Quick Start

Get up and running with Dial8 in just a few steps.

1. Create Your Account

Head to dial8.ai and sign up with Google or email. You'll be guided through creating your first workspace.

2. Set Up Your Workspace

A workspace is your team's shared environment — all actions, projects, captures, contacts, and documents live inside it.

During setup you'll:

• Name your workspace and optionally upload a logo
• Create your first team (teams organize work and scope action identifiers like ENG-42 or SALES-7)
• Choose a plan (free trial included)

3. Invite Your Team

Go to Settings → Workspace to invite members by email. Each member gets a role:

4. Connect Your Accounts

In Settings → Integrations, connect your email and calendar providers:

• Google — Gmail inbox + Google Calendar
• Microsoft — Outlook inbox + Outlook Calendar
• Local Exchange — On-device Exchange calendar access (via desktop app)

Connected accounts automatically sync email threads and calendar events into your workspace.

5. Install the Desktop App

For meeting capture, download the Dial8 desktop app. It runs alongside the web app and provides:

• Automatic meeting detection (Zoom, Teams, Google Meet, etc.)
• High-fidelity dual-stream audio recording (microphone + system audio)
• Live transcription during meetings
• System tray with upcoming meeting countdown

See the Desktop App docs for setup details.

6. Start Working

You're all set. Here are some things to try:

• Create an action — Open the actions view and create your first task with a status, priority, and assignee
• Start a capture — Record a meeting or brainstorm and let AI extract action items and decisions
• Build a view — Create a filtered view to see your team's work organized your way
• Explore your inbox — Check unified email threads pulled from your connected accounts

Next Steps

• Workspaces & Teams — Deep dive into workspace organization
• Actions — Learn about the task tracking system
• Captures — Meeting recording and AI processing
• Email — Unified email management