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Getting started with Upmeet

Desktop application

The Upmeet desktop application allows users to record meetings on Mac and Windows without the presence of a "bot" participant. It captures audio locally to generate transcriptions and summaries, providing a more discreet experience for client-facing calls.

🔑 Key Features & Benefits

  • Bot-Free Recording: Eliminates the need for an extra participant in the call, removing awkward questions from clients or prospects.
  • Seamless Integration: Works with Google Meet, Zoom, and Microsoft Teams.
  • Unified Dashboard: All recordings (bot, desktop app, or mobile) sync to the same Upmeet account and appear in the main "Meetings" page.
  • Flexibility: Users can choose between the bot or the desktop app on a per-meeting basis.

⚙️ Installation & Setup

Download

Installation Steps

  • Mac: Download the .dmg file, move to Applications, and log in.
  • Windows: Run the .exe installer and follow the prompts.
  • Tip: Pin the app to your Dock (Mac) or Taskbar/Start menu (Windows) for quick access.

Required System Permissions

Upon first launch, the app requires three permissions to function:

  1. Accessibility: Detects open meeting windows.
  2. Microphone: Captures your voice for transcription.
  3. Screen Recording: Captures system audio (remote participants' voices). * Status check: Manage these in Settings › Configuration.

🚀 How to Record

  1. Open your meeting (Google Meet, Zoom, or Teams).
  2. Wait for the "Meeting detected" notification in your browser.
  3. Click Record.
  4. Access your summary, transcript, and CRM sync in the Upmeet dashboard post-meeting.

💡 Important Considerations & FAQ

  • Compliance: While the app is invisible, users are responsible for informing participants of the recording in compliance with GDPR.
  • Simultaneous Use: Do not use the bot and the desktop app at the same time for the same call.
  • Version Info: Current version is v1.8.20. Check for updates via Configuration › Updates.
  • Support: If installation issues arise, contact support@upmeet.ai or schedule a support call.

Note: The bot remains available as an alternative. You can use either depending on the meeting—both are synced to your Upmeet account.