Circleback Assistant can answer questions about anything discussed in your conversations. When you ask a question, Circleback searches across every conversation you have access to, finds relevant information, and provides an answer with citations so you can verify the source.

If you've connected your email, Circleback searches across your emails too–giving you one place to find information from all your conversations.

To use Circleback Assistant, go to the Ask page and type in your question–for example:

Circleback will search across all relevant conversations and provide an answer with sources.

You can type @ to mention people, companies, tags, or specific meetings you want to filter the search by. Use filters when you want to focus on a particular project, client, or type of meeting.

When viewing a meeting, you can use Assistant in the panel on the right to ask questions about that specific meeting. This is useful when you want to quickly find something discussed in a particular call without searching across all your conversations.

Assistant can also answer questions about Circleback itself. If you're unsure how to do something in the product, just ask–for example, "How do I share a meeting?" or "How do I set up automations?"

Every answer includes sources showing which conversations the information came from. Hover on a source to see specific references, select it for the full context.

You can view and search through past chats by opening the search modal: select the search icon in the top-left or press / on your keyboard. Select a chat to return to it and continue the conversation.