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UpdateAI Reviews & Product Details

Verified User in Information Technology and Services
UI
Mid-Market(51-1000 emp.)
More Options
Validated Reviewer
Verified Current User
Review source: Organic
What do you like best about UpdateAI?

I love that I can focus on my clients and the conversations and quickly respond with detailed follow-up notes with action items. It is like nothing else in the CX tool space. Review collected by and hosted on G2.com.

What do you dislike about UpdateAI?

I wish I could customize the default template. I currently edit the report prior to sending as there are pieces (ie: numbers, who spoke most) that I do not want to send. I feel I have to edit before I can send. Review collected by and hosted on G2.com.

What problems is UpdateAI solving and how is that benefiting you?

I used to struggle to find time to draft and send my meeting summaries and action items. With Update AI, I get all that time back.

It also lets me remain fully focused on my clients rather than struggling to take good notes. Review collected by and hosted on G2.com.

UpdateAI Overview

What is UpdateAI?

UpdateAI is the worlds first, and only, Digital Assistant built for Customer Success Managers. By integrating into Zoom we automatically take notes, capture and assign action items, identify risks, and surface product feedback. Even better, we help you draft follow up emails and prepare for tomorrow's calls. CSM's the world over are less stress using UpdateAI and find that for the first time, they are winning the war on Administrative work.

UpdateAI Details
Languages Supported
English
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Product Description

At a time where CSMs are required to do more with less, UpdateAI offers a fully integrated and automated tool to reduce stress, save time, and increase productivity. We're the world's first and only Customer Success-specific conversational intelligence and workflow tool. By integrating straight into Zoom and leveraging cutting edge AI, CSMs that use UpdateAI never have to take notes again. Even better, UpdateAI categorizes your notes, drafts follow up emails, and prepares you for tomorrow's meetings.


Seller Details
Seller
UpdateAI
Year Founded
2020
HQ Location
Los Angeles, Californi
Twitter
@update_ai
285 Twitter followers
LinkedIn® Page
www.linkedin.com
18 employees on LinkedIn®
Description

Smart Meeting Summaries™ that save you time. UpdateAI is #1 in automated recaps of post-sales calls (powered with ChatGPT).


Josh S.
JS
Overview Provided by:

Recent UpdateAI Reviews

Rodrigo G.
RG
Rodrigo G.Mid-Market (51-1000 emp.)
5.0 out of 5
"Amazing Product!"
Using UpdateAI has drastically improved my productivity! I can now focus on tasks that require much more time and attention. I use it every day, an...
Verified User
U
Verified UserMid-Market (51-1000 emp.)
5.0 out of 5
"Best Call Analysis and Interface"
Great call recaps, most useful call-outs for key areas of calls, actionable items, and important topics to take note of. Super easy to use, virtual...
RF
Rick F.Mid-Market (51-1000 emp.)
4.5 out of 5
"Great start, transcribes and gives insights as advertised"
i like the seamlessness of the recording and analyzing and the views of calls as a leader.
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UpdateAI Media

UpdateAI Demo - Email of SmartSummary™ post-meeting
After each meeting you receive an SmartSummary™ from UpdateAI. It includes: - TL:DR section - Risks - Action Items - Important Numbers - Product Feedback - Talk Ratio And a first-draft follow up email for the meeting! To make edits and share a public version of the Smart Summary, cl...
UpdateAI Demo - SmartSummary™ with Video & Transcript
In your UpdateAI portal you can access your entire meeting recap. That includes: - Editable SmartSummaries™ - Video recording - Searchable Transcript Additionally, you can alter the public visibility of any section. That way if you want to share the notes, but not the "Risks", you have th...
UpdateAI Demo - Meeting Cheat Sheet
Every night at 7:00 PM local, we'll take a look at your calendar for tomorrow's meetings you'll receive a "cheat sheet!" That cheat sheet is made up of the SmartSummary notes from the last time you met with the meeting attendees! No more last minute panic remembering "What did we talk abou...
UpdateAI Demo - Past Meetings - UpdateAI Portal
Need to find a past SmartSummary or view a shared summary from a peer in your organization? Get all the latest info instantly! Easy to navigate and filter, this is the one-stop-shop for UpdateAI power users!
Answer a few questions to help the UpdateAI community
Have you used UpdateAI before?
Yes

52 out of 53 Total Reviews for UpdateAI

4.9 out of 5
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52 out of 53 Total Reviews for UpdateAI
4.9 out of 5
52 out of 53 Total Reviews for UpdateAI
4.9 out of 5

UpdateAI Pros and Cons

How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Cons

Overall Review Sentiment for UpdateAIQuestion

Time to Implement
<1 day
>12 months
Return on Investment
<6 months
48+ months
Ease of Setup
0 (Difficult)
10 (Easy)
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Rodrigo G.
RG
Customer Success Manager, Software & Services
Mid-Market(51-1000 emp.)
More Options
Validated Reviewer
Verified Current User
Review source: Organic
What do you like best about UpdateAI?

