1 min

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.

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I am manager of Customer Success Operations at Talroom

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and our CanE site admin.

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We are based out of Austin, Texas.

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We have implemented a couple of AI features

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in our CanE site.

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Instance recently, one of which is meeting assist.

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The other is cheat sheet.

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Both have been really valuable for our teams.

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Cheat Sheet is really good at giving kind of

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a biographical summary of a company

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as well as a summary of the relationship with that company.

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And also really good at summarizing risk items.

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We use it for our executive team

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to understand the relationship of a business really quickly.

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We also use it between teams

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between our technical account management team

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and our CSM team.

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Meeting Assist is really good at summarizing calls

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that provides a call sentiment.

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Full-to-degenda items, action items that come out of the call

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as well as risk items, both have been great for our teams.

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