Lisa F.
LF
Lisa F.
Customer Success Executive Management Consultant
Small-Business (50 or fewer emp.)
"A holistic approach to enhancing customer engagement."
5/5
What do you like best about UpdateAI?

There are a variety of transcription services. They either have a very broad user base or they focus on people in Sales functions. I jumped on UpdateAI bandwagon early on because they are helping businesses customer related outcomes, regardless of the department their users are in. It's a more holistic customer-centric approach. The AI is being honed to recognize the language and context of customer-related activities. Such as strategies, relationship risks, product feedback, key figures, and action items.

They have Mickey Powell the AI guru and thought-leader. Josh Schachter, also a thought-leader, visionary, and eager to learn from their customers. The Support team is swift to resolve any issues. It's easy to implement and use. You can feel their passion to make this the leading and best solution. Review collected by and hosted on G2.com.

What do you dislike about UpdateAI?

There is nothing I dislike, perse. As with any new AI it takes time to refine it. Yet Josh and his team are incredibly swift and agile, rapidly making updates that have meaningful impact. Review collected by and hosted on G2.com.

Eric J.
EJ
Eric J.
Chief Revenue Officer (CRO)
Small-Business (50 or fewer emp.)
"Great summary and Useful Analytics"
5/5
What do you like best about UpdateAI?

The recap of the numbers discussed. It hightlights the important dicussion topics well. Review collected by and hosted on G2.com.

What do you dislike about UpdateAI?

That its not a free service. I have some other tools I am paying for in Zoominfo called Chorus that does the same thing. So I can't pay for it. Review collected by and hosted on G2.com.

Allison M.
AM
Allison M.
Customer Success Manager
Small-Business (50 or fewer emp.)
"No longer a need to take notes!"
5/5
What do you like best about UpdateAI?

UpdateAI makes it so I can focus in on my calls and not worry about taking notes or making sure I mark down a feature request. 9/10 times the AI catches everything and jots it down for me! It also puts together all of my notes significantly faster than I could. By the time my next call is done, notes are waiting in my inbox! UpdateAI has cut down the time needed to take calls and notes after a call significantly better enabling myself to actively listen and engage in calls with customers. Review collected by and hosted on G2.com.

What do you dislike about UpdateAI?

I wish I could create recorded snippets of calls, for example, of product features. These would then be shared with our product team. Review collected by and hosted on G2.com.

Kimberly Renee K.
KK
Kimberly Renee K.
Academic Success Coach / Director - Center for Academic and Student Achievement
Enterprise (> 1000 emp.)
"A CSM's AI Notetaker - Invaluable for Capturing Notes, Highlights, and Snippets from Zoom Calls"
5/5
What do you like best about UpdateAI?

UpdateAI seamlessly and automatically records my Zoom calls and then uses AI to provide a smart summary with key highlights, next steps, key numbers and other items essential for a CSM post-meeting. Those summaries and key snippets from them (e.g. a feature request or product feedback) can be auto-inputted into Salesforce, Hubspot, and other CRMs. The program works smoothly, and the company is constantly innovating and adding features based on customer feedback. Already UpdateAI is a product I couldn't live without, and I am excited to see where it is headed in the future.

Oh- and MIckey Powell, one of the founders - is a GURU of AI knowledge - check out his free e-book and speaking engagements (podcasts, webinars, etc.) if you haven't already! Review collected by and hosted on G2.com.

What do you dislike about UpdateAI?

I would like the ability to train the smart summaries a bit more to hone in one the aspects most key to my business. And, I would like the ability for UpdateAI to join on meetings where I am not the host. But, I believe the latter ability is already in beta - and the former is being worked on! Review collected by and hosted on G2.com.

Jenny C.
JC
Jenny C.
Director of Customer Success- Atlas
Mid-Market (51-1000 emp.)
"Supercharge collaboration + time savings"
5/5
What do you like best about UpdateAI?

The Smart Recaps are game changing- both for calls I lead and calls my team leads that I'm unable to join. I used to struggle to truly be present, listen and take notes on calls. Now, my full attention is on our customers- allowing me to really listen, present with better body language and virtual eye to eye contact (which matters!), ask better questions and engage in productive dialogue without worrying that I'm not capturing enough accurately.

My CSM team heavily relies on the recaps to help add their own touch to post-call emails with their respective customers: saving countless hours of time each week!

Our Product and Design teams have also joined in- leveraging UpdateAI to recap user feedback and roadmap review sessions with customers. This has given us a significantly better ability to capture customer feedback, issues, ideas and more. It's been great to share back with CSMs who may/may not be on those calls- ensuring we're all on the same page and hearing the same things.

We've also seen our GTM/growth teams adopt UpdateAI- making handoffs/knowledge transfers a breeze! Review collected by and hosted on G2.com.

