SUMO AI Meeting Assistant – AI Scheduling, Notes, Follow-Ups

ChatNEW

Engage visitors, answer questions live or with an AI assistant.

AI NotetakerNEW

Transcribe and summarize calls with decisions and next steps — no manual notes.

Call PlanningSOON

Speed up pre-call research with talking points and attendee insights from past interactions.

Follow‑Up AssistantSOON

Keeps momentum with drafted, scheduled, and personalized follow-ups.

Meeting scheduler

Send meeting invites to customers or have them book using your link.

Branded Experience

Customize booking pages, notifications, and reminders to reflect your brand.

AI Meeting Assistant for Smarter Customer Connections

SUMO1 AI meeting assistant automates the entire customer engagement journey in one tool. Instead of juggling calendars, notes, and multiple tools, you can focus on conversations and move the pipeline faster.

Chat with customers live on your site or answer questions with AI
Control who’s bookable, when, and where
Auto-match meetings with the right people
Invite attendees in one click
Cut no-shows with auto reminders
Automate notes, recaps, and follow-ups
Sync all your meeting data to CRM in seconds
Provide self service scheduling to customers

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Streamline customer engagement with AI meeting assistant

SUMO1 AI Meeting Assistant coordinates scheduling, transcribes your calls, generates meeting briefs, summaries, and followups, so your teams do less admin, and keep momentum with customers.

Let customers self‑schedule — anywhere online

Engage prospects with a scheduling assistant that proposes times on your behalf, books meetings instantly, reschedules and reminds. No double-booking. No calendar clutter.

Route bookings without the hassle

Assign meetings based on availability, territory, skills, or buyer stage. The SUMO1 AI Scheduler coordinates time zones and team calendars in real time, so you don’t have to manage it manually.

Bring the right people in one click

Add colleagues in one click or pull from a resource pool to bring the right expert. Perfect for multi‑stakeholder or specialized calls.

Get notes, summaries, & follow-ups done for you

Transcribe meetings, get clear summaries, and capture key actions for instant follow-ups. SUMO1’s AI note taker syncs everything to your CRM, while you save time on admin and stay focused on results.

Your AI Meeting Copilot. Easy to Use. Easy to Scale.

SUMO1 AI meeting assistant is built for teams of any size. From simple setup to role-based controls, you get the flexibility to launch fast and scale customer engagement with ease.

Book more meetings

Teams and customers book in seconds with an AI scheduling copilot that cuts admin time.

Customize to fit your brand

Tailor booking flows by service, team, or location. Add branded reminders and notifications to keep customers informed.

Control at every level

Decide what each team member can see and do by setting roles, permissions, and access levels. Stay consistent and compliant as you grow.

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Adapts to Every Team

From sales to service, marketing, and IT — SUMO1 AI meeting assistant brings AI to every customer interaction. Schedule faster, capture notes, automate follow-ups.

Boost revenue

AI chat and self-service scheduling free reps from admin work. More time goes into building relationships and advancing opportunities.

Streamline your sales process

AI call prep and notetaker assistants remove friction. Stakeholders stay aligned, and every meeting moves deals forward without delays.

Close deals faster

CRM integrations track outcomes automatically. AI follow-ups keep momentum high and increase conversion rates across the funnel.

SUMO1 - scheduling solution for Sales teams

Drive pipeline growth

AI chat converts leads at peak interest into booked meetings. Automated scheduling replaces passive CTAs and turns campaigns into active engagement.

Optimize lead response

Smart routing and instant scheduling connect prospects with the right rep in real time. Faster qualification keeps pipeline momentum moving.

Boost conversion rates

Follow-up automation and branded reminders keep leads warm. Consistent engagement smooths the funnel and drives higher conversion rates.

SUMO1 - scheduling solution for Marketing teams

Enhance customer retention

AI chat and smart scheduling bring customers to the right expert at the right time. Stronger engagement across the journey builds loyalty and long-term partnerships.

Speed up response times

Automated routing and self-service booking reduce wait times. Customers get faster answers, while teams stay focused on solving the issue, not on scheduling.

Optimize engagement and improve NPS

AI notetaker and follow-up assistants keep every interaction on track. Automated reminders and next-step workflows ensure nothing is missed and satisfaction stays high.

SUMO1 - scheduling solution for Support & Call Center

Secure engagement at scale

Enterprise-grade security for scheduling and AI assistants. GDPR, HIPAA, and ISO compliance with encryption and audit logs so IT can automate engagement without risk.

Seamless authentication

SSO and role-based access give users a frictionless login experience. Central authentication reduces password risks and aligns engagement with corporate policies.

Simplify user management

Admins manage roles, permissions, and AI assistants from one portal. Flexible controls let teams delegate, enforce governance, and scale without adding IT overhead.

SUMO 1 for IT Professionals and crm admins

AI Scheduling Assistant with Powerful Engagement Capabilities

Effortless meeting management

AI scheduling agent that engages and books meetings where your customers are — website, chat, or email. Create booking pages, set booking flow, capture notes and outcomes.

Enterprise appointment scheduling

Manage licenses, roles, and templates from one admin portal. SUMO1 scales across sales, service, support, and customer-facing teams.

Simplicity at any scale

Set up booking flows in minutes using templates and adapt them to your business, whether recurring sessions, classes, or product demos so scheduling stays fast and consistent.

Automated workflows

Let AI handle the busywork. Prequalify meetings and route to the right person, automate reminders, capture notes and follow up faster and smarter.

Security & Compliance

Keep your scheduling data secure with enterprise-grade admin management, security integrations, data governance, compliance audits, and privacy protections.

GDPR

SUMO supports GDPR compliance

ISO Certified

Compliance with ISO 27001, 27017, and 27018

TRUSTe Certified Privacy Seal

Responsible data collection and processing practices consistent with regulatory expectations

HIPAA

U.S. Privacy requirements for personal health information held by covered entities

Connect with the tools you rely on every day

SUMO1 AI meeting assistant integrates with your favorite marketing and sales automation software so you can get up and running quickly without changing your tech stack.