Setting up Fibi in 5 minutes: your first call checklist
Setting up Fibi in 5 minutes: your first call checklist
Setting up Fibi in 5 minutes: your first call checklist
Why setup matters
Why setup matters

app.heyfibi.com


app.heyfibi.com

An unconfigured Fibi doesn't know what role to play or how to talk in your meeting.
An unconfigured Fibi doesn't know what role to play or how to talk in your meeting.
An unconfigured Fibi doesn't know what role to play or how to talk in your meeting.
Without a knowledge source, Fibi has nothing to answer from — it'll just say the answer isn't in its sources.
Without a knowledge source, Fibi has nothing to answer from — it'll just say the answer isn't in its sources.
Without a knowledge source, Fibi has nothing to answer from — it'll just say the answer isn't in its sources.
Five minutes of setup now saves you from an awkward "I don't know" moment on a live call later.
Five minutes of setup now saves you from an awkward "I don't know" moment on a live call later.
Five minutes of setup now saves you from an awkward "I don't know" moment on a live call later.
STEP 1
Configure your agent
Configure your agent
This is where you shape Fibi's personality and how it shows up in your meetings.
This is where you shape Fibi's personality and how it shows up in your meetings.

app.heyfibi.com


app.heyfibi.com

1
Identity & expertise
Give Fibi a name and define what role and domain it represents (for example, "Sales advisor for enterprise deals").
2
Communication style
Set the tone, formality, and pace Fibi uses when speaking to participants.
3
Response behavior
Control answer length, whether Fibi cites its sources, and when it should stay quiet.
STEP 2
Give Fibi a knowledge base
Give Fibi a knowledge base
Fibi is only as sharp as the context you give it. Choose one of two ways to load it:
Fibi is only as sharp as the context you give it. Choose one of two ways to load it:

app.heyfibi.com


app.heyfibi.com

Connect a source
Sync live from Notion, Google Drive, or OneDrive.
Upload files
Drop in PDFs, Word docs, or text files directly.
TIP
Start with 3 to 5 documents you reference most often — proposals, pricing, policies, or recent project notes. Don't try to upload everything on day one.
TIP
Start with 3 to 5 documents you reference most often — proposals, pricing, policies, or recent project notes. Don't try to upload everything on day one.
STEP 3
Invite Fibi to your meeting
Invite Fibi to your meeting
Once your agent and knowledge base are set up, inviting Fibi to a specific call takes four quick fields:
Once your agent and knowledge base are set up, inviting Fibi to a specific call takes four quick fields:

app.heyfibi.com


app.heyfibi.com

1
Fibi agent
Choose which agent joins the call.
2
Meeting URL
Paste your Zoom, Google Meet, or Microsoft Teams link.
3
Meeting title
Optional. Auto-generated from the date and time if you leave it blank.
4
Meeting sources
Pick which files or connected integrations Fibi can read for this specific call.nd time if you leave it blank.
GOOD TO KNOW
the sources you select here are scoped to this meeting only — they're pulled from your knowledge base, not a replacement for it. Use this to hand Fibi the exact documents relevant to that call (like a specific client's proposal) instead of your entire library.
GOOD TO KNOW
the sources you select here are scoped to this meeting only — they're pulled from your knowledge base, not a replacement for it. Use this to hand Fibi the exact documents relevant to that call (like a specific client's proposal) instead of your entire library.
STEP 4
Test before you go live
Test before you go live
Before bringing Fibi into a real call, run a quick test call first.
Before bringing Fibi into a real call, run a quick test call first.


Say "Hey Fibi" followed by a question to try the wake word.
Say "Hey Fibi" followed by a question to try the wake word.
Check that Fibi answers from the right documents and its tone matches what you configured.
Check that Fibi answers from the right documents and its tone matches what you configured.
If answers come back generic or "not in sources," go back and adjust the configuration or add the missing documents.
If answers come back generic or "not in sources," go back and adjust the configuration or add the missing documents.
You're ready
You're ready
Once you've tested Fibi in your test call, you're ready to bring Fibi to your live calls.
Once you've tested Fibi in your test call, you're ready to bring Fibi to your live calls.

