CSCopilot Product Information

CSCopilot is an AI-powered platform designed for B2B SaaS teams to turn customer conversations into actionable insights. It captures and organizes customer feedback, feature requests, revenue opportunities, and follow-ups from across meetings so nothing falls through the cracks.


Overview

  • Capture and organize meeting data automatically: record, transcribe, and structure notes while you focus on the conversation.
  • Flexible capture options: transcripts can be uploaded, or an AI assistant can join your meeting to capture every detail.
  • Seamless tagging and categorization: label customer requests, issues, and opportunities in real time.
  • Automation of pre- and post-call busy work: AI handles tedious tasks so you can concentrate on relationships and outcomes.
  • Automated meeting prep: instantly get context and talking points before each call.
  • Smart follow-ups: auto-generated summaries and action items after every meeting.

How It Works

  • Capture and transcribe meetings, then organize the data into actionable insights.
  • Tag and categorize customer requests, issues, and opportunities as they arise.
  • Use AI to automate pre- and post-call tasks, reducing manual work.
  • Access holistic account views to identify risks and opportunities across accounts.
  • Enable product teams to collaborate by sharing insights to influence roadmaps.

Core Features

  • End-to-end meeting data capture: recording, transcription, and automatic organization
  • Flexible capture options: upload transcripts or AI assistant joins meetings
  • Real-time tagging and categorization of requests, issues, and opportunities
  • Pre- and post-call automation to reduce manual busy work
  • Automated meeting prep with context and talking points
  • Smart follow-ups: auto-generated summaries and action items
  • Holistic account views to surface risks and opportunities
  • Product team collaboration: share insights to influence roadmaps
  • Natural language querying for immediate insights (Chat Queries)
  • Real-time analysis of feature requests, sentiment, and trends

How It Helps Your Team

  • Turn conversations into actionable product and sales insights at scale.
  • Accelerate decision-making with ready-to-use data and context before, during, and after meetings.
  • Improve customer success by tracking commitments and follow-ups across accounts.

Key Use Cases

  • Capture and analyze customer feedback from enterprise meetings
  • Identify revenue opportunities and upgrade potential
  • Track platform performance concerns and churn risks
  • Surface feature requests and data integration needs for the product team
  • Centralize insights for faster, aligned product roadmaps

Security & Privacy

  • Enterprise-grade security and privacy protections
  • Data encryption and secure infrastructure
  • Transparent, compliant handling of customer data

Pricing & Availability

  • Flexible pricing with options for teams of different sizes
  • 30-day satisfaction guarantee

Get Started

  • Sign up to begin capturing and turning customer conversations into actionable insights today.

What You Get

  • Automated meeting capture and transcription
  • Real-time tagging and categorization
  • Pre- and post-call automation
  • Automated meeting prep and follow-ups
  • Holistic account views and product collaboration
  • Natural language queries and real-time analysis