Everything your CSMs need. Nothing they don't.
One AI layer that handles the busywork — so your team can focus on the conversations that drive retention and growth.
Auto-Record & Transcribe
Joins your calls automatically and captures a full, accurate transcript — no manual recording setup required.
AI Meeting Summaries
Instantly generates structured summaries with Pulse, Risks, Opportunities, Product Feedback, and Next Steps.
Auto-Generate Pulse
Automatically creates a Pulse entry from every meeting — keeping your CS data current without manual updates.
Next Steps with Owners
Extracts action items, assigns them to the right team members, and sets due dates — all from the conversation.
Stop writing notes.
Start driving outcomes.
After every call, Meeting Intelligence delivers a structured summary that tells you exactly what happened — and what needs to happen next. Everything logged automatically to the customer record.
- ✓Pulse score with customer sentiment indicator
- ✓Risk signals surfaced and categorized automatically
- ✓Expansion opportunities identified from conversation
- ✓Product feedback captured and tagged
- ✓Next steps with assigned owners and due dates
Your customer health data, always up to date.
Every meeting automatically generates a Pulse entry in ClientSuccess — so health scores reflect what's actually happening in customer conversations, not just what your team has time to log manually.
- ✓AI-generated Pulse tied directly to meeting outcomes
- ✓Sentiment analysis from full meeting transcript
- ✓No manual data entry — health data stays current
- ✓Managers get an accurate picture of every account
Works where your team already meets
Meeting Intelligence connects to your existing meeting platforms — no new tools, no behavior change required.
From your first call to your first summary in three steps
Connect your calendar
Link your Google or Outlook calendar. Meeting Intelligence automatically identifies upcoming customer calls and prepares to join them.
AI joins and records
Meeting Intelligence joins the call as a participant, records the full conversation, and generates a transcript in real time.
Summary auto-logs to the record
Minutes after the call ends, a structured summary — Pulse, Risks, Opportunities, Next Steps — is automatically saved to the customer record in ClientSuccess.
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Customer Onboarding & Portal
Center your team and customers around repeatable onboarding processes that consistently deliver results, faster.
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