[{"data":1,"prerenderedAt":793},["ShallowReactive",2],{"en-navigation":3,"en-use-case-customer-success":494,"en-pricing":554},[4,18,61,86,111,132,236,277,304,350,403,444],{"title":5,"icon":6,"path":7,"stem":8,"children":9,"page":6},"Getting Started",false,"/platform-docs/getting-started","platform-docs/1.getting-started",[10,14],{"title":11,"path":12,"stem":13},"Introduction","/platform-docs/getting-started/introduction","platform-docs/1.getting-started/1.introduction",{"title":15,"path":16,"stem":17},"Quick Start Guide","/platform-docs/getting-started/quick-start-guide","platform-docs/1.getting-started/2.quick-start-guide",{"title":19,"path":20,"stem":21,"children":22,"icon":6},"Settings & Configuration","/platform-docs/settings","platform-docs/11.settings/0.index",[23,24,28,32,36,40,57],{"title":19,"path":20,"stem":21},{"title":25,"path":26,"stem":27},"General Settings","/platform-docs/settings/general-settings","platform-docs/11.settings/1.general-settings",{"title":29,"path":30,"stem":31},"Recording Settings","/platform-docs/settings/recording-settings","platform-docs/11.settings/2.recording-settings",{"title":33,"path":34,"stem":35},"Notification Settings","/platform-docs/settings/notification-settings","platform-docs/11.settings/3.notification-settings",{"title":37,"path":38,"stem":39},"Account Settings","/platform-docs/settings/account-settings","platform-docs/11.settings/4.account-settings",{"title":41,"icon":6,"path":42,"stem":43,"children":44,"page":6},"Billing & Plans","/platform-docs/settings/billing-plans","platform-docs/11.settings/5.billing-plans",[45,49,53],{"title":46,"path":47,"stem":48},"Subscription Plans","/platform-docs/settings/billing-plans/subscription-plans","platform-docs/11.settings/5.billing-plans/1.subscription-plans",{"title":50,"path":51,"stem":52},"Billing Management","/platform-docs/settings/billing-plans/billing-management","platform-docs/11.settings/5.billing-plans/2.billing-management",{"title":54,"path":55,"stem":56},"Usage & Limits","/platform-docs/settings/billing-plans/usage-limits","platform-docs/11.settings/5.billing-plans/3.usage-limits",{"title":58,"path":59,"stem":60},"Referral Program","/platform-docs/settings/referral-program","platform-docs/11.settings/6.referral-program",{"title":62,"icon":6,"path":63,"stem":64,"children":65,"page":6},"Troubleshooting","/platform-docs/troubleshooting","platform-docs/13.troubleshooting",[66,70,74,78,82],{"title":67,"path":68,"stem":69},"Common Issues","/platform-docs/troubleshooting/common-issues","platform-docs/13.troubleshooting/1.common-issues",{"title":71,"path":72,"stem":73},"Error Messages","/platform-docs/troubleshooting/error-messages","platform-docs/13.troubleshooting/2.error-messages",{"title":75,"path":76,"stem":77},"Performance","/platform-docs/troubleshooting/performance","platform-docs/13.troubleshooting/3.performance",{"title":79,"path":80,"stem":81},"Integration Troubleshooting","/platform-docs/troubleshooting/integration-troubleshooting","platform-docs/13.troubleshooting/4.integration-troubleshooting",{"title":83,"path":84,"stem":85},"Support Resources","/platform-docs/troubleshooting/support-resources","platform-docs/13.troubleshooting/5.support-resources",{"title":87,"icon":6,"path":88,"stem":89,"children":90,"page":6},"Best Practices","/platform-docs/best-practices","platform-docs/14.best-practices",[91,95,99,103,107],{"title":92,"path":93,"stem":94},"Recording Best Practices","/platform-docs/best-practices/recording-best-practices","platform-docs/14.best-practices/1.recording-best-practices",{"title":96,"path":97,"stem":98},"Meeting Management","/platform-docs/best-practices/meeting-management","platform-docs/14.best-practices/2.meeting-management",{"title":100,"path":101,"stem":102},"Team Collaboration","/platform-docs/best-practices/team-collaboration","platform-docs/14.best-practices/3.team-collaboration",{"title":104,"path":105,"stem":106},"Integration Best Practices","/platform-docs/best-practices/integration-best-practices","platform-docs/14.best-practices/4.integration-best-practices",{"title":108,"path":109,"stem":110},"AI Features","/platform-docs/best-practices/ai-features","platform-docs/14.best-practices/5.ai-features",{"title":112,"icon":6,"path":113,"stem":114,"children":115,"page":6},"Security & Privacy","/platform-docs/security","platform-docs/15.security",[116,120,124,128],{"title":117,"path":118,"stem":119},"Security Overview","/platform-docs/security/security-overview","platform-docs/15.security/1.security-overview",{"title":121,"path":122,"stem":123},"Privacy Settings","/platform-docs/security/privacy-settings","platform-docs/15.security/2.privacy-settings",{"title":125,"path":126,"stem":127},"Access Control","/platform-docs/security/access-control","platform-docs/15.security/3.access-control",{"title":129,"path":130,"stem":131},"Data Management","/platform-docs/security/data-management","platform-docs/15.security/4.data-management",{"title":133,"icon":6,"path":134,"stem":135,"children":136,"page":6},"Integrations","/platform-docs/integrations","platform-docs/2.integrations",[137,141,145,162,195],{"title":138,"path":139,"stem":140},"Overview","/platform-docs/integrations/overview","platform-docs/2.integrations/1.overview",{"title":142,"path":143,"stem":144},"Integration Management","/platform-docs/integrations/integration-management","platform-docs/2.integrations/2.integration-management",{"title":146,"icon":6,"path":147,"stem":148,"children":149,"page":6},"Calendar Integrations","/platform-docs/integrations/calendar-integrations","platform-docs/2.integrations/3.calendar-integrations",[150,154,158],{"title":151,"path":152,"stem":153},"Google Calendar","/platform-docs/integrations/calendar-integrations/google-calendar","platform-docs/2.integrations/3.calendar-integrations/1.google-calendar",{"title":155,"path":156,"stem":157},"Microsoft Calendar (Outlook)","/platform-docs/integrations/calendar-integrations/microsoft-calendar-outlook","platform-docs/2.integrations/3.calendar-integrations/2.microsoft-calendar-outlook",{"title":159,"path":160,"stem":161},"Zoom Calendar","/platform-docs/integrations/calendar-integrations/zoom-calendar","platform-docs/2.integrations/3.calendar-integrations/3.zoom-calendar",{"title":163,"icon":6,"path":164,"stem":165,"children":166,"page":6},"CRM & Sales Tools","/platform-docs/integrations/crm-sales","platform-docs/2.integrations/4.crm-sales",[167,171,175,179,183,187,191],{"title":168,"path":169,"stem":170},"Salesforce Integration","/platform-docs/integrations/crm-sales/salesforce-integration","platform-docs/2.integrations/4.crm-sales/1.salesforce-integration",{"title":172,"path":173,"stem":174},"HubSpot Integration","/platform-docs/integrations/crm-sales/hubspot-integration","platform-docs/2.integrations/4.crm-sales/2.hubspot-integration",{"title":176,"path":177,"stem":178},"Pipedrive Integration","/platform-docs/integrations/crm-sales/pipedrive-integration","platform-docs/2.integrations/4.crm-sales/3.pipedrive-integration",{"title":180,"path":181,"stem":182},"Zoho CRM Integration","/platform-docs/integrations/crm-sales/zoho-crm-integration","platform-docs/2.integrations/4.crm-sales/4.zoho-crm-integration",{"title":184,"path":185,"stem":186},"Dynamics 365 Integration","/platform-docs/integrations/crm-sales/dynamics365-integration","platform-docs/2.integrations/4.crm-sales/5.dynamics365-integration",{"title":188,"path":189,"stem":190},"Close Integration","/platform-docs/integrations/crm-sales/close-integration","platform-docs/2.integrations/4.crm-sales/6.close-integration",{"title":192,"path":193,"stem":194},"Copper Integration","/platform-docs/integrations/crm-sales/copper-integration","platform-docs/2.integrations/4.crm-sales/7.copper-integration",{"title":196,"icon":6,"path":197,"stem":198,"children":199,"page":6},"Project Management Tools","/platform-docs/integrations/project-management","platform-docs/2.integrations/5.project-management",[200,204,208,212,216,220,224,228,232],{"title":201,"path":202,"stem":203},"Jira Integration","/platform-docs/integrations/project-management/jira-integration","platform-docs/2.integrations/5.project-management/1.jira-integration",{"title":205,"path":206,"stem":207},"Trello Integration","/platform-docs/integrations/project-management/trello-integration","platform-docs/2.integrations/5.project-management/2.trello-integration",{"title":209,"path":210,"stem":211},"Asana Integration","/platform-docs/integrations/project-management/asana-integration","platform-docs/2.integrations/5.project-management/3.asana-integration",{"title":213,"path":214,"stem":215},"ClickUp