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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 2,000+ professionals
Trusted by 2,000+ professionals
Bring the right knowledge into every meeting and answer important questions without promising another follow-up.
★
★
★
★
★
When the buyer challenged our pricing, Fibi pulled the approved options and supporting case study into the call. We answered immediately and kept the deal moving.
Account Manager, SaaS Company
★
★
★
★
★
A client questioned our recommendation, so we asked Fibi to compare the options against the engagement documents. It surfaced the trade-offs clearly, with sources, while everyone was still in the room.
Senior Consultant, Management Consulting
★
★
★
★
★
During employee training, Fibi answered process questions from our SOPs and policy documents. Our trainer stayed focused, and every new hire received the same approved guidance.
Learning and Development Manager, Manufacturing
A specialist for every meeting — supercharging your calls and your outcomes, live and in the room.
Pay annually
2 months free
Pay monthly
Free
For anyone who wants to try out Fibi
$0
forever
Upgrade possible
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What's included
Fibi joins your Zoom, Meet and Teams calls
Ask Fibi Advisor anything, live in the call
Notes and a full transcript as you talk
Summary and to-dos the moment you hang up
10 min a month to practise 1:1 with Fibi
Upload 3 documents for Fibi to answer from
Solo
For individual consultants and freelancers
$34
$28
/seat/month
Billed annually
2 months free
Everything in Free, plus
7 specialist Fibis for sales, discovery, onboarding and more
Fibi joins your calendar meetings automatically
A briefing before every call, from past meetings and your docs
Coaching and insights after every call
Ask Fibi about any past meeting: 20 questions a month
200 documents plus your Notion workspace
![](data:image/svg+xml,<svg display="block" role="presentation" viewBox="0 0 40 40" xmlns="http://www.w3.org/2000/svg"><path d="M 2.45 22.151 L 0.017 6.261 C -0.163 5.087 1.167 4.286 2.112 4.999 L 9.694 10.711 C 10.092 11.01 10.595 11.132 11.086 11.048 C 11.576 10.964 12.011 10.68 12.287 10.265 L 18.599 0.754 C 19.265 -0.251 20.735 -0.251 21.401 0.754 L 27.713 10.265 C 27.989 10.68 28.424 10.964 28.914 11.048 C 29.405 11.132 29.908 11.01 30.306 10.711 L 37.888 4.999 C 38.834 4.286 40.163 5.087 39.983 6.261 L 37.55 22.151 Z M 35.72 30.968 L 4.28 30.968 C 3.269 30.968 2.45 30.144 2.45 29.128 L 2.45 25.09 L 37.55 25.09 L 37.55 29.128 C 37.55 30.144 36.73 30.968 35.72 30.968 Z" fill="rgb(255, 183, 67)" height="30.967741668466253px" id="lFWcWK7Hw" transform="translate(0 5)" width="40px"/></svg>)
MOST POPULAR
Team
For small agencies & sales teams
$55
$46
/seat/month
Billed annually
2 months free
Everything in Solo, plus
Invite your team and share one knowledge base
Your own Fibi Personal Assistant
Customer & contact intelligence
Run projects and user studies with Fibi
Ask Fibi from Slack and Teams: 50 questions a month
Google Drive and OneDrive, plus team usage analytics
Business
For mid-sized SMEs & pro services
$86
$72
/seat/month
Billed annually
2 months free
Everything in Team, plus
Every Fibi agent
All Fibi agents performance
Coaching that tracks habits across every call
Give Fibi its own look in your meetings
Ask Fibi: 100 questions a month
750 documents and 2 years of meeting history
Need more seats or custom terms?
A specialist for every meeting — supercharging your calls and your outcomes, live and in the room.
Pay annually
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Pay monthly
Free
For anyone who wants to try out Fibi
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forever
Upgrade possible
What's included
Fibi joins your Zoom, Meet and Teams calls
Ask Fibi Advisor anything, live in the call
Notes and a full transcript as you talk
Summary and to-dos the moment you hang up
10 min a month to practise 1:1 with Fibi
Upload 3 documents for Fibi to answer from
Solo
For individual consultants and freelancers
$34
$28
/seat/month
Billed annually
2 months free
Everything in Free, plus
7 specialist Fibis for sales, discovery, onboarding and more
Fibi joins your calendar meetings automatically
A briefing before every call, from past meetings and your docs
Coaching and insights after every call
Ask Fibi about any past meeting: 20 questions a month
200 documents plus your Notion workspace
MOST POPULAR
Team
For small agencies & sales teams
$55
$46
/seat/month
Billed annually
2 months free
Everything in Solo, plus
Invite your team and share one knowledge base
Your own Fibi Personal Assistant
Customer & contact intelligence
Run projects and user studies with Fibi
Ask Fibi from Slack and Teams: 50 questions a month
Google Drive and OneDrive, plus team usage analytics
Business
For mid-sized SMEs & pro services
$86
$72
/seat/month
Billed annually
2 months free
Everything in Team, plus
Every Fibi agent
All Fibi agents performance
Coaching that tracks habits across every call
Give Fibi its own look in your meetings
Ask Fibi: 100 questions a month
750 documents and 2 years of meeting history
Need more seats or custom terms?
A specialist for every meeting — supercharging your calls and your outcomes, live and in the room.
Pay annually
2 months free
Pay monthly
Free
For anyone who wants to try out Fibi
$0
forever
Upgrade possible
What's included
Fibi joins your Zoom, Meet and Teams calls
Ask Fibi Advisor anything, live in the call
Notes and a full transcript as you talk
Summary and to-dos the moment you hang up
10 min a month to practise 1:1 with Fibi
Upload 3 documents for Fibi to answer from
Solo
For individual consultants and freelancers
$34
$28
/seat/month
Billed annually
2 months free
Everything in Free, plus
7 specialist Fibis for sales, discovery, onboarding and more
Fibi joins your calendar meetings automatically
A briefing before every call, from past meetings and your docs
Coaching and insights after every call
Ask Fibi about any past meeting: 20 questions a month
200 documents plus your Notion workspace
MOST POPULAR
Team
For small agencies & sales teams
$55
$46
/seat/month
Billed annually
2 months free
Everything in Solo, plus
Invite your team and share one knowledge base
Your own Fibi Personal Assistant
Customer & contact intelligence
Run projects and user studies with Fibi
Ask Fibi from Slack and Teams: 50 questions a month
Google Drive and OneDrive, plus team usage analytics
Business
For mid-sized SMEs & pro services
$86
$72
/seat/month
Billed annually
2 months free
Everything in Team, plus
Every Fibi agent
All Fibi agents performance
Coaching that tracks habits across every call
Give Fibi its own look in your meetings
Ask Fibi: 100 questions a month
750 documents and 2 years of meeting history
Need more seats or custom terms?