Turn every conversation into company-wide action.
Action items route to your CSMs, product feedback to your roadmap, risk signals to leadership, and upsell cues to sales. Automatically. Nothing dies in a transcript.
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From conversation to company-wide action
Every customer call is a signal. HelmAI makes sure it lands.
Meeting Intelligence
Decisions, risks, and action items extracted instantly from any format — transcripts, emails, or pasted notes.
Signal Routing
Bugs to engineering. Feature requests to product. Upsell cues to sales. Tagged and delivered automatically.
Smart Roadmaps
Project timelines generated from conversation intelligence and updated in real time. No manual entry required.
Health Scoring
Declining engagement, delayed milestones, and escalation language flagged across your portfolio before they compound into churn.
Customer Handoffs
Clean transfer of full context from sales to CS. No dropped commitments, no re-running discovery.
Cross-Team Digests
Weekly intelligence briefs give product, GTM, and leadership a clear view of what customers are saying.
Every call holds answers your team needs. HelmAI reads them.
Customer conversations are the richest data source in your company and the least structured. HelmAI extracts commitments, flags blockers, tags decisions, and assigns owners so nothing from the call is ever lost.
- Automatic extraction, zero data entryCommitments made on calls are captured, categorized, and tracked — not buried in notes no one re-reads.
- Decision and risk taggingCritical decisions and emerging blockers are labeled and surfaced immediately, not discovered weeks later in a post-mortem.
- Works with any inputPaste a transcript, upload a doc, forward an email summary. No required format, no integrations to configure on day one.
The right insight reaches the right team automatically.
Customer intelligence lives in the CSM's head. HelmAI routes every signal to the team that should act on it, automatically tagged, delivered, and tracked.
- Product gets the roadmap signalFeature requests, workflow friction, and 'I wish it could...' moments are extracted and routed to your product team with full context.
- Engineering gets the bug reportTechnical issues mentioned on calls are captured, tagged with severity, and delivered to engineering before the support ticket is filed.
- Sales gets the expansion cueUpsell signals, new use case mentions, and 'we're also looking at...' comments are flagged and routed to your revenue team.
Roadmaps that build themselves from your calls.
Your roadmap shouldn't be a spreadsheet you update after every call. HelmAI builds and adjusts project timelines from conversation intelligence — so milestones stay current without manual work.
- Milestones from conversations, not guessworkDates, dependencies, and deliverables are extracted from calls and mapped to your project timeline automatically.
- Real-time adjustmentsWhen a customer says 'we need another sprint for SSO,' the roadmap shifts. No ticket filing, no status meeting.
- Stakeholder alignment built inEvery milestone links back to the conversation that created or changed it. Leadership sees the why, not just the what.
See the renewal risk three months before the QBR.
By the time a customer says 'we're evaluating alternatives,' you've already lost. HelmAI surfaces early warnings across your portfolio while there's still time to intervene.
- Portfolio-wide health scoringReal-time health scores across every account, weighted by conversation sentiment, delivery velocity, and stakeholder engagement.
- Early warning signalsDelayed milestones, declining meeting attendance, and escalation language are detected and flagged before they compound into churn risk.
- Proactive intervention promptsHelmAI drafts check-in messages, suggests calendar blocks, and recommends talking points — so you reach out with context, not just concern.
Your next renewal is already in your calls.
Join the private beta. Be the team that hears what customers are saying — before your competitors do.
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No spam. No commitments. Just early access when we're ready.