New hires on client calls
The first month is when a new rep knows the least and is asked the most. The copilot brings up the answer your best people would give, so a new hire can take real calls sooner without guessing.
Meeting Copilot
The right answer, while the client is still asking.
A copilot for client calls. It listens, catches the question the moment it is asked, and puts a suggested answer from your own playbooks in front of whoever is on the call. When the call ends, the notes, summary and follow-ups are already drafted.
Meeting Copilot
Illustrative demo
What happens on the call, in four frames:
1. It listens and transcribes. Dana, the client, asks: “How long would onboarding take for a team our size?” Live captions and a running transcript follow the call.
2. It catches the question and suggests an answer. The question is highlighted, and a suggested answer appears with three talking points and where it came from: the onboarding playbook.
3. It follows the answer. As Alex answers in his own words, the points he has covered are ticked off. The day-30 check-in has not come up yet.
4. It writes the notes. When the call ends, a summary and three action items are drafted for Alex to review, including the day-30 check-in that was missed.
Built for the calls where the answer matters.
Any team that talks to clients for a living has the same problem: the knowledge exists somewhere in the business, but not always in the head of the person on the call.
Sales discovery
Pricing structure, timelines, how you compare: the questions that decide a deal tend to arrive mid-sentence. Your rep sees the approved answer and the points worth making, and keeps the conversation moving.
Support escalations
When an unhappy customer is on the line, nobody wants to say they will check and come back. The copilot finds the relevant policy or fix in your documentation while the customer is still explaining.
Notes and follow-ups
Every call ends with a summary, the decisions made and an owner for each next step. Even on the calls where nobody needed a suggestion, nobody has to write the notes up afterwards.
Four things, in the order they happen.
The rep stays in charge of the conversation. The copilot only ever suggests, and only ever to your side of the call.
01
Listens
Once everyone has been told it is on, it transcribes the call as people speak, with live captions on the rep's screen.
02
Understands the question
Picks out the moment a client actually asks something, as distinct from thinking out loud, and highlights it in the transcript.
03
Suggests from your playbooks
Answers from the documents you gave it, shows two or three talking points, and says which document each answer came from so your rep can trust it or skip it.
04
Writes the notes
Turns the call into a summary and a list of action items with owners. They are drafts until someone on your team reviews them.
It works from what you already have.
Most of the value is in your own material: the answers your best people give, written down somewhere. We connect the tools you already use during the pilot, and if one has no sensible way in, we tell you before we start rather than after.
Your documents
Playbooks, FAQs, product and pricing sheets, past proposals. The copilot answers from these, and from nothing you have not given it.
Your CRM
Once approved, the summary and action items can be filed against the right contact or deal, so the record reflects the call.
Your calendar
Knows which calls are client calls and who is on them, so it is ready with the right context before anyone says hello.
Assisted, and everyone on the call knows it.
A copilot only helps if your clients are comfortable with it. So it is announced before it hears a word, and it is set up around your obligations to the people on the other end of the call.
“This call is assisted by Meeting Copilot, which transcribes the conversation to help us take notes and follow up. If you would rather it was switched off, just say so.”
Sent with the invite and repeated when the call begins. The wording is yours to adjust.
Everyone is told
Participants are told the call is assisted and transcribed, in the invite and again when the call starts. Anyone can ask for it to be switched off.
Suggestions stay on your side
Nothing is said or sent to the client on your behalf. Follow-ups are drafts until a person on your team approves them.
Data handling agreed up front
Before a pilot starts we agree in writing what is transcribed, where it is stored, who on your team can see it, and when it is deleted.
Consent rules respected
Recording rules differ by state and country, and some require every participant's consent. The notice is built for the strictest case, and we set it up with you for where you and your clients are.
Try it on your own calls.
We run a pilot with one team, on your real calls and your own playbooks, so you can judge it on your work rather than on a demo. Start with a half-hour call about where it would help.