Step 1: Create your account
1
Sign up
Go to app.callvault.ai/signup and create your account with your work email or Google SSO.
2
Create or join an organization
When you sign up for the first time, CallVault creates a personal organization for you automatically. Click your organization name in the top header to open the organization switcher, where you can create a new organization for your team.If a colleague has already set up a team account, ask them to invite you instead of creating a new org.
3
You're in — your default workspace is ready
Every account starts with a My Calls workspace. This is your personal space for calls that haven’t been organized into a shared workspace yet. You can start using it immediately.
Step 2: Connect a call source
- Fathom
- Zoom
- YouTube
- Import a transcript
- Go to Settings → Integrations → Fathom
- Click Connect Fathom and sign in to your Fathom account
- Authorize CallVault to access your recordings
- CallVault will begin importing your existing Fathom calls and will automatically sync new ones after each meeting
Step 3: Review your first call
Once a call has been imported or uploaded:- Click the call title to open it
- You’ll see the transcript on the left and an AI summary on the right
- Use the summary to get the highlights — action items, key topics, and a brief overview
- Click any line in the transcript to jump to that point in the recording
What’s next?
Organize with workspaces and folders
Set up shared workspaces for your team and organize calls into folders by client or project.
Invite your team
Add teammates to your organization and give them access to the right workspaces.
Share a call
Send a call link to someone who doesn’t have a CallVault account — no sign-up required on their end.
Set up routing rules
Automatically tag and file calls based on keywords, duration, or caller name.