AI notetaker for customer calls.
QBRs, renewal conversations, escalations, kickoffs. Luni captures the call so the relationship history isn't trapped in one CSM's head.
Sound familiar?
- · Customer mentions a churn risk on a Wednesday call; by the QBR three months later, no one remembers it
- · CSM rotation = customer relationship history dies with the previous owner
- · Renewal conversations rely on whoever was on the original kickoff
- · Action items from QBRs end up in 4 different docs — slack, CRM, spreadsheet, ticket
How it actually works.
After the QBR, your customer gets a clean recap of what was committed to (yours and theirs). The customer's exec reads it because it's three paragraphs not three pages. Your team reads it because the action items are unambiguous.
Pro+ AskMeeting Q&A across the customer's entire meeting history. 'Has Aisha mentioned the data residency concern before?' returns the exact past call where she raised it. End of relying on one CSM's memory.
When a CSM changes, the new owner reads through the customer's last 6 months of recap emails in 20 minutes. They walk into the next call with real context, not a spreadsheet of notes.
When a call goes hot, the recording is the most important artefact — for the customer's perception, for the internal post-mortem, for compliance. Luni captures it without anyone having to remember to hit Record.
Team plan is one price for the whole company, not per-CSM. Run a 12-person CS team for a flat seat-cost without per-rep upselling.
Things people ask.
Can the customer access their own recordings?
Pro+ supports per-recording sharing — generate a share link to send the customer a copy if you want them to have it. Default is recordings stay in your workspace, your customer never sees them unless you choose to share.
How does Luni handle renewal calls — those are sensitive commercially?
Same as any other meeting: recording lives in your Luni workspace, encrypted at rest, retention bound by your tier. Renewal calls are commercially sensitive; we'd recommend Team or Enterprise tier for the longer retention + admin controls around access.
Can I tag a meeting as 'churn-risk' or 'expansion'?
Custom tagging is on the roadmap. Today, search across the recap text works well as a workaround — the recap will mention churn / expansion / renewal in the customer's own framing, which is searchable.
Does Luni replace Gainsight / ChurnZero?
No. Those are full CS platforms with health scoring, journey orchestration, account workflows. Luni does the meeting capture + recap layer cleanly. Most CS teams use both.