Format Meeting
A wide range of tools with system and substance.
Always prepared, well thought out, effective.
More than 75 tools in 11 formats.
Meeting
A Collaboration-Format, which structures a light-weight process from agenda/objective setting to solution brainstorming, action planning to evaluation.
Tools
In the format Meeting these tools are available (depending on the selected edition):
- Chat
- Whiteboard
- Presentation
- Visualization
- Business process
- Desktop sharing (optional, see editions and pricing)
- Todo-list (optional, see editions and pricing)
Chat
Context-based communication with question sets & automatic documentation in the chat
Chat in CAI® World is more than just a side channel – it can be directly linked to all graphical tools in CAI® World. This allows content to be exchanged in context and automatically documented.
Whether as a supplement to voice communication or as the main form of communication for asynchronous work – the chat offers maximum flexibility and secures important information.
Thanks to integrated, scientifically grounded and practice-tested question sets, coaches, leaders, and facilitators receive immediately usable prompts. Depending on the edition, these can even be individually expanded and customized – for efficient, goal-oriented communication directly in the process.
Whiteboard
A space for everything: ideas, structure, creativity. The digital whiteboard.
The Whiteboard tool provides a flexible space for visualizing, structuring, and collaboratively developing content – digital, location-independent, and interactive. Comparable to flipcharts or moderation boards, but with significantly expanded possibilities: drawing elements, symbols, custom graphics, and individual backgrounds support creative and structured work processes.
All content can be edited, saved, or duplicated at any time – ideal for dynamic work in groups, workshops, training sessions, or projects.
Benefits at a glance
- Interactive visualization of ideas, topics, and processes
- Wide selection of symbols, shapes, and backgrounds
- Easy integration of custom graphics and backgrounds
- Results automatically saved and accessible at any time
Visualisierung
In der Visualisierung können diverse Prozesse, Situationen, Probleme, Beziehungen usw. visuell dargestellt werden. Hierzu stehen sowohl Text-Kärtchen als auch zusätzliche Grafiken zur Verfügung.

Business process
BPMN (Business Process Model and Notation) is a widely used standard for the graphical specification of processes. The Business Process Tool provides symbols of this notation to visualize processes and procedures.
The activities shown in blue describe tasks that have to be completed in a business process. They are linked with different line types ("sequence flows") and decision points ("gateways"). An essential event is the starting point, the "Start Event". The swimlanes clarify the process participants.
One great advantage of the business process tool is the common, cooperative way in which this visualization can be created. Often, process knowledge with many participants must first be compiled at great expense before it can be noted down and further developed. For this the combined use of different tools of the CAI® World is especially suitable.

Presentation
Display and use documents together
With the Presentation tool, documents such as PDFs, images, or Office files can be displayed directly in the session and viewed together. Materials can be selected from the existing document library or uploaded anew – without external applications or separate screen sharing.
The moderator retains control over the display and can manage content as needed. This ensures efficient, clear, and secure integration of documents.
Benefits at a glance
- Shared display of documents and materials
- Support for various file formats (PDF, images, Office)
- Direct access to the document library
- Moderator control for focused work
- Secure and integrated – without external tools
Desktop Sharing
Screen sharing without installation – share content live directly in the Desktop Sharing tool
With integrated Desktop Sharing in CAI® World, you can easily share your entire screen or a single window with other session participants – in real time and without additional software installation. This allows external applications to be seamlessly integrated into your session.
In addition to the primary camera, external cameras can also be integrated as separate video sources and displayed in Desktop Sharing. This opens up new possibilities – for example, visualizing physical objects, whiteboards, or handwritten sketches in real time.
Whether for interactive training, joint process analysis, or collaborative work: Desktop Sharing makes it possible to display content and further develop it directly in dialogue.
The transmission is based on modern WebRTC technology – secure, stable, and browser-based. Important: Sharing your own screen is currently not possible via iPhone or iPad.
At a glance:
- Flexible screen sharing: Entire screen or specific window
- Integrate external cameras: More perspectives for more context
- No installation required: Runs directly in the browser
- Easy integration of external tools: Ideal for training & demonstrations
- Secure & GDPR-compliant: WebRTC technology
Task List
Capture and manage tasks in a structured way with the Task List
The Task List is a versatile tool for professional task management in digital work and development processes. Actions, to-dos, and next steps can be clearly recorded, prioritized, and assigned to individuals – much more structured than on a classic whiteboard.
An integrated editor allows you to document even extensive content in a formatted way. Tasks can be filtered by assignee, priority, or due date. If tasks are overdue, a notification is automatically triggered – keeping deadlines and responsibilities in view at all times. Notifications can be managed via My Account.
A special advantage: The Task List persists across sessions. Open items can be picked up and continued in follow-up meetings – ideal for continuous collaboration and sustainable results.
Typical use cases:
- Consulting, coaching, and supervision: Document actions and track progress
- Project work and team processes: Clarify and structure responsibilities
- Education and teaching: Record learning steps and support individual development
- Organizational development: Make change processes transparent and binding
- Training and workshops: Distribute tasks and secure results
Benefits:
- Structure and accountability: Clearly assign, prioritize, and schedule tasks
- Sustainability in the process: Continue open items across sessions
- Efficient collaboration: Filtering and notifications simplify task management
- Professional documentation: Record content clearly and in a formatted way
Tools
Im Format Meeting stehen Ihnen (abhängig von der gewählten Edition) diese Tools zur Verfügung:
Editions at a glance
➔ CAI® Room 19,95 € per month
➔ CAI® Coach from 29,95 € per month
➔ CAI® Leader from 29,95 € per month
➔ CAI® Trainer from 21,95 € per month
➔ CAI® Premium 99,95 € per month
Prices exclude sales tax.
Get particularly attractive terms with annual billing now.
CAI® World Formats
Discover these formats with their respective tools: