For CSMs and account managers
AI meeting assistant for customer calls
Walk into every QBR with the account's full history at your fingertips — past calls, support tickets context, prior commitments — surfaced live while the customer is talking.
Customer Success is a memory game. Every QBR, every renewal, every escalation depends on remembering what was said six months ago. Zynapse Meet does the remembering for you — and surfaces the right past-call snippet during the live conversation.
What you're dealing with today
Walking into QBRs cold
Prepping for a QBR means scrolling through Slack threads, Salesforce notes, and your own memory. Half the time you forget a commitment from the last call.
Renewal calls that surface surprise objections
Customer brings up a concern they raised three months ago that you never addressed. You scramble. They notice.
Onboarding handoffs lose context
Sales sells X. Implementation builds Y. CS supports Z. The original promise from the sales call is gone by month two.
What you get with Zynapse Meet
Live retrieval of past commitments
Customer says 'last time we talked about a custom report' — Zynapse Meet pulls the exact transcript snippet from that call in seconds.
Full account history in one search
Search across every meeting with the account: support escalations, kickoff calls, QBRs, executive syncs. Find any line in seconds.
Onboarding handoffs that include the actual sales context
The sales call's summary and action items get filed against the account record. Implementation and CS start with the same source of truth as sales.
Renewal prep automated
Pull the last 12 months of calls. Zynapse Meet's search surfaces churn signals, unfulfilled commitments, and praise — everything you need for the renewal narrative.
Where it shows up in your day
QBR prep
Search the account's transcript history for 'concerns', 'roadmap asks', and 'next steps'. Walk in with a cheat sheet of every open thread.
Live during a renewal call
Customer references something from a kickoff six months ago. The snippet appears in your dashboard with the timestamp — you respond with specifics.
Post-call
Topic-organized summary filed against the account. Action items routed to the right team. No 'what did they say again?' two weeks later.
Frequently asked questions
How does Zynapse Meet handle multi-account context (we have many customers)?
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Every meeting is tagged with attendees. Search and retrieval is scoped per account, so the live suggestions you see only reference past calls and KB entries relevant to the people in the room.
Can I share the summary with the customer?
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Yes — one-click email export, or copy the Markdown summary into a follow-up message. Some teams send the summary to customers as a confirmation of the call.
Does the bot join calls with external attendees?
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Yes. The bot joins as a labeled participant so external attendees know the call is recorded — same disclosure pattern as Otter, Fireflies, and Read.ai.
What about call retention for compliance?
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Plan tiers control retention windows (Pro: 90 days, Business: custom). Transcripts are kept indefinitely while your account is active; recordings expire per plan. Enterprise customers can set their own policies.
Other use cases
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