What do you dislike about UpdateAI?

We are on HubSpot and the integration isnt quite perfected/established yet, but our RevOps team is working to ensure we can fully leverage the integration. This very well could be on us. Review collected by and hosted on G2.com.

Benjamin T.
BT
Benjamin T.
Mid-Market (51-1000 emp.)
"Great tool summarising meeting notes"
4.5/5
What do you like best about UpdateAI?

I love how the notes are split with Action items, Risks, Important Numbers, and Product feedback, it really provides good actionable insights into the meeting.

I usually take extensive notes during my meetings to have as much context as possible for my next ones, so I like how the tl;dr is also extensive.

The smart clips feature allow to double check what the AI generated, and I also add the time stamps when sending a recap to clients so they can go directly to the relevant part of the recording without having to search through the whole video. I think customers are also more likely to go back to the video/notes than if I just sent them the whole recording with less context. Review collected by and hosted on G2.com.

What do you dislike about UpdateAI?

Unfortunately it is only available in English.

The automatic follow up email that is AI drafted is in my opinion not refined to have it sent automatically to all attendees following meetings. Something that would help on that is if it would possible to feed some words to the AI, notable the name of my company which (understandably) it doesn't spell correctly. This case could probably not happen with bigger known companies though. Review collected by and hosted on G2.com.

Clayton M.
CM
Clayton M.
Enterprise (> 1000 emp.)
"Impressive Tool for CSMs!"
5/5
What do you like best about UpdateAI?

What I loved most about UpdateAI is that it allowed me to be present during calls and actievly engage without having to worry about taking notes (being able to read my own handwriting, etc.) and/or looking off screen to take notes,etc. The thorough follow up recap and action item next steps have been key to making sure to-do's dont fall through the cracks. Review collected by and hosted on G2.com.

What do you dislike about UpdateAI?

I honestly dont have any dislikes about UpdateAI! I love the calendar extension and the recommended follow-up communication is a nice to have. Review collected by and hosted on G2.com.

Charlotte L.
CL
Charlotte L.
Mid-Market (51-1000 emp.)
"Great Tool for my CSM team!"
5/5
What do you like best about UpdateAI?

This has really helped with getting notes taken and highlighting topics covered in calls. We can now focus on the conversation rather than taking notes and pausing the conversation. We can focus on our active listening skills. This has also help cut down on our time spent on creating followup emails as well. This is fast becoming a tool that I can't live without as it makes our work that much easier to do.

The features are constantly expanding and the technology is getting better with transcripting. It was very easy to setup the integrations to zoom, slack and salesforce. The support team is very responsive as well, I can send an email and usually get a quick response within the same day. Review collected by and hosted on G2.com.

What do you dislike about UpdateAI?

The transcriptions are not always the right words anc sometimes the outline is not exactly correct, but again this is getting better. Review collected by and hosted on G2.com.

Sabina P.
SP
Sabina P.
Managing Director
Computer Software
Small-Business (50 or fewer emp.)
"Saves A Min. of One Hour Per Day!"
5/5
What do you like best about UpdateAI?

The "Smart Summary" emails that are automatically sent out after each call is what I like the best about Update.ai. This time saving capability is gamechanging. My email recaps are written for me so with only a few adjustments, and adding in my own flaire of course, my call recap / thank you email to a prospect or client is complete!

I also like the reporting of the call's talk ratios - what % each person on the call spoke. As someone who's prone to being garrulous when I'm passionate about a topic, the talk ratio metric is helpful in my continual personal development! Review collected by and hosted on G2.com.

What do you dislike about UpdateAI?

Nothing that I dislike. I look forward to a future feature (fingers crossed!) where time stamped snippets are inlcuded in the Smart Summary email to the meeting host. Just a personal preference feature request. Review collected by and hosted on G2.com.

Tiffany W.
TW
Tiffany W.
Customer Success Manager
Information Technology and Services
Mid-Market (51-1000 emp.)
"Efficiency Game-Changer for CSMs!"
5/5
What do you like best about UpdateAI?

As a Customer Success Manager, I have found Update.AI to be a real game-changer. This platform sends automated reminders for upcoming client touchpoints and follow-ups, ensuring that no crucial tasks are overlooked. It also helps me stay more attuned to my customers' needs. Review collected by and hosted on G2.com.

What do you dislike about UpdateAI?

Limited Integration Options - UpdateAI only connects to Zoom. It would be great if it can be plugged into GoogleMeet or MS Teams.

Very long delays in receiving call summary - With other note taker apps, a summary is received within minutes of a call ending (AI summary included). With UpdateAI, it could be hours before the call has been processed, causing an unnesscary delay in sending my recap minutes to my customers. Review collected by and hosted on G2.com.