How much does Circleback cost?

Reported as freemium with paid plans beginning around 20.83 USD per month billed annually, scaling to business and enterprise tiers that add advanced automation, higher usage limits and dedicated security controls. **Sources conflict on whether a permanent free tier exists or only a time limited trial.** A separate pricing ladder appearing in a Circleback comparison post was NOT carried here because its attribution was ambiguous.

Does Circleback support MCP and tool calling?

Full under the Agentic Index verification standard. Circleback publishes public evidence of Model Context Protocol (MCP) support, tool calling, and API or SDK extensibility for connecting agents to external tools. Evidence basis: AN MCP SERVER SHIPPED IN JANUARY 2026, sourced from a third party review of a competitor rather than a self claim, alongside customer configurable automations and Zapier and Make coverage of a reported thousand plus applications. Notably a. Graded from public evidence only against the Agentic Index 14 point capability taxonomy. No vendor pays for placement.

Does Circleback have SOC 2, SSO and role based access control?

Full under the Agentic Index verification standard. Circleback publishes public evidence of enterprise security and identity controls, covering a compliance posture such as SOC 2 or ISO 27001, single sign on (SSO or SAML), and role based access control (RBAC). Evidence basis: SOC 2 TYPE II, the EU-U.S. DATA PRIVACY FRAMEWORK and HIPAA compliance, with the vendor stating it DOES NOT USE CUSTOMER DATA TO TRAIN ITS AI MODELS. Unusually complete for a company this size, and the DPF citation is the CURRENT transfer f. Graded from public evidence only against the Agentic Index 14 point capability taxonomy. No vendor pays for placement.

Can Circleback be self hosted or run in a private VPC?

Partial under the Agentic Index verification standard. Circleback publishes some public evidence on deployment and data residency, but narrower than a documented self hosted or private VPC option. Evidence basis: SaaS with desktop and mobile apps supporting both bot based and BOT FREE capture, which gives real choice about whether a bot appears in the meeting, but no self hosting, private storage or published residency matrix was retrieved. An Andro. Graded from public evidence only against the Agentic Index 14 point capability taxonomy. No vendor pays for placement.

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Circleback

Q: Who is Circleback for?

sales teams, product managers and executive assistants, founders and customer success teams, hybrid teams running both in person and online meetings

Q: What are the best alternatives to Circleback?

Based on documented capability coverage across the Agentic Index 14 point taxonomy, the closest alternatives to Circleback among enterprise operations agents are Causa Prima, Findem, Kyrok, RegASK. Each is graded on the same public evidence, and no vendor pays for placement.

Also known as: Circleback AI, circleback.ai

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Enterprise operations agentindependentVerified 2026-08-08

Entry priceAround 20.83 USD per month billed annuallyFull pricing detail

Meeting agent that assigns action items to named participants rather than just listing them, routing work into Linear, Monday, Notion and CRM records, with SOC 2 Type II, EU-U.S. DPF and HIPAA.

Circleback sits in the capture plus execution half of meeting intelligence, and its distinguishing move is what happens to an action item after it is identified. Rather than listing tasks for someone to redistribute, it automatically identifies action items and assigns them to the relevant participants, then routes them into the systems where work actually happens: creating tasks in Linear, updating boards in Monday, populating Notion databases, and updating deals and contacts in HubSpot and Salesforce, with Zapier and Make covering the long tail.

Custom automations let a team define which insights to extract from a conversation, including customer data as well as action items, and where to send them. Post meeting summary emails go out automatically. AI search runs across every past conversation.

Capture is unusually broad. It works across Zoom, Google Meet, Microsoft Teams, Slack huddles and in person recordings through desktop and mobile apps, supports more than a hundred languages, and identifies participants automatically in both online and in person settings.

Security is a genuine strength for a company this size: SOC 2 Type II, the EU to US Data Privacy Framework and HIPAA compliance, with the vendor stating it does not use customer data to train its models.

The honest limits are commercial and platform coverage. Per user pricing is reported to become expensive for very large teams without annual discounts, some advanced security and enterprise features sit behind the Enterprise plan, and sources disagree on whether a permanent free tier exists or only a time limited trial.

Vendor details

Canonical URL

https://circleback.ai

Subcategory

Meeting agent with action item assignment and automations

Funding status

Private. Funding detail not retrieved in this pass.

