# 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 from your conversations and update meetings
    - [Assistant](/docs/support/assistant): Get answers from your conversations and update meetings
    - [Ask Circleback Assistant](/docs/support/assistant/ask-circleback-assistant): Get answers from your conversations and update meetings
    - [Use Assistant on mobile](/docs/support/assistant/use-assistant-on-mobile): Ask questions and update meetings from your phone
    - [Use Assistant in Slack](/docs/support/assistant/use-assistant-in-slack): Ask questions and update meetings from Slack
    - 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 update Help Center articles
      - [Ask Circleback about Plain](/docs/support/assistant/connectors/ask-circleback-about-plain): Search Plain threads, customers, and tenants, reply to and triage threads, and 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
  - 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, private notes, or tags. Each field you provide replaces its current value, and fields you leave out stay the same. To add to notes or tags, get the meeting first and include what's already there. Returns the meeting.
    - [Share meeting](/docs/api/meetings/share-meeting): Shares a meeting with people, teams, workspaces, or the link, or removes their access. Returns the updated meeting.
    - [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 action item owned by the authenticated user.
    - [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.
    - [Update meeting for calendar event](/docs/api/calendar/update-meeting-for-calendar-event): Sets your private notes or tags on the Circleback meeting for a calendar event, creating the meeting if needed. Each field you provide replaces its current value, and fields you leave out stay the same. Returns the meeting.
  - 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.
    - [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): Permanently deletes a tag and removes it from every meeting it was applied to.