FEAT.00—AI MEETING NOTES — INCLUDED

Every meeting takes its own notes. And files them in your CRM.

An AI notetaker joins every video meeting booked through your site — live captions, a speaker-attributed transcript, and a written summary with key points and action items, filed on the CRM record before you're back at your desk. Self-hosted. No per-seat subscription.

The meeting ends. The notes are already written.

You hang up a video call, and the work of remembering begins: what did we agree, who wanted what, what was the number they mentioned? Then it doesn't get written down, and next week you're squinting at your own memory.

Here, a notetaker agent joins every meeting booked through your site — automatically, no button to press, no "AI assistant joining" ritual to apologize for. When the call ends, the notes exist: written, structured, and filed where the deal lives.

A transcript that knows who said what

As the meeting happens, the notetaker transcribes it live — speaker-attributed, with timestamps. What you get afterward is not a wall of text with names guessed:

  • Every line tagged to its speaker, with the time it was said
  • Live captions visible in the meeting room while the call runs
  • In-meeting chat captured alongside the spoken words
  • The full transcript stored on the booking record, one toggle away

Summary, key points, action items — written by AI

When the meeting ends, an LLM reads the transcript and writes the brief you'd write if you had the discipline: a two-to-four sentence summary of what the meeting was, the three to seven points that matter, the action items with owners, and the overall sentiment of the conversation.

That's the version that goes on the record — the transcript stays underneath for the details. The booking quietly marks itself completed. Nothing waits for you to update it.

Notes that live where the deal lives

This is the part the standalone notetaker apps can't do, because they don't have your CRM. The meeting summary lands as an activity on the contact and the deal in your CRM — next to the lead's origin, the emails, the quote. The story of a customer reads as one thread.

Open the booking in your admin and the "Call Notes & AI Summary" panel is right there: the summary, the key points, the action items, and the full transcript behind a toggle. No exports, no copying between apps, no "let me find that in my notes app".

No per-seat subscription. No meeting leaving our servers.

The notetaker apps bill per person per month, and the meetings run through their clouds. This one is part of the platform: it runs on the same self-hosted infrastructure as your site, your voice agent, and your video meetings — the audio and the transcript stay on our servers, and the minutes are unlimited because we host them.

Notes work on the meetings booked through your site and held in your platform's video rooms — which is where your booking flow puts them anyway. One system, end to end: the page the visitor books on, the room the meeting happens in, and the notes that land in the CRM.

Ask about any meeting afterward

Because the notes are on the record, your assistant can answer from them: "What did Sarah and I agree on Tuesday?" — the summary and the action items come back, with the transcript behind them. "Send Sarah the action items from our call" — a drafted email, ready for your approval.

Bookings, video rooms, and notes are one system on the platform — see how the meetings get booked. See Bookings & Video Meetings

Ready when you are.

$500 STARTS YOUR BUILD · LIVE IN 7 DAYS · YOU OWN EVERYTHING