> ## Documentation Index
> Fetch the complete documentation index at: https://docs.callecho.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Your first meeting

> A short walkthrough for starting capture, checking the transcript, ending the meeting, and reviewing notes.

This walkthrough takes one short Meeting from setup to saved notes. You need Echo installed, signed in, and allowed to use your microphone. For an online call, allow computer-audio capture too. Follow [the permission setup](https://docs.callecho.ai/get-started/install.md#allow-the-microphone-and-screen-capture) before you start. You do not need a calendar connection or previous Meeting history.

Before capture, tell the people in your Meeting that you are taking notes with an AI assistant. Echo does not notify them for you.

**1. Start manually**

Open Echo and select **New meeting** from Home. If you have connected a calendar, you can use **Join + start** from the Meeting card instead.

**2. Choose capture settings**

In setup, choose **Online meeting** for a call on your computer, or **In person** for a room conversation. Choose a default Meeting Type such as **General meeting**. Keep optional live help off for this first run unless you already know you want it.

 Show still image

![Fictional example showing manual meeting setup to active capture. Waiting time is omitted.](https://mintcdn.com/callecho/CrtHcZF6VymvuK0E/images/walkthroughs/first-meeting-start.gif?s=6e3b5204e9ba39e4a666e2dd94ac18a6)

![A fictional General meeting with the transcript visible and optional live help off.](https://mintcdn.com/callecho/C4ImPO7Z0p3alLsq/images/walkthroughs/first-meeting-start-poster.png?fit=max\&auto=format\&n=C4ImPO7Z0p3alLsq\&q=85\&s=4e964763738d4de9f2f374218d9d3c1a)

**3. Start capture**

Select **Start capture** in setup. Echo's meeting controls appear beside your call. Say a few sentences yourself. For an online meeting, ask the other participant to speak too.

**4. Check the transcript**

In the meeting window, select the speech-bubble control (**Peek transcript**). If you are using the floating [Meeting Nub](https://docs.callecho.ai/meetings/meeting-nub.md), select its transcript control instead. For **Online meeting**, confirm that your microphone speech and the other participant's speech both appear in the transcript. For **In person**, confirm that speech through your microphone appears. If the other side is missing, see [Troubleshooting](https://docs.callecho.ai/reference/troubleshooting.md).

![A fictional General meeting with the transcript visible and optional live help off.](https://mintcdn.com/callecho/C4ImPO7Z0p3alLsq/images/walkthroughs/first-meeting-start-poster.png?fit=max\&auto=format\&n=C4ImPO7Z0p3alLsq\&q=85\&s=4e964763738d4de9f2f374218d9d3c1a)

**5. End the meeting**

Select the recording pill, then **End meeting**. Echo starts processing the saved Meeting. Processing can take a little while.

**6. Read your notes**

Open the saved Meeting from **Notes**. Read the AI Notes, check them against the transcript, and edit anything important.

 Show still image

![Fictional example showing ending capture and opening the saved Meeting notes. Waiting time is omitted.](https://mintcdn.com/callecho/CrtHcZF6VymvuK0E/images/walkthroughs/first-meeting-notes.gif?s=28e71ad465b1b6d44068d65f263b6d63)

![Sample AI Notes after ending the fictional General meeting.](https://mintcdn.com/callecho/C4ImPO7Z0p3alLsq/images/walkthroughs/first-meeting-notes-poster.png?fit=max\&auto=format\&n=C4ImPO7Z0p3alLsq\&q=85\&s=8d31f57998e160eb431246c2fda2b4a1)

**7. Check your tasks**

Open **My Tasks** only if you promised to do something during the Meeting. A task-free Meeting still counts as success.

## Where to go next

> [card] [Connect your calendar](https://docs.callecho.ai/meetings/connect-calendar.md)
>
> Show upcoming Meetings on Home and prepare briefs when Echo has history.

> [card] [Turn on live help](https://docs.callecho.ai/meetings/live-help.md)
>
> Questions to ask, graded answers, checklist evidence and approved answers during the call.

> [card] [Echo Agent](https://docs.callecho.ai/agent/overview.md)
>
> Ask about your meetings or have Echo make a document from them.


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