Support See the issue, fix it together Customers share their screen from the browser, so you can see exactly what they see. Record the session to build a library of walkthroughs. Screen sharing from any browser Cloud recording you can share Chat for links and error messages Guests join from a link, no installs Support session Customer screen shareLive Recording Approval to enter CaptionsSpanish AI Note Taker
Onboarding Onboarding sessions customers book themselves Share a booking link for onboarding, training and check-ins. Each session can include the AI Note Taker, so the customer gets a written recap of the setup steps. Booking page with your team's hours AI Note Taker on booked meetings Email the recap with the recording link Webinars for group onboarding on Business Book your onboarding session Mon 09:00Mon 13:00Tue 10:00Wed 15:00Thu 10:30Fri 14:00 Booked · recap and recording included
Account reviews Business reviews with clear next steps Quarterly reviews and renewal calls end with action items, owners and dates. Ask AI across all your meetings to recall what a customer asked for months ago. Action items with owners and due dates Ask AI across all my meetings Recaps to Slack or Microsoft Teams Webhooks to your help desk or CRM AI Quarterly business review Highlights Action items Enable SSO for EU team CSM · Fri Share usage report CSM · Mon Renewal quote Sales · Done