# Circleback Support

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## Account and setup

- [Connect your calendar](https://support.circleback.ai/en/articles/10471617-connect-your-calendar.md): Connect your Microsoft Outlook or Google Calendar to Circleback
- [Meeting joining preferences](https://support.circleback.ai/en/articles/10553822-meeting-joining-preferences.md): Choose which meetings Circleback automatically joins
- [Email preferences](https://support.circleback.ai/en/articles/10460632-email-preferences.md): Choose what you get emails for
- [Customize meeting participant](https://support.circleback.ai/en/articles/10478509-customize-meeting-participant.md): Change the display name and image of the Circleback bot that joins your meetings
- [Add custom vocabulary](https://support.circleback.ai/en/articles/10582538-add-custom-vocabulary.md): Improve transcription accuracy for industry terms and acronyms
- [Connect your email](https://support.circleback.ai/en/articles/12692991-connect-your-email.md): Add email context to your meetings and search across all your conversations
- [Enable Circleback for a Microsoft organization](https://support.circleback.ai/en/articles/10460590-enable-circleback-for-a-microsoft-organization.md): How to enable Circleback for your organization as a Microsoft admin
- [Change account email](https://support.circleback.ai/en/articles/10460655-change-account-email.md): Update the email address associated with your account
- [Delete your account](https://support.circleback.ai/en/articles/10460657-delete-your-account.md): Permanently delete your account and all associated data
- [Sharing preferences](https://support.circleback.ai/en/articles/15949257-sharing-preferences.md): Choose default access for meeting invitees

## Recording

- [Getting started with recording](https://support.circleback.ai/en/articles/11090138-getting-started-with-recording.md): Different ways to capture meetings with Circleback
- [Configure whether meeting recordings are saved](https://support.circleback.ai/en/articles/10581965-configure-whether-meeting-recordings-are-saved.md): Choose whether audio and video from your meetings are stored

## Meetings

- [Share a meeting](https://support.circleback.ai/en/articles/10478898-share-a-meeting.md): Give other people access to meetings
- [Tag meetings](https://support.circleback.ai/en/articles/10488553-tag-meetings.md): Organize meetings with tags and use them in automations and search
- [Add your own notes](https://support.circleback.ai/en/articles/14064145-add-your-own-notes.md): Add private notes to any meeting before, during, or after the conversation
- [Automatic meeting tagging](https://support.circleback.ai/en/articles/10488228-automatic-meeting-tagging.md): Have Circleback automatically tag meetings based on their content
- [Download meeting recording](https://support.circleback.ai/en/articles/10472125-download-meeting-recording.md): Download the video or audio file from a meeting
- [Delete a meeting](https://support.circleback.ai/en/articles/10478209-delete-a-meeting.md): How to delete all data associated with a meeting
- [Meeting languages](https://support.circleback.ai/en/articles/10493546-meeting-languages.md): Supported languages and how to choose the language used for AI-powered meeting outcomes
- [Edit meeting notes](https://support.circleback.ai/en/articles/10504239-edit-meeting-notes.md): Make changes to the meeting name, notes, and action items
- [Import a meeting](https://support.circleback.ai/en/articles/10645713-import-a-meeting.md): Upload an audio or video recording to Circleback
- [Copy meeting notes or transcript](https://support.circleback.ai/en/articles/10708286-copy-meeting-notes-or-transcript.md): How to copy notes or transcript from a Circleback meeting
- [Update meeting participant names](https://support.circleback.ai/en/articles/10755245-update-meeting-participant-names.md): Edit the names of speakers in a meeting
- [Share meeting moments](https://support.circleback.ai/en/articles/10808340-share-meeting-moments.md): Share a specific moment from a meeting transcript with a direct link
- [Leave comments on a meeting](https://support.circleback.ai/en/articles/11186858-leave-comments-on-a-meeting.md): How to leave and reply to comments on a meeting
- [Create a meeting clip](https://support.circleback.ai/en/articles/11645213-create-a-meeting-clip.md): Create and share a short segment from a meeting recording
- [Select and take action on multiple meetings](https://support.circleback.ai/en/articles/12874647-select-and-take-action-on-multiple-meetings.md): Quickly select multiple meetings to perform bulk actions like sharing, managing tags, running automations, and deleting.
- [Claim meeting ownership](https://support.circleback.ai/en/articles/13613495-claim-meeting-ownership.md): Claim ownership of meetings from deactivated accounts

