Getting Started Step 3 — Set up your Teamspace

Modified on Wed, 12 Aug at 4:52 PM

Before recording meetings, take a few minutes to configure your Teamspace:


  • General settings — Set your Teamspace name, description, and AI context (Teamspace Settings → General)

  • Add members — Invite your team to the Teamspace (Teamspace Settings → Members)

  • Configure email digests — Set up who receives meeting summaries after each call (Teamspace Settings → Email)

  • Set a retention policy — Decide how long meeting data is kept (Teamspace Settings → Retention)

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