# Docs

- Support: Guides and answers for recording, sharing, and automating your meetings with Circleback.
  - [Circleback Support](/docs/support): Guides and answers for recording, sharing, and automating your meetings with Circleback.
  - Account and setup: Set up Circleback and dial in your settings
    - [Account and setup](/docs/support/account-and-setup): Set up Circleback and dial in your settings
    - [Connect your calendar](/docs/support/account-and-setup/connect-your-calendar): Connect your Microsoft Outlook or Google Calendar to Circleback
    - [Meeting joining preferences](/docs/support/account-and-setup/meeting-joining-preferences): Choose which meetings Circleback automatically joins
    - [Sharing preferences](/docs/support/account-and-setup/sharing-preferences): Choose default access for meeting invitees
    - [Email preferences](/docs/support/account-and-setup/email-preferences): Choose what you get emails for
    - [Connect your email](/docs/support/account-and-setup/connect-your-email): Add email context to your meetings and search across all your conversations
    - [Customize meeting participant](/docs/support/account-and-setup/customize-meeting-participant): Change the display name and image of the Circleback bot that joins your meetings
    - [Add custom vocabulary](/docs/support/account-and-setup/add-custom-vocabulary): Improve transcription accuracy for industry terms and acronyms
    - [Enable Circleback for a Microsoft organization](/docs/support/account-and-setup/enable-circleback-for-a-microsoft-organization): How to enable Circleback for your organization as a Microsoft admin
    - [Change account email](/docs/support/account-and-setup/change-account-email): Update the email address associated with your account
    - [Export your account data](/docs/support/account-and-setup/export-your-account-data): Request a download of your Circleback account data
    - [Troubleshoot missing emails](/docs/support/account-and-setup/troubleshoot-missing-emails): Restore email delivery if you're no longer receiving emails from Circleback
    - [Delete your account](/docs/support/account-and-setup/delete-your-account): Permanently delete your account and all associated data
    - Switch to Circleback: Bring your meeting history with you when you switch to Circleback.
      - [Switch to Circleback](/docs/support/account-and-setup/switch-to-circleback): Bring your meeting history with you when you switch to Circleback.
      - [Switch to Circleback from Fathom](/docs/support/account-and-setup/switch-to-circleback/switch-to-circleback-from-fathom): Import your Fathom meeting history into Circleback.
      - [Switch to Circleback from Fireflies](/docs/support/account-and-setup/switch-to-circleback/switch-to-circleback-from-fireflies): Import your Fireflies meeting history into Circleback.
      - [Switch to Circleback from Granola](/docs/support/account-and-setup/switch-to-circleback/switch-to-circleback-from-granola): Import your Granola meeting history into Circleback.
      - [Switch to Circleback from Read AI](/docs/support/account-and-setup/switch-to-circleback/switch-to-circleback-from-read-ai): Import your Read AI meeting history into Circleback.
      - [Import meetings from other apps](/docs/support/account-and-setup/switch-to-circleback/import-meetings-from-other-apps): Bring your meeting history from Fathom, Fireflies, Granola, Read AI, or other apps
  - Recording: Record online and in-person meetings
    - [Recording](/docs/support/recording): Record online and in-person meetings
    - [Getting started with recording](/docs/support/recording/getting-started-with-recording): Different ways to capture meetings with Circleback
    - [Configure whether meeting recordings are saved](/docs/support/recording/configure-whether-meeting-recordings-are-saved): Choose whether audio and video from your meetings are stored
    - Desktop app: Record meetings with the desktop app on macOS and Windows
      - [Desktop app](/docs/support/recording/desktop-app): Record meetings with the desktop app on macOS and Windows
      - [Record meetings with the desktop app](/docs/support/recording/desktop-app/record-meetings-with-the-desktop-app): Record meetings on any platform without a bot joining
      - [Use Circleback from the menu bar](/docs/support/recording/desktop-app/use-circleback-from-the-menu-bar): Use the Circleback menu bar app to see upcoming meetings, record a new meeting, and more
