Customer Conversation with Talroo
Learn how Talroo uses AI Follow-up and Customer Cheat Sheet in their CS processes to boost understanding and communication among executive and customer teams.
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- Hi, my name is Andy Trebino.
I am manager of Customer Success Operations at Talroom
and our CanE site admin.
We are based out of Austin, Texas.
We have implemented a couple of AI features
in our CanE site.
Instance recently, one of which is meeting assist.
The other is cheat sheet.
Both have been really valuable for our teams.
Cheat Sheet is really good at giving kind of
a biographical summary of a company
as well as a summary of the relationship with that company.
And also really good at summarizing risk items.
We use it for our executive team
to understand the relationship of a business really quickly.
We also use it between teams
between our technical account management team
and our CSM team.
Meeting Assist is really good at summarizing calls
that provides a call sentiment.
Full-to-degenda items, action items that come out of the call
as well as risk items, both have been great for our teams.
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