Be present.
Be prepared.
Intelligence before, during, and after the conversation.
Every meeting opens with the account already read, keeps an answer within reach while the buyer is still talking, and closes as a record the rest of the work can use. You pay for meeting time and AI assistance.
Prepare, respond, and turn the
conversation into work.
Give every rep the context to prepare, the support to respond, and a useful record of what happened. Turn conversations into the next steps that move business forward.
Prepare with the full picture.
The people on the invitation, the account behind them, and what the last conversation left open.
Get support in the moment.
Prepared lines, reference material, and the four moments that repeat on every call.
Put the conversation to work.
Notes, facts, owned tasks, and a draft follow-up, on the account the moment the call ends.
Walk in knowing who is
in the room.
A brief opens with the people on the invitation, the account behind them, and what the last conversation left unsettled. Attendees are matched to the contacts you already hold, and the ones you do not are flagged before you join. Two questions worth asking sit at the bottom, drawn from the account rather than from a template.
- Pre-call briefsPrepare for a conversation with relevant meeting history and attendee context.
- Attendee matchingMatch meeting attendees to existing contacts and flag the people not yet in your records.
- Stakeholder mapSee who is on the deal, who is on this call, and who has gone quiet.
- Deal memoryCarry what was raised, settled or left open across every conversation on the same opportunity.
- AMAlex MorganVP of RevenueOn the record
- PRPriya RamanHead of Sales OpsOn the record
- DWDan WhitfieldFinanceNew contact
- 01Security review, raised and not settled12 Aug
- 02Rollout date depends on the ops hire12 Aug
- 03Kestrel named as the other option28 Jul
“Where does account research slow the team down?”
“How do insights from calls get back into outreach?”
An answer, while the buyer
is still talking.
Guidance arrives grounded in the conversation and the reference material your workspace holds. An objection the record already anticipated is recognized as it is raised, and the prepared line appears beside it. Four buttons cover the moments that repeat on every call.
- Northstar
- Expansion · Discovery
- OwnerYou
Before we get into the rollout, tell me how the team researches an account today.
Honestly, it is four tabs and a spreadsheet. Priya rebuilds the same picture before every call.
And when a call ends, where does what was said actually land?
In my notes. Some of it reaches the record the same week.
We looked at Kestrel last quarter and our security team was not comfortable with where the audio went.
That is a fair thing to hold us to. Let me take it directly.
And the finance side of this — is it a seat count or something else?
Meeting time and AI assistance. I will put the shape of that in writing this week.
The part I care about is whether the notes reach the record without me retyping them.
They land on the account with the sentence behind each one, and you approve before anything sends.
“Transcription runs on the machine running the app, so meeting audio does not have to leave it.”
Prepared line · Security review- Data handling overviewp. 4
- On-device transcription notep. 1
- Northstar security questionnaireAug
- Pilot scope, last version28 Jul
- Rollout plan, shared by AlexIn view
- Who signs this once security clears?Dan
- What date does the ops hire start?Alex
A record you can hand
to someone else.
Your side and the far side of the call stay apart in the transcript, so the summary can attribute what was said and to whom. Notes come back as editable sections shaped the way your team asks for them, with each line marked according to where it came from. Capture runs from your own devices, whichever meeting tool the buyer sends.
- TranscriptionTurn meeting audio into a searchable transcript through configured transcription services.
- Call captureCapture your side and the far side of a call from your own devices, whichever meeting tool you use.
- Speaker separationKeep your side of the conversation and the other side apart in the transcript and the summary.
- Meeting notesCreate editable summaries that capture the decisions and next steps from a call.
- Note provenanceSee whether a note came from the record, a measured rule or a model’s reading.
We looked at Kestrel last quarter and our security team was not comfortable with where the audio went.
That is a fair thing to hold us to. Let me take it directly.
Is this a seat count, or does it move with meeting time?
Meeting time and AI assistance. I will send the shape of it in writing.
The conversation, written
up while it is warm.
A finished call becomes a draft you can read, edit and send, written from what was actually said. Next steps, objections, competitors and stakeholders are pulled onto the account record, and every claim opens the sentence behind it. What the meeting committed to becomes owned tasks with dates, rather than a paragraph nobody reopens.
- Follow-up draftsTurn a completed conversation into a draft follow-up you can review and send.
- Conversation factsPull next steps, objections, competitors and stakeholders out of a conversation and onto the account record.
- Quoted evidenceOpen the sentence behind each extracted claim, and see which claims the conversation does not support.
- Action itemsTurn what a meeting committed to into owned tasks with due dates.
Alex — thank you for the time. You said research today is four tabs and a spreadsheet, and that Priya rebuilds the same picture before every call, so I have kept this short.
On security: transcription can run on the machine running the app, so meeting audio does not have to leave it. The data handling overview is attached, and I will take your questionnaire directly rather than through a form.
Dan — usage is meeting time and AI assistance, not a seat count. I will send the shape of that in writing this week.
Review the call, and the
deal it belongs to.
Each call is read against the criteria your team coaches to, with strengths and missed opportunities named rather than scored in silence. What shifted across a deal’s conversations sits in one place, from a new competitor to an objection raised twice.
Three conversations,
read as one.
- 08 SepFinance entered the roomDan Whitfield joined for the first time and asked how usage is counted.
- 08 SepSecurity raised twiceThe same concern from 12 August returned, and now has a named owner.
- 12 AugCompetitor namedKestrel came up as the other option and has stayed in every call since.
- 12 AugA commitment went untrackedThe rollout date was promised and never became a task.
- 28 JulChampion identifiedPriya Raman has spoken on every call and owns the pilot.
- Call scorecardsReview strengths and missed opportunities against your team’s coaching criteria.
- Deal changesSee what shifted across a deal’s conversations, from a new competitor to an objection raised twice.
- Deal risk reviewsFlag opportunities likely to slip, with the reason behind each flag and one move for the owner.
- Reviewed battlecardsDraft competitor cards from what buyers actually said and release them to the team after review.
The rest of what comes
with the product.
The five capabilities above are where most teams start. Everything below is part of the same product, on the same record, in the same workspace.
See what your team
can do with Kaso.
Bring your workflows. We’ll show you where to start.
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