What’s new

Ask Circleback to search the web

Circleback can now search the web to answer your questions. When an answer needs information that isn’t in your meetings, emails, or connected apps, Circleback looks it up and uses what it finds.

Circleback already knows what was said in your conversations. The web fills in what wasn’t, so you can ask things like:

• Who am I meeting with tomorrow, and what does their company do?
• Initech mentioned a competitor on today’s call. What does that company do?
• Has anything changed at Initech since we last spoke?
• Draft a follow-up to Sam with a link to the report he mentioned.

Answers show the pages Circleback used, so you can check where something came from.

Available today everywhere you ask Circleback: web, desktop, mobile, and Slack.

Ask Circleback to update meetings

You can now ask Circleback to update meetings, action items, and tags for you. Instead of only answering questions about your meetings, it can act on them.

Ask Circleback to share yesterday's customer interviews with the Product team. Have it add questions to your notes for tomorrow's board meeting, or mark your action items from this morning's standup done.

Here’s everything it can now do:

• Create, edit, assign, complete, and delete action items
• Create, edit, and delete tags, and add or remove them from meetings
• Share meetings with people, teams, your workspace, or a link
• Rename meetings and edit their notes
• Add your own notes and tags to upcoming meetings

Update Circleback with MCP, CLI, and API

You can now make changes in Circleback through MCP, the CLI, and the API. Create and assign action items, mark them done, organize meetings with tags, edit notes, and manage meeting access from the tools you already use.

Ask your AI assistant to review your open action items and mark the ones you’ve finished as done. Have it save prep for tomorrow’s call to your private notes, or tag this week’s customer calls and share them with your team. Changes are saved directly in Circleback.

To enable write access, reconnect Circleback in your AI app. For the CLI, update to the latest version, run cb auth logout, then run cb auth login. For the API, use a key with read and write access from Settings → API keys.

Filter meetings by date

You can now filter meetings by date. Select Filter → Date on the meetings page, then pick a single day or a range of dates to see only meetings from that period.

This makes it easy to track down a meeting when you remember when it happened but not what it was called, or to pull up every conversation from a particular week, like an offsite or a customer trip. Date filters can be combined with participants, companies, and tags, and saved to a view like any other filter.

Set your workspace image

Admins can now update the workspace image. Use your company's logo, and your team and the people you meet with will see it everywhere your workspace and company show up in Circleback.

Go to Settings → General (under Workspace) to update the image.

Single sign-on

You can now connect your identity provider to Circleback so workspace members can log in with SSO. Circleback supports SAML and OIDC, so it works with Okta, Google Workspace, Microsoft Entra ID, and any other provider that supports either standard.

Once connected, workspace admins can enforce SSO, which disables every other way of logging in. Your identity provider decides who can access Circleback.

Circleback also works with SCIM, so your identity provider can manage accounts for you. When someone joins your company, they get access to Circleback automatically. When they leave, they're deactivated in your workspace.

Workspace admins can set up SSO from Settings → Workspace → General.

Switch to invoice billing

You can now pay for Circleback by invoice instead of automatic payments. At each renewal, we'll email you an invoice to pay within 30 days, rather than charging your payment method. This is useful if your company pays vendors through accounts payable.

To switch, go to Settings → Billing, select ⋯ next to Payment method, and choose Switch to invoice billing. The change takes effect at the end of your current billing period.

Once you're on invoice billing, you can add seats by invoice too.

Import meetings with the API

You can now import meetings into Circleback with the API. Send a meeting's name, date, attendees, notes, transcript, and who it's shared with. Imported meetings work like any other meeting. You can search them and ask questions about them.

This is useful for bringing in past meetings from other tools, so your full history lives in one place.

Switch between accounts

You can now add multiple Circleback accounts and switch between them. If you use one account for work and another for personal meetings, or you belong to workspaces under different email addresses, you no longer have to sign out and log back in each time.

Click your name or workspace name in the top-left → Switch account to add an account or switch between the accounts you've added.

Enable HIPAA compliance for your workspace

Admins can now enable HIPAA compliance for their workspace directly from settings.

Go to Settings → General (under Workspace), turn on Business Associate Agreement in the HIPAA compliance section, then review and accept the BAA. It takes effect as soon as it's accepted, so you can start using Circleback for conversations that involve protected health information (PHI) right away.

New plans

Today we're launching a new lineup of Circleback plans: Free, Pro, Business, and Enterprise.

Circleback now starts free. Free includes AI notes and action items for unlimited online and in-person meetings, email viewing and drafting, limited automations, and API, MCP, and CLI access, with limited history. It isn't a trial. You can also try any plan for free when you sign up.

Pro adds full meeting history, automations with all integrations, including Notion, HubSpot, Salesforce, Attio, webhooks, and many more apps, and custom AI insights. Business adds admin and member roles, default and enforceable workspace settings, custom data retention, and a usage dashboard. Enterprise adds security, billing, and support for large organizations.

Every plan lets you create a workspace and add your team. See the pricing page for the full breakdown.

Import meetings from other apps

If you have meetings in another app, you can now bring them into Circleback. Your history comes with you.

Go to Settings → Import and connect the app you're switching from. You'll see the meetings before they're imported. Circleback brings over notes, transcripts, attendees, and recordings (if available). Imported meetings work like any other meeting in Circleback: you can search them, share them, and ask questions about them.

If your team is moving together, each person can import their own meetings. They'll stay shared with the same people as before.