      - [Choose audio and video recording preferences](/docs/support/recording/desktop-app/choose-audio-and-video-recording-preferences): Choose your microphone, system audio, and screen capture settings for a recording
      - [Troubleshoot recording on desktop](/docs/support/recording/desktop-app/troubleshoot-recording-on-desktop): Common reasons that prevent recording on the desktop app and web
      - [Desktop recording requirements](/docs/support/recording/desktop-app/desktop-recording-requirements): Requirements and recommendations for recording your screen and system audio with the desktop app
    - Bot: Record meetings by having Circleback join online meetings
      - [Bot](/docs/support/recording/bot): Record meetings by having Circleback join online meetings
      - [How to get Circleback to join a meeting](/docs/support/recording/bot/how-to-get-circleback-to-join-a-meeting): Have Circleback join your meetings automatically from your calendar or manually with a meeting link
      - [Troubleshoot Circleback not joining a meeting](/docs/support/recording/bot/troubleshoot-circleback-not-joining-a-meeting): Common reasons Circleback can't join a meeting and how to fix them
      - [Use Circleback in Slack huddles](/docs/support/recording/bot/use-circleback-in-slack-huddles): Connect Circleback to Slack and have it automatically record huddles
    - Mobile app: Record in-person meetings with the mobile app on iOS and Android
      - [Mobile app](/docs/support/recording/mobile-app): Record in-person meetings with the mobile app on iOS and Android
      - [Record meetings with the mobile app](/docs/support/recording/mobile-app/record-meetings-with-the-mobile-app): Capture in-person meetings and conversations with your phone
      - [Record a phone call](/docs/support/recording/mobile-app/record-a-phone-call): Record phone calls with your phone's built-in call recording and import them into Circleback
      - [Start recording with the Circleback widget on iOS](/docs/support/recording/mobile-app/start-recording-with-the-circleback-widget-on-ios): Quickly start a recording from your Lock Screen or Home Screen on iOS
      - [Start recording with the Action button on iPhone](/docs/support/recording/mobile-app/start-recording-with-the-action-button-on-iphone): Quickly start a recording in Circleback using the Action button on iPhone
  - Meetings: View, edit, and share your meetings
    - [Meetings](/docs/support/meetings): View, edit, and share your meetings
    - [Share a meeting](/docs/support/meetings/share-a-meeting): Give other people access to meetings
    - [Tag meetings](/docs/support/meetings/tag-meetings): Organize meetings with tags and use them in automations and search
    - [Add your own notes](/docs/support/meetings/add-your-own-notes): Add private notes to any meeting before, during, or after the conversation
    - [Automatic meeting tagging](/docs/support/meetings/automatic-meeting-tagging): Have Circleback automatically tag meetings based on their content
    - [Download meeting recording](/docs/support/meetings/download-meeting-recording): Download the video or audio file from a meeting
    - [Delete a meeting](/docs/support/meetings/delete-a-meeting): How to delete all data associated with a meeting
    - [Meeting languages](/docs/support/meetings/meeting-languages): Supported languages and how to choose the language used for AI-powered meeting outcomes
    - [Edit meeting notes](/docs/support/meetings/edit-meeting-notes): Make changes to the meeting name, notes, and action items
    - [Import a meeting](/docs/support/meetings/import-a-meeting): Upload an audio or video recording to Circleback
    - [Copy meeting notes or transcript](/docs/support/meetings/copy-meeting-notes-or-transcript): How to copy notes or transcript from a Circleback meeting
    - [Update meeting participant names](/docs/support/meetings/update-meeting-participant-names): Edit the names of speakers in a meeting
    - [Share meeting moments](/docs/support/meetings/share-meeting-moments): Share a specific moment from a meeting transcript with a direct link
    - [Leave comments on a meeting](/docs/support/meetings/leave-comments-on-a-meeting): How to leave and reply to comments on a meeting
    - [Create a meeting clip](/docs/support/meetings/create-a-meeting-clip): Create and share a short segment from a meeting recording
    - [Select and take action on multiple meetings](/docs/support/meetings/select-and-take-action-on-multiple-meetings): Quickly select multiple meetings to perform bulk actions like sharing, managing tags, running automations, and deleting.
