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Gainsight Inc.

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
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