December Update: a more hands-on AI Analyst and contextual automations
Create scorecards from chat, CRM context in the AI Analyst, and automation rules that use meeting context.
🎉 Your AI Analyst just got a lot more hands-on
- Create and update scorecards from chat – Describe your use case in plain language and the AI builds the scorecard for you. Rolling out AI Coach is now much faster.
- CRM context in the AI Analyst – Ask "How do I close the ACME Corp deal?" or "Help me prepare for my meeting with John Doe" and Demodesk pulls the relevant CRM data automatically.
Teams use the AI Analyst to spot patterns across meetings and deals, identify common objections and winning responses, catch up on a customer's journey, generate agendas and action items, and see recurring coaching feedback across weeks.
Check it out · Best practices guide
The AI Analyst is available to users with an active Coaching & AI subscription. Access is complimentary during the research preview; pricing will be determined at official release.
Automations that adapt to what actually happened
Automation rules can now use meeting context. Instead of relying only on fixed conditions (meeting type = X → scorecard Y), Demodesk looks at the transcript, the flow of the conversation and relevant CRM context, and the AI decides which automation should apply.
Example: if it's a first conversation focused on understanding needs rather than pitching, the AI can automatically route it to the right scorecard or summary.