Integration","/platform-docs/integrations/project-management/clickup-integration","platform-docs/2.integrations/5.project-management/4.clickup-integration",{"title":217,"path":218,"stem":219},"monday.com Integration","/platform-docs/integrations/project-management/monday-integration","platform-docs/2.integrations/5.project-management/5.monday-integration",{"title":221,"path":222,"stem":223},"Airtable Integration","/platform-docs/integrations/project-management/airtable-integration","platform-docs/2.integrations/5.project-management/6.airtable-integration",{"title":225,"path":226,"stem":227},"Linear Integration","/platform-docs/integrations/project-management/linear-integration","platform-docs/2.integrations/5.project-management/7.linear-integration",{"title":229,"path":230,"stem":231},"Microsoft To Do Integration","/platform-docs/integrations/project-management/microsoft-todo-integration","platform-docs/2.integrations/5.project-management/8.microsoft-todo-integration",{"title":233,"path":234,"stem":235},"Any.do Integration","/platform-docs/integrations/project-management/anydo-integration","platform-docs/2.integrations/5.project-management/9.anydo-integration",{"title":237,"icon":6,"path":238,"stem":239,"children":240,"page":6},"Video & Recording Management","/platform-docs/video-recording","platform-docs/3.video-recording",[241,244,261,265,269,273],{"title":138,"path":242,"stem":243},"/platform-docs/video-recording/overview","platform-docs/3.video-recording/1.overview",{"title":245,"icon":6,"path":246,"stem":247,"children":248,"page":6},"Uploading Recordings","/platform-docs/video-recording/uploading-recordings","platform-docs/3.video-recording/2.uploading-recordings",[249,253,257],{"title":250,"path":251,"stem":252},"Manual Upload","/platform-docs/video-recording/uploading-recordings/manual-upload","platform-docs/3.video-recording/2.uploading-recordings/1.manual-upload",{"title":254,"path":255,"stem":256},"Video Details","/platform-docs/video-recording/uploading-recordings/video-details","platform-docs/3.video-recording/2.uploading-recordings/2.video-details",{"title":258,"path":259,"stem":260},"Upload Best Practices","/platform-docs/video-recording/uploading-recordings/upload-best-practices","platform-docs/3.video-recording/2.uploading-recordings/3.upload-best-practices",{"title":262,"path":263,"stem":264},"Recording Processing","/platform-docs/video-recording/recording-processing","platform-docs/3.video-recording/3.recording-processing",{"title":266,"path":267,"stem":268},"Recording Details Page","/platform-docs/video-recording/recording-details-page","platform-docs/3.video-recording/4.recording-details-page",{"title":270,"path":271,"stem":272},"Recording Actions","/platform-docs/video-recording/recording-actions","platform-docs/3.video-recording/5.recording-actions",{"title":274,"path":275,"stem":276},"Recording Organization","/platform-docs/video-recording/recording-organization","platform-docs/3.video-recording/6.recording-organization",{"title":96,"icon":6,"path":278,"stem":279,"children":280,"page":6},"/platform-docs/meeting-management","platform-docs/4.meeting-management",[281,284,288,292,296,300],{"title":138,"path":282,"stem":283},"/platform-docs/meeting-management/overview","platform-docs/4.meeting-management/1.overview",{"title":285,"path":286,"stem":287},"Calendar Sync","/platform-docs/meeting-management/calendar-sync","platform-docs/4.meeting-management/2.calendar-sync",{"title":289,"path":290,"stem":291},"Manual Meeting Creation","/platform-docs/meeting-management/manual-meeting-creation","platform-docs/4.meeting-management/3.manual-meeting-creation",{"title":293,"path":294,"stem":295},"Meeting Information","/platform-docs/meeting-management/meeting-information","platform-docs/4.meeting-management/4.meeting-information",{"title":297,"path":298,"stem":299},"Meeting Actions","/platform-docs/meeting-management/meeting-actions","platform-docs/4.meeting-management/5.meeting-actions",{"title":301,"path":302,"stem":303},"Meeting Organization","/platform-docs/meeting-management/meeting-organization","platform-docs/4.meeting-management/6.meeting-organization",{"title":305,"icon":6,"path":306,"stem":307,"children":308,"page":6},"Transcription-Ai","/platform-docs/transcription-ai","platform-docs/5.transcription-ai",[309,313,317,321,325,329,333],{"title":310,"path":311,"stem":312},"Transcription