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AI Notetaker

The call ends.The work moves forward.

Vee turns your conversations into CRM tasks, follow-up drafts, and better coaching. It hears the call, understands the screens you share, and keeps the next steps connected to the deal.

Free for 7 days · No credit card required

One meeting. Every next step.

Explore how the conversation becomes the work.

Pilot discovery callIn conversation

From the conversation

Jordan Taylor 23:48

The scope looks right. Could you send it over so we can review it with the team?

Alex Morgan 24:12

I’ll send the pilot proposal by Friday.

Jordan Taylor 24:18

Perfect. Let’s work from that.

What’s on screen

Shared by Alex Morgan

Northwind

A clear plan
for the pilot.

ScopePricingNext steps

Ask who should review the proposal and when you can walk through it together.

Unlimited recording and AI notes. Never metered by credits. Included in every business plan.Example workflow

A good record is just the beginning.

The real work is following through: who owns the next step, what the buyer needs, and what to do better next time. Vee brings that work into Vesso.

01 / Before the call

Pick up where the last conversation left off.

Open a brief that already knows the deal, the people, and the promises from last time. Walk in knowing what to ask.

→Account context and the current deal stage
→Attendee background, talking points, and likely risks
→Open items and screens from linked prior meetings
Your meeting brief, already connected
Vesso prep brief with meeting objectives, deal context, attendee background, talking points, and risks
The context you need before you join. Open the full brief to explore.
Your meeting brief, already connected
See the complete product view
Vesso prep brief with meeting objectives, deal context, attendee background, talking points, and risks

The context you need before you join. Open the full brief to explore.

02 / During the call

Vee hears the call.
And sees the context.

The pricing sheet. The product demo. The slide that changes the conversation. Vee connects what is on screen to what is being said, so the important details stay together.

01

Capture the context

Snapshots when the shared screen changes, with the figures and names that matter.

02

Use it in the moment

Live guidance grounded in the screen everyone is looking at.

03

Return to the evidence

Revisit each screen with its notes and jump back to that moment. Export or share the slides you choose.

In-app capture · Fictional participants; shared content anonymized.
What Vee sees during a call
Explore the screen and timeline
Vesso’s live screen capture showing a shared architecture diagram, five fictional participants in conversation, and five timestamped snapshots with the latest selected. Shared content is anonymized.

The current screen and a timeline of captured changes. Participants are AI-generated, and shared content is anonymized for this preview.

Live Assist
Live Assist with suggested questions, open questions, and a Steer Vee input
Type a direction. Vee adjusts its next suggestion.
Live Assist
See the complete product view
Live Assist with suggested questions, open questions, and a Steer Vee input

Type a direction. Vee adjusts its next suggestion.

Keep the conversation moving

The right question, while it still matters.

Stay present while Vee transcribes with speaker labels and suggests what to ask next. When the conversation turns, steer its guidance in your own words.

“Focus on pricing objections and find the decision owner.”
→Useful prompts for your meeting’s goals and methodology
→Open questions and action items kept in view

Record browser or system audio, use a microphone in person, or send the visible notetaker to Zoom, Google Meet, Teams, or Webex.

03 / After the call

The notes are written.
Now move the deal forward.

A summary is useful. A clear next step is better. Vee brings the decisions, owners, and follow-up into the same place as your deal.

Keep the decisions

Editable notes with key points and what you agreed.

Give the work an owner

Action items with due dates, ready to become CRM tasks.

Make the follow-up easy

A recap in your voice, ready for your review.

From the meeting to a clear plan
Vesso meeting notes with a summary, key points, decisions, and action items
Review the decisions and turn an action item into a CRM task.
From the meeting to a clear plan
See the complete product view
Vesso meeting notes with a summary, key points, decisions, and action items

Review the decisions and turn an action item into a CRM task.

Connected to the account, deal, and contacts. Ready for the next conversation.

04 / Across calls

Find the pattern.
Coach the next conversation.

Score each call against your team’s methodology, compare per-rep scorecards, and follow progress over time. Turn the moments that matter into a specific next coaching action.

MEDDICBANTSPICEDDiscoveryDemoQBRPlus interviews, onboarding, and internal meetings
Start with the conversation
Vesso demo scorecard with a 7.2 overall score, participation, timestamped quotes, and coaching feedback
See what went well, where to improve, and the evidence behind each score.
Start with the conversation
See the complete product view
Vesso demo scorecard with a 7.2 overall score, participation, timestamped quotes, and coaching feedback

See what went well, where to improve, and the evidence behind each score.

