> ## Documentation Index
> Fetch the complete documentation index at: https://docs.optiverse.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Quick Start Guide

> Get up and running with Optiverse in just 5 minutes

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.

## 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)

## Step 1: Access Your Dashboard

<Steps>
  <Step title="Log In">
    Navigate to your Optiverse workspace and sign in with your credentials

    <img src="https://mintlify.s3.us-west-1.amazonaws.com/optiverse/images/quick-start/login.png" alt="Login Screen" />
  </Step>

  <Step title="Complete Profile Setup">
    Fill in your basic profile information and preferences
    <Tip>Setting up your timezone and language preferences now will enhance your experience</Tip>
  </Step>

  <Step title="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
  </Step>
</Steps>

## Step 2: Configure Your First Meeting

<CardGroup cols={2}>
  <Card title="Scheduled Meeting" icon="calendar">
    Perfect for regular team meetings, client calls, or recurring sessions
  </Card>

  <Card title="Direct Meeting" icon="video">
    Ideal for ad-hoc discussions, quick catch-ups, or instant collaboration
  </Card>
</CardGroup>

### For Scheduled Meetings:

```bash theme={null}
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
```

### For Direct Meetings:

```bash theme={null}
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
```

## Step 3: Your First Meeting Experience

### During the Meeting

<Accordion>
  <AccordionItem title="AI Assistant Features">
    * **Live Transcription**: See real-time speech-to-text
    * **Speaker Recognition**: Automatically identify who's speaking
    * **Key Moment Detection**: AI highlights important discussion points
    * **Action Item Tracking**: Automatically captures commitments and next steps
  </AccordionItem>

  <AccordionItem title="Manual Controls">
    * **Take Notes**: Add your own observations and comments
    * **Mark Important**: Flag crucial moments for easy reference
    * **Add Tags**: Categorize content for better organization
    * **Create Action Items**: Manually assign tasks and deadlines
  </AccordionItem>
</Accordion>

### After the Meeting

Your AI assistant automatically processes the meeting and provides:

<CardGroup cols={2}>
  <Card title="Meeting Summary" icon="file-text">
    Concise overview of key discussion points and decisions
  </Card>

  <Card title="Action Items" icon="check">
    Clear list of tasks, owners, and deadlines
  </Card>

  <Card title="Transcript" icon="quote">
    Full searchable transcript with speaker identification
  </Card>

  <Card title="Insights" icon="lightbulb">
    AI-powered analysis of meeting effectiveness and patterns
  </Card>
</CardGroup>

## Step 4: Explore Key Features

### Smart Search

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"
```

<img src="https://mintlify.s3.us-west-1.amazonaws.com/optiverse/images/quick-start/smart-search.png" alt="Smart Search Interface" />

### 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

## Step 5: Connect Your First Integration

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

<Tabs>
  <Tab title="CRM (Sales Teams)">
    <Steps>
      <Step title="Go to Integrations">
        Navigate to Settings → Integrations
      </Step>

      <Step title="Select Your CRM">
        Choose from HubSpot, Salesforce, or Pipedrive
      </Step>

      <Step title="Authorize Connection">
        Follow the OAuth flow to connect your account
      </Step>

      <Step title="Configure Sync">
        Set up automatic sync of meeting notes to deals/contacts
      </Step>
    </Steps>
  </Tab>

  <Tab title="Project Management">
    <Steps>
      <Step title="Choose Your Tool">
        Connect Linear, Asana, Jira, or Monday.com
      </Step>

      <Step title="Map Action Items">
        Configure how meeting action items become tasks
      </Step>

      <Step title="Set Up Automation">
        Define rules for automatic task creation
      </Step>

      <Step title="Test Integration">
        Create a test meeting to verify the connection works
      </Step>
    </Steps>
  </Tab>

  <Tab title="Communication">
    <Steps>
      <Step title="Connect Slack/Teams">
        Link your team communication platform
      </Step>

      <Step title="Configure Notifications">
        Set up meeting summary sharing in relevant channels
      </Step>

      <Step title="Enable Bot Commands">
        Use /optiverse commands for quick meeting searches
      </Step>
    </Steps>
  </Tab>
</Tabs>

## Next Steps

<Warning>
  **Pro Tip**: Start with one integration and gradually add more as you become comfortable with the platform. This prevents overwhelming your existing workflow.
</Warning>

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

<CardGroup cols={3}>
  <Card title="Meeting Analytics" icon="chart-bar" href="/optiverse/features/meeting-analytics">
    Understand your meeting patterns and effectiveness
  </Card>

  <Card title="Custom Protocols" icon="cog" href="/optiverse/advanced/custom-protocols">
    Create standardized meeting processes
  </Card>

  <Card title="Team Collaboration" icon="users" href="/optiverse/organization/team-collaboration">
    Enhance team productivity and alignment
  </Card>
</CardGroup>

## Troubleshooting Quick Start Issues

<AccordionGroup>
  <Accordion title="Can't access my dashboard">
    * Check your internet connection
    * Clear browser cache and cookies
    * Try incognito/private browsing mode
    * [Contact support](/optiverse/support/contact-support) if issues persist
  </Accordion>

  <Accordion title="AI assistant not joining meetings">
    * 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](/optiverse/support/common-issues)
  </Accordion>

  <Accordion title="Integrations not working">
    * 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
  </Accordion>
</AccordionGroup>

***

<Info>
  🎉 **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.
</Info>

**What's Next?** Check out our [Setup First Meeting](/optiverse/setup-first-meeting) guide for a deeper dive into meeting configuration options.