    - [Claim meeting ownership](/docs/support/meetings/claim-meeting-ownership): Claim ownership of meetings from deactivated accounts
  - Automations: Automatically perform actions after meetings and update other apps
    - [Automations](/docs/support/automations): Automatically perform actions after meetings and update other apps
    - [Getting started with automations](/docs/support/automations/getting-started-with-automations): How automations work, what you can do with them, and how to get started
    - [Automatically share meetings with your workspace](/docs/support/automations/automatically-share-meetings-with-your-workspace): How to use automations to share meetings with your workspace automatically
    - [Generate insights with AI](/docs/support/automations/generate-insights-with-ai): Use AI to extract information or generate outputs from your meetings
    - [Run automations for past meetings](/docs/support/automations/run-automations-for-past-meetings): View and manually run automations for past meetings
    - [Share an automation](/docs/support/automations/share-an-automation): Instructions on how to share automations with your team
    - [Enable automations for your workspace](/docs/support/automations/enable-automations-for-your-workspace): Turn on an automation for your whole workspace, a team, or specific members
    - [Export meeting data with webhooks](/docs/support/automations/export-meeting-data-with-webhooks): Use the webhook integration to export meeting data and build custom integrations
    - [Run automations for external meetings](/docs/support/automations/run-automations-for-external-meetings): Set automations to only run when someone from outside your team is invited
    - Integrations: Connect apps to have Circleback update them with automations
      - [Integrations](/docs/support/automations/integrations): Connect apps to have Circleback update them with automations
      - [Integrate with Slack](/docs/support/automations/integrations/integrate-with-slack): Create an automation to send meeting outcomes to a Slack channel
      - [Integrate with Notion](/docs/support/automations/integrations/integrate-with-notion): Create an automation to send meeting outcomes to a Notion page or database
      - [Integrate with Linear](/docs/support/automations/integrations/integrate-with-linear): Use automations to create issues in Linear
      - [Integrate with HubSpot](/docs/support/automations/integrations/integrate-with-hubspot): Create an automation to update contacts and deals on HubSpot with meeting outcomes
      - [Integrate with Salesforce](/docs/support/automations/integrations/integrate-with-salesforce): Create an automation to update contacts and opportunities on Salesforce with meeting outcomes
      - [Integrate with Attio](/docs/support/automations/integrations/integrate-with-attio): Create an automation to update people, companies, and deals on Attio with meeting outcomes
      - [Integrate with Zoho](/docs/support/automations/integrations/integrate-with-zoho): Create an automation to update contacts in Zoho with meeting outcomes
      - [Integrate with monday.com](/docs/support/automations/integrations/integrate-with-monday-com): Create an automation that writes action items to a monday.com board
      - [Integrate with apps using Make](/docs/support/automations/integrations/integrate-with-apps-using-make): Use automations to send data to Make and integrate with thousands of apps, including Asana, Google Drive, Affinity, Jira, and more
      - [Integrate with apps using Zapier](/docs/support/automations/integrations/integrate-with-apps-using-zapier): Use automations to send data to Zapier and integrate with thousands of apps, including Asana, Google Drive, Affinity, Jira, and more
  - Assistant: Get answers using the context of all conversations
    - [Assistant](/docs/support/assistant): Get answers using the context of all conversations
    - [Ask Circleback Assistant](/docs/support/assistant/ask-circleback-assistant): Search across all your meetings and emails and get answers with cited sources
    - [Use Assistant on mobile](/docs/support/assistant/use-assistant-on-mobile): Ask Circleback questions from your phone
    - [Use Assistant in Slack](/docs/support/assistant/use-assistant-in-slack): Mention @Circleback in any channel to ask questions about your meetings
    - Connectors: Ask Circleback to search and take action in connected apps
      - [Connectors](/docs/support/assistant/connectors): Ask Circleback to search and take action in connected apps
      - [Ask Circleback about Linear](/docs/support/assistant/connectors/ask-circleback-about-linear): Search Linear and create or update issues, projects, comments, documents, and more
      - [Ask Circleback about Notion](/docs/support/assistant/connectors/ask-circleback-about-notion): Search Notion and create or update pages, databases, and comments
      - [Ask Circleback about Asana](/docs/support/assistant/connectors/ask-circleback-about-asana): Search Asana and create or update tasks, projects, comments, and status updates
      - [Ask Circleback about HubSpot](/docs/support/assistant/connectors/ask-circleback-about-hubspot): Search HubSpot and create or update contacts, companies, deals, tickets, and more
      - [Ask Circleback about PostHog](/docs/support/assistant/connectors/ask-circleback-about-posthog): Search product events, dashboards, feature flags, and more
      - [Ask Circleback about Attio](/docs/support/assistant/connectors/ask-circleback-about-attio): Search Attio and create or update CRM records, notes, tasks, comments, and more
      - [Ask Circleback about Ashby](/docs/support/assistant/connectors/ask-circleback-about-ashby): Search Ashby and create candidates, add notes, and update applications