Overview","/platform-docs/transcription-ai/transcription-overview","platform-docs/5.transcription-ai/1.transcription-overview",{"title":314,"path":315,"stem":316},"Transcript View","/platform-docs/transcription-ai/transcript-view","platform-docs/5.transcription-ai/2.transcript-view",{"title":318,"path":319,"stem":320},"Speaker Detection","/platform-docs/transcription-ai/speaker-detection","platform-docs/5.transcription-ai/3.speaker-detection",{"title":322,"path":323,"stem":324},"AI Summaries","/platform-docs/transcription-ai/ai-summaries","platform-docs/5.transcription-ai/4.ai-summaries",{"title":326,"path":327,"stem":328},"Action Items","/platform-docs/transcription-ai/action-items","platform-docs/5.transcription-ai/5.action-items",{"title":330,"path":331,"stem":332},"AI Chat","/platform-docs/transcription-ai/ai-chat","platform-docs/5.transcription-ai/6.ai-chat",{"title":334,"icon":6,"path":335,"stem":336,"children":337,"page":6},"Prompts & Templates","/platform-docs/transcription-ai/prompts-templates","platform-docs/5.transcription-ai/7.prompts-templates",[338,342,346],{"title":339,"path":340,"stem":341},"Creating Prompts","/platform-docs/transcription-ai/prompts-templates/creating-prompts","platform-docs/5.transcription-ai/7.prompts-templates/1.creating-prompts",{"title":343,"path":344,"stem":345},"Managing Prompts","/platform-docs/transcription-ai/prompts-templates/managing-prompts","platform-docs/5.transcription-ai/7.prompts-templates/2.managing-prompts",{"title":347,"path":348,"stem":349},"Applying Prompts","/platform-docs/transcription-ai/prompts-templates/applying-prompts","platform-docs/5.transcription-ai/7.prompts-templates/3.applying-prompts",{"title":351,"icon":6,"path":352,"stem":353,"children":354},"Organization & Collaboration","/platform-docs/organization","platform-docs/7.organization/1.index",[355,356,373,386,399],{"title":351,"path":352,"stem":353},{"title":357,"icon":6,"path":358,"stem":359,"children":360,"page":6},"Folders","/platform-docs/organization/folders","platform-docs/7.organization/1.folders",[361,365,369],{"title":362,"path":363,"stem":364},"Folder Structure","/platform-docs/organization/folders/folder-structure","platform-docs/7.organization/1.folders/1.folder-structure",{"title":366,"path":367,"stem":368},"Folder Management","/platform-docs/organization/folders/folder-management","platform-docs/7.organization/1.folders/2.folder-management",{"title":370,"path":371,"stem":372},"Using Folders","/platform-docs/organization/folders/using-folders","platform-docs/7.organization/1.folders/3.using-folders",{"title":374,"icon":6,"path":375,"stem":376,"children":377,"page":6},"Sharing","/platform-docs/organization/sharing","platform-docs/7.organization/2.sharing",[378,382],{"title":379,"path":380,"stem":381},"Sharing Recordings","/platform-docs/organization/sharing/sharing-recordings","platform-docs/7.organization/2.sharing/1.sharing-recordings",{"title":383,"path":384,"stem":385},"Sharing Meetings","/platform-docs/organization/sharing/sharing-meetings","platform-docs/7.organization/2.sharing/2.sharing-meetings",{"title":387,"icon":6,"path":388,"stem":389,"children":390,"page":6},"Hashtags & Tags","/platform-docs/organization/hashtags-tags","platform-docs/7.organization/3.hashtags-tags",[391,395],{"title":392,"path":393,"stem":394},"Creating Tags","/platform-docs/organization/hashtags-tags/creating-tags","platform-docs/7.organization/3.hashtags-tags/1.creating-tags",{"title":396,"path":397,"stem":398},"Using Tags","/platform-docs/organization/hashtags-tags/using-tags","platform-docs/7.organization/3.hashtags-tags/2.using-tags",{"title":400,"path":401,"stem":402},"Permissions","/platform-docs/organization/permissions","platform-docs/7.organization/4.permissions",{"title":404,"icon":6,"path":405,"stem":406,"children":407,"page":6},"Signals & Insights","/platform-docs/signals","platform-docs/8.signals",[408,411,415,419,432,436,440],{"title":138,"path":409,"stem":410},"/platform-docs/signals/overview","platform-docs/8.signals/1.overview",{"title":412,"path":413,"stem":414},"Signal Domains","/platform-docs/signals/signal-domains","platform-docs/8.signals/2.signal-domains",{"title":416,"path":417,"stem":418},"Auto-Detected