> ## Documentation Index
> Fetch the complete documentation index at: https://f4c7a9e2d8b1-docs.tenzo.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Overview

> Find templates, notes, and Autopilot calls in your workspace.

## Meeting Copilot Dashboard

The Meeting Copilot dashboard is your central hub for managing templates and notes. Access it from the sidebar by clicking **Meeting Copilot**.

The dashboard has three views:

### Templates

A table of all note templates created for your organization. Columns include:

* Template name
* Meeting type (Interview, Intake, or Other)
* Creator
* Visibility (Public / Private)
* Sections count
* Questions count (summed across all sections)

**Name**, pin, and duplicate stay visible; use the **Columns** button next to search to hide or show Type, Creator, Visibility, Sections, and Questions.

See [Create and manage meeting templates](/guides/meeting-note-templates) to create, edit, duplicate, or pin a template.

### Notes

A table listing all notes created in your organization, with columns for:

* Note name
* Meeting type
* Candidate
* Job
* Meeting link
* Date last updated

Three additional columns are hidden by default: the candidate's **Email** and **Phone**, and the **ATS Contact** (the hiring-manager contact you picked on the note's ATS Sync tab). Use the **Columns** button next to the filters to toggle them on. Clicking an email or phone value copies it to your clipboard (a tooltip confirms the copy) without opening the note.

Click any row to open the note. Use the **"+ New Note"** button to create a blank note. Scroll through the Notes list to see older meetings, or select **Load more** to fetch the next set of notes.

### Autopilot

Use Autopilot to place a meeting autopilot call now, or email a scheduling link. Track sent invites and dial-in calls in the **Call status** table, and provision your organization's [Autopilot call-in number](/guides/autopilot-call-in-number).

Scheduling emails (the invite, confirmation, cancellation and missed-call follow-up) for an **Interview** template go to the candidate in the Job's interview language, or in the candidate's preferred language when they have set one. When the invite isn't linked to a Job, they are sent in English. Scheduling emails for other meeting types use the recipient's [display language](/settings/display-language).

Autopilot follows the questions configured in your selected template. For intake calls, include company or role-title questions in the template if you want to ask them. Autopilot begins with the template questions without adding either question automatically.

The Call status table shows callee email/phone, template, meeting type, source, status, created time, and actions. Use the **Columns** button next to search to hide or show any of those columns (Actions always stays visible).

<Frame caption="Meeting Copilot dashboard with the Templates and Notes sections">
  <img src="https://mintcdn.com/tenzoai/XN6hqSD1YF5bgwyA/images/meeting-copilot/ui/01-meeting-copilot-dashboard.png?fit=max&auto=format&n=XN6hqSD1YF5bgwyA&q=85&s=1222d3c0dc5e6245fd4f2f6713ec6c09" alt="Meeting Copilot dashboard showing the Templates table and the Notes table" style={{ borderRadius: '0.5rem' }} width="1631" height="1266" data-path="images/meeting-copilot/ui/01-meeting-copilot-dashboard.png" />
</Frame>

## FAQ

<AccordionGroup>
  <Accordion title="What meeting platforms are supported?">
    The transcript bot supports Microsoft Teams, Zoom, Google Meet, and other major video conferencing platforms. Phone conversations are supported via **bridge calls** where Tenzo dials out to both parties, and in-person or direct conversations can be recorded directly in the browser via **Live Conversation (Microphone)** recording without any meeting platform or bridge.
  </Accordion>

  <Accordion title="Can I edit notes after the meeting?">
    Yes. Open any note and toggle edit mode on the Notes tab to make manual changes.
  </Accordion>

  <Accordion title="Is there a limit on the number of notes?">
    You can create notes until your organization reaches 1,000 notes. After that, new note creation is unavailable.
  </Accordion>

  <Accordion title="Can multiple people view a note at the same time?">
    Yes. Notes update in real time, so multiple users can view the same note simultaneously during or after a meeting.
  </Accordion>

  <Accordion title="What happens if I change the template after notes have been generated?">
    Changing the template will overwrite the existing note structure. A confirmation dialog will warn you before applying the change.
  </Accordion>

  <Accordion title="Can I create a note from a transcript I recorded elsewhere?">
    Yes. Use the `POST /api/v1/meeting-copilot-note` Public API endpoint — see [Creating Notes via the Public API](/api-reference/meeting-copilot#creating-notes-via-the-public-api), and the **Meeting Copilot** tag in the [Tenzo Public API reference](https://api.tenzo.ai/v1/tenzo-api-documentation#tag/Meeting-Copilot) for the full contract.
  </Accordion>
</AccordionGroup>


This documentation is built and hosted on [Mintlify](https://mintlify.com), a developer documentation platform.