Laxis Features
Pre-Meeting Tools (3)
Templates
Provides templates for various meeting types.
Scheduling
Schedules and coordinates meetings between participants.
Agenda
Creates agendas for meetings to follow.
Meeting Tools (4)
Minutes
Automatically records the minutes of a meeting, either via text or audio.
Notes
Allows participants to record notes on meeting proceedings.
Digital Workspace
Provides a malleable digital workspace for meeting participants to collaborate in.
File Sharing
Allows participants to share files or post them in a shared workspace.
Post-Meeting Tools (3)
Task Delegation
Delegates tasks based on agreed upon action points.
Participant Email
Emails meeting participants with follow up questions, minutes, etc.
Meeting Analytics
Provides data around meeting (length, agenda points covered, etc.)
Lead Facilitation (4)
Customer-facing Chatbot
Offers a chatbot to initiate and carryout inital conversations with prospects and leads.
Lead Qualification
Automatically calculates which leads are the most likely to become a customer.
Lead Follow-up
Automatically contacts all leads.
Meeting Scheduling
Utilizes natural language processing to set up meetings.
Organization (3)
Opportunity and Pipeline Management
Manage sales opportunities through their lifecycle from lead to order. Track stages, values, and probabilities of close. Manage sales pipelines by individual sales rep, team, region, and company-wide.
Data Entry
Automates the entry of collected data.
Integrations / APIs
Application Programming Interface - Specification for how the application communicates with other software. API's typically enable integration of data, logic, objects, etc. with other software applications.
Performance Analysis (2)
Coaching
Provides real-time coaching to sales representatives.
Peformance Tracking
Tracks and analyzes sales representative performance.
Sales Analysis (2)
ROI Forecasting
Measure return on investment and leverage data to predict profitability of future projects.
Sales Forecasting
Enables projection of sales revenue, based on historical sales data, analysis of market surveys and trends, and salespersons' estimates.
Call Analytics (4)
Call Recording
Records sales calls and facilitates playback
Machine Learning
Utilizes machine learning technology to analyze recorded sales calls
Call Analysis
Analyzes or facilitates the analysis of recorded and stored sales calls for insight
Lead Qualification
Leverages analytics to qualify and score calls in real time
Artificial Intelligence - Conversation Intelligence (3)
Customer Scoring
Leverages technology to rate or "read" recordings to determine the impact of sales calls
Speech-to-Text
Transcribes sales calls from speech to text
Sentiment Analysis
Utilizes artifical intelligence to analyze emotional tone and interactions in a conversation
Voice (2)
Dictation
Provides dictation capabilities.
Accuracy
Gives the user a reliable and accurate transcription of the text.
Transcription (3)
Speaker Identification
Identifies and differentiates between different speakers.
Timecode Management
Provides timestamps for the transcription and gives the user the ability to alter them.
Closed Captioning
Allows for transcription to be displayed as closed captioning for a video.
Editing (4)
Collaboration
Have the ability to share your project and grant collaborators access to comment or edit.
Spell Check and Punctuation
Provides spell checking and punctuation, such as commas, periods, and question marks.
Text Editing
Facilitates the editing of transcription via a text editor.
Translation
Allows for the translation of the transcribed text.
Integration (4)
Data Security
Gives the user a secure platform for transcription which does not scrape data or compromise user data.
Voice Files
Supports uploading recorded voice data into the solution.
Live Captioning
Allows for the user to incorporate live transcription into video footage.
Integrates With Existing Applications
Integrates with existing applications to allow for seamless transcription of audio.
Generative AI (3)
AI Text Generation
Allows users to generate text based on a text prompt.
AI Text Summarization
Condenses long documents or text into a brief summary.
AI Text Summarization
Condenses long documents or text into a brief summary.
Meeting Prep - AI Meeting Assistants (3)
Agenda Management
Assists in creating and managing meeting agendas, ensuring that discussions stay on track and objectives are met.
Virtual Meeting Hosting
Hosts virtual meetings, manages attendee lists, and controls meeting features like screen sharing and recording.
Automated Scheduling
Helps schedule meetings by analyzing participants' calendars and finding suitable time slots for everyone involved. They can also send out meeting invitations and reminders.
