Setup Guide¶

When you first launch Recall, you'll configure your connection mode and complete the setup wizard.

First Launch¶

Connection Mode¶

Before the setup wizard, you choose how Recall operates:

Entirely Local — All processing on your machine, no account needed
Backend from Server — Connect to a shared server, requires login

If you choose server mode, you'll enter the server URL, test the connection, and either register or log in before proceeding to setup.

Learn more about Connection Settings →

If using server mode:

Enter the server URL provided by your administrator
Register with an invite PIN, or Log In with existing credentials
Setup wizard begins after successful authentication

Setup Wizard Steps¶

Step 1: Word Integration¶

Configure how Recall communicates with Microsoft Word.

On macOS:

Recommended Mode (Apple Events) — Simpler setup, click "Request Word Permission" to grant access
Advanced Mode (Word Add-in) — Uses a local HTTPS bridge with certificate

On Windows:

Word integration uses COM automation and is configured automatically

Learn more about Word Integration setup →

Step 2: Model Downloads (Optional)¶

Recall includes bundled AI models that work immediately. You can optionally download additional models for enhanced capabilities:

Llama 3.1 8B Instruct — Bundled, ready to use
Phi-3.5 Mini Instruct — Bundled, ready to use
ChatQA — Optional download for advanced query planning

Learn more about Model Downloads →

Step 3: Getting Started¶

A quick overview of Recall's main features to help you get productive immediately.

See the Features Overview →

Accessing Setup Later¶

You can return to the setup wizard at any time:

Click the gear icon in the toolbar
Select Setup Wizard from the popup menu

Skipping Setup¶

If you prefer to configure Recall manually, click Skip Setup in the wizard. You can always access individual settings through the Settings popup menu.