Question 1

How does the bot join my call?

Accepted Answer

You add Briefpad to your meeting invite like any other guest. It joins quietly, records and transcribes the conversation — it never speaks or interrupts.

Question 2

Which video platforms does it work with?

Accepted Answer

Briefpad works with Zoom, Google Meet and Microsoft Teams. Once you’re set up, joining a call is as simple as adding Briefpad to the invite.

Question 3

What if the bot can’t join the call?

Accepted Answer

There’s a built-in fallback. If the bot can’t join — a phone call, a technical issue, anything — your caller pastes their notes or transcript into the Manual Transcript Form and Briefpad generates the same structured brief from them. No call is ever lost.

Question 4

How long until the brief is ready?

Accepted Answer

The brief is generated the moment your call ends and lands in your dashboard within minutes — no debrief meeting, no waiting.

Question 5

What is the Claude Code prompt?

Accepted Answer

Every brief finishes with a starter prompt written specifically for Claude Code. Your developer pastes it in and starts the build with full, structured context from the call.

Question 6

Do my callers still need to take notes?

Accepted Answer

No — that is the point. Your callers stay fully present with the client while Briefpad captures every detail in the background.

Question 7

How is our client data handled?

Accepted Answer

Recordings and transcripts are used only to generate your brief, are encrypted at rest, and are never sold or shared. They are retained for as long as your account is active and deleted within 30 days if you cancel. Full details — including our sub-processors — are published in our Privacy Policy and Security pages.

Question 8

What does the onboarding fee cover?

Accepted Answer

The one-time £199 onboarding fee covers setting up your account, connecting your tools and configuring your brief preferences so Briefpad works the way your agency does from day one.

Question 9

How does billing work?

Accepted Answer

Plans are billed monthly, in advance, with no minimum commitment. You can move between Starter, Growth and Pro as your call volume changes.

Question 10

What happens if I go over my monthly brief limit?

Accepted Answer

Your plan includes a set number of briefs per month. If you regularly need more, the next tier up is the most cost-effective option — and we’ll always flag it rather than surprise you.

Question 11

Can I cancel anytime?

Accepted Answer

Yes — cancel anytime, with no notice period. Your plan stays active until the end of your current billing period and then won’t renew.

Everything you might ask