AI-Agents for Consultants in Software
Agents give software businesses more time to develop products and support customers.
Book recurring client check-ins at one open time.
Get a recurring meeting that fits your calendar throughout the series. Your guests receive invitations, and you receive the confirmed schedule.
4 toolsAdd video links to client meeting invitations and update attendees.
Your guests receive a calendar update with a joining link when you mark an invitation “Video meeting” and choose a supported video service.
File client session decisions with the original audio.
Your in-person meeting notes land in a searchable team library. Decisions and follow-ups stay linked to the recording.
7 toolsFile client decisions and agreed actions from recorded meetings.
Find your meeting decisions and next steps in a searchable note, with the recording link alongside them.
5 toolsSave client discussion and agreed next steps after each call.
Your team can find decisions and follow-ups from recorded online meetings in the notes library they already use.
4 toolsSave client discussion notes under the scheduled meeting.
Get searchable meeting notes without another guest joining the call. Your private calendar keeps the recap and recording link together.
Show clients call openings on their preferred local dates.
Offer customers call times that suit their local hours, with booking links from your meeting scheduler.
6 toolsFile client workshop decisions and next steps in the team's notes library.
Your team gets a searchable meeting note with decisions and follow-ups. The recording link stays with the details in your shared notes library.
5 toolsCapture client decisions and next steps from recorded discussions.
Get meeting notes your team can search and share, with clear decisions, follow-ups, and a link back to the recording.
Make recorded client conversations readable in customer history.
You can read the full transcript on the right customer's call timeline before following up, without searching for the recording.