Signals","/platform-docs/signals/auto-detected-signals","platform-docs/8.signals/3.auto-detected-signals",{"title":420,"icon":6,"path":421,"stem":422,"children":423,"page":6},"Custom Signals","/platform-docs/signals/custom-signals","platform-docs/8.signals/4.custom-signals",[424,428],{"title":425,"path":426,"stem":427},"Creating Signals","/platform-docs/signals/custom-signals/creating-signals","platform-docs/8.signals/4.custom-signals/1.creating-signals",{"title":429,"path":430,"stem":431},"Signal Configuration","/platform-docs/signals/custom-signals/signal-configuration","platform-docs/8.signals/4.custom-signals/2.signal-configuration",{"title":433,"path":434,"stem":435},"Signal Management","/platform-docs/signals/signal-management","platform-docs/8.signals/5.signal-management",{"title":437,"path":438,"stem":439},"Signal Results","/platform-docs/signals/signal-results","platform-docs/8.signals/6.signal-results",{"title":441,"path":442,"stem":443},"Signal Analytics","/platform-docs/signals/signal-analytics","platform-docs/8.signals/7.signal-analytics",{"title":445,"icon":6,"path":446,"stem":447,"children":448,"page":6},"Team Management","/platform-docs/team","platform-docs/9.team",[449,452,465,486,490],{"title":138,"path":450,"stem":451},"/platform-docs/team/overview","platform-docs/9.team/1.overview",{"title":453,"icon":6,"path":454,"stem":455,"children":456,"page":6},"Team Members","/platform-docs/team/team-members","platform-docs/9.team/2.team-members",[457,461],{"title":458,"path":459,"stem":460},"Adding Team Members","/platform-docs/team/team-members/adding-team-members","platform-docs/9.team/2.team-members/1.adding-team-members",{"title":462,"path":463,"stem":464},"Managing Team Members","/platform-docs/team/team-members/managing-team-members","platform-docs/9.team/2.team-members/2.managing-team-members",{"title":466,"icon":6,"path":467,"stem":468,"children":469,"page":6},"Roles & Permissions","/platform-docs/team/roles-permissions","platform-docs/9.team/3.roles-permissions",[470,474,478,482],{"title":471,"path":472,"stem":473},"Owner Role","/platform-docs/team/roles-permissions/owner-role","platform-docs/9.team/3.roles-permissions/1.owner-role",{"title":475,"path":476,"stem":477},"Admin Role","/platform-docs/team/roles-permissions/admin-role","platform-docs/9.team/3.roles-permissions/2.admin-role",{"title":479,"path":480,"stem":481},"User Role","/platform-docs/team/roles-permissions/user-role","platform-docs/9.team/3.roles-permissions/3.user-role",{"title":483,"path":484,"stem":485},"Billing Role","/platform-docs/team/roles-permissions/billing-role","platform-docs/9.team/3.roles-permissions/4.billing-role",{"title":487,"path":488,"stem":489},"Team Invitations","/platform-docs/team/team-invitations","platform-docs/9.team/4.team-invitations",{"title":491,"path":492,"stem":493},"Team Settings","/platform-docs/team/team-settings","platform-docs/9.team/5.team-settings",{"id":495,"title":496,"body":497,"description":497,"extension":498,"meta":499,"navigation":500,"path":501,"seo":502,"seoArticle":503,"stem":552,"__hash__":553},"useCaseCustomerSuccess_en/en/use-case-customer-success.yml","Use Case Customer Success",null,"yml",{},true,"/en/use-case-customer-success",{},{"blocks":504},[505,508,511,513,516,518,525,527,529,531,533,539,541,543,545,547,549],{"type":506,"content":507},"h2","AI for Customer Success: Turning Every Client Conversation Into Retention and Growth",{"type":509,"content":510},"p","Customer success teams face a constant pressure: managing dozens of accounts, attending multiple client calls every week, and turning every conversation into documented follow-up actions — all while maintaining the personal relationships that drive renewals. AI for customer success changes this equation by automating the most time-consuming parts of the job, freeing CS professionals to spend their time where it actually matters: building trust and growing accounts.",{"type":509,"content":512},"Efficlose works as an intelligent layer across every customer touchpoint. When a CSM joins a QBR, onboarding call, or renewal discussion, the platform automatically records, transcribes, and analyzes the conversation. Within minutes, the team receives a structured summary, a list of action items with assigned owners, and sentiment signals that reflect account health — without anyone stopping to take notes during the call.",{"type":514,"content":515},"h3","Customer