Settings — Lumen

Client Machines

Per-machine settings for every paired Lumen instance — hotkeys, recording, overlay, speaker detection. Stored on the server and pulled by each client on boot.

Machine

Display Name

Start/Stop Hotkey

Open GUI Hotkey

Auto-open browser on boot

Native overlay enabled

Overlay auto-show on minimize

Overlay quiet threshold (seconds)

Screen recording save location

FFmpeg path

Speaker detection method

Speaker user email

Show transcript timestamps per chunk

Show reminder popups on this machine

Recording heartbeat timeout (sec)

Recording flush interval (sec)

LLM Providers

Shared across Lumen and Assets.

Customer Mapping

Map email domains to customer folders for smart file routing.

Customers Base Dir Override

Default: set via CUSTOMERS_BASE_DIR env var

Recordings Subfolder

Transcripts Subfolder

Exclude Domains (your org)

Comma-separated. Emails from these domains are ignored during lookup.

Mapping Wizard

Add new customers or fill gaps on existing ones. Paste new names below (with optional account number: BankUnited, ACC-1234), or leave empty to review existing customers with incomplete data.

New Customer Names (one per line, optional)

Customers

Display Name	Short Name	Account #	Windows Folder	Outlook Folder	OneNote Section	Domains
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Screen Recording

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FPS

Resolution

Demo Pages

ServiceNow Instance

Just the subdomain — e.g. pulsecheck for pulsecheck.service-now.com

Username

Password

Default Model

System Prompt

PowerPoint Import Mode

SVG-only is faster and visually exact. Text overlay enables inline edits but alignment is imperfect.

Auto-name slides with LLM on import

When off, slides are named Slide 1, Slide 2, ... during import and can be renamed in the review modal.

Presentation Pen Color

Saved to this browser. Used by the pen tool during presentations.

RTM / Remember The Milk

Create reminder tasks in RTM when recordings finish.

API Key

Shared Secret

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Default List

Alarm Tag Tag that marks a task for Lumen reminder (default: alarm)

Time Tag Format Use {time} for the HHMM digits, e.g. zelay{time}o

OneNote Integration

Push AI meeting notes and transcripts to OneNote after recording.

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Notebook

AI Meeting Notes

Configure AI-generated meeting notes produced after each recording.

AI Provider

Sections

Extra instructions

Appended to the built-in meeting notes prompt. Use this to adjust formatting, tone, focus areas, or add domain-specific guidance.

Description Cleanup

Uses an LLM to strip Outlook boilerplate (dial-in numbers, attendee lists, join links) from meeting descriptions, showing only the human-written agenda. Runs once per meeting when Studio opens and caches the result.

Enable description cleanup

AI Provider

Cleanup Prompt

The LLM receives this prompt followed by the raw meeting invite body.

Customer Data

SQLite database containing portfolio data (accounts, deals, licenses, support, BU metrics). Refreshed monthly from a Snowflake pull.

Database Path

Supports %USERPROFILE% and other environment variables. For server deployments, drop the .db file under the Lumen directory so the server can reach it without OneDrive.

Meeting Store

Local database of meeting records. Used by the AI companion and meetings browser.

Storage Path

Supports %USERPROFILE% and other environment variables.

Calendar Cache

Background daemon polls Outlook on this interval. Lower = fresher data, more COM traffic. Min 30s.

Poll interval (seconds)

Reminders

Calendar reminder popups + phone alarms. Runs server-side; popups appear on every connected client.

Enable reminder engine Respect each event's own reminder time (skip events with no reminder)

Popup lead time (min)

Auto-close (sec, 0 = stays)

Phone alarm lead time (min)

Phone alarm offset (min before start)

Gap threshold (min)

Default reminder duration (min)

Exclude keyword (in description)

Quiet hours start (HH:MM)

Quiet hours end (HH:MM)

Phone Alarm API (Join / Tasker)

Base URL

API Key

Device ID

Text prefix

Customer Intelligence

Extracts per-customer insights from meeting transcripts into a searchable knowledge base.

AI Provider

Auto-extract on recording complete Review entries before saving

When enabled, extracted intelligence entries are shown for review and editing before saving. When disabled, entries are saved automatically (fire-and-forget).

Storage Path

Supports %USERPROFILE% and other environment variables.

Prompt Customization

Override or extend the prompts used during intel extraction. Leave blank to use the built-in default.

Extraction — extra instructions

Appended after the built-in extraction instructions. Use this to focus on specific categories, adjust tone, or add domain context.

Reconciliation — extra instructions

Appended to the 2-step reconciliation prompt (internal meetings). Use this to tune how aggressively the model merges vs creates new entries.

Diff prompt (re-finalization)

Full prompt template used when updating intel after re-finalizing a meeting. Available variables: {entries_json}, {transcript}.

Synthesis prompt (customer briefing)

Full prompt template for the AI-synthesized customer briefing. Available variables: {customer_name}, {entries_text}.

Template Prompts

Customize the LLM system prompt used when generating template content. Leave blank to use the template's default prompt.

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Access Control

Manage who can access Lumen and which devices have API access. Applies to all non-localhost traffic.

Name

Email

Role