Turn Every Customer Call Into Actionable Intelligence

Meeting Intelligence automatically records, transcribes, and summarizes your customer conversations — then logs everything directly to the customer record. No notes. No manual follow-up. Just outcomes.

5–10 hrs saved per CSM per week

3 platforms supported

AI summaries in minutes

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.

🎥 Zoom
💬 Microsoft Teams
📹 Google Meet

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.

Your CSMs are spending hours on meeting notes. They shouldn't be.

Let Meeting Intelligence handle the documentation — so your team can focus on building relationships, driving adoption, and closing renewals.

Results and Case Studies

Constellation HomeBuilder Systems: Creating a unified customer view
Symphony Talent: How ClientSuccess helps identify churn before its too late