Success Automation That Acts on Every Call",{"type":509,"content":517},"The most expensive part of a CSM's week is not the calls themselves — it is everything that happens after them. Updating the CRM, writing follow-up emails, creating tasks for product or support teams, and scheduling the next check-in. Customer success automation removes this friction by connecting every conversation directly to the workflows that act on it.",{"type":519,"items":520},"ul",[521,522,523,524],"CRM records in Salesforce, HubSpot, Gainsight, and Totango are updated automatically with call notes and account health scores extracted from the conversation","Follow-up tasks are created and assigned to the right team members, with deadlines pulled directly from commitments made during the call","Meeting summaries are delivered to Slack or email immediately after each session ends, keeping the entire account team aligned","Renewal and QBR reminders are scheduled based on timelines discussed during the conversation, reducing the risk of missed touchpoints",{"type":509,"content":526},"Teams that adopt CS automation report saving between 8 and 12 hours per week on post-call documentation. That time goes back to strategic account work, proactive outreach, and the relationship-building that actually drives net revenue retention.",{"type":514,"content":528},"Client Meeting Analytics That Surface Hidden Risk",{"type":509,"content":530},"Standard CRM data tells you what a customer purchased and when they are up for renewal. Client meeting analytics tell you how they actually feel about the product, the team, and the relationship. Efficlose analyzes every word of every customer conversation to surface the signals that indicate whether an account is healthy, at risk, or ready to expand.",{"type":509,"content":532},"The platform tracks sentiment trends across multiple interactions over time, flags phrases associated with churn risk — such as mentions of competitors, budget concerns, or unresolved product issues — and identifies accounts where satisfaction is declining before that decline shows up in usage data. CS leaders can review these signals across their entire portfolio without reading through individual call transcripts.",{"type":519,"items":534},[535,536,537,538],"Negative sentiment spikes: frustration or disappointment flagged in real time with an alert routed to the CS leader","Competitor mentions: any evaluation of alternative solutions triggers an expansion playbook in the CRM","Budget objections: pricing concerns raised during calls automatically flag the account as a renewal risk","Missed success milestones: unmet goals identified in conversation trigger a proactive check-in task for the assigned CSM",{"type":514,"content":540},"Reduce Churn with AI Before Risk Becomes Visible in Your Data",{"type":509,"content":542},"Most churn is predictable. Customers signal dissatisfaction weeks or months before they decide not to renew, but those signals are buried inside conversations that no team has the bandwidth to review systematically. The ability to reduce churn with AI comes from analyzing every customer conversation at scale — not relying on CSMs to remember what was said in a call two months ago or flag every concern they noticed in passing.",{"type":509,"content":544},"Efficlose continuously monitors account health using AI conversation intelligence across all recorded interactions. When a customer expresses a concern that matches known churn patterns, the platform flags the account automatically and routes the alert to the appropriate team member. When a CSM prepares for a renewal call, they can review an AI-generated health summary that aggregates signals from every interaction over the past quarter — not just the most recent meeting.",{"type":509,"content":546},"This is the practical value of AI conversation intelligence in customer success: it turns your meeting archive into a proactive retention tool. Instead of discovering churn risk during a renewal call when options are limited, CS teams using Efficlose identify at-risk accounts weeks in advance, with the full context they need to address underlying issues before they escalate. The result is faster intervention, fewer surprise cancellations, and a measurable improvement in net revenue retention