Getting Started with Meeting Copilot

Meeting Copilot is your AI-powered assistant that helps you excel in every meeting. Whether you're conducting interviews, negotiating deals, or leading important discussions, Meeting Copilot provides real-time suggestions to help you say the right thing at the right time.

Why Meeting Copilot?

In today's fast-paced business environment, meetings are critical moments that can make or break opportunities. Meeting Copilot gives you:

• Real-time AI suggestions - Get instant, speakable suggestions on demand
• Context-aware assistance - Load your briefing pack and documents for personalized help
• Post-meeting summaries - Automatically generated transcripts and action items
• Privacy-first design - You control when recording starts and stops

Private Tester Guide

Public installers are not currently available. The steps below apply only to approved testers who already received a private build.

1. Register Release Interest

Select macOS or Windows on the desktop access page. This records pseudonymous demand; it is not a download or an email notification signup.

2. Create Your Account

Launch the app and sign in with your email address. You'll receive a verification email to complete your account setup.

3. Prepare Your Briefing Pack

Before your meeting, upload relevant documents:

• Interview questions and candidate resumes
• Sales call briefs and product information
• Meeting agendas and talking points
• Any context that will help the AI assist you

4. Start Your First Meeting

1. Click "Start Meeting" when you're ready
2. The overlay will appear on your screen
3. Tap "What should I say?" whenever you need a suggestion
4. The AI will provide context-aware, speakable suggestions

5. Review Post-Meeting Summaries

After your meeting ends, you'll find:

• Complete transcript
• Meeting summary with key points
• Action items and decisions
• Discussion topics

Best Practices

For Interviews

• Upload the candidate's resume and job description
• Prepare your interview questions in advance
• Use suggestions to ask follow-up questions
• Review transcripts to compare candidates objectively

For Sales Calls

• Load product information and pricing sheets
• Include customer background and previous interactions
• Use AI suggestions to address objections
• Track commitments and next steps in summaries

For Negotiations

• Prepare your position and acceptable terms
• Load relevant contracts or agreements
• Get suggestions for counter-offers
• Document all agreed-upon terms in the transcript

Privacy and Control

Meeting Copilot puts you in complete control:

• No background listening - Recording only happens when you explicitly start it
• Retention controls - Planned server-side retention enforcement remains a release requirement
• Deletion and export - These data-rights flows are not production-ready yet

Next Steps

Now that you're set up, explore these features:

• Learn about advanced features
• Read productivity tips
• Join our community

Interested in the desktop release? Register your platform interest while private build testing continues.