User Guide & Help

Everything you need to know about Istari Meet

Complete User Guide

Getting Started

What You'll Need

  • iOS device running iOS 17.0 or later
  • OpenAI API key (get yours at platform.openai.com)
  • A few minutes to set up

Initial Setup

Step 1: Add Your API Key
  • Tap the gear icon in the top-right
  • Enter your OpenAI API key
  • Tap the eye icon to verify it's correct
  • Tap "Save"
Step 2: Configure Preferences
  • Set audio auto-deletion period (1-90 days or never)
  • Choose appearance mode (Light, Dark, Auto)
  • Select your preferred AI prompt template
You're Ready!

Time to record your first meeting.

Recording Your First Meeting

Create a Meeting

  1. Tap the + button on the main screen
  2. Enter a meeting title
  3. (Optional) Add participants
  4. (Optional) Add tags
  5. Tap "Create Meeting"

Start Recording

  1. Tap the large purple Record button
  2. Watch the waveform visualize your audio
  3. The timer shows recording duration
  4. Speak normally—the microphone captures everything

Pause & Resume

  • Tap Stop to pause recording
  • Your recording is automatically saved
  • Tap Record again to add another segment
  • Each segment is transcribed separately

AI-Powered Summaries

Generating Your First Summary

  1. Complete at least one recording
  2. End the meeting
  3. Tap "Generate Summary"
  4. Wait 30-60 seconds for AI processing
  5. Review your comprehensive summary

Summary Contents

Every summary includes:

  • Executive Summary: 3-4 sentence overview
  • Main Topics Discussed: Thematic organization
  • Key Decisions Made: What was decided
  • Action Items: Next steps and responsibilities

Customizing AI Prompts

Choose from 4 templates in Settings:

1. Standard (Default)

Balanced coverage with executive summary, main topics, decisions, and action items. Best for general meetings.

2. Action-Focused

Emphasizes decisions and next steps. Less background, more actionable items. Best for project planning meetings.

3. Detailed

Comprehensive analysis with deep dive into discussions. Context and rationale included. Best for strategic sessions.

4. Custom

Create your own prompt using placeholders like {MEETING_TITLE}, {TRANSCRIPTIONS}, etc. Perfect for specialized workflows.

Organization & Search

Tagging Meetings

  1. Open any meeting
  2. Tap the three-dot menu → "Edit Meeting"
  3. Add tags (e.g., "Strategy", "Client", "Q4")
  4. Tags are reusable across meetings
  5. Tap "Save"

Searching Meetings

  1. Pull down on the meetings list
  2. Search bar appears
  3. Type to search: meeting titles, participant names, tags, summary content
  4. Results filter in real-time

Archiving Meetings

To Archive: Open meeting → Edit → Tap "Archive Meeting"

View Archived: Tap the archive box icon (top-right)

Unarchive: Open archived meeting → Edit → Tap "Unarchive Meeting"

Troubleshooting

Recording Issues

No audio captured
  • Check microphone permissions: Settings → Privacy → Microphone → Istari Meet
  • Ensure device is not muted
  • Try restarting the app

Transcription Issues

"API key missing or not configured"
  • Go to Settings
  • Add your OpenAI API key
  • Tap "Re-process Transcription" on the recording
"Invalid or incorrect API key"
  • Verify your API key at platform.openai.com
  • Check for extra spaces or characters
  • Update in Settings
  • Tap "Re-process Transcription"
"Insufficient credits"
  • Your OpenAI account needs credits
  • Visit platform.openai.com/account/billing
  • Add payment method and credits
  • Tap "Re-process Transcription"

Still Need Help?

Contact our support team and we'll get back to you within 24-48 hours.

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