This guide explains two methods to use Circleback with Webex to get AI-powered notes, action items, and insights as well as recordings and transcripts for your meetings.

Connect your calendar

1. Log in to Circleback and go to Settings → Calendar.

2. Connect your calendar.

3. Configure your joining preferences to choose which meetings automatically joins.

4. You can also toggle Circleback for individual upcoming meetings from Home.

For meetings where you've enabled Circleback to automatically join, Circleback will request to join the meeting once the calendar event starts. Depending on the Webex meeting settings, the host of the meeting may have to admit the Circleback bot participant into the call.

Enter a meeting meeting link

For meetings not on your calendar, you can manually enter the meeting link on Circleback.

1. Copy the meeting link from your Webex meeting invitation.

2. Log in to Circleback.

3. Paste the meeting link in the top-right corner and Circleback will join the Webex meeting to record and take notes.

You can choose the method that best fits your work style, or even use a combination of both. The calendar connection offers more automation, while the manual method provides greater flexibility for meetings that don't make it to your calendar.