# 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
- [Sharing preferences](https://support.circleback.ai/en/articles/15949257-sharing-preferences.md): Choose default access for meeting invitees
- [Email preferences](https://support.circleback.ai/en/articles/10460632-email-preferences.md): Choose what you get emails for
- [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
- [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
- [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
- [Export your account data](https://support.circleback.ai/en/articles/16976857-export-your-account-data.md): Request a download of your Circleback account data
- [Troubleshoot missing emails](https://support.circleback.ai/en/articles/17007772-troubleshoot-missing-emails.md): Restore email delivery if you're no longer receiving emails from Circleback
- [Delete your account](https://support.circleback.ai/en/articles/10460657-delete-your-account.md): Permanently delete your account and all associated data
- [Switch to Circleback from Fathom](https://support.circleback.ai/en/articles/17041247-switch-to-circleback-from-fathom.md): Import your Fathom meeting history into Circleback.
- [Switch to Circleback from Fireflies](https://support.circleback.ai/en/articles/17040814-switch-to-circleback-from-fireflies.md): Import your Fireflies meeting history into Circleback.
- [Switch to Circleback from Granola](https://support.circleback.ai/en/articles/17040824-switch-to-circleback-from-granola.md): Import your Granola meeting history into Circleback.
- [Switch to Circleback from Read AI](https://support.circleback.ai/en/articles/17040832-switch-to-circleback-from-read-ai.md): Import your Read AI meeting history into Circleback.
- [Import meetings from other apps](https://support.circleback.ai/en/articles/16879377-import-meetings-from-other-apps.md): Bring your meeting history from Fathom, Fireflies, Granola, Read AI, or other apps

## 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
- [Record meetings with the desktop app](https://support.circleback.ai/en/articles/10460578-record-meetings-with-the-desktop-app.md): Record meetings on any platform without a bot joining
- [Use Circleback from the menu bar](https://support.circleback.ai/en/articles/14628461-use-circleback-from-the-menu-bar.md): Use the Circleback menu bar app to see upcoming meetings, record a new meeting, and more
- [Choose audio and video recording preferences](https://support.circleback.ai/en/articles/10471560-choose-audio-and-video-recording-preferences.md): Choose your microphone, system audio, and screen capture settings for a recording
- [Troubleshoot recording on desktop](https://support.circleback.ai/en/articles/13929005-troubleshoot-recording-on-desktop.md): Common reasons that prevent recording on the desktop app and web
- [How to get Circleback to join a meeting](https://support.circleback.ai/en/articles/10479605-how-to-get-circleback-to-join-a-meeting.md): Have Circleback join your meetings automatically from your calendar or manually with a meeting link
- [Troubleshoot Circleback not joining a meeting](https://support.circleback.ai/en/articles/10489225-troubleshoot-circleback-not-joining-a-meeting.md): Common reasons Circleback can't join a meeting and how to fix them
- [Use Circleback in Slack huddles](https://support.circleback.ai/en/articles/10581993-use-circleback-in-slack-huddles.md): Connect Circleback to Slack and have it automatically record huddles
- [Record meetings with the mobile app](https://support.circleback.ai/en/articles/10752720-record-meetings-with-the-mobile-app.md): Capture in-person meetings and conversations with your phone
- [Record a phone call](https://support.circleback.ai/en/articles/16044178-record-a-phone-call.md): Record phone calls with your phone's built-in call recording and import them into Circleback
- [Start recording with the Circleback widget on iOS](https://support.circleback.ai/en/articles/13133213-start-recording-with-the-circleback-widget-on-ios.md): Quickly a start a recording from your Lock Screen or Home Screen on iOS
- [Start recording with the Action button on iPhone](https://support.circleback.ai/en/articles/13133143-start-recording-with-the-action-button-on-iphone.md): Quickly start a recording in Circleback using the Action button on iPhone

## 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
- [Integrate with Slack](https://support.circleback.ai/en/articles/10672225-integrate-with-slack.md): Create an automation to send meeting outcomes to a Slack channel
- [Integrate with Notion](https://support.circleback.ai/en/articles/11186831-integrate-with-notion.md): Create an automation to send meeting outcomes to a Notion page or database
- [Integrate with Linear](https://support.circleback.ai/en/articles/13622158-integrate-with-linear.md): Use automations to create issues in Linear
- [Integrate with HubSpot](https://support.circleback.ai/en/articles/10542439-integrate-with-hubspot.md): Create an automation to update contacts and deals on HubSpot with meeting outcomes
- [Integrate with Salesforce](https://support.circleback.ai/en/articles/10641585-integrate-with-salesforce.md): Create an automation to update contacts and opportunities on Salesforce with meeting outcomes
- [Integrate with Attio](https://support.circleback.ai/en/articles/10598879-integrate-with-attio.md): Create an automation to update people, companies, and deals on Attio with meeting outcomes
- [Integrate with Zoho](https://support.circleback.ai/en/articles/11534485-integrate-with-zoho.md): Create an automation to update contacts in Zoho with meeting outcomes
- [Integrate with monday.com](https://support.circleback.ai/en/articles/10471774-integrate-with-monday-com.md): Create an automation that writes action items to a monday.com board
- [Integrate with apps using Make](https://support.circleback.ai/en/articles/10756508-integrate-with-apps-using-make.md): 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](https://support.circleback.ai/en/articles/10508886-integrate-with-apps-using-zapier.md): Use automations to send data to Zapier and integrate with thousands of apps, including Asana, Google Drive, Affinity, Jira, and more