Company status

independent

Use cases & customers

Primary use cases

automatically assigning meeting action items to named participantspushing meeting outcomes into Linear, Monday, Notion and CRM recordscapturing in person meetings with participant identificationAI search across all past conversationscustom automations extracting defined insights from every meeting

Target customers

sales teamsproduct managers and executive assistantsfounders and customer success teamshybrid teams running both in person and online meetings

Deployment options

SaaS with desktop and mobile apps, supporting both bot based and bot free capture

Integrations

Automations push meeting outcomes into CRMs and work tools directly: updating deals and contacts in HubSpot and Salesforce, creating tasks in Linear, updating boards in Monday, and populating pages and databases in Notion, alongside Zapier and Make for the long tail, reported at more than a thousand applications. An MCP server shipped in January 2026. Capture spans Zoom, Google Meet, Microsoft Teams, Slack huddles and in person recordings.

In practice

A meeting ends and each action item is already assigned to the person who owns it, as a Linear task or a Monday card, rather than sitting in a summary nobody redistributes.

An in person meeting in a room is captured with participants identified automatically, which most meeting bots cannot do at all.

A custom automation extracts a specific field from every customer call and pushes it into the CRM without anyone configuring a per meeting workflow.

Sources & related URLs

Research sources

https://circleback.ai/compare/gong-vs-avoma https://aigearbase.com/tool/circleback-ai https://aiquiks.com/ai-tools/circleback https://toolradar.com/tools/circleback https://www.docket.io/resources/research/avoma-review

Agentic Index coverage score

8.5 / 14 capabilities · 61%

Integrations & Tool CallingNative automations into HubSpot, Salesforce, Linear, Monday and Notion, with Zapier and Make covering a reported thousand plus further applications, plus calendar and email connection for meeting detection and context. An MCP server shipped in January 2026. Capture spans Zoom, Google Meet, Microsoft Teams, Slack huddles and in person. Independent reviews and third party competitor review 2026-08-08	Full
Workflow OrchestrationCustom automations extract defined insights from a conversation and push them onward as multi step work: identifying action items, ASSIGNING THEM TO THE RELEVANT PARTICIPANTS, creating tasks in Linear, updating boards in Monday, populating Notion databases and updating deals and contacts in CRM. Automated post meeting summary emails go out without prompting. Independent reviews and vendor product pages 2026-08-08	Full
Knowledge Grounding & RAGAI search queries ALL past conversations to retrieve relevant clips, summaries and decisions, over a corpus captured in more than a hundred languages with automatic speaker identification and handling of technical terms and accents. The conversation archive is the grounding layer. Independent reviews 2026-08-08	Full
Human Oversight & GuardrailsAutomations are configured deliberately by the customer before they run, which bounds what the system does, and assigned action items land in front of a named human who must act on them. But no approval gate, review step or confirmation before an automation writes to a CRM or creates a task was documented. Independent reviews 2026-08-08	Partial
Security, Identity & GovernanceSOC 2 TYPE II, the EU-U.S. DATA PRIVACY FRAMEWORK and HIPAA compliance, with the vendor stating it DOES NOT USE CUSTOMER DATA TO TRAIN ITS AI MODELS. Unusually complete for a company this size, and the DPF citation is the CURRENT transfer framework rather than the defunct Privacy Shield some vendors still name. Some advanced enterprise controls sit behind the Enterprise plan. Independent reviews and vendor security claims 2026-08-08	Full
Observability & AuditabilitySearch and review across every past conversation makes the record inspectable, and assigned action items are visible in the destination system, but no agent decision log, automation audit trail or reporting surface was documented. Independent reviews 2026-08-08	Partial
Memory & State PersistenceThe searchable archive of past conversations persists as durable organisational context, but this is the data store doubling as memory rather than an agent memory layer. Graded consistently with fireflies, otter and gong. Independent reviews 2026-08-08	Partial
Deployment & Data ResidencySaaS with desktop and mobile apps supporting both bot based and BOT FREE capture, which gives real choice about whether a bot appears in the meeting, but no self hosting, private storage or published residency matrix was retrieved. An Android app was listed as planned in coverage and may not be fully released. Independent reviews 2026-08-08	Partial
Prebuilt Agents, Templates & PacksShips working defaults out of the box - automatic action item identification and assignment, post meeting summary emails, native CRM and task tool connectors - but the automation layer is configured by the customer rather than drawn from a documented library of prebuilt agents or templates. Independent reviews 2026-08-08	Partial
Triggers & Channel CoverageCalendar and email connection lets Circleback DETECT scheduled meetings and join automatically, automations fire on meeting completion, and summary emails send without prompting. Channel coverage is unusually wide, reaching Slack huddles and in person recordings as well as the three major video platforms. Independent reviews 2026-08-08	Full
Model Flexibility & RoutingNo model selection, provider choice, routing or bring your own model capability was documented. The vendor states customer data is not used to train its models, which speaks to data handling rather than model flexibility. Honest absence. Independent reviews 2026-08-08	Unable to verify
APIs, SDKs & MCP ExtensibilityAN MCP SERVER SHIPPED IN JANUARY 2026, sourced from a third party review of a competitor rather than a self claim, alongside customer configurable automations and Zapier and Make coverage of a reported thousand plus applications. Notably a rival review now advises buyers to ask other vendors about MCP roadmaps BECAUSE Circleback already shipped one. Third party competitor review and independent reviews 2026-08-08	Full
Testing, Debugging & OptimizationNo evaluation, testing, scoring or quality review capability for automation output was documented, which matters given automations write directly into CRM records and task systems. Honest absence. Independent reviews 2026-08-08	Unable to verify
Browser & Computer UseCapture runs through meeting platforms, desktop and mobile apps, and actions run through native integrations and automation platforms; no browser control, page navigation or agent driven computer use is documented. Independent reviews 2026-08-08	Unable to verify

