CRM
Discovery & Meeting Copilot
Prepares customer meeting briefs, extracts verified conversation evidence, and drafts structured follow-ups and handoffs.
Overview
Discovery & Meeting Copilot helps sales teams prepare for customer conversations, summarize substantive call evidence, preserve decisions and commitments, and draft accurate follow-up. It keeps tentative dates, customer statements, internal deal questions, future bookings, completed activity logs, and sent messages separate so the next decision is easy to review.
Capabilities
Meeting Preparation
Build objective-led briefs with attendee context, open threads, and discovery questions grounded in available evidence.
Conversation Recaps
Extract sourced decisions, questions, objections, and customer statements from complete or partial transcripts without filling gaps.
Commitment Registers
Separate discussion, tentative ideas, proposed actions, agreed owners and dates, and evidence of completion.
Grounded Follow-up
Draft customer and internal follow-up separately, then hand off future scheduling or completed logging with exact status checks.