# Docs - [Home](/docs): Your complete guide to getting the most out of Optiverse, the AI meeting assistant that turns conversations into business outcomes. - **Getting Started** - Getting Started - [Getting Started](/docs/getting-started): Get up and running with Optiverse in minutes. - [Quick Start Guide](/docs/getting-started/quick-start): Get your first AI-powered meeting summary in under 5 minutes. - [Admin Approval & Sign-Up Troubleshooting](/docs/getting-started/admin-approval): What to do if you're blocked during sign-up and need organizational approval to use Optiverse. - How Recording Works - [How Recording Works](/docs/how-recording-works): Understand how Optiverse captures your meetings and what you can do with each recording. - [How the Assistant Works](/docs/how-recording-works/how-the-assistant-works): Understand how the Optiverse meeting assistant joins calls, how to admit it, and its timing and silence behavior. - [The Meeting Recording Page](/docs/how-recording-works/meeting-recording-page): Understand everything you can do on a meeting recording page, from video playback and transcript editing to OptiAgent and speaker analytics. - [Access & Sharing](/docs/how-recording-works/access-and-sharing): Understand how recording access works, public vs private meetings, sharing controls, email recaps, and auto-sharing. - [Deleting Recordings](/docs/how-recording-works/deleting-recordings): Learn how to delete recordings for yourself or for everyone, understand recording ownership, and use bulk deletion. - **Core Features** - Protocols & Summaries - [Protocols & Summaries](/docs/protocols-and-summaries): Structured meeting summaries tailored to your workflow, from quick overviews to deep analysis, with integration ready output. - [What Are Protocols?](/docs/protocols-and-summaries/what-are-protocols): Understand what protocol templates are, why they exist, and how they transform your meetings into structured, integration ready data. - [Creating Custom Protocols](/docs/protocols-and-summaries/creating-custom-protocols): Build protocol templates using AI generation, PDF attachments, manual editing, or the template library. - [Deep Analysis Protocols](/docs/protocols-and-summaries/deep-analysis-protocols): Multi agent processing for detailed, formatted analysis with tables, extended text, and granular data extraction. - [Protocol Gallery](/docs/protocols-and-summaries/protocol-gallery): Browse pre built protocol templates in the marketplace and add them to your workspace with one click. - [Verifying AI Accuracy](/docs/protocols-and-summaries/hallucination-elimination): How to validate protocol summaries and handle potential inaccuracies in AI generated content. - Desktop App - [Optiverse Desktop App](/docs/desktop-app): The AI-powered desktop companion for meetings. Transcribe without a bot, dictate text anywhere, and manage action items in real time — available for macOS and Windows. - [Capture: Transcribe Meetings Without a Bot or Recording](/docs/desktop-app/capture): How to transcribe meetings without a bot joining the call. Optiverse Capture provides live, invisible meeting transcription at the OS level — no recording, no participant alerts, no intrusion. - [Flow: Speech-to-Text Anywhere on Your Computer](/docs/desktop-app/flow): Turn your voice into typed text in any application. Optiverse Flow is a universal dictation layer for your entire desktop — draft emails, fill CRM fields, write documents, and reply to messages at 3x typing speed. - [Tasks: AI-Powered Kanban for Meeting Action Items](/docs/desktop-app/tasks): Never lose an action item again. Optiverse Tasks is a built-in Kanban board that captures commitments during meetings in real time — powered by AI that suggests tasks as they're discussed. - Mobile App - [Mobile App](/docs/mobile-app): Record in-person conversations, transcribe on the go, and get instant AI summaries from your phone. - OptiAgent & Meeting Search - [OptiAgent & Meeting Search](/docs/optiagent-and-knowledge-hub): One AI brain, two surfaces. Search across all your meetings from the homepage, or get contextual help on any recording page. - [Multi-Meeting Search](/docs/optiagent-and-knowledge-hub/cross-meeting-search): The full-power AI on the Optiverse homepage. Search, analyze, and act across your entire meeting history. - [OptiAgent on the Recording Page](/docs/optiagent-and-knowledge-hub/what-is-optiagent): The same AI, focused on the meeting in front of you. Ask questions, edit summaries, draft emails, and reach into other meetings when needed. - [Tips & Best Practices](/docs/optiagent-and-knowledge-hub/prompting-optiagent): Get better results from both Multi-Meeting Search and OptiAgent with clear prompting and smart mode choices. - [Use Cases by Role](/docs/optiagent-and-knowledge-hub/use-cases-by-role): How Sales, Customer Success, Product Managers, Executives, and more use the Optiverse assistant. - **Administration** - Team & Workspace - [Team & Workspace Setup](/docs/team-and-workspace): Create your workspace, invite team members, manage roles, configure