The Agentic Index coverage score grades every vendor Full, Partial or Unable to verify against the same 14 buyer facing capabilities, from public evidence only. Each capability links to how all vendors in the index score on it. How this evidence is graded

Pricing

Around 20.83 USD per month billed annually

per user subscription

Free tierTrial available

Included quota

Not reliably retrieved. Higher tiers are described as adding higher usage limits without those limits being quantified.

What is public

An entry price point and the tier structure in outline. Specific per tier figures were not reliably attributable in retrieved sources.

Cost watchouts

Per user pricing is reported to become expensive for very large teams without annual discounts, and some advanced security and enterprise features sit behind the Enterprise plan - so a security led buyer may find the tier that satisfies procurement is not the tier that fits the budget. Platform coverage is worth confirming for any specific device: an Android app was listed as PLANNED in coverage and may not be fully released. **A PRICING LADDER APPEARING IN A CIRCLEBACK COMPARISON POST (free at roughly 10 meetings, then 19, 49, 79 and 129 USD per user) WAS DELIBERATELY NOT CARRIED HERE - it sits immediately before a paragraph about a different vendor with no clear attribution line, and it is ambiguous which tool it describes.**

Variable cost rationale

Graded low because billing is a straightforward per user subscription with no agent consumption unit, no credit pool, no per resolution charge and no token pass through - a buyer forecasts from seat count alone. The unresolved items are tier ladder detail and usage limits at higher tiers, which affect which plan is needed rather than how unpredictably cost behaves.

Additional watchouts

Confirm the free tier question and the exact tier that carries the security controls procurement requires - those two answers together determine the real entry price. Also confirm mobile platform coverage before committing a field team.

Overage / add-ons

Not retrieved.

Sales call required

Mixed (some tiers require a call)

Free / trial

Conflicting reports: freemium in one source, time limited trial only in another

Lowest paid plan

Around 20.83 USD per month billed annually

Commercial notes

**SECURITY IS THE COMMERCIAL DIFFERENTIATOR RATHER THAN PRICE: SOC 2 Type II, EU-U.S. Data Privacy Framework and HIPAA, plus a stated commitment not to train on customer data, is an unusually complete posture for a company at this price point. Compare fireflies, where HIPAA is Enterprise only at 39 USD per seat - here HIPAA appears in the general security claim, though some advanced enterprise controls remain gated.** Most available pricing material is Circleback's own comparison content, which follows the same self ranking pattern already logged on carly and get-alfred.ai - three instances in this pocket now.

Key ambiguities

Whether a permanent free tier exists, and the full tier ladder. The only figure clearly attributed to Circleback in retrieved sources is the roughly 20.83 USD per month annual entry point.

Missing data

The full tier ladder, whether the free tier is permanent, and quantified usage limits per tier.

Agentic Index verified 2026-08-08

Official pricing page

Related vendors

Alternatives to Circleback

The closest documented capability profiles to Circleback among enterprise operations agents tracked by Agentic Index, ordered by similarity on the same 14 point evidence the rankings use. No vendor pays for placement.

Causa Prima8.0 / 14Adds documented Testing, Debugging & Optimization
Findem7.0 / 14A lighter documented profile than Circleback
Kyrok9.0 / 14Adds documented Testing, Debugging & Optimization
RegASK10.0 / 14Fuller documented coverage on Human Oversight & Guardrails and Observability & Auditability
Warp8.0 / 14Fuller documented coverage on Prebuilt Agents, Templates & Packs
ZingHR7.0 / 14A lighter documented profile than Circleback

Similarity is computed from each vendor's Agentic Index coverage score evidence, axis by axis, not from the totals. How this evidence is graded

Compare Circleback with other vendors →Compare all enterprise operations agents →See where Circleback ranks →

Data confidence: medium