      - [Ask Circleback about Intercom](/docs/support/assistant/connectors/ask-circleback-about-intercom): Search Intercom contacts, companies, and conversations, and create or update Help Center articles
  - Workspace and teams: Set up and manage a workspace for your team
    - [Workspace and teams](/docs/support/workspace-and-teams): Set up and manage a workspace for your team
    - [Add people to your workspace](/docs/support/workspace-and-teams/add-people-to-your-workspace): Add manually or have people from your company get added automatically
    - [Teams](/docs/support/workspace-and-teams/teams): Organize your workspace into teams to share meetings and automations with the right people
    - [Deactivate a workspace member](/docs/support/workspace-and-teams/deactivate-a-workspace-member): Deactivate a workspace to revoke access to the workspace
    - [Update workspace roles](/docs/support/workspace-and-teams/update-workspace-roles): Make others an admin, member, or viewer, transfer billing ownership, or deactivate a member
    - [Default and enforced workspace settings](/docs/support/workspace-and-teams/default-and-enforced-workspace-settings): Configure default and enforced settings for your workspace
    - [Data retention settings](/docs/support/workspace-and-teams/data-retention-settings): Control how long meeting recordings, transcripts, and other data are kept
    - [Usage dashboard](/docs/support/workspace-and-teams/usage-dashboard): View usage metrics for your workspace, teams, and specific people
    - [Update workspace details](/docs/support/workspace-and-teams/update-workspace-details): Instructions to update the name and image of an existing workspace
    - [Add multiple domains to your workspace](/docs/support/workspace-and-teams/add-multiple-domains-to-your-workspace): Add multiple domains to your workspace to invite people with different email domains
    - [Create a workspace](/docs/support/workspace-and-teams/create-a-workspace): Set up a workspace to share meetings and automations with your team
  - Billing: Manage your subscription and payments
    - [Billing](/docs/support/billing): Manage your subscription and payments
    - [Update plan](/docs/support/billing/update-plan): Switch between subscription plans or billing intervals
    - [Update payment method](/docs/support/billing/update-payment-method): Change the payment method used for billing
    - [Consolidate workspace billing](/docs/support/billing/consolidate-workspace-billing): How workspace billing works when you add members who already have their own subscriptions
    - [Find past invoices and receipts](/docs/support/billing/find-past-invoices-and-receipts): How to access invoices and receipts for your payments
    - [Receive email receipts](/docs/support/billing/receive-email-receipts): Update your settings to receive the invoice and receipt for each payment
    - [Transfer billing ownership](/docs/support/billing/transfer-billing-ownership): Make another user on your workspace the billing owner
    - [Referrals](/docs/support/billing/referrals): Give and get free Circleback by referring others
    - [Cancel subscription](/docs/support/billing/cancel-subscription): How to downgrade to the Free plan
    - [Switch to invoice billing](/docs/support/billing/switch-to-invoice-billing): Switch to invoice billing instead of automatic payments
    - [Add seats by invoice](/docs/support/billing/add-seats-by-invoice): Request an invoice for additional seats with invoice billing
    - [Update billing information](/docs/support/billing/update-billing-information): Change the billing email, company name, tax ID, or address shown on your invoices
  - Security: Security and privacy information
    - [Security](/docs/support/security): Security and privacy information
    - [Security](/docs/support/security/security): Details about Circleback's security, data privacy, and compliance
    - [Enable HIPAA compliance](/docs/support/security/enable-hipaa-compliance): Enter into a Business Associate Agreement (BAA) to use Circleback for Protected Health Information (PHI)
    - Single sign-on: Configure SSO for your workspace
      - [Single sign-on](/docs/support/security/single-sign-on): Configure SSO for your workspace
      - [SSO](/docs/support/security/single-sign-on/sso): Connect your identity provider so workspace members can log in to Circleback with SSO
      - [Set up SSO with Google Workspace](/docs/support/security/single-sign-on/set-up-sso-with-google-workspace): Use Google Workspace as an identity provider for Circleback
      - [Set up SSO with Microsoft Entra ID](/docs/support/security/single-sign-on/set-up-sso-with-microsoft-entra-id): Let your team sign in to Circleback with Microsoft Entra ID
      - [Set up SSO with SAML](/docs/support/security/single-sign-on/set-up-sso-with-saml): Connect any identity provider that supports SAML 2.0 to Circleback
      - [Set up SSO with OpenID Connect](/docs/support/security/single-sign-on/set-up-sso-with-openid-connect): Connect any identity provider that supports OpenID Connect to Circleback
      - [Set up SSO with Okta](/docs/support/security/single-sign-on/set-up-sso-with-okta): Let your team log in to Circleback with Okta
  - Platform: Connect Circleback to your apps and AI tools with our API, MCP, and CLI
    - [Platform](/docs/support/platform): Connect Circleback to your apps and AI tools with our API, MCP, and CLI
    - [Circleback API](/docs/support/platform/circleback-api): Everything Circleback captures from your meetings, one request away
    - [Circleback MCP](/docs/support/platform/circleback-mcp): Connect other AI apps like ChatGPT, Claude, Cursor, and more to Circleback
    - [Circleback CLI](/docs/support/platform/circleback-cli): Access Circleback data from the command line and give AI agents conversation context
- API: Build on everything Circleback captures from your meetings.
