AI Meeting Assistant for Customer Success Teams
Advocate with Actionable Customer Insights
Higher adoption, longer renewals. Focus on what you should instead of taking notes.
Auto-fill your CRM, share clips of customer meetings and improve your team’s efficiency on keeping customers coming back for more.
Customer Success Team Managers
Dive into customer insights, speed up team training with real interactions, and share feedback across teams to refine products. Enhance customer satisfaction and drive retention more effectively.

Turn insights into renewals
Use AI to generate insights on your team’s customer conversations, and understand customer needs. Spot trends and act early to ensure your customers get the best of your product.

Streamline team training
Turn meetings into training tools for your CS team. Quickly create training content from real interactions, and make team onboarding more engaging.

Take customers’ words across teams
Share your team’s learnings with other teams. Easy to use customer feedback, perfectly packaged to improve your product.


Susana de Sousa
CS Director, Loom
Choose the framework that fits
Improve how your team handles customer success. Pick proven methods from our library or make your own playbooks to guide your team.

Ensure your team performs consistently
Develop your team’s own playbooks that outline best practices, strategies, and processes for onboarding, supporting, and expanding customer accounts.
Refine engagement & closing techniques
Help your CSMs adjust their strategies to be more customer-centric and outcome-focused by understanding who dominates the dialogue and how engaged customers are during meetings.
Improve how objections are handled
Improve how your CSMs handle customer objections or complaints. This leads to more effective problem resolution, increased customer satisfaction, and potentially higher retention rates.
Compare your CSMs against the best
See how your sales team members do against each other, helping everyone get better together.
Track team playbook performance
Quickly see how your team stack up on different CS playbooks, guiding targeted improvements and strategy tweaks.
See analytics for every voice in your meetings
Dive into a wealth of data points to reveal who’s dominating the dialogue as well as the overall engagement and efficiency of your team’s meetings.




Get the voice of the customer across teams
Get customer feedback to improve CS Team decisions and make customers happier.
Train & onboard new CSMs more efficiently
Swap shadowing for real-call learning, focusing on objection-handling, customer engagement tactics and post-meeting communication.
Better insights make better managers
Use AI to pinpoint trends and key points from your CSMs meetings, automate insight reports for strategic decisions, and seamlessly integrate findings into your workflow for improved team performance.

Ensure every customer meeting is recorded
Default team settings let you ensure every external call is automatically recorded and notes are sent to all participants post-call. Simplify your workflow, and never miss a beat in your sales process.

{Keyword} mentioned? Get notified
Receive instant notifications (for example, in Slack) for critical issues raised in customer conversations, from service feedback to feature requests. Set up custom alerts to monitor essential talks, enabling you to strategize and provide effective support to your CS team.
Customer Success Reps
Increase feature adoption by following proven conversation frameworks. Use meeting moments to get stakeholder buy-in on important features and drive renewals.

Develop great customer relationships
Use interaction history to retain improve customer relationships and satisfaction with personalized success strategies.

Push your team’s productivity
Analyze your conversations for actionable insights, refining your techniques to better meet customer goals and drive success outcomes.

Share the voice of the customer for buy-in
Automatically share critical customer feedback and insights with your Product team and relevant stakeholders.


Susana de Sousa
CS Director, Loom
Let the customer voice boost stakeholder buy-in
Boost stakeholder buy-in for customer-driven changes, enhancing customer success outcomes.
Automate Feedback Reports
Set recurring feedback reports to be automatically captured and delivered to your tool of choice.
Let customers speak for themselves
Share video meeting moments with critical customer feedback to ensure everyone is aligned on priorities.
Send bullet-proof follow-up emails
We help you draft follow-up messages that get attention, using key points from your discussions, so you can keep conversations going and avoid losing the momentum.



Auto-fill CRM
Say goodbye to typing notes. Automatically update your CRM with meeting details, so you can focus on selling and talking to customers.

Find and recap on past meetings
Search through meetings, transcripts and notes to find those shareable moments. Understand where you left off a customer by creating multi-meeting reports that cover different interactions with the same customer.
Keep meeting evidence
Never lose track of what was said. Save every meeting detail for future reference, ensuring you have the evidence you need for decisions, agreements, and action plans.
Scalable customer onboarding
Share detailed summaries and insights from initial discussions to tailor advice, making the onboarding process more efficient and scalable. This approach saves time for you and the customer.
Speed up prep time
Get ready for meetings quicker and with more confidence. With all your past meeting insights in one place, you can prepare thoroughly so every meeting is more productive.

