Guides API Reference

Guides API Reference

Getting Started

Getting Started Quick Start Guide Admin Approval & Sign-Up Troubleshooting

How Recording Works How the Assistant Works The Meeting Recording Page Access & Sharing Deleting Recordings

Core Features

Protocols & Summaries What Are Protocols?Creating Custom Protocols Deep Analysis Protocols Protocol Gallery Verifying AI Accuracy

Optiverse Desktop App Capture: Transcribe Meetings Without a Bot or Recording Flow: Speech-to-Text Anywhere on Your Computer Tasks: AI-Powered Kanban for Meeting Action Items

OptiAgent & Meeting Search Multi-Meeting Search OptiAgent on the Recording Page Tips & Best Practices Use Cases by Role

Administration

Team & Workspace Setup

Resources

Guides & Playbooks How to Run Effective Meetings Meeting Culture Best Practices From Call to CRM: Complete Guide

ResourcesGuides & Playbooks

Meeting Culture Best Practices

Build a healthy, productive meeting culture in your organization.

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How to Run Effective Meetings

Best practices for productive, well-documented meetings with AI assistance.

From Call to CRM: Complete Guide

The complete guide to turning every sales call into deal-ready CRM insights automatically.