# 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

1. **Connect your calendar**  
   Link your Google or Outlook calendar. Meeting Intelligence automatically identifies upcoming customer calls and prepares to join them.
2. **AI joins and records**  
   Meeting Intelligence joins the call as a participant, records the full conversation, and generates a transcript in real time.
3. **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

## Want to see how it works? Request your ClientSuccess demo