Trusted by 10,000+ Investment Professionals

The AI Agent for Customer Support Teams

Generate clear, structured summaries of customer support conversations by capturing essential information such as customer identity, issue details, troubleshooting steps, resolution status, sentiment, and follow-up actions

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Acta.ai Dashboard
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Trusted by Industry Leaders

Customer Support: Powering Service Teams Worldwide

Join thousands of customer support professionals who've transformed their workflow with AI-powered meeting intelligence.

Brand
Density
Monyx
Enrich Money
Eduhubspot
Niyom
Faballey
Revinate
Clarivate
Cyberheals
Bridgeweave
Verifitech
Universidad Nacional de Colombia
Cloud Odyssey
NFlowtech
Paddle
BITS Pilani
Coopecaja
Ceaza
Webiks
Expertia
Actcorp
iSolutions
Arthashastra AI
Wynter Creative
Sales Nanny
PGP ISB
IIMU
Brand
Density
Monyx
Enrich Money
Eduhubspot
Niyom
Faballey
Revinate
Clarivate
Cyberheals
Bridgeweave
Verifitech
Universidad Nacional de Colombia
Cloud Odyssey
NFlowtech
Paddle
BITS Pilani
Coopecaja
Ceaza
Webiks
Expertia
Actcorp
iSolutions
Arthashastra AI
Wynter Creative
Sales Nanny
PGP ISB
IIMU
500+
Financial Institutions
10M+
Meetings Analyzed
99.9%
Uptime SLA
24/7
Enterprise Support

Built for the full Customer Support Journey

From initial inquiry to case closure, Acta.ai is your team's dedicated AI partner

Comprehensive Conversation Summaries

Comprehensive Conversation Summaries

Generate clear and organized overviews of every customer interaction, ensuring all key details are documented for future reference.

Instant analysis of intro calls
Automated deal qualification
Seamless follow-up tracking
Essential Information Capture

Essential Information Capture

Automatically record critical elements such as customer identity, issue details, troubleshooting steps, and resolution status within each summary.

Surface risks automatically
Collaborate on key findings
Data-driven investment memos
Actionable Insights & Follow-up

Actionable Insights & Follow-up

Track customer sentiment and outline necessary follow-up actions, empowering support teams to deliver proactive and personalized customer care.

Automated KPI tracking
Early issue detection
Generate board-ready reports

Powerful features, seamless workflow

Everything you need to supercharge your investment process.

AI-Powered Transcription

Real-time, speaker-diarized transcripts with over 95% accuracy across 50+ languages.

Automated Summaries

Instantly get summaries, action items, and key topics from every call with custom templates.

Conversation Intelligence

Track keywords, analyze sentiment, and uncover hidden insights with advanced AI models.

Seamless CRM Sync

Automatically push notes, contacts, and tasks to your CRM with bi-directional sync.

Advanced Search

Find any moment, in any conversation, across your entire history with semantic search.

Enterprise-Grade Security

Protecting your data with SOC 2, GDPR, and HIPAA compliance plus end-to-end encryption.

Seamless integrations with your favorite tools

Connect with the platforms you already use to streamline your investment workflow

Zoom
Google Meet
Microsoft Teams
Asana
Confluence
Jira
Monday.com
Salesforce
HubSpot
Slack

Frequently Asked Questions

Everything you need to know about Acta.ai

Security is our top priority. We employ enterprise-grade security measures, including end-to-end encryption, SOC 2 Type II compliance, and GDPR/HIPAA readiness. Access to data is strictly controlled and audited.

Acta.ai integrates natively with Zoom, Google Meet, and Microsoft Teams. We also offer seamless integration with popular CRMs like Salesforce, HubSpot, and Affinity, with more being added constantly.

Absolutely. You can create custom trackers, keywords, and scoring models to align the AI's analysis with your unique investment criteria, helping you surface the most relevant opportunities.

Onboarding is simple and fast. You can connect your calendar and be ready to record your first meeting in under 5 minutes. We also offer dedicated support and training for enterprise teams to ensure a smooth rollout.

Ready to supercharge your customer support workflow?

Join thousands of support professionals who've transformed their workflows with AI-powered assistance. Start your 14-day free trial today.

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