WEBVTT

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Step 1 of 10. Open the meeting just logged. Its note contains a phone number, an e-mail and names.

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Step 2 of 10. Before anything is sent, personal details are removed in the browser and you see the exact text.

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Step 3 of 10. Bring your own key: Anthropic (default) or OpenAI. The key stays in this browser, never on 4399 CRM. A placeholder is typed here.

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Step 4 of 10. Send. Mocked AI response for illustration: the provider is intercepted in this recording, so no model is called.

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Step 5 of 10. The draft is labelled “AI-generated”. Nothing is saved until a person accepts, edits or rejects it.

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Step 6 of 10. Accepted: the summary is stored on the meeting with the AI label and can be removed.

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Step 7 of 10. The AI log keeps every call: the redacted input, the answer, the model, the latency and the decision.

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Step 8 of 10. The activity log records what was done through the account: ids and counts, never contents.

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Step 9 of 10. Your data: download everything as JSON or CSV, or delete the account and all of it.

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Step 10 of 10. Forget the key when you are done. Signing out forgets it too.