Kiyara J.
Project Manager

Lars E.
Product Designer

Sofia M.
Marketing Manager

James W.
Sales Director

Daniel O.
Financial Advisor

Aisha R.
Product Manager

David B.
UX Researcher

Hannah K.
HR Manager

Liam O.
Business Development Manager

Naomi C.
Content Strategist

Ronald J.
Customer Success Manager

Grace A.
Educational Consultant

Patrick M.
AV Engineer

Kiyara J.
Project Manager

Lars E.
Product Designer

Sofia M.
Marketing Manager

James W.
Sales Director

Daniel O.
Financial Advisor

Aisha R.
Product Manager

David B.
UX Researcher

Hannah K.
HR Manager

Liam O.
Business Development Manager

Naomi C.
Content Strategist

Ronald J.
Customer Success Manager

Grace A.
Educational Consultant

Patrick M.
AV Engineer

Kiyara J.
Project Manager

Lars E.
Product Designer

Sofia M.
Marketing Manager

James W.
Sales Director

Daniel O.
Financial Advisor

Aisha R.
Product Manager

David B.
UX Researcher

Hannah K.
HR Manager

Liam O.
Business Development Manager

Naomi C.
Content Strategist

Ronald J.
Customer Success Manager

Grace A.
Educational Consultant

Patrick M.
AV Engineer

Kiyara J.
Project Manager

Lars E.
Product Designer

Sofia M.
Marketing Manager

James W.
Sales Director

Daniel O.
Financial Advisor

Aisha R.
Product Manager

David B.
UX Researcher

Hannah K.
HR Manager

Liam O.
Business Development Manager

Naomi C.
Content Strategist

Ronald J.
Customer Success Manager

Grace A.
Educational Consultant

Patrick M.
AV Engineer

Kiyara J.
Project Manager

Lars E.
Product Designer

Sofia M.
Marketing Manager

James W.
Sales Director

Daniel O.
Financial Advisor

Aisha R.
Product Manager

David B.
UX Researcher

Hannah K.
HR Manager

Liam O.
Business Development Manager

Naomi C.
Content Strategist

Ronald J.
Customer Success Manager

Grace A.
Educational Consultant

Patrick M.
AV Engineer

Kiyara J.
Project Manager

Lars E.
Product Designer

Sofia M.
Marketing Manager

James W.
Sales Director

Daniel O.
Financial Advisor

Aisha R.
Product Manager

David B.
UX Researcher

Hannah K.
HR Manager

Liam O.
Business Development Manager

Naomi C.
Content Strategist

Ronald J.
Customer Success Manager

Grace A.
Educational Consultant

Patrick M.
AV Engineer

Kiyara J.
Project Manager

Lars E.
Product Designer

Sofia M.
Marketing Manager

James W.
Sales Director

Daniel O.
Financial Advisor

Aisha R.
Product Manager

David B.
UX Researcher

Hannah K.
HR Manager

Liam O.
Business Development Manager

Naomi C.
Content Strategist

Ronald J.
Customer Success Manager

Grace A.
Educational Consultant

Patrick M.
AV Engineer

Kiyara J.
Project Manager

Lars E.
Product Designer

Sofia M.
Marketing Manager

James W.
Sales Director

Daniel O.
Financial Advisor

Aisha R.
Product Manager

David B.
UX Researcher

Hannah K.
HR Manager

Liam O.
Business Development Manager

Naomi C.
Content Strategist

Ronald J.
Customer Success Manager

Grace A.
Educational Consultant

Patrick M.
AV Engineer

Kiyara J.
Project Manager

Lars E.
Product Designer

Sofia M.
Marketing Manager

James W.
Sales Director

Daniel O.
Financial Advisor

Aisha R.
Product Manager

David B.
UX Researcher

Hannah K.
HR Manager

Liam O.
Business Development Manager

Naomi C.
Content Strategist

Ronald J.
Customer Success Manager

Grace A.
Educational Consultant

Patrick M.
AV Engineer

Kiyara J.
Project Manager

Lars E.
Product Designer

Sofia M.
Marketing Manager

James W.
Sales Director

Daniel O.
Financial Advisor

Aisha R.
Product Manager

David B.
UX Researcher

Hannah K.
HR Manager

Liam O.
Business Development Manager

Naomi C.
Content Strategist

Ronald J.
Customer Success Manager

Grace A.
Educational Consultant

Patrick M.
AV Engineer

Kiyara J.
Project Manager

Lars E.
Product Designer

Sofia M.
Marketing Manager

James W.
Sales Director

Daniel O.
Financial Advisor

Aisha R.
Product Manager

David B.
UX Researcher

Hannah K.
HR Manager

Liam O.
Business Development Manager

Naomi C.
Content Strategist

Ronald J.
Customer Success Manager

Grace A.
Educational Consultant

Patrick M.
AV Engineer

Kiyara J.
Project Manager

Lars E.
Product Designer

Sofia M.
Marketing Manager

James W.
Sales Director

Daniel O.
Financial Advisor

Aisha R.
Product Manager

David B.
UX Researcher

Hannah K.
HR Manager

Liam O.
Business Development Manager

Naomi C.
Content Strategist

Ronald J.
Customer Success Manager

Grace A.
Educational Consultant

Patrick M.
AV Engineer
Trusted by more than
Trusted by more than
2k professionals