organization-wide settings, and understand license pooling. - Integrations - [Integrations](/docs/integrations-and-workflows): Connect Optiverse to your CRM, communication tools, and automation platforms. - [Microsoft Integration Approval](/docs/integrations-and-workflows/microsoft-admin-consent): Generate the admin consent link your Microsoft admin needs so Dynamics 365, Teams, and Planner can connect. - CRM - [CRM Integrations](/docs/integrations-and-workflows/crm): Push meeting intelligence directly into your CRM, including HubSpot, Salesforce, Dynamics 365, Pipedrive, and Attio. - [HubSpot Integration](/docs/integrations-and-workflows/crm/hubspot): Connect Optiverse to HubSpot to automatically sync meeting notes, create contacts, update deals, and query your CRM with natural language. - [Salesforce Integration](/docs/integrations-and-workflows/crm/salesforce): Connect Optiverse to Salesforce for automatic CRM updates with field-level mapping, multi-action workflows, and bilateral MCP access. - [Dynamics 365 Integration](/docs/integrations-and-workflows/crm/dynamics-365): Connect Optiverse to Microsoft Dynamics 365, set your environment URL, and push meeting summaries to contacts, leads, opportunities, and accounts. - [Pipedrive Integration](/docs/integrations-and-workflows/crm/pipedrive): Connect Optiverse to Pipedrive to automatically log meeting notes to deals and contacts, create new contacts, and manage your pipeline with natural language. - [Attio Integration](/docs/integrations-and-workflows/crm/attio): Connect Optiverse to Attio to automatically sync meeting notes, map protocol data to custom objects, and manage your CRM with natural language. - Communication - [Communication Integrations](/docs/integrations-and-workflows/communication): Connect Optiverse to Gmail, Outlook, Slack, and VOIP tools. - [Microsoft Teams Integration](/docs/integrations-and-workflows/communication/microsoft-teams): Push meeting summaries to Teams channels and leverage Teams data in OptiAgent. - [Troubleshoot Microsoft Teams Join Issues](/docs/integrations-and-workflows/communication/teams-join-troubleshooting): Fix cases where the Optiverse assistant joins some Teams meetings but not others. - [Gmail & Outlook](/docs/integrations-and-workflows/communication/gmail-outlook): Send automatic email recaps and draft follow-up emails from your meetings. - [Slack Integration](/docs/integrations-and-workflows/communication/slack): Post meeting summaries and action items to Slack channels automatically. - [Aircall Integration](/docs/integrations-and-workflows/communication/aircall): Connect Aircall to Optiverse to automatically transcribe, summarize, and push phone call recordings to your CRM with custom protocol templates. - MCP Connections - [MCP Connections](/docs/integrations-and-workflows/mcp-connections): Understand how the Model Context Protocol powers OptiAgent's tool access, and connect your own custom MCP servers. - Automation Platforms - [Automation Platforms](/docs/integrations-and-workflows/automation-platforms): Build custom automation workflows with Zapier, n8n, and MCP integrations. - [Zapier Integration](/docs/integrations-and-workflows/automation-platforms/zapier): Connect Optiverse to 8,000+ apps through Zapier using a simple API key and webhook trigger. - [n8n Integration](/docs/integrations-and-workflows/automation-platforms/n8n): Complete step-by-step guide to connecting Optiverse meetings to n8n for automated workflows. - API & Webhooks - [Overview](/docs/integrations-and-workflows/api-and-webhooks): Build custom integrations with the Optiverse REST API and real-time webhook events. - [Webhook Events](/docs/integrations-and-workflows/api-and-webhooks/webhook-events): Receive meeting data automatically via outbound webhooks, ideal for n8n, Make, Zapier, or any HTTP endpoint. - Workflow Recipes - [Workflow Recipes](/docs/integrations-and-workflows/workflow-recipes): Ready-to-use automation templates you can deploy in minutes. - [Auto Follow-Up Emails After Demos](/docs/integrations-and-workflows/workflow-recipes/auto-follow-up-emails): Automatically draft personalized follow-up emails using Optiverse meeting data and n8n. - [Auto-Update HubSpot Deal Stages](/docs/integrations-and-workflows/workflow-recipes/auto-update-hubspot-deals): Let AI automatically update HubSpot deal stages based on meeting content. - [Push Meeting Notes to Notion](/docs/integrations-and-workflows/workflow-recipes/push-notes-to-notion): Automatically send structured meeting notes to Notion databases after each meeting. - Trust Center - [Trust Center](/docs/security-and-compliance): Optiverse security documentation now lives in the Trust Center. - **Resources** - Resources - [Resources](/docs/resources): Use case guides, competitor comparisons, case studies, and best practice playbooks. - Use Case Guides - [Use Case Guides](/docs/resources/use-case-guides): How different roles and teams use the Optiverse AI assistant to turn meeting conversations into actions, insights, and results. - [How Sales Teams Automate Meeting Prep and