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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
Web
Task
customer meeting insights

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.

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