Getting started with ActiveLens
Sign in, bring your first call in, and find your way around.
ActiveLens turns your calls and meetings into something you can actually use: a written summary, a searchable transcript, and a short list of things to do next. This article walks you from signing in to your first finished call.
Sign in
Open the app and sign in with the email address your invitation was sent to. There are three ways in, and you can use whichever suits you:
- Password — the one you set the first time you signed in.
- Email me a login code — we send a short code to your inbox and you type it in. Nothing to remember.
- Continue with Google — if your work email is a Google account.
If you were invited by a colleague, use the link in the invitation email the first time. It takes you straight to setting your password.
Forgot your password? Choose Forgot password on the sign-in screen and follow the email we send you.
Find your way around
The Active Hub is home. It has two tabs:
- Calls — every call you can see, newest first. Search, filter by date or by person, and switch between a card grid and a list.
- Tasks — your to-do list. Tasks can be created by hand or lifted out of a call.
Everything else lives in the left sidebar: Integrations for connecting other tools, Settings for your own preferences, and — if you are a workspace admin — Users & teams and Plan & billing.
Get your first call in
There are four ways to bring a call into ActiveLens. You do not need to pick one and stick with it.
- Record in your browser. Press Record in the Active Hub and start talking. Your microphone is captured and the transcript appears live.
- Record with the desktop app. The desktop app captures both sides of an online meeting — you and the people you are talking to. This is the one to use for Zoom, Teams, Meet and softphone calls.
- Upload a recording. Press Upload File in the Active Hub and pick an audio file you already have.
- Connect your phone system. Once connected, recorded calls arrive on their own, with no button to press.
See Record a call for the details of each.
What happens after a call
When a call finishes, ActiveLens works through it in the background. You do not have to wait on the page — you will see the call appear in the Active Hub and fill in as it goes.
- The transcript is written out, with each speaker on their own line.
- A summary is drafted from the transcript.
- Actions are suggested: an email to send, a meeting to set, a task to create, a record to update in another tool.
Open the call to read the summary, correct anything that is off, and work through the actions.
Invite your team
If you are an admin, go to Users & teams and add the people you work with. They get an invitation email of their own. You can group people into teams, which is how you later decide who can see whose calls.
Install the desktop app
Open the user menu at the bottom of the sidebar and choose Download desktop app. There is a Windows and a macOS version. The desktop app is what captures the other side of a meeting, so it is worth installing even if you mostly work in the browser.