Your home page
Home shows upcoming briefs, recent notes, action items, a live-call banner, and a place to ask the assistant.
Home is the first screen after you finish onboarding. Open it anytime from Home in the sidebar.
What you see
- Greeting at the top
- Live call banner when a meeting is in progress so you can jump back in
- Get started checklist until you dismiss the remaining items
- Upcoming meeting briefs for calendar events Bridge can prepare
- Recent meeting notes from completed conversations
- Action items pulled from your meetings
- Assistant input at the bottom (desktop) so you can ask a question without leaving Home
On a large screen, action items sit in a side panel. On smaller screens they appear in the main column.
Get started checklist
Until you hide them, Home lists setup tasks such as:
- Create your workspace
- Connect your calendar
- Capture your first meeting
- View your first recap
- Chat with your assistant
- Create an agent
- Create a room
- Invite a collaborator
- Send your first referral
Each row has a button (for example Capture meeting or Start chat). Completing the task in the product checks it off. The quickstart walks through the first of these in order.
Open a brief or notes
Click an upcoming brief to read Preparation before you join. Click recent notes to open the completed meeting. Both also live under Meetings.
Use New in the sidebar from any page — you do not have to start a capture from Home.