AI Meeting

Library

Organize work views, find calls, and structure reusable searches in Leexi.
Definition: The library is the space where you structure your calls using filters, views, and reusable organizations to work faster on your recurring scopes.

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Who is this for?Required permissions and licenses
• Users who work with a large volume of calls.
• Managers who want to share useful views with their team or company.
• Available on AI Meeting, Business, and Enterprise plans.
• Access depends on your visibility over calls.
• Personal views can be managed with standard individual work permissions.
• Team or company views require broader save permissions depending on their scope.

How to use it

Open the library

Access the call list via the dedicated space to start from a more structured view than the home page.

Filter the right scope

Use the available criteria to target the calls you're interested in.

Save a useful view

Save your search if you need to reuse it regularly.

Choose its scope

Depending on your rights, keep the view for yourself, your team, or the entire company. The library offers 3 privacy levels:

  • My filters: visible only to you
  • My team's filters: visible to you and your team members
  • My company's filters: visible to all Leexi users in the company

Going further

  • The library is the foundation of several workflows, including AI reports.
  • A well-built view saves the entire team time.
  • It combines naturally with tags, topics, and conversation types.

Frequently asked questions

Things to watch out for

  • A view that's too broad becomes difficult to use.
  • Creation rights change depending on the scope chosen.
  • Remember to regularly review shared views that have become outdated.
  • To add a filter to a folder, the visibility settings must be consistent. A filter visible to everyone cannot be placed in a folder visible only to one person.
  • Calls are never duplicated: Leexi uses pointers to organize the library without multiplying files.

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