UpdateAI is an AI-powered tool designed to help B2B SaaS companies analyze customer conversations to identify trends, boost revenue, reduce churn, and gather product feedback. It automatically records and analyzes meetings across platforms like Zoom, MS Teams, and Google Meet. Features include AI-generated meeting notes, customer account insights (including historical data and stakeholder profiles), portfolio-level insights (for identifying risks and opportunities), and cross-functional collaboration tools. Integrations with Salesforce and HubSpot are also offered. The tool aims to streamline workflows, improve knowledge sharing, and enable proactive account management.
• ai workflows
• ai meeting notes
• portfolio insights
• customer account insights
• customer meeting insights
• cross-functional collaboration
• revenue growth opportunities
• structured call data
Yes, and so much more. UpdateAI features a state-of-the-art generative AI note taker, tuned to B2B SaaS customer conversation. Then the magic starts. 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.
• Up to 5 Meeting Recaps with AI Insights per week
• Unlimited Meeting Recaps without Insights
• Team Workspace
• Public/Private Recap Sharing
• Zoom, MS Teams, and Google Meet compatibility
• Chatbot and email support
• Unlimited Meeting Recaps with AI Insights and AI workflows
• Client Meeting Cheatsheet
• Favorites Folders
• Prioritized chatbot and email support response time
• SSO / SCIM integration
• Everything in Pro
• Customer Account level insights
• Favorite Accounts dashboard
• Ability to upload recordings
• Portfolio level insights
• Custom insight categories
• Salesforce and HubSpot integrations
• Zapier integration
• Slack integration
• Dedicated Customer Success Manager with Slack Connect channel
There are currently no job postings for this AI tool.
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