## 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
- [Ask Circleback about Linear](https://support.circleback.ai/en/articles/15986459-ask-circleback-about-linear.md): Search Linear and create or update issues, projects, comments, documents, and more
- [Ask Circleback about Notion](https://support.circleback.ai/en/articles/15986460-ask-circleback-about-notion.md): Search Notion and create or update pages, databases, and comments
- [Ask Circleback about Asana](https://support.circleback.ai/en/articles/15986462-ask-circleback-about-asana.md): Search Asana and create or update tasks, projects, comments, and status updates
- [Ask Circleback about HubSpot](https://support.circleback.ai/en/articles/15986463-ask-circleback-about-hubspot.md): Search HubSpot and create or update contacts, companies, deals, tickets, and more
- [Ask Circleback about PostHog](https://support.circleback.ai/en/articles/15986465-ask-circleback-about-posthog.md): Search product events, dashboards, feature flags, and more
- [Ask Circleback about Attio](https://support.circleback.ai/en/articles/15986466-ask-circleback-about-attio.md): Search Attio and create or update CRM records, notes, tasks, comments, and more
- [Ask Circleback about Ashby](https://support.circleback.ai/en/articles/15986467-ask-circleback-about-ashby.md): Search Ashby and create candidates, add notes, and update applications
- [Ask Circleback about Intercom](https://support.circleback.ai/en/articles/15986468-ask-circleback-about-intercom.md): Search Intercom contacts, companies, and conversations, and create or update Help Center articles

## Workspace and teams

- [Add people to your workspace](https://support.circleback.ai/en/articles/10492053-add-people-to-your-workspace.md): Add manually or have people from your company get added automatically
- [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 details](https://support.circleback.ai/en/articles/13613696-update-workspace-details.md): Instructions to update the name and image of an existing workspace
- [Add multiple domains to your workspace](https://support.circleback.ai/en/articles/15419801-add-multiple-domains-to-your-workspace.md): Add multiple domains to your workspace to invite people with different email domains

## Billing

- [Update plan](https://support.circleback.ai/en/articles/10487186-update-plan.md): Switch between subscription plans or billing intervals
- [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 downgrade to the Free plan
- [Switch to invoice billing](https://support.circleback.ai/en/articles/16949452-switch-to-invoice-billing.md): Switch to invoice billing instead of automatic payments
- [Add seats by invoice](https://support.circleback.ai/en/articles/16949490-add-seats-by-invoice.md): Request an invoice for additional seats with invoice billing
- [Update billing information](https://support.circleback.ai/en/articles/16949497-update-billing-information.md): Change the billing email, company name, tax ID, or address shown on your invoices

## Security

- [Security](https://support.circleback.ai/en/articles/10460553-security.md): Details about Circleback's security, data privacy, and compliance
- [Enable HIPAA compliance](https://support.circleback.ai/en/articles/16925221-enable-hipaa-compliance.md): Enter into a Business Associate Agreement \(BAA\) to use Circleback for Protected Health Information \(PHI\)
- [SSO](https://support.circleback.ai/en/articles/12634592-sso.md): Connect your identity provider so workspace members can log in to Circleback with SSO
- [Set up SSO with Google Workspace](https://support.circleback.ai/en/articles/16967143-set-up-sso-with-google-workspace.md): Use Google Workspace as an identity provider for Circleback
- [Set up SSO with Microsoft Entra ID](https://support.circleback.ai/en/articles/16967147-set-up-sso-with-microsoft-entra-id.md): Let your team sign in to Circleback with Microsoft Entra ID
- [Set up SSO with SAML](https://support.circleback.ai/en/articles/16967144-set-up-sso-with-saml.md): Connect any identity provider that supports SAML 2.0 to Circleback
- [Set up SSO with OpenID Connect](https://support.circleback.ai/en/articles/16967145-set-up-sso-with-openid-connect.md): Connect any identity provider that supports OpenID Connect to Circleback
- [Set up SSO with Okta](https://support.circleback.ai/en/articles/16967146-set-up-sso-with-okta.md): Let your team log in to Circleback with Okta

## Platform

- [Circleback API](https://support.circleback.ai/en/articles/16548684-circleback-api.md): Everything Circleback captures from your meetings, one request away
- [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