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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. You can rename it or create a new one for your team in Settings → Workspaces.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.

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Step 2: Connect a call source

  1. Go to Settings → Integrations → Fathom
  2. Click Connect Fathom and sign in to your Fathom account
  3. Authorize CallVault to access your recordings
  4. CallVault will begin importing your existing Fathom calls and will automatically sync new ones after each meeting
See the Fathom integration guide for full details.

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Step 3: Review your first call

Once a call has been imported or uploaded:
  1. Click the call title to open it
  2. You’ll see the transcript on the left and an AI summary on the right
  3. Use the summary to get the highlights — action items, key topics, and a brief overview
  4. Click any line in the transcript to jump to that point in the recording
Press ⌘K (Mac) or Ctrl+K (Windows) anywhere in the app to open the search bar and search across all your transcripts instantly.

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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.