2k professionals
"Fibi answered a client's pricing question mid-pitch. We closed the deal on the spot."
— Account Manager, SaaS Company
Pay for specialists, not just for transcript recordings
A specialist for every meeting — supercharging your calls and your outcomes, live and in the room.
Pay annually
Save 20%
Pay monthly
Basic
For anyone who wants to try out Fibi
$0
forever
Upgrade possible
What's included
Support for Zoom, Google Meet and MS Teams
Live Q&A with Fibi agents
Real-time notes & transcription
AI summary + action items
120 mins / month
Up to 30 min per meeting
Solo
For individual consultants and freelancers
$34
$27
/seat/month
Billed annually
· save $84/yr
Everything in Free, plus
Calendar integration — auto-detect meetings
Post-meeting analysis & AI insights
Customer Intelligence
1 knowledge integration (Notion, Drive, OneDrive)
900 meeting minutes / month
30 mins meeting duration support
MOST POPULAR
Team
For small agencies & sales teams
$55
$44
/seat/month
Billed annually
· save $132/yr
Everything in Solo, plus
Shared team knowledge workspace
Unlimited knowledge integrations
Meeting performance insights
Meeting and Team analytics
Admin / Member roles + admin dashboard
25 meeting hours / month · up to 60 min each
Business
For mid-sized SMEs & pro services
$86
$69
/seat/month
Billed annually
· save $204/yr
Everything in Team, plus
Unlimited file uploads
All Fibi agents
Activity & audit logs
Advanced Fibi configuration
Team analytics — member usage & activity
2400 mins / month · 90 mins meeting duration support
Need more seats or custom terms?
Pay for specialists, not just for transcript recordings
A specialist for every meeting — supercharging your calls and your outcomes, live and in the room.
Pay annually
Save 20%
Pay monthly
Basic
For anyone who wants to try out Fibi
$0
forever
Upgrade possible
What's included
Support for Zoom, Google Meet and MS Teams
Live Q&A with Fibi agents
Real-time notes & transcription
AI summary + action items
120 mins / month
Up to 30 min per meeting
Solo
For individual consultants and freelancers
$34
$27
/seat/month
Billed annually
· save $84/yr
Everything in Free, plus
Calendar integration — auto-detect meetings
Post-meeting analysis & AI insights
Customer Intelligence
1 knowledge integration (Notion, Drive, OneDrive)
900 meeting minutes / month
30 mins meeting duration support
MOST POPULAR
Team
For small agencies & sales teams
$55
$44
/seat/month
Billed annually
· save $132/yr
Everything in Solo, plus
Shared team knowledge workspace
Unlimited knowledge integrations
Meeting performance insights
Meeting and Team analytics
Admin / Member roles + admin dashboard
25 meeting hours / month · up to 60 min each
Business
For mid-sized SMEs & pro services
$86
$69
/seat/month
Billed annually
· save $204/yr
Everything in Team, plus
Unlimited file uploads
All Fibi agents
Activity & audit logs
Advanced Fibi configuration
Team analytics — member usage & activity
2400 mins / month · 90 mins meeting duration support
Need more seats or custom terms?
Pay for specialists, not just for transcript recordings
A specialist for every meeting — supercharging your calls and your outcomes, live and in the room.
Pay annually
Save 20%
Pay monthly
Basic
For anyone who wants to try out Fibi
$0
forever
Upgrade possible
What's included
Support for Zoom, Google Meet and MS Teams
Live Q&A with Fibi agents
Real-time notes & transcription
AI summary + action items
120 mins / month
Up to 30 min per meeting
Solo
For individual consultants and freelancers
$34
$27
/seat/month
Billed annually
· save $84/yr
Everything in Free, plus
Calendar integration — auto-detect meetings
Post-meeting analysis & AI insights
Customer Intelligence
1 knowledge integration (Notion, Drive, OneDrive)
900 meeting minutes / month
30 mins meeting duration support
MOST POPULAR
Team
For small agencies & sales teams
$55
$44
/seat/month
Billed annually
· save $132/yr
Everything in Solo, plus
Shared team knowledge workspace
Unlimited knowledge integrations
Meeting performance insights
Meeting and Team analytics
Admin / Member roles + admin dashboard
25 meeting hours / month · up to 60 min each
Business
For mid-sized SMEs & pro services
$86
$69
/seat/month
Billed annually
· save $204/yr
Everything in Team, plus
Unlimited file uploads
All Fibi agents
Activity & audit logs
Advanced Fibi configuration
Team analytics — member usage & activity
2400 mins / month · 90 mins meeting duration support
Need more seats or custom terms?