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Using Fyxer Chat for search, answers, and drafting

Updated over 2 weeks ago

Fyxer Chat is your command center for finding information and getting work done across email, meetings, documents, and tasks - all in one place. Ask questions, explore past conversations, and draft emails in your own voice using text or voice.



What You Can Ask Fyxer Chat

Fyxer Chat can search across:

  • Your inbox

  • Meeting recordings and summaries

  • Uploaded documents and files

  • Your calendar

  • The web (for general research and context)

Below are common ways teams use Chat day-to-day.


Inbox & Communication History

Ask questions like:

  • "Find the email thread about the new property listing"

  • "Who introduced me to this client?"

  • "What are the latest updates on the investor deck?"

Fyxer searches across your connected email accounts and surfaces the most relevant threads.

Meeting Notes & Recordings

Ask questions like:

  • "What were the key points from yesterday's valuation call?"

  • "Which follow-ups came out of my meeting with Acme?"

Fyxer scans meeting transcripts, summaries, and action items.

Tasks & Priorities

Ask questions like:

  • "What do I need to action today?"

  • "What deadlines are coming up this week?"

Fyxer pulls tasks and follow-ups from email threads, meeting notes, and summaries.

Uploaded Documents (in Custom Files)

Ask questions like:

  • "What does our onboarding guide say about integrations?"

  • "Summarize our pricing sheet"

Fyxer references documents you've uploaded to your workspace and uses them as context when answering or drafting.


From Question to Drafted Email

Scenario: You've just finished a client call and need to follow up, but can't remember the exact next steps.

In Fyxer Chat, you ask: "What were the action items from my call with Greenfield Capital?"

Fyxer:

  • Pulls the action items from the meeting summary

  • Highlights deadlines and responsibilities

You then ask: "Draft a short follow-up email confirming next steps and timelines."

Fyxer:

  • Uses the meeting notes, your writing style, and context

  • Drafts a clear, client-ready email

The draft is saved automatically to your email Drafts folder, ready to review and send.


How to Use Fyxer Chat

  1. Open your Dashboard → Chat

  2. Locate the chat bar ("Ask me anything…")

  3. Type your question or select a suggested prompt

  4. Press Enter to get your answer


Draft Emails Directly from Chat

You can use Chat to draft:

  • A new email from scratch

  • A reply based on existing context

  • A follow-up message

  • A longer, structured email (e.g. client recap or proposal)

Fyxer uses your:

  • Inbox history

  • Writing style

  • Meeting notes

  • Uploaded documents

  • Calendar context

Where drafts go: All drafts created in Chat are saved in your email Drafts folder.

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



Voice Mode: Ask Questions Hands-free

You can speak directly to Fyxer Chat instead of typing.

Voice mode works for:

  • Inbox questions

  • Meeting summaries

  • Document queries

  • Tasks and follow-ups

How to use it: Tap the microphone icon → speak your question → Fyxer returns the answer.

Voice mode is especially helpful when reviewing long meeting recordings or working hands-free.



Chat Inside Meeting Recordings

You can also use Chat directly from a recorded meeting:

Go to your Dashboard → Notetaker → Recorded → Open a meeting


Use the chat panel to:

  • Ask questions about the transcript

  • Pull key moments

  • Request a follow-up email

  • Draft a client recap

All drafts created here also appear in your email Drafts folder.



Tips for Best Results

Be specific: include names, companies, or topics

  • e.g. "What did Sam say about budget?"

Use keywords that appeared in the email or meeting

For long drafts, give clear instructions

  • e.g. "Draft a short, friendly follow-up confirming next steps"

Use voice mode when reviewing long transcripts - it's faster for scanning context



Troubleshooting

If Chat can't answer your question:

  • Check that your email and calendar integrations are connected

  • Ensure the meeting was processed (transcript available)

  • Confirm uploaded documents are under 10MB and readable

  • Try rephrasing your question with more detail

If issues persist, contact [email protected]

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