## Automations

- [Getting started with automations](https://support.circleback.ai/en/articles/10460573-getting-started-with-automations.md): How automations work, what you can do with them, and how to get started
- [Automatically share meetings with your workspace](https://support.circleback.ai/en/articles/10460582-automatically-share-meetings-with-your-workspace.md): How to use automations to share meetings with your workspace automatically
- [Generate insights with AI](https://support.circleback.ai/en/articles/10505795-generate-insights-with-ai.md): Use AI to extract information or generate outputs from your meetings
- [Run automations for past meetings](https://support.circleback.ai/en/articles/10486992-run-automations-for-past-meetings.md): View and manually run automations for past meetings
- [Share an automation](https://support.circleback.ai/en/articles/10513817-share-an-automation.md): Instructions on how to share automations with your team
- [Enable automations for your workspace](https://support.circleback.ai/en/articles/11049112-enable-automations-for-your-workspace.md): Turn on an automation for your whole workspace, a team, or specific members
- [Export meeting data with webhooks](https://support.circleback.ai/en/articles/11014015-export-meeting-data-with-webhooks.md): Use the webhook integration to export meeting data and build custom integrations
- [Run automations for external meetings](https://support.circleback.ai/en/articles/11404230-run-automations-for-external-meetings.md): Set automations to only run when someone from outside your team is invited

## Assistant

- [Ask Circleback Assistant](https://support.circleback.ai/en/articles/13615023-ask-circleback-assistant.md): Search across all your meetings and emails and get answers with cited sources
- [Use Assistant on mobile](https://support.circleback.ai/en/articles/13615088-use-assistant-on-mobile.md): Ask Circleback questions from your phone
- [Use Assistant in Slack](https://support.circleback.ai/en/articles/13615103-use-assistant-in-slack.md): Mention @Circleback in any channel to ask questions about your meetings

## Workspace and teams

- [Create a workspace](https://support.circleback.ai/en/articles/10492039-create-a-workspace.md): Set up a workspace to share meetings and automations with your team
- [Add a workspace member](https://support.circleback.ai/en/articles/10492053-add-a-workspace-member.md): Add members and viewers to your workspace
- [Teams](https://support.circleback.ai/en/articles/13664261-teams.md): Organize your workspace into teams to share meetings and automations with the right people
- [Deactivate a workspace member](https://support.circleback.ai/en/articles/10492106-deactivate-a-workspace-member.md): Deactivate a workspace to revoke access to the workspace
- [Update workspace roles](https://support.circleback.ai/en/articles/10603435-update-workspace-roles.md): Make others an admin, member, or viewer, transfer billing ownership, or deactivate a member
- [Default and enforced workspace settings](https://support.circleback.ai/en/articles/11095989-default-and-enforced-workspace-settings.md): Configure default and enforced settings for your workspace
- [Data retention settings](https://support.circleback.ai/en/articles/10724038-data-retention-settings.md): Control how long meeting recordings, transcripts, and other data are kept
- [Usage dashboard](https://support.circleback.ai/en/articles/12988708-usage-dashboard.md): View usage metrics for your workspace, teams, and specific people
- [Update workspace name](https://support.circleback.ai/en/articles/13613696-update-workspace-name.md): Instructions to update the name of an existing workspace
- [Add domain to your workspace](https://support.circleback.ai/en/articles/15419801-add-domain-to-your-workspace.md): Add another domain to the workspace to add other members from outside your domain

## Billing

- [Update subscription plan](https://support.circleback.ai/en/articles/10487186-update-subscription-plan.md): Switch between plans or billing periods from your billing settings
- [Update payment method](https://support.circleback.ai/en/articles/13359901-update-payment-method.md): Change the payment method used for billing
- [Consolidate workspace billing](https://support.circleback.ai/en/articles/10460647-consolidate-workspace-billing.md): How workspace billing works when you add members who already have their own subscriptions
- [Find past invoices and receipts](https://support.circleback.ai/en/articles/10460646-find-past-invoices-and-receipts.md): How to access invoices and receipts for your payments
- [Receive email receipts](https://support.circleback.ai/en/articles/10467893-receive-email-receipts.md): Update your settings to receive the invoice and receipt for each payment
- [Transfer billing ownership](https://support.circleback.ai/en/articles/10489430-transfer-billing-ownership.md): Make another user on your workspace the billing owner
- [Referrals](https://support.circleback.ai/en/articles/10503963-referrals.md): Give and get free Circleback by referring others
- [Cancel subscription](https://support.circleback.ai/en/articles/10460660-cancel-subscription.md): How to cancel your subscription
- [Renew canceled subscription](https://support.circleback.ai/en/articles/10509684-renew-canceled-subscription.md): Instructions for renewing a canceled subscription to Circleback

## Security

- [Security](https://support.circleback.ai/en/articles/10460553-security.md): Details about Circleback's security, data privacy, and compliance
- [SSO](https://support.circleback.ai/en/articles/12634592-sso.md): How Circleback works with Single Sign-On

## MCP and CLI

- [Circleback MCP](https://support.circleback.ai/en/articles/13249081-circleback-mcp.md): Connect other AI apps like ChatGPT, Claude, Cursor, and more to Circleback
- [Circleback CLI](https://support.circleback.ai/en/articles/14677613-circleback-cli.md): Access Circleback data from the command line and give AI agents conversation context