Sybill Settings are designed to be simple, powerful, and intuitive for both individual users and admins. This guide walks you through the main sections, explains how they work, and highlights common use cases so you can make the most out of the platform.
Navigation: A cleaner Settings structure
Settings are organized into two main sections:
Personal Settings: For individual users to control their preferences (My Profile, My Meetings, My Emails, My Notifications, Invisible Recorder)
Admin Settings: For organization-wide configurations, visible only to admins (Company Profile, Company Meetings, Company Emails, Integrations, Team Members, Billing)
This helps everyone quickly find the right controls based on their role.
Personal Settings
My Profile
This section includes:
Name and Email (non-editable)
Appearance: Choose how Sybill looks to you: System, Light, or Dark.
Current Timezone: Helps personalize your experience, including meeting times and AI behavior
Department & Title: Please make sure this is filled out during onboarding. It is used to personalize insights across the platform and tailor suggested starting points to the work you do
LinkedIn: Your LinkedIn handle, used to personalize insights across the platform
About Me: Add your background, responsibilities, and any preferences for AI responses. This context is applied automatically to all your Ask Sybill chats and to automated workflows that run on your behalf, so answers start more relevant with less repeated setup
Danger Zone: You can self-delete your Sybill account. There is a 30-day grace period in case you'd like to recover it. Please proceed with caution.
Admins can additionally add an About Company description under Settings > Company Profile, which personalizes Ask Sybill for the whole organization with what the company does, who it serves, its positioning, and terminology.
Email & Calendar Integration
Email and calendar must be connected for Sybill to function effectively.
You can manage your connection and consent from My Profile and My Meetings.
My Meetings
This includes:
Calendar Connection and Bot Display Name
Recorder Priority: The order in which Sybill uses the Bot Recorder and Invisible Recorder
Recording Preferences (All, Organizer, Only External, None) and Sharing Preferences
Email Meeting Summary to All Attendees and Transcription Languages
Please note:
If anyone in a meeting has sharing enabled, the meeting is shared (unless someone has explicitly marked it private).
Similarly, if anyone has recording turned on and no one has explicitly turned it off, the notetaker will join.
If even one person has explicitly opted out, the notetaker will not join.
My Notifications
Control which updates you receive and where (In app, Email, Slack):
Meeting Summary Updates, External Meeting Prep Notifications, and Decreased Deal Momentum Notifications
Comments & Mentions: Get notified when someone comments on one of your meetings or mentions you in a comment
Ask Sybill Answers: Get notified when Ask Sybill finishes a query you left running, or needs your approval to continue
Please keep these updated to avoid missing critical information.
Admin Settings
Company Profile
Company Name and Website
Internal Domains: The email domains that count as internal for your organization. Please contact support to add all domains your company uses; public domains cannot be added.
About Company: Used for AI personalization across the whole team's Ask Sybill chats and automated workflows
Danger Zone: Admins can delete the entire company account with confirmation and a 30-day buffer
Company Meetings
Admins can control all team members' recording and sharing settings, including the organization-wide Recorder Priority. Turning off the invisible recorder there disables it for everyone on the team.
Check Enforce for all users to lock a setting organization-wide.
Important:
If a meeting has mixed settings (for example, one user shares all, one shares none), the meeting is shared unless someone explicitly marks it private.
This design helps reduce missed All-Hands and collaborative calls.
Team Members
Clearly separated Active, Pending, and Deactivated members
Admins can deactivate users directly without needing support
Require Admin Approval for New Signups prevents unapproved users from joining the workspace
Admins can also see and manage each member's Meeting Sharing and Email Sharing preferences from the Team Members table
Use cases
RevOps wants all external sales calls in CRM? Lock meeting sharing to "external meetings only" and apply to all team members.
Sensitive 1:1 meetings between execs? Individuals can mark those meetings private to override shared settings.
Want more relevant AI answers with less setup? Fill in About Me and Department & Title, and ask your admin to complete About Company.
FAQs
Q: What happens when someone deletes their account?
A: The account enters a 30-day cool-off period during which it can be recovered. After that, it's fully deleted.
Q: Where does the AI use my About Me information?
A: It is automatically applied to all your Ask Sybill chats and to automated workflows that run on your behalf. Admins can add company-wide context under Company Profile.
Q: I want only certain teams to share meetings with each other. Possible?
A: Not yet. Team-level visibility isn't available. Right now, it's either user-level or company-wide.
Troubleshooting
1. Notetaker not joining calls?
Check if anyone in the meeting has explicitly turned off recording. That will prevent the notetaker from joining. Also check your Recorder Priority in My Meetings.
2. My meetings aren't being shared. Why?
If all participants have sharing off, the meeting won't be visible. Ensure at least one person has it on.
3. Can't change a setting in My Meetings?
It might be enforced by an admin from Company Meetings or Company Emails. Please contact your workspace admin for access.
4. Someone joined the org without permission?
Enable "Require Admin Approval for New Signups" in Admin Settings to prevent unauthorized joins.
Please reach out to [email protected] if you have any questions or need help configuring your settings. We're here to help!