Meeting Copilot for customer success
The right answer for the customer, before they finish explaining.
Customer calls are full of questions that have a correct answer somewhere in your business: the policy, the how-to, the date of the next release. Load those into the playbook and the copilot puts the answer in front of whoever is on the call, so the customer hears it now instead of in tomorrow's email.
For customer success and account management teams.
Where it helps
The moments that decide the meeting.
The policy question
Refunds, contract terms, data retention: if it's in the playbook you loaded, the answer is on screen in your approved wording.
The escalation
When an unhappy customer is on the line, your agreed response and the next step are in front of you, so nobody has to say they'll check and come back.
The question nobody prepared for
When the playbook doesn't cover it, the copilot says to confirm and follow up rather than guessing, and the follow-up lands in the action items.
The handover
Every call ends with a summary and action items with owners, ready to paste into your CRM or ticket.
An example
One question, three ways to answer it.
Pick the length that fits the moment: bullets to glance at, a short line to say, or the full answer to read out. Switch with one key during the call.
A check-in call with a customer considering a smaller plan.
Customer asks
“If we move to the smaller plan mid-term, do we lose our history?”
BulletsGlance and go
- No: all history stays on every plan
- Change takes effect at the next renewal
- Exports stay available whatever plan you're on
- Offer to review usage before deciding
ShortOne line to say
No. Your history stays on every plan, and a plan change takes effect at your next renewal, so nothing changes mid-term.
FullRead it out as it stands
No, you won't lose anything. All of your history stays with you on every plan, and you can export it whenever you like, whichever plan you're on. A change of plan takes effect at your next renewal rather than mid-term, so nothing changes for your team in the meantime. Before you decide, though, I'd suggest we look at your usage together, because a couple of the features you use most are only on the current plan.
What matters here
The parts you’ll use most.
Labelled the way we hold ourselves to it: anything not built yet says so.
Answers as the question lands
Catches the question and drafts the answer in three lengths: bullets, short or full.
Your playbook, your words
Answers come from your own playbook and prepared answers, never from a guess.
Talking points on screen
Your must-say points stay on screen; tick them off with a click, and any you never covered become follow-up tasks.
Notes, tasks and follow-up
A summary, action items with owners and dates, and a follow-up email drafted after every call.
Private overlay
A small window only you see, left out when you share a window or tab.
HubSpot notes
Coming soonNotes, tasks and the meeting filed to the right HubSpot contact after you approve them.
Call library
Coming soonEvery past call's transcript, summary and tasks, searchable in your account.
See it on a meeting like yours.
Book a half-hour demo and bring the questions that come up in your customer success. We’ll show you the copilot answering them from a playbook, then writing the notes.