Platform Overview
Platform Overview
Section titled “Platform Overview”This guide is a quick tour of BuzzTrail and where to find things. After reading it you’ll know how to navigate the platform and what each area does.
Getting Around
Section titled “Getting Around”BuzzTrail uses a collapsible left sidebar. It has three main destinations, plus your account at the bottom:
- Dashboard — your home screen
- Conversations — live and past meetings
- Configuration — everything about your agent and account
Use the toggle at the top of the sidebar to collapse it to icons when you want more room. While you’re still getting set up, an Agent setup progress pill sits near the bottom of the sidebar — click it to see your remaining steps.
Dashboard
Section titled “Dashboard”Your dashboard summarizes what matters right now:
- A setup checklist while you’re getting started
- Usage this month with your free minutes and estimated cost
- Quick stats for meetings and recorded conversations
- A Live Now section whenever a meeting is in progress
- Your latest conversations
See Dashboard for details.
Conversations
Section titled “Conversations”The Conversations page brings live and past meetings together in one place:
- Live meetings appear at the top, with status, participants, a live transcript preview, and controls to join, take over, or pass a note to your agent
- Past conversations are grouped by date below — click any one to open its full transcript and recording
There’s no manual “add meeting” step: your agent joins scheduled calls automatically once you connect a calendar or note-taker, and anyone can start a meeting through your personal link. See Conversations.
Transcripts
Section titled “Transcripts”Open any conversation to review it in full:
- Full text with speaker labels
- Synced recording — click any line to jump to that moment
- Presenter selection to correct speaker names
See Transcripts.
Configuration
Section titled “Configuration”Configuration (previously “Settings”) is your control center, organized into tabs:
- Behavior — avatar face, voice and accent, and your sales framework
- Integrations — Google Calendar, meeting summary emails, and note-taker connections
- Knowledge — website links and uploaded documents that train your agent
- Billing — usage, spending limit, and payment method
- Personal Link — your shareable meeting URL, intake form, redirect, and follow-up email
- Custom Avatars — create an avatar from your own likeness
- Embed — add your agent to your website and verify it’s live
See Configuration.
Personal Link
Section titled “Personal Link”Your personal meeting link lets anyone start a conversation with your agent. Share it by email, on social, or embed it on your website. Customize the intake form, branding, post-call redirect, and follow-up email. See Personal Link.
On accounts with team access, the Team area lets you add and manage members. See Team.
Explore each area in depth using the navigation menu, or contact hello@buzztrail.ai with questions.