Workspaces
A Workspace is your team’s shared environment. It’s the hub for all meetings, settings, and shared knowledge.- Shared Knowledge: All members can contribute to a central knowledge base.
- Team Settings: Configure shared prompts, integration mappings, and automations.
- Member Roles: Manage access with Owner and Member roles.
You can create or join multiple workspaces to separate different teams or
projects.
Meetings
A Meeting is the central unit of data in Caret. Every call includes:- Transcript: A full, speaker-identified text record.
- Summary: AI-generated highlights and action items.
- Analysis: Key data points and feedback.
- Recording: The audio record of the conversation.
Folders
Folders help you organize meetings by team, project, or topic.- Organization: Keep your workspace clean by grouping related meetings.
- Automation: Apply specific Summary Templates to folders for consistent notes.
- Permissions: Control visibility at the folder level.
Permissions
Caret provides granular control over who can access meeting data.- Private: Visible only to the meeting creator.
- Workspace: Accessible to everyone in the workspace.
- Public Link: Viewable by anyone with the link (useful for external sharing).
Live Assistant & Skills
The Live Assistant is the interface that appears during calls. It uses Skills to provide real-time guidance.- Skills: Automated helpers that trigger based on live conversation events.
- Triggers: Conditions like keywords, time intervals, or talk balance that activate a skill.
- Nudges: Non-intrusive alerts that appear at the top of your screen.
Knowledge Base
The Knowledge Base stores the information Caret uses to provide context during calls.- Cue Cards: Ready-to-use answers for common questions or topics.
- Past Insights: High-quality responses or context from previous meetings.
- Reference Meetings: Key meetings that serve as examples or documentation.