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What is MagicScreen?

A plain-English overview of what MagicScreen does, the two apps that make it up, and the key terms you'll encounter.

Creating your account

How to sign up, sign in, and understand the difference between personal and organization workspaces.

Installing the desktop app

Download, install, and grant the three macOS permissions MagicScreen needs before it can detect and transcribe meetings.

Running your first meeting

A step-by-step walkthrough of a full meeting cycle — before, during, and after the call.

How meeting detection and recording works

How MagicScreen auto-detects meetings, what the dock controls do, and how to record manually.

During a live meeting

The dock, panel, and notification surfaces — and how to use the live feed, filters, and meeting controls.

Asking questions during a call

How to use the in-meeting chat to ask MagicScreen anything — about the current call, your knowledge base, or past meetings.

Sales script suggestions

How MagicScreen tracks your sales script during a call and prompts you with the next talking point.

Notes and templates overview

The difference between Note Templates, snapshot notes, and Living Notes — and when to use each.

Creating Note Templates

How to write a Note Template, choose between snapshot and living note types, and use community templates.

Living Notes

Account-level notes that keep updating after every linked meeting — how they work and how to create them.

Building your knowledge base

How to upload files, choose between Insight and Script types, organize with folders, and track processing status.

Uploading sales scripts

How to upload a sales script, how MagicScreen parses it into sections, and how to use it in a meeting.

Accounts and Account Intelligence

How to create and link accounts, and how to use Account Intelligence to ask questions across your whole customer history.

Connecting Google Calendar

How to connect and disconnect Google Calendar so MagicScreen can show your upcoming meetings.

Plans and billing

Plan tiers, meeting limits, how to check your usage, and how to upgrade or manage your subscription.

Workspaces and organizations

Personal vs. organization workspaces, how to switch between them, and how billing works for teams.

Troubleshooting

Solutions to the most common issues: meeting detection, permissions, transcription, billing limits, and calendar sync.

FAQ

Quick answers to the most frequently asked questions about MagicScreen.