> ## Documentation Index
> Fetch the complete documentation index at: https://docs.piperai.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Piper Quick Start Guide: Basic Account Setup

> Set your bot's name and disclaimer, choose when it joins meetings, and add keywords to improve transcription accuracy.

## Step 2: Basic Account Setup

<Steps>
  <Step title="Open Settings">
    Click your name in the bottom-left corner and select **Settings**.
  </Step>

  <Step title="Customize your bot">
    Go to **Settings → Recording → Transcription Bot**.

    * **Bot name** — the name your bot displays when it joins your video calls.
    * **Disclaimer** — the message shown at the start of every call where the bot is active, letting participants know the meeting is being recorded.

    <Frame>
      <img src="https://mintcdn.com/piperai/IsK5xh-xasxvFhuS/images/image.png?fit=max&auto=format&n=IsK5xh-xasxvFhuS&q=85&s=7f41e57b56f5bfba2096f3ea6abbe657" alt="Image" width="2048" height="767" data-path="images/image.png" />
    </Frame>
  </Step>

  <Step title="Choose when the bot joins">
    In the same section, set your auto-join rule: **All meetings**, **Internal meetings**, **External meetings**, **Owned meetings**, or **Do not activate automatically**.

    <Frame>
      <img src="https://mintcdn.com/piperai/IsK5xh-xasxvFhuS/images/image-1.png?fit=max&auto=format&n=IsK5xh-xasxvFhuS&q=85&s=c8010844e0b194d42c98a8f944927a7b" alt="Image" width="984" height="180" data-path="images/image-1.png" />
    </Frame>

    <Note>
      By default, Piper automatically joins calls with external participants and stays deactivated for internal meetings.
    </Note>
  </Step>

  <Step title="Set deactivation rules (optional)">
    Add keywords that will stop the bot from joining meetings whose title matches — useful for excluding sensitive topics or specific projects.
  </Step>

  <Step title="Add vocabulary keywords (optional)">
    Go to **Settings → Recording → Keywords** and add names, technical terms, or industry-specific jargon (product names, competitor names, acronyms). This helps Piper transcribe them more accurately.

    <Frame>
      <img src="https://mintcdn.com/piperai/IsK5xh-xasxvFhuS/images/image-2.png?fit=max&auto=format&n=IsK5xh-xasxvFhuS&q=85&s=1999017fbde19a9eb50be40912e10fa2" alt="Image" width="1908" height="420" data-path="images/image-2.png" />
    </Frame>
  </Step>
</Steps>