Circleback Support

Account and setup

Connect your calendar Meeting joining preferences Sharing preferences Email preferences Connect your email Customize meeting participant Add custom vocabulary Enable Circleback for a Microsoft organization Change account email Export your account data Troubleshoot missing emails Delete your account

Switch to Circleback

Getting started with recording Configure whether meeting recordings are saved

Share a meeting Folders Automatically share meetings Tag meetings Add your own notes Automatic meeting tagging Download meeting recording Delete a meeting Meeting languages Edit meeting notes Import a meeting Copy meeting notes or transcript Update meeting participant names Share meeting moments Leave comments on a meeting Create a meeting clip Select and take action on multiple meetings Claim meeting ownership

Getting started with automations Generate insights with AI Run automations for past meetings Share an automation Enable automations for your workspace Export meeting data with webhooks Run automations for external meetings

Ask Circleback Assistant Use Assistant on mobile Use Assistant in Slack

Workspace and teams

Add people to your workspace Teams Deactivate a workspace member Update workspace roles Default and enforced workspace settings Data retention settings Usage dashboard Update workspace details Add multiple domains to your workspace

Update plan Update payment method Consolidate workspace billing Find past invoices and receipts Receive email receipts Transfer billing ownership Referrals Cancel subscription Switch to invoice billing Add seats by invoice Update billing information

Security Enable HIPAA compliance

Enterprise-Managed Authorization

Circleback API Circleback MCP Circleback CLI

Meetings

View, edit, and share your meetings

Share a meetingGive other people access to meetings FoldersKeep related meetings together, share them with the right people, and add new ones automatically Automatically share meetingsUse a folder to share meetings with the same people as they finish Tag meetingsOrganize meetings with tags and use them in automations and search Add your own notesAdd private notes to any meeting before, during, or after the conversation Automatic meeting taggingHave Circleback automatically tag meetings based on their content Download meeting recordingDownload the video or audio file from a meeting Delete a meetingHow to delete all data associated with a meeting Meeting languagesSupported languages and how to choose the language used for AI-powered meeting outcomes Edit meeting notesMake changes to the meeting name, notes, and action items Import a meetingUpload an audio or video recording to Circleback Copy meeting notes or transcriptHow to copy notes or transcript from a Circleback meeting Update meeting participant namesEdit the names of speakers in a meeting Share meeting momentsShare a specific moment from a meeting transcript with a direct link Leave comments on a meetingHow to leave and reply to comments on a meeting Create a meeting clipCreate and share a short segment from a meeting recording Select and take action on multiple meetingsQuickly select multiple meetings to perform bulk actions like sharing, managing tags, running automations, and deleting.Claim meeting ownershipClaim ownership of meetings from deactivated accounts