AI Follow-Up (CS)
The article outlines AI Model Details for AI Follow-Up (CS), generating post-meeting summaries and suggested actions from video conferencing platforms with secure data handling practices.
Overview
AI Follow-Up, powered by Gpt -4o, Gpt-4o Mini is now generally available and designed to streamline post-meeting workflows in the Customer Success (CS). With AI Follow-Up, CSMs can seamlessly integrate video conferencing platforms such as Zoom, Microsoft Teams, Google Meet, Clari, and Chorus to bring meeting insights directly into Gainsight.
AI Follow-Up leverages the processing power of Staircase AI's in-house models to automate meeting capture. Note that this integration does not provide access to the full Staircase AI platform or its standalone features, nor does it require a separate purchase of Staircase AI.
Key Benefits
- AI-Powered Timeline Entries: AI Follow-Up automatically generates concise meeting summaries, captures key action items, identifies risks and issues discussed, and analyzes both topic-level sentiment and overall meeting tone.
- Seamless Meeting Integration: Supports Zoom, Microsoft Teams, Google Meet, Clari, and Chorus. Automatically logs insights into Timeline as meeting activities, eliminating the need for manual note-taking and follow-ups.
- Enhanced Risk and Sentiment Detection: Identifies potential risks and issues raised during conversations, and surfaces sentiment signals to help gauge customer engagement.
- Data Privacy and Compliance: Operates under minimal risk according to the EU AI Act, with secure handling of customer data.
Details
The following table provides a detailed overview of AI Follow-Up within the CS product:
| LLM | Description | How to Enable/ Deactivate |
Data Sets | Data Retention and Deletion | Is customer data used to train the AI system? |
|---|---|---|---|---|---|
| Gpt -4o, Gpt-4o Mini | Users can view a summary of your meeting, with recommended follow up tasks and risk identification. Take the next follow up action quickly by adding to Timeline or sending an email. | Link | Meeting transcripts | No customer data is retained by the third-party subprocessor used to deliver this feature. | No |