> ## 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. # Echo for client and team meetings > How consultants, account managers, founders and sales teams use Echo across a week of client and team meetings. The General path is for client calls, sales calls, check-ins, and internal meetings. It helps you prepare when Echo has history, capture the conversation, review AI Notes, and follow through. Your first useful task is [capture a short meeting and review its notes](https://docs.callecho.ai/get-started/first-meeting.md). You need Echo installed, sign-in complete, and working microphone permissions. Calendar history helps later, but it is not required for the first task. > [!NOTE] > > The example uses Sam Carter, who runs implementation projects at Fernway, and Maya Smith, the client lead at Northstar. Both are invented. ![Echo's Home screen at 9:52 with the brief for the 10:00 Implementation review with Maya Smith: security sign-off is still open and you said you'd bring the migration plan, with Join + start, suggested questions and today's calendar below.](https://mintcdn.com/callecho/3msX5gJvFFZ4hlDx/images/meetings/home-next-call-v1.png?fit=max\&auto=format\&n=3msX5gJvFFZ4hlDx\&q=85\&s=4c02e9bc7f72ec85a253c169ce6eec5c) A later Northstar meeting, after Echo has previous meetings to brief from. ## Sam and Northstar **1. Prepare when history exists** Sam opens Echo Agent and selects **Prepare my day**. With Google Calendar connected, Echo lists the day's Meetings and flags what needs prep. Ten minutes before the Northstar call, Home shows a Precall Brief from earlier Meetings with Maya. See [Prepare with a Precall Brief](https://docs.callecho.ai/meetings/precall-brief.md). **2. Capture the call** Sam starts the Meeting as an **Online meeting**. Echo captures Sam's microphone and the other side's audio, keeps the transcript, and leaves space for Sam's own notes. See [Start a Meeting](https://docs.callecho.ai/meetings/start-a-meeting.md). **3. Use optional live help** If Sam has turned on Questions to ask for the Meeting Type, Echo tracks how well each question has been answered. The Meeting Nub also offers Quick Actions such as **Recap last 5 min** and **Wrap meeting**. See [Turn on live help](https://docs.callecho.ai/meetings/live-help.md) and [The Meeting Nub and Quick Actions](https://docs.callecho.ai/meetings/meeting-nub.md). **4. Review the saved Meeting** After the call, Sam opens AI Notes, checks them against the transcript, and names speakers if needed. Sam's own promise to send the migration plan can appear in **My Tasks** when the Meeting includes that commitment. See [Review AI Notes](https://docs.callecho.ai/meetings/ai-notes.md) and [My Tasks](https://docs.callecho.ai/meetings/my-tasks.md). **5. Use the relationship later** Maya's commitments and preferences help future briefs and contact records. Sam can ask Echo Agent to draft a follow-up email or a proposal from the Northstar Meetings. See [Echo Agent](https://docs.callecho.ai/agent/overview.md) and [Contacts](https://docs.callecho.ai/memory/contacts.md). ## Features by stage | Stage | Feature | What it helps with | | - | - | - | | Before | [Calendar](https://docs.callecho.ai/meetings/connect-calendar.md) | Shows upcoming Meetings on Home and helps Echo prepare when there is matching history | | Before | [Precall Brief](https://docs.callecho.ai/meetings/precall-brief.md) | Brings back open threads from earlier Meetings with the same people | | During | [Live window](https://docs.callecho.ai/meetings/live-window.md) | Shows the transcript, your notes, and optional live help during capture | | During | [Meeting Nub](https://docs.callecho.ai/meetings/meeting-nub.md) | Gives compact controls and Quick Actions while you stay in the call | | After | [AI Notes](https://docs.callecho.ai/meetings/ai-notes.md) | Saves the summary, decisions, and action items for review | | After | [My Tasks](https://docs.callecho.ai/meetings/my-tasks.md) | Lists commitments that you made, when the transcript contains them | | Between | [Echo Agent](https://docs.callecho.ai/agent/overview.md) | Answers questions and drafts documents from your Meetings and files | ## What to set up 1. Install Echo and allow microphone permissions. See [Install Echo and sign in](https://docs.callecho.ai/get-started/install.md). 2. Take one short Meeting. See [Your first meeting](https://docs.callecho.ai/get-started/first-meeting.md). 3. Connect your calendar when you want Home and Precall Briefs to use upcoming Meetings. See [Connect your calendar](https://docs.callecho.ai/meetings/connect-calendar.md). 4. Turn on Checklist or Questions to ask only for the Meeting Types where you want live help. See [Turn on live help](https://docs.callecho.ai/meetings/live-help.md). 5. Add Quick Actions that match your work, such as "List every number mentioned so far with what it refers to." See [The Meeting Nub and Quick Actions](https://docs.callecho.ai/meetings/meeting-nub.md). ## More General tasks > [card] [Discovery Call notes](https://docs.callecho.ai/customize/meeting-types.md) > > Use or edit a structured Meeting Type for first client calls. > [card] [Review your notes](https://docs.callecho.ai/meetings/ai-notes.md) > > Check AI Notes against the transcript before you use them. > [card] [Find past Meetings](https://docs.callecho.ai/meetings/find-meetings.md) > > Return to a Saved Session by title, participant, or date. > [card] [Use Echo in other AI apps](https://docs.callecho.ai/anywhere/ai-apps.md) > > Connect an external AI agent through MCP. This is separate from Echo Agent inside Echo. > [card] [Troubleshooting](https://docs.callecho.ai/reference/troubleshooting.md) > > Fix missing audio, missing notes, or attachment issues. ![An Echo Agent conversation: the request to draft the Northstar proposal from the calls and internal meetings, and Echo's answer handing over the proposal as a Word file with a Download file link.](https://mintcdn.com/callecho/3msX5gJvFFZ4hlDx/images/agent/answer-with-file-v1.png?fit=max\&auto=format\&n=3msX5gJvFFZ4hlDx\&q=85\&s=bfaf40ee4054593a0a5f9f44ff259792) ![The AI Notes of a Discovery Call with Tessaro: the customer's asks, what each side committed to, the action items and a follow-up email draft.](https://mintcdn.com/callecho/3msX5gJvFFZ4hlDx/images/tracks/general/discovery-notes-v1.png?fit=max\&auto=format\&n=3msX5gJvFFZ4hlDx\&q=85\&s=a0c558a9810fd7a9f513a8bca3db81df) > [!TIP] > > Some Discovery Call checklist items were written for selling hiring and training products. Edit the list to match how you qualify. Open **Settings › Meeting types › Discovery Call** and rewrite the **Rubric items**, one per line. ## Prompts to copy Use these inside **Echo Agent**. External AI apps use MCP through [Use Echo in other AI apps](https://docs.callecho.ai/anywhere/ai-apps.md). ```text theme={null} Prep me for my 2pm call. What's still open with them? ``` ```text theme={null} Summarize every call with Northstar this quarter: decisions, risks and anything unresolved. ``` ```text theme={null} Draft a follow-up email to Maya with what we agreed and the dates. ``` ```text theme={null} Make a one-page PDF status update for the Northstar project from this month's meetings. ``` This documentation is built and hosted on [Mintlify](https://mintlify.com), a developer documentation platform.