Talking points
QBR with mixed stakeholders
Three account-side faces, two of them new. Minuta surfaces the talking point that matches the question on the live transcript — pulling from the account brief, the usage report, and the prior call notes.
Use case · Customer success
Renewal call. Five competing priorities. Minuta keeps you on track.
Customer success managers run a sequence of renewal conversations every quarter — usage review, expansion talk, executive summary. Minuta surfaces the right talking point in the moment, grounded in the account brief, without a bot joining the call.
Before, during and after
The renewal call problem
A renewal call is short, structured, and political. The CSM has to land the usage story, surface the at-risk metric, and tee up the expansion conversation — all in 30 minutes, and often with stakeholders the CSM hasn't met before.
The classic failure mode is forgetting to mention the integration that's about to ship, or letting a pricing question pull the conversation away from the renewal ask. A live cue grounded in the account brief is the difference between a clean save and a churned ARR line.
Where it earns its keep
Pricing pushback
"What's our renewal price?"
Battlecard for renewal pricing loaded as context. Minuta drafts a 2-sentence answer in your tone, anchored to the value delivered this quarter.
Expansion opening
"We're rolling out to a new team"
When the account drops a buying signal, Minuta surfaces the expansion playbook step the CSM should run next, while the conversation is still live.
How it fits a CS workflow
Open Minuta a minute before the call. Attach the account brief, last quarter's usage report, and the renewal pricing sheet. Run the call as you normally would.
- No bot joins. The customer sees no extra participant. Audio is captured locally on the CSM's computer, then sent to cloud AI for processing.
- Live English transcript on the side, synchronized with the call.
- Click "What should I say?" when you need help to request a draft grounded in the account brief.
- Post-call summary with TL;DR, action items, and renewal-risk flags. Drop into the CRM.
Why CSMs pick Minuta over generic notetakers
- Other notetakers give a transcript. Minuta drafts the answer to the renewal question in real time.
- Minuta does not join as a meeting participant, so the customer sees no additional attendee.
- Account briefs and battlecards provide source context for each requested draft; review the answer before using it.
- Audio is sent to cloud AI for processing. The resulting transcript and meeting records are stored in the desktop app on the CSM's computer.
Try it before your next renewal
Try every feature for 7 days, with 120 minutes total. After that, Free includes 60 shared transcription and translation minutes per month; copilot answers require Pro. See current plans.