Demodesk

With our CRM Concierge, your CRM updates itself. No setup needed!

AI CRM Concierge

The Chat with AI feature allows users to ask questions and provide complex prompts for enhanced meeting analysis.

Use AI Chat for Deeper Insights

Coaching & AI Insights is designed to provide a comprehensive and detailed analysis of team performance, focusing on actionable insights.

Coaching & AI Insights Dashboard

Keep everyone in the loop about the meeting automatically and save time on writing follow-up emails.

Meeting Recap

Record all your Microsoft Teams, Google Meet and Zoom meetings automatically

Everything about the Demodesk Notetaker

Uncover trends, track feedback, and optimize decision-making with automated, customizable reports tailored to your requirements

AI Reports

Quickly connect Demodesk to your Zoom meetings to automatically enable recording and transcription for all your Zoom sessions.

Easily Record and Transcribe Zoom Meetings with Demodesk

Control who can see recordings and meetings in your organization.

Group-Based Recording Access

Find out how to configure the Demodesk NoteTaker to join only the lobby and not your meetings immediately.

How to enable the waiting room for Teams, Zoom, and Google Meet

Learn how AI Agents automate your sales workflow. From follow-ups and CRM updates to custom integrations and pricing.

AI Agents

Automatically evaluate deal health from meeting conversations to uncover risks, buying signals, and next steps.

Deal Insights

General

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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