Run First Assisted Call

This playbook gets a new user from zero to a validated assisted call in under 20 minutes.

Prerequisites

• Active workspace account with correct org assignment
• macOS desktop app installed
• Microphone, Screen Recording, Accessibility permissions approved
• Google Calendar or Outlook connected for meeting context

Steps

1. 1

   Confirm runtime readiness

   Open the desktop app, verify signed-in state, and confirm no permission warning banner is visible.

2. 2

   Start internal test meeting

   Use Zoom or Google Meet with one teammate and talk for 3-5 minutes using realistic customer objections.

3. 3

   Ask at least 3 questions

   Trigger pricing, competitor, and technical questions to evaluate response quality and source grounding.

4. 4

   Verify summary output

   End the call and open the meeting in the web app. Confirm General, transcript, and question sections populate.

Expected Output

• Overlay appears within 10 seconds of call detection
• Transcript updates continuously
• At least 3 answer cards generated with relevant context
• Meeting summary available after call end

Failure Modes and Fixes

• Overlay never appears: restart app, re-check permissions, and retry on Zoom/Meet.
• Empty transcript: validate mic input and network stability.
• No summary generated: confirm call duration exceeded minimum capture threshold and session stayed authenticated.

Escalate with the meeting link, timestamp, and screenshot of desktop state if any expected output fails.