Optimix

Supercharge Your Sales Call with Real‑Time AI Copilots

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Description

Optimix is an advanced AI copilot designed to supercharge sales calls by providing real-time support and insights to sales teams. The system empowers users to focus on building relationships and driving deals forward by offering immediate guidance, helping to recall crucial details, and generating relevant questions tailored to specific products and sales goals. It acts as an intelligent assistant during live conversations, ensuring that sales professionals stay ahead and on track, regardless of the call's complexity.

This AI-powered platform enhances meeting effectiveness through features such as live note-taking, instant transcription, and agenda management. Optimix also offers capabilities for tracking participant sentiment and engagement, accessing customer context from integrated knowledge bases, and leveraging a smart AI chat for on-the-fly clarifications. Post-meeting, it automates call summaries, flags competitor mentions, and syncs key takeaways to CRMs, streamlining follow-up processes for a more efficient sales workflow.

Key Features

In-Meeting AI Assistance: Real-time AI-powered support to generate the right questions, recall crucial details, and provide immediate context, tailored to your product and goals.
Live Highlights & Notes: Bookmark key moments, take live notes, and get an instant transcript, ensuring no insights or action items are missed.
Agenda & Checklists: Plan ahead with predefined templates and a clear agenda, staying organized and covering all critical points.
Customizable Views: Personalize your meeting view by dragging and dropping widgets like customer insights and sentiment analysis.
Track Sentiment & Engagement: Gauge participant engagement in real time, spot distractions, and get post-meeting feedback.
Customer Context & Insights: Instantly access background info, past notes, and interests through integration with knowledge bases.
Smart AI Chat Integration: Ask the AI for on-the-fly suggestions, clarifications, or summaries to maintain alignment.
Seamless Third-Party Integrations: Connect CRM, databases, or other tools directly into the meeting for a unified workflow.
Comprehensive Post-Meeting Insights: Generate automated call summaries, flag competitor mentions, and sync key takeaways to your CRM for effortless follow-up.