Banter docs
Start with the quick start to record a conversation and use its transcript with the assistant. Browse guides for notes, tasks, briefs, and People, connect your calendar and email, or connect your own AI. If a recording went wrong, go straight to troubleshooting.
Getting started
- Quick start Capture your first conversation in a computer browser, then use its transcript and notes with the assistant.
- Choose your setup The web app needs no install. Add the extension, desktop app, or iOS app when your meetings call for them.
- Import your notes Move your existing notes into Banter as markdown — with an AI agent doing the filing.
Capture
- Record Google Meet Capture Meet calls from your side of the browser — no bot joins, and speaker labels still work.
- Record Zoom Capture a Zoom tab directly, or the native Zoom app by sharing your screen's audio — both from the web app.
- Record Microsoft Teams Capture a Teams tab directly, or the native Teams client by sharing your screen's audio — both from the web app.
- In person and on the go Record room conversations from a computer microphone, or use the native iOS app and Apple Watch on the go.
- Dictation When it's just you talking, dictate — text lands at your cursor and no audio is kept.
- Screenshots Attach what was on screen to the moment it happened — one shortcut, cropped to the shared content.
- Recording troubleshooting The captures that go wrong, why, and the fix for each.
Notes & workspace
- Editor basics Slash commands, markdown shortcuts, links between notes, and the keyboard shortcuts worth learning.
- Folders and naming A few folders, two or three levels, and note titles you'd search for — structure that humans and AI can both navigate.
- Tasks and todos Track checkboxes in notes, change dates and status in the timeline, and filter for the work due next.
- Unfiled The built-in folder for notes you haven't filed yet — where new notes land by default, and how to move them on.
- Transcripts and speaker labels What happens after you stop recording — and how Banter knows who said what without a bot in the call.
- Folder briefs See where things stand, review milestones, and choose the next steps for a folder or your whole workspace.
- People and organizations Keep contact details beside conversation history, and name recurring voices across recordings.
AI assistant
- The assistant An AI that works inside your workspace — it searches, cites, drafts, and edits notes, not just chats about them.
- Workspace instructions A short file of rules that every AI touching your workspace reads first — who you are, how you work, where things go.
- Prompts that work The difference between vague and specific asks, and the patterns that get real work out of the assistant.
- Suggestions and review mode Which AI changes apply right away, which wait for your approval, and where to review them.
- Use your calendar Check your schedule and availability, then review a proposed event before creating it in Google Calendar or Outlook.
- Read and draft email Find Gmail and Outlook conversations, draft replies from your notes, and review each email before sending.
Connect your AI
- Connect your AI (MCP setup) Point ChatGPT, Claude, Codex, Gemini, or any MCP client at your Banter workspace — your AI, your subscription, your notes.
- What connected agents can do What your AI sees and can change once it's connected — in plain terms, with the guardrails explained.
- MCP recipes The workflows a connected AI unlocks — bulk import, workspace cleanup, and making your AI's work land in Banter instead of dying in a chat.
Account & data
- Export and portability Export notes outside Trash, their available transcripts, and images from Settings → Data.
- Privacy and recording Understand user-controlled capture, stored data, connected accounts, and the retention rules for removed recordings and files.
- Trash and restore Deleting moves notes and folders to Trash, where they stay until you restore them — Trash is never emptied on a timer.
- Get help How to reach Banter support, what to include so we can fix it fast, and how to report a security issue.
- Connect your accounts Connect Google or Microsoft calendars and mail so the assistant can use them alongside your notes.