0
3.3.3
Australia, Zurich, Yokohama
Standalone Application
This core back-end plugin is essential for other applications, such as Account Lifecycle Events. It is automatically installed and required to enable the "Meetings" features within Customer Success Management.
Data model extensions, business logic, and flows required to support the 'Meetings' features used within Touchpoints for Customer Success Management. These features may be reused by other applications developed by Technology, Media, or Telecom Industry teams.
Touchpoint Conversation Builder
AI-assisted preparation and post-meeting actioning are layered on top of the Touchpoint record.
- Pre-meeting brief — Generates a structured prep document from account context (health, financials, open work, recent activities), accessible from the touchpoint record.
- Post-meeting recap — AI-generated recap and follow-up success task created from meeting notes.
- Meeting context surfaced alongside the touchpoint record.
- Meeting attendee data is sourced accurately for pre-meeting brief generation.
Not applicable for this application version.
Requires the Account Lifecycle Events application to be installed for use.