UpdateAI

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About
UpdateAI is an advanced AI platform designed for B2B SaaS customer success and sales teams. It automates the recording and analysis of customer conversations from platforms like Zoom, MS Teams, and Google Meet, transforming raw data into actionable insights. The tool offers features like AI-generated meeting notes, historical customer account insights, cross-functional collaboration tools, and portfolio-level trend detection for risks, opportunities, and product feedback. It also includes an 'Ask Me Anything' function for quick information retrieval and integrates with popular CRMs like Salesforce and HubSpot, and other tools via Zapier. UpdateAI helps save time, increase account knowledge, prevent churn, and accelerate revenue growth by providing a centralized workspace for customer intelligence.
Platform
Features
• "ask me anything" function for quick information retrieval
• customizable notetaking frameworks
• crm integrations with salesforce and hubspot, plus zapier
• integrates with zoom, ms teams, google meet, and webex
• portfolio-level insights for trends across customer segments
• customer account insights and historical knowledge base
• automated detection of risks, opportunities, and product feedback
• ai-powered meeting transcription and note-taking
FAQs
Is UpdateAI a meeting note-taker?
Yes, and so much more. UpdateAI features a state-of-the-art generative AI note taker, tuned to B2B SaaS customer conversation. We take those notes, translate them into categorized insights, and aggregate those at the account and portfolio levels, giving you a one stop show for everything you need to know about your customers and business.
Pricing Plans
NOTETAKER PRO
USD39.00 / per month per user• Unlimited Meeting Recaps with AI Insights
• Detects Risks, Commercial Opportunities, Product Feedback, Advocacy, Key Decisions, Customer Questions
• Individual and Team Workspaces
• Custom Notetaking Frameworks
• Meeting Prep Cheatsheets
• Public/Private Recap Sharing
• Compatible with Zoom, MS Teams, Google Meet, and WebEx
• Favorites Folders (for Clips and Full Recaps)
• Prioritized chatbot and email support response time
• SSO / SCIM integration
CUSTOMER INTELLIGENCE
USD105.00 / per month per user• Everything in Notetaker Pro
• Customer Hubs with Account level insights and reporting
• Ability to upload recordings
• Voice-of-Customer (VoC) Topic Discovery and Topic Tracking
• Add context about your company to increase AI precisions
• Integrations (Salesforce, HubSpot, Slack, Zapier, Clari, Gong, Gainsight)
• Dedicated Customer Success Manager with Slack Connect channel
• Access to Security Portal and SOC2 report
• SSO / SCIM integration
• Bulk Import / Ingestion of Past Call Recordings
Job Opportunities
There are currently no job postings for this AI tool.
Ratings & Reviews
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