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Settings overview

Settings opens as a tab on the right of the phone, with a list of settings tabs at its left edge. The list is in groups separated by lines: the Overview on its own, then telephony, AI, the program itself, and last Modules and About.

Overview​

Overview is a checklist of what it takes to get the most from the program. At the top it counts the steps — in the picture 10 done with a green dot and 8 to go with a red one — and a bar shows the share done. Every step is a line with a dot: green for a step that is done, red for one still to go.

Press a line to read what it is for and to open where it is set. The arrow at the right end of the line expands it.

GroupSteps
CallsAdd an account; Make a call; Answer a call; Record a call
Capturing other applicationsTurn capturing on; Capture a conversation; Give one a name
TranscriptionAdd a recogniser; Transcribe a conversation
ProcessingAdd a model; Process a transcript
RecordingsSearch what was said; Export a recording; Export a summary
ApplicationStart with the computer; Keep it up to date
FeedbackSend the extended report; Tell us what you think

The steps are a guide, not a duty: a step you have no use for can stay red.

The tabs​

GroupTabWhat is in it
TelephonyAccountsSIP accounts: Setting up a SIP account
DevicesMicrophone, speakers, ringtone and other sounds
CallsCodecs, call waiting, autodial and the call log
ButtonsButtons that dial, and watch, other extensions
RecordingRecording of calls: consent, conferences and how long files are kept
CaptureCapturing the sound of other applications: meetings in Zoom, Teams, Meet and the like
AITranscriptionRecognisers
ProcessingAutomatic processing, spending limits, language models, prompts and rules
DictionariesCategories, tags and red flags
ProgramAppearanceLayout, language, theme and icons
StartupHow the program starts, closes and opens call links
ShortcutsHotkeys
IntegrationWebhooks and the local REST API
DiagnosticsThe diagnostics window, the log and the files
ModulesThe parts of the program, switched on and off
AboutVersion, updates, licence, usage report and feedback