across the entire book of business.",{"type":514,"content":548},"Related Resources",{"type":550,"content":551},"richtext","Dive deeper into retention and customer engagement: read about \u003Ca href=\"/blog/predictive-retention-identifying-churn-risk/\">identifying churn risk before it happens\u003C/a>, explore strategies for \u003Ca href=\"/blog/from-lead-to-loyalty-automating-customer-engagement-2026/\">automating customer engagement from lead to loyalty\u003C/a>, or learn how to \u003Ca href=\"/guides/working-with-meeting-insights/\">work with meeting insights\u003C/a>. See all features on the \u003Ca href=\"/product/platform/\">Efficlose platform page\u003C/a>.","en/use-case-customer-success","2HnNU0PlJ-OykgZWbkk2G_M8kFJRqBtbc24y3KPUF4g",{"id":555,"title":556,"body":497,"description":557,"extension":498,"faq":558,"logos":592,"meta":600,"navigation":601,"path":603,"sections":604,"seo":746,"stem":749,"tiers":750,"__hash__":792},"pricing_en/en/2.pricing.yml","Platform Pricing","Compare AI meeting transcription, CRM sync, and conversation intelligence plans — from free trial to Enterprise.",{"title":559,"description":560,"items":561},"Frequently asked questions","Find answers to common questions about our pricing and features.",[562,565,568,571,574,577,580,583,586,589],{"label":563,"content":564},"What are AI credits and how are they used?","AI credits are used for custom templates and chat with video/meetings. 1 template usage = 1 credit, 1 chat = 1 credit. After exhausting your credits, you can purchase additional ones.",{"label":566,"content":567},"What's the difference between Meeting Insights and AI Summaries?","AI Summaries are basic automatic meeting summaries (available to all). Meeting Insights is advanced meeting analytics with deep analysis (available in Trial, Premium and Enterprise).",{"label":569,"content":570},"Can I upgrade from Trial to a paid plan?","Yes, you can upgrade at any time during or after the Trial period.",{"label":572,"content":573},"What happens after the Trial ends?","You can choose any paid plan or your account will be deactivated with data preserved for 30 days.",{"label":575,"content":576},"Can I change my plan?","Yes, you can upgrade or downgrade your plan at any time.",{"label":578,"content":579},"What's the benefit of annual billing?","When you pay annually, you get a 17% discount compared to monthly billing.",{"label":581,"content":582},"How do I sign up for Enterprise?","Contact our sales team and we'll prepare a custom offer tailored to your needs.",{"label":584,"content":585},"What file formats are supported for upload?","MP4, M4A, WAV and MP3.",{"label":587,"content":588},"What's included in System summaries and templates?","These are standard summary and transcription templates included in all plans. Custom templates require AI credits.",{"label":590,"content":591},"When will \"Coming Soon\" features be available?","We're actively working on these features. Subscribe to our newsletter to be the first to know when new capabilities launch.",{"title":593,"icons":594},"Trusted by the world's best",[595,596,597,598,599],"i-simple-icons-amazonaws","i-simple-icons-heroku","i-simple-icons-netlify","i-simple-icons-vercel","i-simple-icons-cloudflare",{},{"icon":602},"i-lucide-credit-card","/en/pricing",[605,635,659,669,678,697,706,722],{"title":606,"features":607},"Recording & Storage",[608,614,619,626,629,632],{"title":609,"tiers":610},"Storage per user",{"trial":611,"basic":612,"premium":613,"enterprise":613},"800 minutes","8,000 minutes","♾️ Unlimited",{"title":615,"tiers":616},"Calls per month",{"trial":617,"basic":618,"premium":613,"enterprise":613},"20 calls","60 calls",{"title":620,"tiers":621},"Max recording length",{"trial":622,"basic":623,"premium":624,"enterprise":625},"1 hour","2 hours","3 hours","♾️ No limit",{"title":627,"tiers":628},"Zoom / Meet / Teams recording",{"trial":500,"basic":500,"premium":500,"enterprise":500},{"title":630,"tiers":631},"Capture meeting video",{"trial":500,"basic":500,"premium":500,"enterprise":500},{"title":633,"tiers":634},"Manual video upload (mp4, m4a, wav, mp3)",{"trial":500,"basic":500,"premium":500,"enterprise":500},{"title":108,"features":636},[637,644,646,649,653,656],{"title":638,"tiers":639},"AI Credits (custom templates, chat)",{"trial":640,"basic":641,"premium":642,"enterprise":643},"10 