For customer success

AI meeting copilot for customer successNever walk into a renewal cold again.

Caspi reads the account history, the open tickets and every promise made on the last call before you join - then makes sure this call's commitments actually get done.

Download for WindowsDownload freeSee it on a real call

Free to start · Salesforce, HubSpot, Linear, Jira · No bot joins your call

Private by design

Your meeting data is never sold and never used to train models.

No bot, ever

Runs on your own screen. Nothing joins the call, nothing for the other side to accept.

Free to start

No card required to try it on a real call.

You approve everything

Nothing is filed into your tools until you say so.

Sound familiar?

What actually goes wrong for customer success managers.

01

You promised something three calls ago

The customer remembers. You don't. It surfaces in the renewal conversation at the worst possible moment.

02

Every QBR starts from scratch

You rebuild the account story from four tools every quarter, and still miss the escalation that's sitting in an engineering ticket.

03

Churn signals show up in the post-mortem

The warning was in a call six weeks earlier. Nobody connected it, because nothing connects calls to outcomes.

How it works

One call, start to finish.

One account call, from the brief that assembles itself to the follow-ups filed before you join the next one.

Preparing your meeting

  • Read the invite: Vertex Logistics - Q3 business review

  • Searched your memory - 6 earlier conversations

  • Salesforce - renewal Nov 14, 1 item

  • Linear - 3 open escalations

  • Slack - 9 items

01Before

The whole account, assembled for you

Caspi pulls the CRM record, the open escalations, the recent threads and every past conversation with this account - then leads with the promises still outstanding from last quarter.

Ask anything, mid-call

What did we promise them last quarter?

An SLA credit (April, still unapplied) and an owner for VER-88. Neither was done.

02Mid-call

“What did we promise them last quarter?”

Ask mid-call and Caspi answers from your own history - and searches the web when the answer isn't in your tools, like whether they've just posted an RFP.

Ask next

“Who owns this internally now that you've reorganised?”

  • Anna opened on reliability, not on price.

  • Tom referenced evaluating alternatives, twice.

  • No exec sponsor named since April.

03During

It catches what you'd have let slide

When someone mentions evaluating alternatives in passing, Caspi flags it while there is still time to respond, rather than in the churn post-mortem six weeks later.

Follow-up email

Drafted and ready to send

Subject

Vertex Q3 review - what we agreed

04After

The follow-through actually happens

Recap into the CRM, the escalation into Linear or Jira with an owner, the risk flagged in Slack, and the recap email sent from your own address.

Filed - not just drafted

SALESFORCE

Vertex - log QBR outcome and renewal risk flag

Done

LINEAR

VER-88: assign owner, review date Friday

Done
05Filed

The escalation gets an owner, not a mention

The review outcome lands in Salesforce and the open escalation opens in Linear with a named owner - each created only once you approve it, and only if nothing already covers it.

On the call, nothing gets promised and forgotten

Caspi runs on your screen only - out of screen shares, with no bot in the participant list. The customer sees a CSM who remembers everything.

  • Every commitment logged as it's made, on both sides
  • The unresolved thread from last quarter, surfaced at the right moment
  • Read a usage dashboard or invoice they share on screen
  • A recap that's already written when the call ends
Every promisetracked from the call it was made on
Minutesto prep a QBR instead of an afternoon
Earlierwarning on the accounts that drift

It writes into what you already use. Nothing to migrate, no new place to check.

salesforce logohubspot logolinear logojira logoslack logogmail logo

Customer Success questions, answered

The things customer success managers ask before they install it.

Yes. Ask it to summarise the account and Caspi assembles from your meeting memory plus the connected CRM and ticket tools - decisions taken, promises made, escalations opened and what's still outstanding.

Both. Commitments are captured on either side of the call, so the next conversation can open with what was owed rather than a vague 'where did we land?'.

Caspi drafts the issue for Linear, Jira or GitHub with the customer context attached, and checks first whether an issue already covers it. You approve before anything is created.

Never. Caspi listens to your computer's audio locally. There's no extra participant, no link to paste, and nothing for the customer to accept.

Other teams

Caspi for the rest of your company.

Caspi for SalesDeal prep, live support, and the CRM updated before you stand up.See howCaspi for ProductDiscovery calls that end as tickets and specs, not notes.See howCaspi for RecruitingInterview notes, scorecards and debriefs, written for you.See howCaspi for ConsultingClient calls that end with the deliverable already started.See how

Your next customer success call could run itself.

Free to start on macOS or Windows (preview). No bot joins your meeting, and every call makes the next one sharper.

Download for WindowsDownload free

macOS 13+ · Windows (preview)