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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
Pay for specialists, not just for transcript recordings
A specialist for every meeting — supercharging your calls and your outcomes, live and in the room.
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For anyone who wants to try out Fibi
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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
Full meeting transcript
2 hours / month - 30 min meeting duration
Solo
For individual consultants and freelancers
$34
$27
/seat/month
Billed annually
Save $84/yr
Everything in Free, plus
Scheduling and Calendar integration
Pre-meeting briefing
Fibi additional skills during call
Post-meeting analysis & AI insights
200 file uploads & Notion integration
15 hours / month - 60 mins meeting duration
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MOST POPULAR
Team
For small agencies & sales teams
$55
$44
/seat/month
Billed annually
Save $132/yr
Everything in Solo, plus
Up to 5 Fibi agents
Advanced pre-meeting planner
All Fibi during call skills unlocked
Participant insights & Call coaching
Customer intelligence and ask Fibi
25 hours / month · 90 mins meeting duration
Business
For mid-sized SMEs & pro services
$86
$69
/seat/month
Billed annually
Save $204/yr
Everything in Team, plus
All Fibi agents
All Fibi agents performance
Additional ask Fibi queries
Team analytics — member usage & activity
High priority support
40 hours / month · 120 mins meeting duration
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
Full meeting transcript
2 hours / month - 30 min meeting duration
Solo
For individual consultants and freelancers
$34
$27
/seat/month
Billed annually
Save $84/yr
Everything in Free, plus
Scheduling and Calendar integration
Pre-meeting briefing
Fibi additional skills during call
Post-meeting analysis & AI insights
200 file uploads & Notion integration
15 hours / month - 60 mins meeting duration
MOST POPULAR
Team
For small agencies & sales teams
$55
$44
/seat/month
Billed annually
Save $132/yr
Everything in Solo, plus
Up to 5 Fibi agents
Advanced pre-meeting planner
All Fibi during call skills unlocked
Participant insights & Call coaching
Customer intelligence and ask Fibi
25 hours / month · 90 mins meeting duration
Business
For mid-sized SMEs & pro services
$86
$69
/seat/month
Billed annually
Save $204/yr
Everything in Team, plus
All Fibi agents
All Fibi agents performance
Additional ask Fibi queries
Team analytics — member usage & activity
High priority support
40 hours / month · 120 mins meeting duration
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
Full meeting transcript
2 hours / month - 30 min meeting duration
Solo
For individual consultants and freelancers
$34
$27
/seat/month
Billed annually
Save $84/yr
Everything in Free, plus
Scheduling and Calendar integration
Pre-meeting briefing
Fibi additional skills during call
Post-meeting analysis & AI insights
200 file uploads & Notion integration
15 hours / month - 60 mins meeting duration
MOST POPULAR
Team
For small agencies & sales teams
$55
$44
/seat/month
Billed annually
Save $132/yr
Everything in Solo, plus
Up to 5 Fibi agents
Advanced pre-meeting planner
All Fibi during call skills unlocked
Participant insights & Call coaching
Customer intelligence and ask Fibi
25 hours / month · 90 mins meeting duration
Business
For mid-sized SMEs & pro services
$86
$69
/seat/month
Billed annually
Save $204/yr
Everything in Team, plus
All Fibi agents
All Fibi agents performance
Additional ask Fibi queries
Team analytics — member usage & activity
High priority support
40 hours / month · 120 mins meeting duration
Need more seats or custom terms?