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Pre-meeting briefings

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What a briefing contains

• Contact details — name, company, email, and phone, as stored in your workspace.
• Recent calls and conversations — the contact’s latest touchpoints, so the host sees what was last discussed and where it left off.
• Open tickets — how many support tickets are still open for the contact.
• CRM link — a link to the contact’s record in your CRM, when you have one configured.
• AI summary — a short summary of what the contact has been in touch about recently.

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Turn briefings on for a workspace

1. Turn on Send pre-meeting briefings.
2. Under Send before start, pick when the briefing arrives: 15, 30, 60, or 120 minutes before the scheduled start.

curl "https://api.orbit.devotel.io/api/v1/video/pre-meeting-briefing" \
  -H "X-API-Key: dv_live_sk_..."

{
  "data": {
    "pre_meeting_briefing": {
      "enabled": true,
      "lead_minutes": 30
    }
  },
  "meta": {
    "request_id": "req_4f8a2c",
    "timestamp": "2026-10-18T08:15:00Z"
  }
}

curl -X PUT "https://api.orbit.devotel.io/api/v1/video/pre-meeting-briefing" \
  -H "X-API-Key: dv_live_sk_..." \
  -H "Content-Type: application/json" \
  -d '{
    "enabled": true,
    "lead_minutes": 60
  }'

• enabled — true turns briefings on for every scheduled meeting in the workspace; false, the default, sends nothing.
• lead_minutes — how many minutes before the scheduled start the briefing arrives. The dashboard offers 15, 30, 60, and 120; the API accepts any integer from 10 to 240. Defaults to 30.

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Who gets a briefing, and where it lands

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Which contact a briefing is about

1. The meeting’s linked contact, when the scheduled room has one.
2. A registrant whose email matches exactly one contact in the workspace.

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Billing

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Reschedules

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Contacts with no prior history

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Where to go next

• Video meetings and conferences — create and schedule the room a briefing is sent for.
• Video API reference — the full scheduled-room endpoint surface, including the briefing setting.