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

# Fathom

> Sync Fathom meeting transcripts and attendee insights as searchable knowledge.

## What Fathom adds to Halo

Fathom is an ingest-only integration:

| Mode | What it does |
| - | - |
| **Ingest** | Sync meeting transcripts, summaries, action items, and attendee insights from Fathom. Transcripts are matched to known customers and become searchable knowledge. |

Use this if your team uses Fathom for sales calls, customer success calls, or technical demos and you want the AI to draw on what was said.

Connect at **Integrations > Fathom**.

## Setup

### Connecting

Fathom uses **API key** auth:

1. In Fathom, generate an API key (Settings > Developers).
2. In Halo, click **Connect Fathom**.
3. Paste the key and submit.

Halo validates the key against Fathom's `GET /meetings?limit=1` endpoint, encrypts and stores it, and **automatically creates a Fathom webhook** pointing at your org's webhook URL.

### Webhook

Webhook URL (auto-registered): `{appUrl}/api/integrations/fathom/webhook/{orgId}`

The webhook is configured to send transcript, summary, and action items in the payload. Verification uses Svix-style headers (the secret may be in `whsec_...` format).

When a webhook arrives, Halo enqueues a `fathom/meeting.received` event for processing.

### Disconnecting

Disconnecting removes the API key from Halo and attempts to delete the Fathom webhook.

## Ingest mode

When ingest is on, Halo syncs:

| Data | Where it lands |
| - | - |
| **Meetings** | `meetings` table with `provider: fathom`, linked to customers via attendee email matching |
| **Transcripts + summaries + action items** | Indexed under `fathom:` |
| **Distilled content** | Optional summarization adds `distilled:fathom:` entries |

### Customer matching

Halo matches Fathom attendees against your `end_users` and `companies` by email. Matched meetings show up on the customer's profile and feed the AI as customer-scoped context.

### Sync behavior

* **First connect**: triggers an immediate `fathom/sync.requested` (`source: manual`) for recent meetings
* **Cron**: hourly background sync (`cronSync: true`)
* **Webhook**: real-time on meeting completion
* **Manual sync**: button on the integration detail page

## Knowledge contributions

Like Zoom, Fathom transcripts are **distillable**. Use [Learning Rules](https://docs.haloagents.ai/knowledge/learning-rules.md) to focus distillation on what matters to your team:

* Customer feedback
* Action items
* Product asks
* Renewal signals

## Where to go next

> **[Zoom](https://docs.haloagents.ai/integrations/zoom.md)**
>
> Alternative meeting recorder with the same behavior.

> **[Learning Rules](https://docs.haloagents.ai/knowledge/learning-rules.md)**
>
> Filter what gets learned from transcripts.


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