Huddle
Huddle
Video meetings, powered by AI
Meet your customers over video in a secure, intelligent space that captures every note and summary for you.
Meet on your terms
Host
Join now or later
Start your video meeting now, or copy the link to use later. Your meeting has no time limit either way.
Here is your meeting link
Here is your meeting link
Huddle
Huddle
huddle.quicko.pro/abc-defg-hijk
huddle.quicko.pro/abc-defg-hijk
Copy for later
Copy for later
Join now
Join now
Connect on any device
Join your video meeting from any browser, on desktop or mobile, no setup needed.
VV
VV
2 people
2 people
Tax Filing for Investors
Tax Filing for Inv…
2 people
2 people
Join now or later
Start your video meeting now, or copy the link to use later. Your meeting has no time limit either way.
Here is your meeting link
Huddle
huddle.quicko.pro/abc-defg-hijk
Copy for later
Join now
Connect on any device
Join your video meeting from any browser, on desktop or mobile, no setup needed.
VV
2 people
Tax Filing for Investors
2 people
Make every conversation productive
Collaborate
Bring anyone in
Invite a customer or a teammate anytime during the meeting, without leaving the call.
Aarav Mehta
A
ashish@gmail.com
Aarav Mehta
aarav12@truenorth.com
Sheeba Malik
Sunil Bhadouriya
AS
AS
Chat alongside your call
Share messages, links, and notes with other participants to ensure easy accessibility.
You
12:03 PM
Going over your docs, could you share your bank details meanwhile?
Vinay
12:04 PM
Sure,
Bank: HDFC Bank
Account Holder: Vinay Sharma
A/c No.: XXXX XXXX 4821
IFSC: HDFC0001234
Sure,
Bank name: HDFC Bank
Account Holder: Avinash Mehra
A/c No.: XXXX XXXX 4821
IFSC: HDFC0001234
Get on the same page
Share your screen to present, review, or explain, and keep everyone aligned.
Amit Sharma
Neha D
Amit Sharma is sharing screen
Neha's P&L Statement
Realized P&L
LTCG
₹
2,10,356
.00
STCG
₹
64,356
.00
Intraday
₹
38,356
.50
Intraday
₹
24,152
.50
Make every conversation productive
Collaborate
Bring anyone in
Invite a customer or a teammate anytime during the meeting, without leaving the call.
Aarav Mehta
A
ashish@gmail.com
Aarav Mehta
aarav12@truenorth.com
Sheeba Malik
Sunil Bhadouriya
AS
AS
Chat alongside your call
Share messages, links, and notes with other participants to ensure easy accessibility.
You
12:03 PM
Going over your docs, could you share your bank details meanwhile?
Vinay
12:04 PM
Sure,
Bank name: HDFC Bank
Account Holder: Vinay Mehra
A/c No.: XXXX XXXX 4821
IFSC: HDFC0001234
Get on the same page
Share your screen to present, review, or explain, and keep everyone aligned.
Amit Sharma
Neha D
Amit Sharma is sharing screen
Neha’s P&L Statement
Realized P&L
LTCG
₹
2,10,356
.00
STCG
₹
64,356
.00
Intraday
₹
38,356
.50
Intraday
₹
24,152
.50
Meetings, minus the note-taking
Huddle's AI takes notes, writes summaries, and keeps track of every meeting, while Cue, your assistant, answers questions and catches you up on the spot.
AI in Drive
Cue is taking notes...
Cue is taking notes…
Can you catch me up on the discussion so far?
Can you catch me up on the discussion so far?
The customer needs help choosing the right regime for their income si…
The customer needs help choosing the right regime for their income si…
Meetings, minus the note-taking
Huddle's AI takes notes, writes summaries, and keeps track of every meeting, while Cue, your assistant, answers questions and catches you up on the spot.
AI in Drive
Cue is taking notes…
Can you catch me up on the discussion so far?
The customer needs help choosing the right regime for their income situation…
Made for every kind of meeting
From winning new customers to serving them well, Huddle helps you stay present and never miss a detail.
Sales
Advisory
Shridhar Sharma
Shweta, Tax Expert
WED
28
Free Consultation with Shridhar Sharma at 10:30 AM
One-on-one with Prakash Verma at 11:30 AM
Good morning, Shweta
How can I help you today?
List key takeaways
Draft a follow-up
What are the action items?
Ask Cue anything
Jay, Sales associate
Reviewing open leads and...
Today 12:04 PM
Do I have any leads that have been open for more than 7 days?
1 lead in ‘New’ status hasn’t been updated in 9 days:
Rahul Kumar needed help filing taxes for salary income and capital gains from mutual funds.
Okay, Which plan should I recommend him?
Based on his query, you can recommend:
Tax Filing for Salaried Individuals
Resolving unavailable slots...
Today 11:00 AM
A customer said they're trying to book a slot for ITR for Salaried Individuals, but all the days show up as unavailable. Can you check why?
It looks like the plan ITR for Salaried Individuals hasn’t been added to any Roster — so no team members are currently assigned to serve it. That’s why customers aren’t seeing any available slots.
You can fix this by adding the plan to an active Roster.
Here’s how:
👉 How to create and manage Rosters
Priya, Customer support agent
Sales
Advisory
Shridhar Sharma
Shweta, Tax Expert
WED
28
Free Consultation with Shridhar Sharma at 10:30 AM
One-on-one with Prakash Verma at 11:30 AM
Good morning, Shweta
How can I help you today?
List key takeaways
Draft a follow-up
What are the action items?
Ask Cue anything
Jay, Sales associate
Reviewing open leads and…
Today 12:04 PM
Do I have any leads that have been open for more than 7 days?
1 lead in ‘New’ status hasn’t been updated in 9 days:
Rahul Kumar needed help filing taxes for salary income and capital gains from mutual funds.
Okay, Which plan should I recommend him?
Based on his query, you can recommend:
Tax Filing for Salaried Individuals
Resolving unavailable slots…
Today 11:00 AM
A customer said they’re trying to book a slot for ITR for Salaried Individuals, but all the days show up as unavailable. Can you check why?
It looks like the plan ITR for Salaried Individuals hasn’t been added to any Roster — so no team members are currently assigned to serve it. That’s why customers aren’t seeing any available slots.
You can fix this by adding the plan to an active Roster.
Here’s how:
👉 How to create and manage Rosters
Priya, Customer support agent
Sales
Advisory
Shridhar Sharma
Shweta, Tax Expert
WED
28
Free Consultation with Shridhar Sharma at 10:30 AM
One-on-one with Prakash Verma at 11:30 AM
Good morning, Shweta
How can I help you today?
List key takeaways
Draft a follow-up
What are the action items?
Ask Cue anything
Jay, Sales associate
Reviewing open leads and…
Today 12:04 PM
Do I have any leads that have been open for more than 7 days?
1 lead in ‘New’ status hasn’t been updated in 9 days:
Rahul Kumar needed help filing taxes for salary income and capital gains from mutual funds.
Okay, Which plan should I recommend him?
Based on his query, you can recommend:
Tax Filing for Salaried Individuals
Resolving unavailable slots…
Today 11:00 AM
A customer said they’re trying to book a slot for ITR for Salaried Individuals, but all the days show up as unavailable. Can you check why?
It looks like the plan ITR for Salaried Individuals hasn’t been added to any Roster — so no team members are currently assigned to serve it. That’s why customers aren’t seeing any available slots.
You can fix this by adding the plan to an active Roster.
Here’s how:
👉 How to create and manage Rosters
Priya, Customer support agent
Sales
Advisory