Copilot for Customer Success
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THE PROBLEM
At least 30-45 mins needed per customer call to fully prepare.
Missing the full picture from past conversations and account history.
Meet Traction.
Prepare for customer meetings, without the admin overload.
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Auto-generated pre-meeting briefs from previous conversations and data sources.
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Check for unresolved action items, feedback, opportunities, and concerns.
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Built-in web search via Perplexity gathers key info related to customer contact and business.
Capture real-time meeting notes without the distracting bots.
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Run bot-free customer meetings, powered by the Traction Mac App.
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Works all virtual meeting platforms, including Microsoft Teams, Zoom, and Google Meet.
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Capture transcript notes in real-time and skip the wait on processing at the end of the meeting.
More than just a summary. We help you follow through.
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High-quality action items with clear ownership that actually matter.
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Capture key insights such as feedback, feature requests, and more.
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Draft personalized follow-up emails based on meeting context and outcomes.
Turn conversations into HubSpot activity updates in 1-click.
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Sync meeting activity, tasks, and outcomes to customer records.
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Enrich customer data by converting conversational insights into structured properties with AI.
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Connect CRM as a data source for meeting prep workflows.
Chat with your customer intelligence at the account-level .
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Turn all conversations and knowledge sources into a GPT that represents each customer relationship.
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Understand customer history, feedback, insights, opportunities at account-level, not meeting level.
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Report on sentiment and health and next best actions to drive retention and growth.
