Changelog

Advanced Agentic AI Chat transforms how you interact with your corporate knowledge, bringing autonomous intelligence to your meeting workflows and business data.

What Makes It Advanced?

Advanced Agentic AI Chat delivers an enhanced chat experience that goes far beyond basic Q&A:

• ‍Deep corporate knowledge insights across your entire meeting history

• ‍Autonomous task handling for scheduling and action item capture

• ‍Automatic screenshot integration for richer context in conversations

• ‍Direct CRM queries through AI Chat—connect Salesforce and HubSpot for personalized responses

The key advantage: Get more intelligent, context-aware responses that understand your business data and can take action on your behalf.

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The key advantage: Get more intelligent, context-aware responses that understand your business data and can take action on your behalf.

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Work Smarter, Not Harder

Instead of jumping between tools and manually tracking tasks, let Advanced Agentic AI Chat:

• Surface insights from across your organization's meetings

• Handle routine meeting logistics automatically

• Pull relevant CRM data into your conversations

• Understand visual context from screenshots

Healthcare teams, this one's for you. We're excited to announce that Otter.ai is now HIPAA compliant, which means you can confidently use our AI meeting agent for clinical documentation, team communication, and patient coordination.

What This Means for You

Getting HIPAA compliant wasn't just about checking a box – we've implemented some serious security upgrades:

• Better encryption to keep protected health information (PHI) locked down

• Tighter access controls so only the right people see sensitive data

• Team training to make sure everyone knows HIPAA inside and out

• Regular security audits to stay on top of our game

This builds on our existing SOC 2 Type II certification, so you're getting enterprise-grade security across the board.

Ready to Get Started?

Healthcare teams can now use Otter for meetings involving PHI without worrying about compliance issues. Want to learn more about our security features or see how Otter works for healthcare workflows?

In today's fast-paced sales environment, having actionable insights from your customer conversations at your fingertips can make all the difference. That's where Sales Agent comes in.

Intelligent Meeting Insights for Sales Teams

Sales Agent uses advanced AI to analyze your sales conversations and automatically generate valuable insights. The platform pulls out key information from your meetings and organizes it into actionable bullet points covering:

• Competition mentions

• Customer objections

• Action items

• And more

But having these insights in MeetNotes is just the beginning. What if you could automatically sync this critical information directly to your Salesforce account? Now you can.

Seamless Salesforce Integration

Setting up the Salesforce integration is straightforward and only requires workspace admin permissions:

1. Navigate to the Apps page in MeetNotes

2. Locate and add the Salesforce app

3. Authorize MeetNotes to access your Salesforce account

4. Map your MeetNotes insights to specific Salesforce fields

5. Choose your write behavior (overwrite, write if empty, or append)

6. Toggle the integration on

Once configured, MeetNotes automatically identifies the correct Salesforce opportunity based on contact email addresses from your meetings and syncs the relevant insights.

In today's fast-paced sales environment, having actionable insights from your customer conversations at your fingertips can make all the difference. That's where Sales Agent comes in.

Intelligent Meeting Insights for Sales Teams

Sales Agent uses advanced AI to analyze your sales conversations and automatically generate valuable insights. The platform pulls out key information from your meetings and organizes it into actionable bullet points covering:

• Competition mentions

• Customer objections

• Action items

• And more

But having these insights in MeetNotes is just the beginning. What if you could automatically sync this critical information directly to your Salesforce account? Now you can.

Seamless Salesforce Integration

Setting up the Salesforce integration is straightforward and only requires workspace admin permissions:

1. Navigate to the Apps page in MeetNotes

2. Locate and add the Salesforce app

3. Authorize MeetNotes to access your Salesforce account

4. Map your MeetNotes insights to specific Salesforce fields

5. Choose your write behavior (overwrite, write if empty, or append)

6. Toggle the integration on

Once configured, MeetNotes automatically identifies the correct Salesforce opportunity based on contact email addresses from your meetings and syncs the relevant insights.

In today's fast-paced sales environment, having actionable insights from your customer conversations at your fingertips can make all the difference. That's where Sales Agent comes in.

Intelligent Meeting Insights for Sales Teams

Sales Agent uses advanced AI to analyze your sales conversations and automatically generate valuable insights. The platform pulls out key information from your meetings and organizes it into actionable bullet points covering:

• Competition mentions

• Customer objections

• Action items

• And more

But having these insights in MeetNotes is just the beginning. What if you could automatically sync this critical information directly to your Salesforce account? Now you can.

