Circleback

You can download a copy of your Circleback account data, including notes, action items, insights, transcripts, and recording download links.

Once your export is ready, you select Download.

1. Go to Settings → Account.
2. Find the Export section.
3. Select Export.
4. Once your export is ready, you select Download.

We’ll also email you a download link when your export is ready.

Request a download of your Circleback account data

Export your account data

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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