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Get your Optiverse meeting assistant up and running in just 5 minutes! This guide will walk you through the essential steps to start transforming your meetings.

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Prerequisites

Before you begin, make sure you have:
  • A valid Optiverse account
  • Access to your preferred meeting platform (Google Meet, Zoom, etc.)
  • Administrative access to integrate with your tools (optional)

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Step 1: Access Your Dashboard

1

Log In

Navigate to your Optiverse workspace and sign in with your credentialsLogin Screen
2

Complete Profile Setup

Fill in your basic profile information and preferences
Setting up your timezone and language preferences now will enhance your experience
3

Explore the Dashboard

Familiarize yourself with the main dashboard layout
  • Search Bar: Your gateway to finding any meeting information
  • Upcoming Meetings: Your scheduled meetings
  • Recent Records: Your past meeting history
  • Quick Actions: Common tasks and shortcuts

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Step 2: Configure Your First Meeting

Scheduled Meeting

Perfect for regular team meetings, client calls, or recurring sessions

Direct Meeting

Ideal for ad-hoc discussions, quick catch-ups, or instant collaboration

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For Scheduled Meetings:

1. Click "Schedule Meeting" from your dashboard
2. Set meeting details:
   - Title and description
   - Date and time
   - Participants
   - Meeting platform (Google Meet, Zoom, etc.)
3. Enable AI features:
   ✅ Real-time transcription
   ✅ Automatic note-taking
   ✅ Action item extraction
   ✅ Summary generation
4. Send invitations to participants

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For Direct Meetings:

1. Click "Start Direct Meeting"
2. Choose your meeting type:
   - Audio only
   - Video call
   - Screen sharing
3. Share the meeting link with participants
4. Your AI assistant will automatically join

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Step 3: Your First Meeting Experience

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During the Meeting

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After the Meeting

Your AI assistant automatically processes the meeting and provides:

Meeting Summary

Concise overview of key discussion points and decisions

Action Items

Clear list of tasks, owners, and deadlines

Transcript

Full searchable transcript with speaker identification

Insights

AI-powered analysis of meeting effectiveness and patterns

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Step 4: Explore Key Features

Try searching for information across all your meetings: 
"What did we decide about the product launch timeline?"
"Show me all action items assigned to Sarah"
"Find meetings where we discussed pricing strategy"
Smart Search Interface

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Quick Actions

  • 📧 Email Summary: Send meeting recap to participants
  • 📋 Export Notes: Download in your preferred format
  • 🔗 Share Link: Give stakeholders access to meeting insights
  • 📊 View Analytics: Track meeting effectiveness over time

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Step 5: Connect Your First Integration

Maximize Optiverse’s value by connecting it to your existing workflow:
1

Go to Integrations

Navigate to Settings → Integrations
2

Select Your CRM

Choose from HubSpot, Salesforce, or Pipedrive
3

Authorize Connection

Follow the OAuth flow to connect your account
4

Configure Sync

Set up automatic sync of meeting notes to deals/contacts

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Next Steps

Pro Tip: Start with one integration and gradually add more as you become comfortable with the platform. This prevents overwhelming your existing workflow.
Now that you’re set up, explore these advanced features:

Meeting Analytics

Understand your meeting patterns and effectiveness

Custom Protocols

Create standardized meeting processes

Team Collaboration

Enhance team productivity and alignment

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Troubleshooting Quick Start Issues

  • Check your internet connection
  • Clear browser cache and cookies
  • Try incognito/private browsing mode
  • Contact support if issues persist
  • Verify meeting platform integration is enabled
  • Check that you’ve granted necessary permissions
  • Ensure meeting is properly scheduled in Optiverse
  • Review our common issues guide
  • Confirm you have admin access to the external tool
  • Check that OAuth permissions were granted
  • Verify your account has the necessary subscription level
  • Try disconnecting and reconnecting the integration
🎉 Congratulations! You’re now ready to start getting more value from every meeting. Remember, the more you use Optiverse, the better it becomes at understanding your meeting patterns and providing relevant insights.
What’s Next? Check out our Setup First Meeting guide for a deeper dive into meeting configuration options.