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Daily work

Meetings

Record meetings and keep the notes together.

Overview

Save in-person audio, transcripts, summaries and next steps. Access depends on your workspace permissions and recording availability.

Common tasks

Record and review a meeting

  1. Open Meetings and select Record meeting. You can also start from a booking, contact or conversation.
  2. Tell everyone you are recording. Tap Start recording to confirm they know. Language is detected automatically.
  3. Use Edit details to add a title or change the recording’s contact while audio continues. Linked bookings and conversations stay unchanged.
  4. Tap Stop and save. Open the saved recording to play audio, read notes, edit details, copy or export. Check any partial or interrupted warning.

Tips

AI processing uses Receptionist credits based on actual AI cost: cost ÷ $0.03, rounded up in 0.05-credit steps. Zero cost uses zero credits. View settled charges in the recording and Usage. If credits run out, audio stays saved and AI processing resumes when credits are available.
Audio storage and AI processing use the region pinned when the recording starts. EU recordings do not fall back to US processing. A region setup error does not delete saved meetings.
Keep the app open while recording. Android pauses when you leave or lock the screen. After an interruption, keep the app open for draft recovery. A load error has Try again; it is not an empty library.

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