AI-guided conversations

• Real-time topic detection
• Recommended actions

Real-time collaboration

• Configurable needs and advice modules
• Interactive screens create engagement

In-meeting workflows

• Automated notetaking instantly synced to your CRM
• Integrated fulfillment with instant signatures

Smart prep and follow-up

• Auto-generated agendas with opportunity insights
• Instant meeting summaries and next steps
• Automated email drafts reflecting voice of provider