Sales assistant for online meetings
To help teams collaborate more efficiently and ensure nothing important gets lost during conversations, we use an AI-powered transcription tool in meetings with external participants. This tool assists us in capturing what was discussed so we can provide better follow-up, support and continuity across projects.
Why we use a sales assistant
The sales assistant helps us:
Document key discussion points more accurately
Reduce manual note-taking, allowing participants to stay focused
Share context with team members who couldn’t attend
Provide better follow-up, action items and support after the meeting
In short, it helps us keep track of decisions, ideas and next steps so that nothing slips through the cracks.
What the sales assistant records
The AI only captures:
The spoken conversation during the meeting
Names or contact details only if they are mentioned verbally during the discussion
How the data is used
The transcription is used solely for:
Internal documentation
Follow-up actions
Creating summaries or insights related to the meeting topic
We treat all transcribed content with the same confidentiality as any other internal meeting notes or documentation.
Opting out
Anyone can decline or ask questions at any time. We respect personal and organizational privacy preferences and adapt accordingly.
Sales assistant for live meetings
The sales assistant is also available for live meetings via our mobile app. Read more in this article.