  - [Circleback API](/docs/api): Access everything Circleback captures from your meetings with the Circleback API: notes, action items, transcripts, recordings, people, companies, and more.
  - Meetings
    - [Get meeting](/docs/api/meetings/get-meeting): Returns a meeting by its ID, including the notes, attendees, and recording details the caller has permission to view.
    - [List meetings](/docs/api/meetings/list-meetings): Returns a page of meetings for the authenticated user, optionally filtered by attendees, tags, ownership, and status.
    - [Search meetings](/docs/api/meetings/search-meetings): Searches the authenticated user's meetings by name and content, with optional filters for specific meetings, tags, and people.
    - [Get meeting transcript](/docs/api/meetings/get-meeting-transcript): Returns the full transcript for a meeting.
    - [Update meeting](/docs/api/meetings/update-meeting): Updates a meeting's name, notes, or private notes. Returns only the fields that were updated.
    - [Import meeting](/docs/api/meetings/import-meeting): Imports an existing meeting with notes, a transcript, and attendees. Imported meetings work like any other meeting in Circleback.
    - [Delete meeting](/docs/api/meetings/delete-meeting): Deletes a meeting. Only the owner of the meeting can delete it. Returns the deleted meeting.
  - Action items
    - [List action items](/docs/api/action-items/list-action-items): Returns a page of action items across the authenticated user's meetings, filtered by assignee, status, tags, and attendees.
    - [Update action item](/docs/api/action-items/update-action-item): Updates the title, description, status, or assignee of an action item. Returns the updated action item.
    - [Create action item](/docs/api/action-items/create-action-item): Creates an unassigned action item owned by the authenticated user without linking it to a meeting.
    - [Delete action item](/docs/api/action-items/delete-action-item): Deletes an action item. Returns the deleted action item.
  - Calendar
    - [List calendar events](/docs/api/calendar/list-calendar-events): Returns upcoming calendar events from the authenticated user's connected calendars, with pagination and a configurable time window.
  - Companies
    - [Get company](/docs/api/companies/get-company): Returns a company by its domain, including its people and external links.
    - [List companies](/docs/api/companies/list-companies): Returns the companies whose people attend the authenticated user's meetings, with optional tag filters.
  - People
    - [Get person](/docs/api/people/get-person): Returns a person by their profile ID, including their profile details and external links.
    - [List people](/docs/api/people/list-people): Returns the people who attend the authenticated user's meetings, ordered by most recent meeting, with optional company and tag filters.
  - Tags
    - [List tags](/docs/api/tags/list-tags): Returns every tag available to the authenticated user.
    - [Add tag to meetings](/docs/api/tags/add-tag-to-meetings): Applies an existing tag to one or more meetings and returns the updated meetings.
    - [Update tag](/docs/api/tags/update-tag): Updates a tag's name or description.
    - [Create tag](/docs/api/tags/create-tag): Creates a new tag. If a tag with the same name already exists, a conflict error is returned.
    - [Delete tag](/docs/api/tags/delete-tag-delete-tagtagid): Permanently deletes a tag and removes it from every meeting it was applied to.
    - [Remove tag from meetings](/docs/api/tags/remove-tag-from-meetings): Removes a tag from one or more meetings and returns the updated meetings.