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Use this section when you are recording through the Ergo Desktop app instead of relying only on the cloud notetaker bot.

Who this section is for

  • Users recording meetings locally from their desktop.
  • Admins and operators helping users verify install, sign-in, permissions, detection, recording, upload, and processing.

Before you start

  • Confirm your workspace has access to Ergo Desktop.
  • Install the app and sign in with the same Ergo account you use in the dashboard.
  • Grant macOS permissions before relying on local capture.
  • Run a short test capture before important calls.

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Common issue path

  • If setup fails, start with sign-in and macOS permissions.
  • If capture starts but the meeting is missing, check recording status, upload state, and processing state.
  • If detection is unreliable, use a manual recording or Quick Note workflow as a fallback.
Last modified on June 8, 2026