“Brief me before my next customer meeting.”
Previous conversations, open questions, stakeholders, and risks.
Ask across everything your company knows.
Search meetings and connected systems, create documents, and prepare updates in the tools your team already uses.
Steven Spielberg (you)
Sourced answer
Sarah MüllerAcme Inc. · last week
She confirmed, then raised the order to 300 units.
In a follow-up email, Sarah asked for 50 more at CHF 42 each.
Continue with context
HubSpotOrder #1048300 units · CHF 42 eachCHF 12,600 total
Creating order…
Ask across every meeting
Ask the questions your team already has.
Search one conversation or patterns across every meeting you can access. Get a direct answer, the relevant source moments, and the context to keep working.
“How is the sales team doing?”
Recurring objections, coaching opportunities, and pipeline signals.
“Which competitors get mentioned most—and why?”
Patterns across accessible calls, with the original moments attached.
“What changed since the last renewal call?”
A sourced answer across meetings, CRM, documents, and tickets.
Intelligence at work
From one prompt to useful work.
Understand what happened, create the deliverable, or take an approved action without rebuilding the context in every tool.
Understand
Search and connect the evidence.
Answer questions, compare meetings, and surface changes or contradictions across accessible history.
Account and pipeline research
Cross-meeting comparison
Create
Generate work from real conversations.
Create PRDs, account briefs, meeting preparation, reports, and follow-up drafts with the relevant sources attached.
Documents and briefs
Emails and follow-ups
Continue
Connect every answer through MCP.
Use preconfigured MCP connections or add your own server. Each workspace controls which tools are read-only and which actions require approval.
Preconfigured + custom MCPs
Per workspace: read-only or approval
MCP integrations
Preconfigured MCPs. Custom servers. Your rules.
Start with ready-made MCP connections, then add custom MCP servers for internal systems. Workspace admins decide what each connection can read, what it can write, and when approval is required.
HubSpot
Dynamics 365
Jira
Linear
Asana
Slack
Microsoft Teams
NotionGitHub
SAP
n8nOne request, full cycle
From transcript to finished work.
“Create an invoice for this customer from our latest call.”
Optiverse uses the transcript and account context to prepare the invoice in HubSpot, then shows it for review before anything changes.
Add any custom MCP server.
Connect internal systems and company-specific actions without waiting for a native integration.
Set MCP permissions per workspace.
For every connection, admins can keep access read-only, require human approval before writes, or allow specific actions. User-level permissions still apply inside the workspace.
Read-onlyApproval requiredSpecific actions allowed
Customer story
ID Quantique
ID Quantique turned meeting detail into pipeline intelligence.
Their team uses verbatim customer language to remove guesswork and make account decisions on what was actually said.
“Some sales reps are very optimistic and others are less so. Now you can get AI to capture the verbatim from the client - and you remove the layer of interpretation happening at the individual level.”
Julien Lepetit
Head of Sales Excellence, ID Quantique
FAQ
Questions teams ask before rollout.
Intelligence can search a single meeting, accessible meeting history, CRM, documents, tickets, email, and other approved sources connected through ready-made integrations or a custom MCP server.
It can generate account briefs, meeting preparation, follow-up drafts, PRDs, one-pagers, reports, and other structured documents while keeping the relevant source material attached.
Yes. Intelligence can prepare actions such as updating Dynamics 365 or creating a GitHub issue from meeting context. Users review each change before it runs, and custom MCP servers can connect internal tools too.
Answers cite the underlying meeting or system record, retrieval follows the signed-in user’s access, administrators control available sources and fields, and MCP write actions remain reviewable before execution.
No. Optiverse never trains models on customer content, and Intelligence does not read meetings, records, documents, or tickets outside the user’s access or the administrator-approved context.
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From answer to workflow