Circleback Platform Help

Step 1 — Gather context

If references/learnings.md exists, read it first for accumulated platform knowledge.

1. What's your primary goal?
   • A) Set up Circleback for my team (initial config, plan selection)
   • B) Configure automations and webhooks to push meeting data downstream
   • C) Connect Circleback to my CRM (HubSpot, Salesforce, Attio)
   • D) Use the MCP server with Claude, Cursor, or Raycast
   • E) Compare Circleback to alternatives for my use case
   • F) Troubleshoot a specific issue (transcription, bot, billing)