AI Meetings runs the video calls Front Office books: the discovery call with an evaluator's buying committee, the onboarding kickoff with the customer's admins, the quarterly business review. Up to eight people join, files such as the security overview or the rollout plan are shared, and the transcript and summary land on the account's record.
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You talk. Lisa sets it up.
You“Discovery calls are forty-five minutes on video; put the summary on the deal.”
Lisa“Done: discovery calls now book as forty-five-minute video meetings, and each transcript and summary is attached to the deal. Share a pre-read file?”
Any setting, in any module · applied only on your yes
How Software & SaaS use it
A discovery call with an IT director and two team leads ends with a summary listing their integration needs on the deal.
During an onboarding kickoff, the customer success manager shares the rollout plan, and the action items appear on the account.
A renewal review with a customer's finance lead is transcribed, so the account executive reads the objections before the proposal.
REAL AI - the whole Front Office is AI, not old software with an AI button.
What’s included
Add it to any contact channel — AI Phone, AI Chat, AI E-mail or AI Web Forms — or get it inside a solution · See pricing › · Per company, never per seat.
Everything AI Meetings does, for every business ›
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Questions & answers
Yes. AI Meetings hosts the video call that Front Office booked and puts the transcript and summary on the record afterwards, so your account executive or customer success manager does not type notes.
Up to eight, which fits a buying committee or an onboarding team on both sides. Files can be shared during the call and stay with the record.
Yes, for customers who ask. Regulated mode holds the call with recording switched off, useful when a public-sector or healthcare buyer's policy forbids it, and the meeting still appears on the account.
Keep exploring
Start with the one thing you need. Add more anytime by asking Lisa.
AI Front Office for Software & SaaS ›
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REAL AI - the whole Front Office is AI, not old software with an AI button.
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