Chat with Fyxer

Question your inbox, search meeting notes, or request email drafts.

Fyxer Chat is where you go when you need an answer fast or want an email drafted from scratch.

It pulls from your inbox, meeting recordings, uploaded files, and calendar, so the answers it gives – and the drafts it writes – are grounded in real context.

What Fyxer Chat can do

Chat works across four areas:

  • Inbox: finds emails and communication history

  • Meetings: searches transcripts, summaries, and action items

  • Files: pulls answers from documents you've uploaded

  • Drafts: writes draft emails from scratch, using your context and tone

You can type your question or use voice mode to speak to it. Chat returns the answer, or the draft, directly in your Dashboard.

You'll find Chat in your Dashboard, on the left-hand menu: Dashboardarrow-up-right → Chat.


Search your inbox

If you need to find an email thread, track down an introduction, or check what was last agreed with a contact, Chat can surface it quickly.

Try asking things like:

  • "Find the email thread about the marketing proposal"

  • "Who introduced me to [name]?"

  • "What's the latest update on the investor deck?"

Chat searches across your connected email accounts and returns the most relevant results. The more specific you are, the faster it finds what you need.

Chat will also cross-reference emails and meeting notes in the same query. So if you ask "What did we decide about Q1 budget items two weeks ago?", it will pull answers from both email threads and meeting summaries together.


Search meeting notes and transcripts

Every meeting Notetaker records becomes searchable in Chat. Instead of opening transcripts one by one, you can ask across all of them at once.

Try asking things like:

  • "What were the key decisions from Monday's call with [company name]?"

  • "Which action items came out of last week's team standup?"

  • "What did we agree on pricing in the last [client] meeting?"

Chat scans summaries, transcripts, and action items for the relevant detail.

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For Chat to search a meeting, the transcript needs to have been processed. If a recording was only just uploaded, you'll need to wait a few minutes.


Request email drafts

You can ask Chat to draft an email, which is useful if you don't have an email thread to start from.

Go to Dashboardarrow-up-right → Chat and tell Fyxer what you need. You don't need a perfect prompt. Something like "Draft a follow-up confirming next steps from today's meeting with [company name]" is enough.

Fyxer uses context from your inbox, meeting notes, and uploaded files to write the draft in your tone. It saves it directly to your email drafts folder, ready to review and send.

This is especially useful after a day of back-to-back client meetings. If those meetings were recorded with Notetaker, the transcripts and summaries are already stored in your dashboard. Chat can use them to draft follow-ups straight away. For example: "Draft an email to Thomas about the property viewing we had on Monday." The more detail you give, the better the output.

You can also guide the output:

  • "Keep it short"

  • "Make it more formal"

  • "Include bullet point next steps"

What Chat can draft:

  • New emails from scratch

  • Follow-ups based on a recent meeting

  • Replies when you want more control over the tone or detail

  • Longer structured emails, like client recaps, proposals, or updates

And if you manage multiple inboxes, you can choose which account the draft should be created in.


Use voice mode

Need to work hands-free? You can speak directly to Chat instead of typing. Tap the microphone icon, speak your question, and Fyxer returns the answer.

Voice mode works for everything Chat does: inbox questions, meeting searches, file queries, and draft requests.


Chat inside a meeting recording

You can also use Chat directly from within a recording.

Go to Dashboardarrow-up-right → Notetaker → Recorded → and open any meeting.

From the Chat panel on the right, you can:

  • Ask questions about what was said

  • Pull out key decisions or action items

  • Request a follow-up email

  • Draft a client recap

Any drafts created here are saved to your email drafts folder, same as always.


Tips for better results

Be specific. Include names, companies, or topics wherever you can. "What did Tom say about the budget?" gets a better result than "What about budget?"

Use keywords from the original email or meeting. Chat searches against real content, so matching language helps.

For long drafts, give clear instructions. Tell Fyxer the format, length, or tone you want: "Draft a warm follow-up confirming next steps. Bullet points for the actions."


Troubleshooting

If Chat can't find what you're looking for:

  • Check your email and calendar integrations are connected under Dashboardarrow-up-right → Settings → Integrations

  • Make sure the meeting was processed – the transcript needs to be available before Chat can search it

  • Confirm any uploaded files are under 10MB and in a readable format (PDF or CSV)

  • Try rephrasing your question with more specific detail

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