Core Workflow Rule Start from one of the 17 pre-built room templates, tailor two lines for today's agenda, group recurring meetings inside a Project, and promote decisions straight onto the local Task board.
Examples from the 17 Built-In Session Templates
Template CategoryIncluded Room TemplatesWhat It Focuses On
Engineering & ProductSprint Planning, Daily Standup, Coding Task, Incident Review, Product Review, Design ReviewBlockers, root causes, scope trade-offs, concrete owners
Commercial & ResearchClient Discovery, Sales Demo, Negotiation, User Research, Support TriageCustomer pain points, objections, requirements, repro steps
Leadership & LearningOne-on-One, Hiring Debrief, Decision Meeting, Interview, Lecture Notes, TranslationStructured criteria, commitments, clear summaries

Why Pre-Written Roles Beat Last-Minute Prompting

Each of the seventeen templates in GPT Realtime Assistant pre-loads a tailored role and instruction set before the first word is spoken—so an Incident Review watches for timeline gaps and mitigation steps, while a Client Discovery session tracks requirements and open questions.

Every template remains completely editable: add your project's codename, tech stack, or pricing rules in ten seconds before pressing Start.

From Live Conversation → Projects → Tasks with Evidence

The app's five-tab architecture (Live, Projects, Sessions, Tasks, and Scheduler—plus Notes on Mac) keeps preparation and follow-through in one place.

File related sessions under a single Project, convert commitments into Tasks complete with status, priority, due dates, comments, and screenshot/video evidence, and schedule follow-up reviews with native reminders—all stored locally on your device.

Respecting Workplace and Interview Boundaries

Never use live AI assistance or transcription to circumvent rules in job interviews, exams, or confidential meetings where assistance or recording is prohibited. Always follow your organization's policy and obtain participant consent.

Pre-Session Checklist

Saved locally in your browser so you can check your setup before starting.

Frequently Asked Questions

Can I write my own custom instructions instead of using one of the 17 templates?

Yes. You can start a blank session with your own role and instructions from scratch, or customize any of the 17 templates for the exact conversation ahead.

Are my Projects, Tasks, and Notes uploaded to a cloud workspace?

No. Projects, sessions, transcripts, tasks, schedules, notes, and attachments are stored locally on your device.

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