Features
AI note-taking with speaker attribution
No recording of conversations
Meeting preparation with agendas and action items
Document intelligence extraction
AI-generated email replies
Client Queries for held-away assets
Client profile auto-sync across CRM
Zocks MCP for external AI tools
Customizable meeting types and output presets
Compliance documentation and audit trails
Mobile app for iOS/Android
Advisor coaching and team collaboration
Custom workflow automation via Zapier (Ultimate tier)
AI meeting transcription in 99 languages
AI meeting summaries and action items
AskFellow AI agent for meeting queries
Botless recording for Zoom, Teams, Google Meet, Webex, Slack, and in-person (mobile)
Centralized recording library with role-based permissions
CRM automation for Salesforce and HubSpot
Zero-day retention policy for recordings and transcripts
MNPI redaction (names, account numbers) from transcripts and audio
Full audit trail with Super Admin API
Pause and resume recording during meetings
Mobile app for in-person meeting capture
MCP server for connecting meeting data to custom LLMs
Public API and admin API for programmatic access
Zapier integration with 8,000+ app triggers
Customizable bot avatar and name