Meeting Automation - AI Meeting Assistants (3)
Automated Note-Taking
Automatically transcribes and summarizes meeting discussions.
Voice Recognition
Recognizes and transcribes spoken words during meetings, making note of who is speaking and when.
Action Item Tracking
Tracks action items and follow-up tasks, assigning responsibilities to specific participants and sending reminders.
Meeting Insights - AI Meeting Assistants (3)
Sentiment Analysis
Analyzes the sentiment of meeting participants based on their speech patterns and provides insights into the emotional tone of the meeting.
Personalization
Adapts to individual preferences and learning from past interactions to provide a more personalized meeting experience.
Smart Summaries
Creates smart summaries that capture the essential information and insights from a meeting, allowing participants to recall key points, track action items, and have a comprehensive understanding of what transpired during the meeting
Accessibility - AI Meeting Assistants (3)
Language Translation
Offers real-time language translation, allowing participants who speak different languages to communicate effectively.
Real-Time Transcription
Provides real-time transcription of spoken words. This may also include closed-captioning.
Accessibility Guidelines Compliance
Complies with accessibility standards and guidelines, such as the Web Content Accessibility Guidelines (WCAG), to ensure that the tool is accessible to individuals with disabilities.
Agentic AI - AI Sales Assistant (7)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Multi-step Planning
Ability to break down and plan multi-step processes
Cross-system Integration
Works across multiple software systems or databases
Adaptive Learning
Improves performance based on feedback and experience
Natural Language Interaction
Engages in human-like conversation for task delegation
Proactive Assistance
Anticipates needs and offers suggestions without prompting
Decision Making
Makes informed choices based on available data and objectives
Agentic AI - Conversation Intelligence (7)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Multi-step Planning
Ability to break down and plan multi-step processes
Cross-system Integration
Works across multiple software systems or databases
Adaptive Learning
Improves performance based on feedback and experience
Natural Language Interaction
Engages in human-like conversation for task delegation
Proactive Assistance
Anticipates needs and offers suggestions without prompting
Decision Making
Makes informed choices based on available data and objectives
Agentic AI - Meeting Management (3)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Cross-system Integration
Works across multiple software systems or databases
Proactive Assistance
Anticipates needs and offers suggestions without prompting
Agentic AI - Transcription (3)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Cross-system Integration
Works across multiple software systems or databases
Decision Making
Makes informed choices based on available data and objectives
Agentic AI - AI Meeting Assistants (4)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Multi-step Planning
Ability to break down and plan multi-step processes
Cross-system Integration
Works across multiple software systems or databases
Decision Making
Makes informed choices based on available data and objectives
Meeting Capture & Retention - AI Meeting Assistants (3)
Bot Presence
Requires an automated bot to join meetings as a participant to capture meeting content.
Meeting Moments Management
Enables users to search, edit, and highlight key moments within recorded content for easier reference.
Audio or Video Recording
Captures and stores in-meeting audio and video for post-meeting review and sharing.
Workflow (4)
Triggering
Initiate internal workflows based on detected events or requests.
Email drafting
Generate compliant client follow-up emails based on meeting context.
Form Pre-fill
Populate financial forms and account documents using captured client data.
CRM Auto-Logging
Sync transcripts, notes, and activities directly into CRM records.
Compliance (5)
Document verification
Confirm required disclosures and documentation are captured during interactions.
Language Monitoring
Detect prohibited, risky, or out-of-policy language in communications.
Audit Trail
Maintain tamper-resistant logs of conversations, edits, and compliance reviews.
Access Control
Restrict data access based on user roles and permissions.
Triggering
Initiate internal workflows based on detected events or requests.
Conversation Intelligence (3)
Action Items
Identify and extract follow-ups, tasks, and next steps from conversations.
AI Meeting Transcription
Capture and transcribe client meetings and calls into summaries.
Sentiment analysis
Analyze tone, sentiment, and engagement signals to assist client relationships.
Insights (3)
Next Best Action
Recommend follow-up steps or opportunities based on AI analysis.
Client Interaction Analysis
Provide dashboards and reports on communication trends and advisor performance.
Revenue Opportunity
Identify upsell, cross-sell, or revenue opportunities from client conversations.