Follow-Ups with the Optiverse Assistant](/docs/resources/use-case-guides/sales-teams): How sales teams use the Optiverse AI assistant to prepare for calls in seconds, send follow-up emails instantly, track deal conversations over time, and keep CRM data accurate without manual logging. - [How Customer Success Teams Monitor Client Health and Prepare Renewals with the Optiverse Assistant](/docs/resources/use-case-guides/customer-success): How customer success teams use the Optiverse AI assistant to monitor client sentiment across meetings, prepare for renewals with full conversation history, handle account handoffs, and write outreach emails grounded in what was actually discussed. - [How Product Managers Aggregate Feedback and Track Decisions with the Optiverse Assistant](/docs/resources/use-case-guides/product-managers): How product managers use the Optiverse AI assistant to aggregate feature requests from dozens of meetings, track how product decisions evolved, align stakeholders, and generate requirement documents from real discussions. - [Stay Informed Without Attending Every Meeting](/docs/resources/use-case-guides/executives): How executives use the Optiverse AI assistant to get instant briefings on any meeting, generate cross-team visibility reports, track strategic decisions over time, and prepare board updates from real conversation data. - [Automatic Action Items and Progress Reports from Project Meetings | Optiverse](/docs/resources/use-case-guides/project-managers): How project managers use the Optiverse AI assistant to extract action items automatically, generate progress reports from meeting discussions, identify recurring blockers, and keep stakeholders aligned without extra status meetings. - [How HR Teams Aggregate Interview Feedback and Track 1:1s with the Optiverse Assistant](/docs/resources/use-case-guides/hr-and-people-ops): How HR and People Operations teams use the Optiverse AI assistant to compare interview feedback across panelists, track themes from 1:1 meetings over time, prepare for performance reviews with full context, and identify training needs from team discussions. - [Multi-Client Meeting Management and Proposal Generation for Consultants | Optiverse](/docs/resources/use-case-guides/consultants-and-agencies): How consultants and agencies use the Optiverse AI assistant to maintain full context across multiple clients, generate proposals from discovery calls, track commitments per engagement, and prepare for client meetings instantly when juggling many accounts. - [How Marketing Teams Mine Customer Voice and Competitive Intel with the Optiverse Assistant](/docs/resources/use-case-guides/marketing-teams): How marketing teams use the Optiverse AI assistant to extract customer language from sales calls, gather competitive intelligence mentioned in meetings, track campaign feedback, and generate content grounded in real customer conversations. - Comparisons - [Comparisons](/docs/resources/comparisons): See how Optiverse compares to other AI meeting assistants. - [Optiverse vs. Microsoft Copilot](/docs/resources/comparisons/vs-microsoft-copilot): A comprehensive comparison of Optiverse and Microsoft Copilot for enterprise meeting intelligence. - [Optiverse vs. Fireflies](/docs/resources/comparisons/vs-fireflies): Feature-by-feature comparison of Optiverse and Fireflies.ai. - [Optiverse vs. Otter.ai](/docs/resources/comparisons/vs-otter): Comparison of Optiverse and Otter.ai for meeting transcription and intelligence. - [Optiverse vs. Fathom](/docs/resources/comparisons/vs-fathom): Comparison of Optiverse and Fathom for AI meeting notes and automation. - Case Studies - [Case Studies](/docs/resources/case-studies): Real results from real teams using Optiverse. - [SI Nyon](/docs/resources/case-studies/si-nyon): How Services industriels de Nyon automated their meeting minutes and saved 2 to 3 hours per week with Optiverse. - [Demodia](/docs/resources/case-studies/demodia): How Demodia streamlined multilingual meeting notes and client collaboration with Optiverse. - [qashqade](/docs/resources/case-studies/qashqade): How qashqade AG scaled client transparency and CRM discipline with Optiverse. - [Big Group](/docs/resources/case-studies/big-group): How Big Group cut hours of meeting overhead with Optiverse. - [Bloom Rocket](/docs/resources/case-studies/bloom-rocket): How Bloom Rocket saves 3 hours per employee every week with Optiverse. - Guides & Playbooks - [Guides & Playbooks](/docs/resources/guides-and-playbooks): Best practice guides for meetings, workflows, and getting from call to CRM. - [How to Run Effective Meetings](/docs/resources/guides-and-playbooks/effective-meetings): Best practices for productive, well-documented meetings with AI assistance. - [Meeting Culture Best Practices](/docs/resources/guides-and-playbooks/meeting-culture): Build a healthy, productive meeting culture in your organization. - [From Call to CRM: Complete Guide](/docs/resources/guides-and-playbooks/call-to-crm): The complete guide to turning every sales call into deal-ready CRM insights automatically.