---
schema_version: "1"
id: 83a8c7d1e7bde9cef7c2e79187b4a434328544549be4ccff2d2b22432bbd0ef6
title: Other Changes in Meeting Concierge
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/release-notes/262-0-0/rn_fsc_meeting_concierge_other_changes.md
canonical_url: https://help.salesforce.com/s/articleView?id=release-notes.rn_fsc_meeting_concierge_other_changes.htm&release=262.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 62fb2076afbb2ef63ffeca0b703dd2c1c6035c0a51086639b638375097a134f4
description: Learn about other enhancements that optimize the Meeting Concierge experience.
products:
  - Cross Cloud
release: "262"
---
# Other Changes in Meeting Concierge

Learn about other enhancements that optimize the Meeting Concierge experience.

**Where:** This change applies to Lightning Experience in Unlimited and Agentforce editions with Agentforce Financial Services (formerly Financial Services Cloud).

**When:** Meeting Concierge enhancements are available on a rolling basis starting Aug 18, 2026.

## Meeting Concierge Enhancements for Advisors

## Get a Complete Picture of Every Household in Client Summary

The Meeting Concierge: Get Annual Review Client Summary flow now retrieves details for all household members, not just the primary member. Advisors preparing for a meeting with a household get a complete client summary that reflects the full household.

## See More Meeting Details at a Glance

The My Meetings list view on the Meeting Concierge home page now includes three additional columns by default: Meeting Playbook Status, Event Start, and Event End. Advisors get the details they need without opening individual Event or Meeting Playbook records.

## Edit Meeting Follow-Up Summary Immediately After Generation

When advisors click Generate Meeting Follow Up in the In Session tab, the edit Meeting Follow-Up Summary window opens in the Post Meeting tab, so they can review and save notes.

## Preserve Rich-Text Formatting in Meeting Follow-Up Summary Edits

When advisors edit an AI-generated Meeting Follow-Up Summary, all rich-text formatting, such as headings, tables, and hyperlinks, now stays intact after saving.

## Meeting Concierge Enhancements for Admins

## Customize the Action Recommendation Prompt Template in Prompt Builder

The Action Recommendation prompt template is now available to edit in Prompt Builder. Customize the template to adjust the AI model it uses to align with your business needs. Previously, the prompt template wasn't customizable.

## Clarify Meeting Notes Transcription with Updated Labels

The Meeting Notes and Documents component now uses updated labels that better reflect speech-to-text transcription. You'll now see Transcribe Meeting Notes, Start Transcribing, and Transcribe Audio Meeting Notes rather than the previous labels Record Meeting Notes, Start Recordings, and Record Audio Meeting Notes.

## Enable Transcribe Audio Meeting Notes When Your Organization Is Ready

Transcribing meeting notes is now off by default in the Meeting Notes and Documents component for the Annual Review, Annual Review FSC Package, and Prospecting playbook templates. Turn on Transcribe Audio Meeting Notes on the component so that advisors can transcribe audio for these playbooks.

## Add Today's Meetings to Any Lightning App Page

The Today's Meetings component is now available in Lightning App Builder, so that you can add it to any app page. If you use a custom app instead of the Agentforce Meeting Concierge app, show Today's Meetings wherever it fits your business needs.

## Recognize Flow Templates by Their New Meeting Concierge Prefix

The Periodic Create Task From Notes, Prospect Create Task From Notes, Periodic Create New Goals or Update Existing Goals, and Get Household Updates from Meeting Text flow templates now include the prefix Meeting Concierge.

## Personalize Meeting Concierge Component Labels

Customize Meeting Concierge to your organization's terminology by renaming select components directly in the configuration page. You can rename the Client Summary, Meeting Preparation Brief, Meeting Discussion Guide, and Meeting Follow-Up Summary. In Setup, turn on Override Component Name and enter your preferred name.

#### See Also

- [_Salesforce Help:_ Create a Meeting Concierge Playbook](https://help.salesforce.com/s/articleView?id=ind.fsc_meeting_concierge_template.htm&language=en_US)
- [_Salesforce Help:_ View and Explore a Meeting Concierge Playbook](https://help.salesforce.com/s/articleView?id=ind.fsc_meeting_concierge_navigate.htm&language=en_US)