AI Assistant

Focus on the conversation

The AI Assistant handles the rest: it records and transcribes every call, updates your CRM, writes follow-ups in your voice, and flags the deals that need attention, so selling time goes back to selling.

Start free trial Log in

Demodesk AI Assistant combining a live call view with a CRM deal card and an AI summary panel

Higher conversion rates. Deals keep moving when every follow-up lands the same day.

+30%

More revenue per seller. Hours saved on admin turn into hours spent selling.

+25%

Time saved on manual tasks. Notes, CRM fields, and follow-ups run without the rep.

What it does

Everything after the call, handled

Slow follow-ups cost deals. Missing notes cost pipeline visibility. The AI Assistant takes over the busywork the moment your call ends, and most of it while you're still talking.

CRM updates log themselves

During the call, the AI Assistant captures pain points, competitors, decision criteria, and next steps, then writes them to the right CRM fields. You review, accept, done.

Native with Salesforce, HubSpot, and Pipedrive. Every other CRM connects through the API.

AI Assistant CRM sync card capturing competitors, pain points, decision criteria, and next steps during a live call

Follow-ups written in your voice

Seconds after the call, the AI drafts a personalized follow-up from what was actually said. Review, tweak if needed, send.

It learns your style with every email you send: the longer you use it, the more it sounds like you.

AI Assistant follow-up email draft ready to send after a call

Ask anything about any conversation

Like ChatGPT for your calls: what did they say about budget? Who else is in the decision? Ask, and get the answer with the receipts.

Answers draw on your CRM and every interaction with the account, not just one meeting.

Ask AI Assistant chat input with suggested follow-up questions and a company selector

Summaries structured the way you sell

No replaying hour-long recordings. Get the key moments (objections, pricing, engagement) in MEDDIC, BANT, SPICED, or a custom format built for your process.

Every point links back to its timestamp in the transcript, so claims are one click from proof.

AI Assistant call summary structured with the SPICED framework, with timestamped citations

A searchable call library in 98 languages

Demodesk records and transcribes video meetings and VoIP calls in real time, across Zoom, Google Meet, and Microsoft Teams.

Search every conversation your team has ever had, and bookmark the best calls for sharing what works.

Video call with AI summary and transcript panel, alongside Google Meet, Microsoft Teams, and Zoom logos

Why Demodesk

Built for sales teams, not bolted onto a notetaker

Plenty of tools transcribe calls. The difference shows up in what happens after, and in whether your reps actually use it.

Zero setup, full adoption

Demodesk plugs into the calendar, CRM, conferencing, and dialer you already use. There is nothing for reps to install, learn, or maintain, which is why adoption hits 100%.

Fine-tuned on real sales calls

The AI is trained on more than 1 million real sales conversations and frameworks from leading sales coaches, so summaries, fields, and follow-ups read like a salesperson wrote them, not a generic model.

Private and secure by default

Customer data is encrypted, stored securely, and access-controlled by your admins. Demodesk is GDPR, CCPA, LGPD, and LFPDPPP compliant.

Customizable to your process

Pre-built sales workflows work out of the box, and every one of them can be reshaped: your summary structure, your CRM fields, your follow-up rules, your tone.

GDPR customization and audit trail

The compliance settings your legal team asks about

GDPR readiness is not a single certificate. European buyers want to know what they can change: the wording their prospects see, who is allowed to record, how long a recording lives, and who opened it. Those are admin settings in Demodesk.

On-screen consent wording you write yourself.: Under Recordings & AI, admins set the Notetaker name, your company logo, and the on-screen consent message. Your legal team writes the sentence prospects actually read, in your language and your phrasing.
Two-step consent, announced in the call.: The Notetaker announces itself on every call and consent is captured in two steps. Recording permissions are assigned per group, and individual reps can opt out.
Retention you choose.: Recording retention is configurable per company, from 12 hours up to one year. Bookmarked calls are excluded from auto-deletion, so you can delete by default and keep only what coaching needs.
Role-based access and audit logs.: Admins decide who can open which recording. Comprehensive audit logging records access, and the platform is certified to ISO 27001:2022.
EU data residency, no transatlantic transfer.: All customer data is stored in EU data centers (Azure Frankfurt). Nothing crosses the Atlantic, and your conversations never train AI models.
Anonymization before a model reads along.: Names, companies, and personal data are stripped from transcripts before they reach an LLM, so you get the AI output without exposing customer data.

A standard data processing agreement applies on every plan. Enterprise adds a custom DPA and a works council documentation package covering data flows, consent mechanics, retention policies, role-based access, and opt-out controls.

See our subprocessors

AI Sales Agents

Meet the rest of the crew

The AI Assistant works your calls. Four more agents cover coaching, insights, CRM hygiene, and deal risk, and they all share the same context.

Frequently asked questions

: It joins your calls, records and transcribes them, writes structured summaries, drafts follow-up emails, updates your CRM, and answers questions about any conversation. You keep selling. The admin happens on its own.
: Note-taking, CRM field updates, follow-up drafting, and action-item tracking all run automatically after every call. Teams report around 25% of time saved on manual tasks, time that goes back into conversations.
: Salesforce, HubSpot, and Pipedrive natively, plus Slack, Gmail, and Outlook. Any other CRM or tool connects through the Demodesk API and connectors.
: Yes. Use pre-built summary formats like MEDDIC, BANT, or SPICED, or define your own structure. Prompts, rules, and workflows can all be tailored to your sales process and team setup.
: Yes. It drafts personalized follow-up emails that learn your writing style, identifies action items and who owns them, and pushes tasks into your CRM and sales tools.
: Recording and transcription work in 98 languages, in real time, across Zoom, Google Meet, Microsoft Teams, and VoIP dialers.
: Data is encrypted, stored securely, and access-controlled: admins decide who sees what. Demodesk is GDPR, CCPA, LGPD, and LFPDPPP compliant.
: Yes. Admins set the on-screen consent message under Recordings & AI, along with the Notetaker name and your company logo, so the wording prospects read is the wording your legal team approved. Recording permissions, retention, and access rights are configured in the same place.
: All customer data is stored in EU data centers (Azure Frankfurt), with no transatlantic transfers, and your conversations never train AI models. Role-based access controls who can open a recording, comprehensive audit logging records access, and the platform is certified to ISO 27001:2022.

Ready to hand off the admin?

Try Demodesk free for 14 days: no credit card, no commitment.

Start free trial Book a demo