Using UpdateAI has drastically improved my productivity! I can now focus on tasks that require much more time and attention. I use it every day, and I cannot imagine what it would be like if it went away. I highly recommend it! Review collected by and hosted on G2.com.

What do you dislike about UpdateAI?

Not really any downsides that I can think of. Review collected by and hosted on G2.com.

What problems is UpdateAI solving and how is that benefiting you?

Saving me time and allowing me to be more present in meetings rather than focusing on writing things down.

-Ease of CRM integration - all meetings and notes get automatically logged

-When I am not in a meeting I can go back and read the recap that Update AI took to get all caught up on an account Review collected by and hosted on G2.com.

Luke H.
LH
Director of Customer Success
Mid-Market(51-1000 emp.)
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Validated Reviewer
Verified Current User
Review source: Organic
What do you like best about UpdateAI?

Update.AI has solved my notetaking problem and missed action items from internal and external meetings. That was what attracted me to the product first. Then, I learned about more advanced features like customer insights, external meeting sharing, and Hubspot integration. It is all I ever wanted and more from a tool that keeps expanding to fill customer needs. Review collected by and hosted on G2.com.

What do you dislike about UpdateAI?

This is small, but I was having difficulty in receiving timely responses from the support team. Timely is defined as within 24-48 hours during business days. However, the leadership team stepped up and set a call with me directly to solve the issues I was experiencing. A true partner mentality, even for my small team of 3, and I'll never forget this level of support from the CEO. Review collected by and hosted on G2.com.

What problems is UpdateAI solving and how is that benefiting you?

My team and I not only have our list of action items from each meeting and timelines for any follow-up meetings, but we also capture insight into our product and the sentiment of our customers toward our company. These are data points that are then shared with the company internally to improve our products and services. Review collected by and hosted on G2.com.

Luisa B.
LB
Executive Board Member
Mid-Market(51-1000 emp.)
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Validated Reviewer
Verified Current User
Review source: Organic
What do you like best about UpdateAI?

The summary of the call is spot-on, covering all the crucial topics in a clear and concise manner.

It doesn't need require much to start using, it's simple to plug-in to your calendar and CRM - I didn't need support from IT and other folks.

It has a very well-built "action item" list; it assigns ownership of the task and details.

Its functionality allows easy sharing with other folks so they can use the information, and it seamlessly logs my notes in Hubspot.

It's not just the hours a day that it saves me and my team, but the peace of mind during the calls knowing I can focus on the client and not be desperate taking notes, worried I'll miss something. I can now be fully engaged and still have good notes!

I use it for all my meetings, internal and external, everyday - it makes a huge difference and my colleagues quickly adopted it. Review collected by and hosted on G2.com.

What do you dislike about UpdateAI?

It's sad I didn't find this earlier. I used a different note-taking tool in a previous job, and the notes were so cluttered with information that they brought no value. They were long texts, and I was almost trying to transcribe what was said. I thought all tools were like this.

I think Update AI needs to advertise more on how the notes they generate are more objective and useful than the others. Having used another tool doesn't mean you have any idea what Update AI does. Review collected by and hosted on G2.com.

What problems is UpdateAI solving and how is that benefiting you?

Sales Calls:

* It helps me, my team and our prospects to have a high-quality recap of our discussion, the takeaways and action items - it keeps everyone well-aligned and make taking the next steps easier;

Customer Success

* It's important to me that I am 100% available and focused on my clients during our calls. Update AI enables me to dedicate myself to the people and not to taking notes, asking people to talk slowly, or repeating some information we may have missed while creating notes. No information gets lost, and people get a premium client servicing experience.

Not only my prospects and clients are getting a better experiene interacting with me, but my team is focusing on their core jobs rather than being note-takers. They're happier and feel there was an increase in the quality of their working hours. Happier team members work better and stay longer! Review collected by and hosted on G2.com.

Meenal S.
MS
Senior Director of Customer Success
Enterprise(> 1000 emp.)
More Options
Validated Reviewer
Review source: Organic
What do you like best about UpdateAI?

I have found Update AI very easy to set up and use. It works like a charm. didn't need any IT support to get started. It’s very user-friendly and easy to integrate with your calendar and CRM.

The call summary is accurate and comprehensive, capturing all the essential topics in a clear and concise manner.

The "action item" list is well-designed, assigning task ownership and providing detailed descriptions.

Beyond saving hours for my team and me daily, it provides peace of mind during calls, allowing me to focus on the client without worrying about missing details. I can now be fully engaged and still have thorough notes!

I use it for all my internal and external meetings every day. It has made a significant difference, and my colleagues adopted it quickly. Review collected by and hosted on G2.com.

What do you dislike about UpdateAI?

There is nothing I can think of right now. Review collected by and hosted on G2.com.

What problems is UpdateAI solving and how is that benefiting you?

Saving hours and being more present in the meeting. Review collected by and hosted on G2.com.

Verified User in Computer Software
UC
Mid-Market(51-1000 emp.)
More Options
Validated Reviewer
Verified Current User
Review source: Organic
What do you like best about UpdateAI?