credits","20 credits","30 credits","50 credits",{"title":322,"tiers":645},{"trial":613,"basic":613,"premium":613,"enterprise":613},{"title":647,"tiers":648},"System summaries and templates",{"trial":500,"basic":500,"premium":500,"enterprise":500},{"title":650,"tiers":651},"Meeting Insights",{"trial":652,"basic":6,"premium":500,"enterprise":500},"Limited",{"title":654,"tiers":655},"Tasks",{"trial":500,"basic":500,"premium":500,"enterprise":500},{"title":657,"tiers":658},"Auto-language detection",{"trial":500,"basic":500,"premium":500,"enterprise":500},{"title":660,"features":661},"Search & Navigation",[662,665],{"title":663,"tiers":664},"Search within meetings",{"trial":500,"basic":500,"premium":500,"enterprise":500},{"title":666,"tiers":667},"Global search",{"trial":668,"basic":668,"premium":668,"enterprise":668},"🔜 Coming Soon",{"title":670,"features":671},"Transcription & Notes",[672,675],{"title":673,"tiers":674},"Real-time notes & Live transcription",{"trial":668,"basic":668,"premium":668,"enterprise":668},{"title":676,"tiers":677},"Chat",{"trial":500,"basic":500,"premium":500,"enterprise":500},{"title":133,"features":679},[680,685,691],{"title":681,"tiers":682},"Calendar integrations",{"trial":683,"basic":683,"premium":683,"enterprise":684},"1 (Google / Outlook)","Unlimited",{"title":686,"tiers":687},"External integrations (CRM)",{"trial":688,"basic":688,"premium":689,"enterprise":690},"1 integration","Up to 3","All integrations",{"title":692,"tiers":693},"API access",{"trial":694,"basic":694,"premium":695,"enterprise":696},"500 requests/day","2000 requests/day","Custom",{"title":698,"features":699},"Applications",[700,703],{"title":701,"tiers":702},"Mobile apps (Android & iOS)",{"trial":500,"basic":500,"premium":500,"enterprise":500},{"title":704,"tiers":705},"Desktop app",{"trial":668,"basic":668,"premium":668,"enterprise":668},{"title":100,"features":707},[708,712,715],{"title":709,"tiers":710},"Teams",{"trial":6,"basic":6,"premium":711,"enterprise":684},"Up to 2 teams",{"title":713,"tiers":714},"SSO / SCIM",{"trial":6,"basic":6,"premium":6,"enterprise":500},{"title":716,"tiers":717},"User limit",{"trial":718,"basic":719,"premium":720,"enterprise":721},"Up to 2","Up to 5","From 5","From 20",{"title":723,"features":724},"Security & Support",[725,731,737,743],{"title":726,"tiers":727},"SLA",{"trial":728,"basic":728,"premium":729,"enterprise":730},"99.5%","99.9%","Up to 99.99%",{"title":732,"tiers":733},"Support",{"trial":734,"basic":734,"premium":735,"enterprise":736},"Email + In-App","Priority","24/7 + Manager",{"title":738,"tiers":739},"Security",{"trial":740,"basic":740,"premium":741,"enterprise":742},"Standard","Enhanced","SOC2 / ISO / VPC",{"title":744,"tiers":745},"Custom domain / branding",{"trial":6,"basic":6,"premium":6,"enterprise":500},{"title":747,"description":748},"AI Meeting Transcription Pricing Plans | Efficlose","Compare Efficlose pricing plans. AI meeting transcription, CRM sync, and conversation intelligence from free trial to Enterprise. Start free today.","en/2.pricing",[751,762,773,783],{"id":752,"title":753,"description":754,"price":755,"badge":756,"button":760},"trial","Trial","For individuals.","Free for 2 weeks",{"label":757,"color":758,"variant":759},"Try it out","primary","subtle",{"label":761,"variant":759},"Start Free Trial",{"id":763,"title":764,"description":765,"monthlyPrice":766,"yearlyPrice":767,"billingCycle":768,"billingPeriodMonthly":769,"billingPeriodYearly":770,"button":771},"basic","Basic","For growing teams.","€20","€200","/ user","per month","per year (save 17%)",{"label":772},"Try Basic Free",{"id":774,"title":775,"description":776,"monthlyPrice":777,"yearlyPrice":778,"billingCycle":768,"billingPeriodMonthly":769,"billingPeriodYearly":770,"badge":779,"button":781,"highlight":500},"premium","Premium","For established businesses.","€40","€400",{"label":780,"color":758},"Most popular",{"label":782,"color":758},"Try Premium Free",{"id":784,"title":785,"description":786,"monthlyPrice":787,"yearlyPrice":788,"billingCycle":768,"billingPeriodMonthly":769,"billingPeriodYearly":770,"button":789},"enterprise","Enterprise","For large organizations.","€140","€1400",{"label":790,"color":791},"Contact sales","neutral","5K5P-N3U3R-wxz9B_2NnRYntQ0XD8iMHt1dN6hjKlC4",1775034756952]