Catch recurring objections

Track competitors and the phrases that matter. See mentions, per-speaker sentiment trends, and risks across calls.

Know which deals need attention

Spot quiet deals and gaps in buyer conversations. Open the calls behind each signal before your pipeline review.

Turn a good call into shared learning

Save calls and clips to your library. Add timestamped coaching comments and bring teammates into the discussion.

Managers see their reporting hierarchy. Workspace admins can review the workspace. Teammates’ private and confidential meetings stay out of team analytics.

Less switching. More follow-through.

One tool instead of four.

AI transcription
Meeting notes
Conversation intelligence
Follow-up drafting
Private & shareable

Recordings you control.

Share a call with anyone, or no one. Choose what to include, protect it with a passcode, and set when access ends. Revoke the link at any time.

Choose what they see and how long they can access it.

Workspace permissions

Role-based access and 2FA. Private and confidential meetings stay out of team analytics.

Visible on the call

Vee joins as a visible participant, so everyone knows the meeting is being recorded.

Screen capture controls

Pause or disable snapshots, and delete them from a recording whenever you need to.

More about recording privacy

Team analytics follow your reporting hierarchy. Managers see the people they manage; workspace admins can review workspace-wide insights. Teammates’ private and confidential meetings are excluded.

Screen snapshots are saved when the shared screen changes. Turn capture off per meeting, per person, or for the whole workspace, and delete snapshots from a recording.

A few practical details

Before your next meeting.

Recording, sharing, team access, and what’s included.

Explore the plans
Can I record on any platform or in person?

Record on any digital platform when its audio is available through your browser or system, or use your microphone for an in-person conversation. You can also send Vee to join Zoom, Google Meet, Microsoft Teams, or Webex as a visible notetaker, or upload an existing audio recording.

What happens after the call?

Vee creates an editable summary, key points, decisions, and action items with owners and due dates. Turn action items into CRM tasks in one click, review a follow-up draft, and keep the conversation connected to the relevant account, deal, and contacts.

Does Vee send the follow-up automatically?

Vee drafts the email using the conversation and agreed next steps. You can adjust the tone, length, and formality, review the draft, and then send it.

Can Vee capture and share the screens from a meeting?

Yes. With the Vesso Notetaker or browser recording with meeting audio, Vee captures changes to the shared screen and saves them with the meeting. Review each screen with its notes, copy a slide as a PNG, or export a PDF. Choose whether to include captured slides when sharing a recording. You can pause capture, delete snapshots, or disable capture for the workspace. Explore screen awareness

Does Vee remember what I showed an account last time?

When you link a meeting to a prior conversation, the prep brief includes the earlier screens and what came of each. It also flags figures that have changed, so you can pick up where you left off.

Can I replay or search a call later?

Every saved call has a searchable transcript synced to playback. Select a transcript line to jump to that moment. Bot-recorded calls include video, and captured screens let you return to what was being shown.

Which coaching methodologies are supported?

Sales frameworks include BANT, MEDDIC, SPICED, Discovery, and Demo. There are also formats for QBRs, onboarding, interviews, 1:1s, retrospectives, sprint planning, team meetings, and brainstorms. Each scorecard includes supporting evidence from the conversation.

What can managers see across the team?

Managers can review calls from the people in their reporting hierarchy; workspace admins can review active workspace members. Compare topics, risks, per-rep scorecards, talk ratios, monologues, questions per hour, and call length over a selected period. Speaker-based metrics need at least two identified speakers. Teammates’ private and confidential meetings are excluded from team analytics.

Can we track competitors or specific objections?

Workspace admins can define phrase trackers for competitors, objections, and product names. See mentions and trends across the calls in scope, compare reps, and jump to matching moments. Scan coverage shows which calls are included.

Can I share a recording with someone outside Vesso?

Yes. Create a passcode-protected link, choose which parts of the meeting to include, and set an expiry. Viewers do not need a Vesso account. You can revoke the link at any time.

Which plans include the notetaker?

Every business plan includes unlimited meeting recording and AI notes, starting with Solo at $49/month. Recording and notes are never metered by credits. Other AI actions follow the plan’s credit allowances. Team views follow workspace membership and manager permissions. See plans and AI allowances

Make your next meeting count

Turn your team’s calls into its next advantage.

Start with your next conversation. Leave with clearer next steps, a stronger follow-up, and something useful to carry into the next call.

Free for 7 days · No credit card required

Unlimited recording and AI notes in every business plan.

Recording lectures? Explore Vesso for Students