Great call recaps, most useful call-outs for key areas of calls, actionable items, and important topics to take note of. Super easy to use, virtually no effort to set up, and seamless integration. Review collected by and hosted on G2.com.

What do you dislike about UpdateAI?

Haven't found anything so far that I dislike about UpdateAI Review collected by and hosted on G2.com.

What problems is UpdateAI solving and how is that benefiting you?

UpdateAI is helping me save time by highlighting all of the areas I would look for myself while doing a manual call recap. Instead of re-listening and taking notes, UpdateAI does it for me. Most importantly, it does it so well that I don't have to worry about what may have been missed. Review collected by and hosted on G2.com.

RF
Senior Manager of Customer Success
Mid-Market(51-1000 emp.)
More Options
Validated Reviewer
Verified Current User
Review source: Organic
What do you like best about UpdateAI?

i like the seamlessness of the recording and analyzing and the views of calls as a leader. Review collected by and hosted on G2.com.

What do you dislike about UpdateAI?

I can't always tell when external and internal meetings are being distinguished. Review collected by and hosted on G2.com.

What problems is UpdateAI solving and how is that benefiting you?

Its saving note taking and recording along with communication to other internal teams about insights. Review collected by and hosted on G2.com.

Kolani S.
KS
Success Manager
Computer Software
Mid-Market(51-1000 emp.)
More Options
Validated Reviewer
Verified Current User
Review source: Organic
(Original )Information
What do you like best about UpdateAI?

I really like how I can really interact with my clients in the call without haveing to take my own notes. I can use keywords for action items and follow-up tasks. I also like the convience of recaps for prepping for my next call as well as sending out recaps following a call. Review collected by and hosted on G2.com.

What do you dislike about UpdateAI?

I do not like that the customer cheat sheet comes out midnight befor the call, as I like to prep the day before. It would be great if the cheat sheet for calls came out 24 hours ahead of time. This is minor though. Review collected by and hosted on G2.com.

What problems is UpdateAI solving and how is that benefiting you?

I can be more engaged without my clients instead of having to take notes during our calls. I love that I can mention "Action Item" and the note taker with bullet that as a follow-up. Review collected by and hosted on G2.com.

Kirsten D.
KD
Member
Mid-Market(51-1000 emp.)
More Options
Validated Reviewer
Review source: Organic
What do you like best about UpdateAI?

Two things/ One, the speed at which meeting recaps are created and published to our CRM, which has been game changing for productivity, efficiency, communication and collaboration. Second, the global, cross-customer portfolio insights to help leadership understand themes around advocacy, opportunity and risk. Review collected by and hosted on G2.com.

What do you dislike about UpdateAI?

It's early in our evaluation, but there is little lacking in functionality. As the product evolves, I expect to see improvements to the organizational set up, restrictions and overall account management, in addition to the official launch of a few fabulous features currently in beta. Review collected by and hosted on G2.com.

What problems is UpdateAI solving and how is that benefiting you?

1) Freeing up CSM time drafting and delivering thorough recaps to account teams and customers, as well as updating our CRM. 2) Aggregating themes across customers to identify areas that need attention, especially in communicating enhancement ideas or bugs tied to our software. Review collected by and hosted on G2.com.

MW
Mid-Market(51-1000 emp.)
More Options
Validated Reviewer
Review source: Organic
What do you like best about UpdateAI?

It was very accurate on transcribing the video calls into easily digestable insights and action items. Set up was real easy with my Google account. When I had an issue (which was rarely) it was resolved quickly. I even had the CEO reach out to me asking about my satisfaction. Review collected by and hosted on G2.com.

What do you dislike about UpdateAI?

Due to working for a very risk adverse company, I had a hard time convincing my Legal team that this is a tool we want to keep. Because it's generative AI, we had quite a few hops to jump through (no fault of Update AI's) for our Legal team to approve us in using it. Review collected by and hosted on G2.com.

What problems is UpdateAI solving and how is that benefiting you?

Taking notes and laying out the action items from our call is whats its solving for.. It's allowing us to concentrate on the call and note taking notes. Review collected by and hosted on G2.com.

Chris W.
CW
Global Head of Customer Success
Mid-Market(51-1000 emp.)
More Options
Validated Reviewer
Review source: Organic
What do you like best about UpdateAI?

I love that my CSM team doesn't need to take detailed notes and can actively listen to their client conversations. Update AI allows our team to actively listen and the notes are taken for them. I also love that Update AI gives summary and reply email templates to speed up the busy work our CSM team has following a call. Review collected by and hosted on G2.com.

What do you dislike about UpdateAI?

Update AI is a new company so with any new company there are areas of strength and areas of weakness. Integrations are what Update AI are currently working on. They listen to their customers and create workarounds so none are deal breakers for us. Review collected by and hosted on G2.com.

What problems is UpdateAI solving and how is that benefiting you?

Update AI solves a few problems for my team.

1. It allows my CS team to focus on conversations and not worry about note-taking.

2. It allows us to speed up our post-call tasks faster making the team more efficient.

3. It allows for early indicator warnings for churn and opportunities for new product enhancements. Review collected by and hosted on G2.com.