What is Optimix?
Optimix is an in-meeting AI companion designed to enhance sales calls. It offers real-time assistance by generating relevant questions, recalling crucial details, and providing immediate context tailored to your product and goals. The platform helps sales teams stay focused on building relationships and driving deals forward.
Optimix provides features such as live highlights, note-taking, and instant transcripts, ensuring no critical information is missed. It allows complete customization for meeting views as well. With comprehensive post-meeting insights, including automated call summaries and key takeaway synchronization with your CRM, Optimix streamlines the follow-up process.
Features
- In-Meeting AI Assistance: Real-time support to generate questions, recall details, and provide context.
- Live Highlights & Notes: Bookmark key moments, take notes, and get an instant transcript.
- Agenda & Checklists: Plan with predefined templates and a clear agenda.
- Customizable Views: Personalize your meeting view with drag-and-drop widgets.
- Track Sentiment & Engagement: Gauge participant engagement and get post-meeting feedback.
- Customer Context & Insights: Access background info, past notes, and interests instantly.
- Smart AI Chat Integration: Ask the AI for suggestions, clarifications, or summaries.
- Seamless Third-Party Integrations: Connect your CRM, databases, or other tools.
- Comprehensive Post-Meeting Insights: Generate automated call summaries and sync takeaways to your CRM.
Use Cases
- Enhancing sales calls with real-time AI guidance.
- Improving meeting productivity with live note-taking and transcription.
- Streamlining pre-meeting preparation with agendas and checklists.
- Personalizing the meeting experience with customizable views.
- Gaining deeper insights into customer interactions through sentiment analysis.
- Facilitating seamless follow-up with automated summaries and CRM integration.
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