Seamless Salesforce Integration

Setting up the Salesforce integration is straightforward and only requires workspace admin permissions:

1. Navigate to the Apps page in MeetNotes

2. Locate and add the Salesforce app

3. Authorize MeetNotes to access your Salesforce account

4. Map your MeetNotes insights to specific Salesforce fields

5. Choose your write behavior (overwrite, write if empty, or append)

6. Toggle the integration on

Once configured, MeetNotes automatically identifies the correct Salesforce opportunity based on contact email addresses from your meetings and syncs the relevant insights.

In today's fast-paced sales environment, having actionable insights from your customer conversations at your fingertips can make all the difference. That's where Sales Agent comes in.

Intelligent Meeting Insights for Sales Teams

Sales Agent uses advanced AI to analyze your sales conversations and automatically generate valuable insights. The platform pulls out key information from your meetings and organizes it into actionable bullet points covering:

• Competition mentions

• Customer objections

• Action items

• And more

But having these insights in MeetNotes is just the beginning. What if you could automatically sync this critical information directly to your Salesforce account? Now you can.

Seamless Salesforce Integration

Setting up the Salesforce integration is straightforward and only requires workspace admin permissions:

1. Navigate to the Apps page in MeetNotes

2. Locate and add the Salesforce app

3. Authorize MeetNotes to access your Salesforce account

4. Map your MeetNotes insights to specific Salesforce fields

5. Choose your write behavior (overwrite, write if empty, or append)

6. Toggle the integration on

Once configured, MeetNotes automatically identifies the correct Salesforce opportunity based on contact email addresses from your meetings and syncs the relevant insights.

In today's fast-paced sales environment, having actionable insights from your customer conversations at your fingertips can make all the difference. That's where Sales Agent comes in.

Intelligent Meeting Insights for Sales Teams

Sales Agent uses advanced AI to analyze your sales conversations and automatically generate valuable insights. The platform pulls out key information from your meetings and organizes it into actionable bullet points covering:

• Competition mentions

• Customer objections

• Action items

• And more

But having these insights in MeetNotes is just the beginning. What if you could automatically sync this critical information directly to your Salesforce account? Now you can.

Seamless Salesforce Integration

Setting up the Salesforce integration is straightforward and only requires workspace admin permissions:

1. Navigate to the Apps page in MeetNotes

2. Locate and add the Salesforce app

3. Authorize MeetNotes to access your Salesforce account

4. Map your MeetNotes insights to specific Salesforce fields

5. Choose your write behavior (overwrite, write if empty, or append)

6. Toggle the integration on

Once configured, MeetNotes automatically identifies the correct Salesforce opportunity based on contact email addresses from your meetings and syncs the relevant insights.

In today's fast-paced sales environment, having actionable insights from your customer conversations at your fingertips can make all the difference. That's where Sales Agent comes in.

Intelligent Meeting Insights for Sales Teams

Sales Agent uses advanced AI to analyze your sales conversations and automatically generate valuable insights. The platform pulls out key information from your meetings and organizes it into actionable bullet points covering:

• Competition mentions

• Customer objections

• Action items

• And more

But having these insights in MeetNotes is just the beginning. What if you could automatically sync this critical information directly to your Salesforce account? Now you can.

Seamless Salesforce Integration

Setting up the Salesforce integration is straightforward and only requires workspace admin permissions:

1. Navigate to the Apps page in MeetNotes

2. Locate and add the Salesforce app

3. Authorize MeetNotes to access your Salesforce account

4. Map your MeetNotes insights to specific Salesforce fields

5. Choose your write behavior (overwrite, write if empty, or append)

6. Toggle the integration on

Once configured, MeetNotes automatically identifies the correct Salesforce opportunity based on contact email addresses from your meetings and syncs the relevant insights.

You can use search filters within your regular search and find meetings faster. The new additional features are:

1. Meeting Host - Filter meetings by the host's name.

2. Date Range - Filter meetings within a specific date range.

3. Meeting Title - Filter meetings containing specific keywords in the title.

Our weekly digest sends you an email with an overview of your meetings from the week before.

Track your productivity with a recap including:

• Total number of meetings

• Number of meeting hours

• Minutes saved on notetaking

• Number of action items

• Takeaways from your last 5 meetings