CSCopilot

Turn Customer Conversations into Actionable Insights

Paid

Description

CSCopilot is designed specifically for B2B SaaS teams to help them capture valuable information from customer conversations without letting anything fall through the cracks. The platform automatically records, transcribes, and organizes meeting notes, allowing teams to focus on the conversation itself. It offers flexible data capture options, including an AI bot that can join meetings or the ability to upload existing transcripts.

Beyond capturing data, CSCopilot uses AI to automate tedious pre- and post-call tasks. It provides instant context and talking points before meetings and generates smart summaries and action items afterward. The tool automatically identifies and tracks key customer success and product insights, such as feedback, feature requests, churn risks, and revenue opportunities discussed during meetings. Users can also query their collected customer intelligence using natural language to get immediate answers to specific product or customer questions. CSCopilot emphasizes security and privacy, featuring data encryption and enterprise-grade infrastructure.

Key Features

Seamless Meeting Data Capture: Automatically record, transcribe, and organize meeting notes with flexible options (AI bot or transcript upload).
Automated Pre- & Post-Call Tasks: AI-driven meeting preparation (context, talking points) and follow-ups (summaries, action items).
Automated Insight Capture: Automatically extracts feedback, feature requests, risks, and opportunities from meetings.
Holistic Account Views: Provides comprehensive insights into accounts to identify risks and opportunities.
Customer Intelligence Queries: Use natural language chat to ask specific questions about customer data (e.g., feature request frequency).
Product Team Collaboration: Easily share insights to influence product roadmaps.
Enterprise Security & Privacy: Features data encryption, secure infrastructure, and compliance focus.