sidekick helps with |
Before | Meeting prep briefings, agenda and goals, attendee context, CRM account/opportunity links (when Hive CRM is enabled) |
During | Live transcript, goal and agenda progress, suggested next questions, answers/concerns cards, extracted commitments and next steps |
After | Call summary, deal health signals, draft follow-up, convert next steps into Hive actions, meeting history |
What you need
Required for full Sidekick experience
Hive desktop app (macOS or Windows) — recording, meeting detection, and auto-open settings do not run in the web browser alone.
Buzz AI available in your workspace — confirm Apps → AI Enabled Workspace shows “Buzz AI is active across your workspace” and Sidekick is listed as Included.
Permissions on your computer (macOS): when you first record, Sidekick may ask you to allow:
Accessibility — detect active meeting windows (Zoom, Google Meet, Microsoft Teams, etc.)
Microphone — capture audio
Screen recording — capture meeting content
Open system settings from Sidekick if any permission is missing.
Recommended
Google Calendar or Microsoft Outlook calendar connected in Hive — so Sidekick can show upcoming meetings and Prepare in Sidekick prompts.
Hive CRM (if you sell with Hive) — attach accounts and opportunities for richer prep and deal context.
Open Buzz Sidekick
Method | How |
Apps page | Apps → AI Enabled Workspace → Sidekick → Open |
Application menu | In the Hive desktop app: Application → Open Buzz Sidekick |
Keyboard shortcut |
|
Buzz Spotlight | Press |
Calendar prompt | When a calendar event appears in Hive, click Prepare in Sidekick |
From Buzz | Open Sidekick from Buzz chat footer (desktop) |
Auto-open | Avatar → My Settings → Buzz AI → Open Buzz Sidekick when Hive starts |
Sidekick opens in its own always-on-top window so you can keep it beside Zoom, Meet, or Teams.
Prepare for a meeting
Open Sidekick and select a meeting from your calendar (or start without a scheduled meeting).
Open the Background / prep view for that meeting.
Choose a meeting type — this shapes how Buzz coaches you:
Sales — discovery, objections, demo prep, deal next steps
Internal — decisions, blockers, owners, follow-ups
Other external — agenda, relationship context, commitments
Review or generate a prep briefing (Buzz can research attendees and context when configured).
Add goals, agenda items, and prep materials (notes, links, Hive notes) you want to track on the call.
Optionally attach CRM context (account or opportunity) if Hive CRM is enabled for your workspace.
When you’re ready, enter the live session and start recording.
During a live meeting
Click Start recording (or enable auto-start — see Settings below).
Sidekick transcribes the conversation in real time.
Use the live panel to:
Track goals and agenda — Buzz marks items complete when the conversation substantively covers them.
See suggested next questions — short prompts based on what’s still open.
Review next steps — commitments Buzz extracts from the call (with owner when possible).
Use coaching cards — Answers, Concerns, or Custom triggers you define.
Optional: open Buzz chat inside Sidekick to refine a next step or draft follow-up content.
Tip: Speak clearly and allow a short pause after major commitments — Sidekick evaluates the transcript at natural turn boundaries.
After the call
After a recorded call ends, Hive creates a call summary from the full transcript, even if you never end the Sidekick session. It includes an overview and key points, sentiment and deal health (especially useful on sales calls), captured next steps, and suggested goals for the next meeting.
The summary can take a short time to appear after the call. Open the meeting from your meeting history in Sidekick to read it. If Email me when Sidekick generates a call summary is on (Avatar → My Settings → Buzz AI), you also get it by email with a link back to the meeting.
From here you can:
Draft follow-up — Buzz helps draft email or message copy from the call.
Create Hive actions — turn a next step into an action card with Buzz-assisted drafting.
Review meeting history — reopen past meetings to read transcript, summary, and notes.
Who can see and share a meeting
Who can see a meeting
People on the calendar invite (organizer and attendees) can always view the meeting.
CRM-linked meetings: when a meeting is linked to a CRM account or opportunity, workspace members with CRM access can also view it.
Private notes stay private. Only you can see your own private notes.
Share a meeting with more people
In Sidekick, click Share meeting and choose:
Meeting attendees (default): only the people above.
Specific people: also share with workspace members you pick.
Note: The workspace-level "Meeting sharing default" setting has been retired. Meetings that were previously shared with "Everyone" are now visible only to attendees, CRM readers (for CRM-linked meetings), and anyone shared by name.
Buzz Sidekick settings
Go to Avatar → My Settings → Buzz AI.
Setting | What it does |
Open Buzz Sidekick when Hive starts | Desktop only — opens Sidekick when you launch Hive |
Automatically start recording when joining a meeting | Desktop only — starts recording after meeting detection; you can still start manually |
These settings require the Hive desktop app and will not apply in the browser.
For workspace-wide AI rules, admins use Workspace Settings → Buzz AI.
Hive CRM and Sidekick
If your workspace uses Hive CRM, Sidekick can attach an account or opportunity to a meeting, surface CRM and attendee context in prep, and inform summaries and deal health on sales calls.
Sidekick does not replace CRM — it connects live conversations to the records you already manage in Hive.
Supported meeting platforms
Sidekick detects and records common video tools, including Zoom, Google Meet, and Microsoft Teams. Use the Hive desktop app on macOS or Windows for detection and recording.
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