Let everyone in your company understand the customer the same way Customer Success does.
Transform sales from a solo act to a team win, share value across the company.
Custom Sales Playbooks & Scorecards
Refine your team’s sales strategy. Choose from a library of proven frameworks like BANT or MEDDICC, or craft your unique playbook.
Analytics for every voice in your meetings
Dive into a wealth of data points to reveal who’s dominating the dialogue as well as the overall engagement and efficiency of your team’s meetings.
Improve how your team handles objections
Make your team better at responding to objections. See how your reps’ answers match up with the ideal response, and use this to guide one-on-one training that really improves their skills.
Train & onboard new reps more efficiently
Swap shadowing for real-call learning, focusing on objections and communication. Our tool helps sales managers speed up training, getting the team up to speed fast.
Ensure every customer meeting is recorded
Default team settings let you ensure every external call is automatically recorded and notes are sent to all participants post-call. Simplify your workflow, and never miss a beat in your sales process.
Get notified for {keyword} mentions
Get instant alerts (in Slack for instance) for key topics mentioned in sales calls, from products to competitors. Customize alerts to stay on top of important conversations, helping you strategize and support your team effectively.

Sales Reps
Sales Managers
Auto-fill your CRM
Say goodbye to typing notes. Automatically update your CRM with meeting details, so you can focus on selling and talking to customers.
Send bulletproof follow-up emails
We help you draft messages that get attention, using key points from your discussions, so you can keep the conversation moving.
Keep meeting evidence
Speed up your prep time
Get ready for meetings quicker and with more confidence. With all your past meeting insights in one place, you can prepare thoroughly so every meeting is more productive.
Track your meeting engagement
See who’s watched your meeting recordings, so you can understand who’s interested and who might need an extra follow-up.
Get notified for {keyword} mentions
Get instant alerts (in Slack for instance) for key topics mentioned in sales calls, from products to competitors. Customize alerts to stay on top of important conversations, helping you strategize and support your team effectively.

Streamline product insights
Capture and summarize key meeting moments effortlessly. tl;dv’s AI turns discussions into concise insights, helping product teams prioritize innovation and customer satisfaction.
Capture the customer's voice
Use AI to quickly turn meeting feedback into insights and actions. Boost product relevance and customer loyalty with concise reports and shareable clips.
Prioritize customer-driven development
Align your product roadmap with customer needs using tl;dv’s insights to focus on features your customers really want, based on actual user feedback
Be quick to uncover trends
Use AI to analyze multiple customer conversations, helping your team identify key patterns and make informed decisions that resonate with user demands.
Secure stakeholder support
Gather compelling evidence from customer meetings with tl;dv. Use clips and insights to convincingly present your case and win over stakeholders for your product initiatives.
Gain competitive edge
Leverage tl;dv to track discussions on competitors, market trends, and more, giving your team the insights needed to stay ahead in the competitive landscape.
Get notified for {keyword} mentions
Never miss a beat. Set alerts for specific keywords in your and others’ meetings, ensuring immediate attention to critical customer feedback, bugs and opportunities.

Product
Leadership
Keep your customers closer
Capture and act on direct feedback from sales and customer meetings, ensuring your strategies and decisions align with customer needs and expectations.
Keep up with the market
Stay ahead in a fast-moving market. tl;dv provides real-time insights from sales interactions, allowing you to quickly adapt strategies and respond to emerging trends.
Sales insights at a fraction of Gong's bill
Dive into effective conversation analysis, sales coaching, and seamless tool integration without breaking the bank.

Sharpen your edge with competitive analysis
Mine sales calls for competitive insights. Understand market positioning and refine your strategies, ensuring your marketing moves keep you ahead.
Create powerful testimonials
Find customer success stories within calls from your Sales team. Turn them into compelling video testimonials and case study assets that showcase your product’s value in their own voice.
Talk the talk. Walk the walk.
Gain insights from customer calls from your Sales team, revealing the path customers take, and fine-tune your marketing to their real-world experiences.
Uncover potential partnerships
Uncover valuable insights from sales discussions that highlight potential partnership opportunities, enabling strategic alliances that amplify your market presence.


