Epicbase Inc. has launched a new feature for its AI agent service “Otolio,” which automatically performs all meeting-related tasks such as creating meeting minutes. This new feature allows the AI to automatically generate a sales negotiation scenario before the negotiation takes place.
By simply linking Salesforce opportunity records to Otolio before a meeting, three things are automatically compiled in Otolio: “Salesforce opportunity information,” “AI-collected information on the other company,” and “opportunity scenario.” In particular, the opportunity scenario summarizes the anticipated challenges and needs of the other company, the value that your product can provide to address them, the points to be discussed on the day of the meeting, and the direction of the proposal. This ensures that meetings are conducted with a consistent level of quality, regardless of differences in experience among sales representatives or the amount of time they can spend preparing.
Background of the release
In business negotiations, it’s necessary to consider the other company’s business operations and industry trends, and then plan what to communicate and what to confirm on the day of the meeting.
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On the other hand, these preparations require the effort of gathering and reorganizing information each time. As business negotiations pile up, the time available for preparation is reduced, often resulting in haphazard proceedings on the day or proposals that are generic and fail to address the other party’s specific situation. The quality of the business negotiation on the day itself is directly linked to how much effort was put into the preparations leading up to it.
Otolio aims to significantly reduce workload by automating all types of meeting tasks, including not only business negotiations but also internal meetings, recruitment interviews, and customer service. This time, we have focused on business negotiations, which require particularly heavy preparation time, and have launched this feature to eliminate the preparation time itself.
Otolio is an AI agent service that automates all meeting-related tasks, including minute-taking. It handles a wide range of meeting preparation, recording, and follow-up, whether online or in-person. No complex setup is required, making it easy for anyone to implement.
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