Introducing Your AI Meeting Assistant: Aartha's October Release

How we're transforming Customer Success workflows with intelligent meeting support and context-aware AI

If you've ever left a client call scrambling to remember every detail, action item, and nuanced comment, you know the struggle. Customer Success teams juggle dozens of meetings weekly, and the mental load of capturing, organizing, and acting on all that information can be overwhelming.

That's why we built this.

Meet Your New Meeting Companion

Starting today, Aartha joins every meeting on your calendar as your personal AI assistant. Whether you're in an internal planning session or a high-stakes customer call, Aartha is there—listening, learning, and organizing everything that matters.

No more frantic note-taking. No more "wait, what did they say about that feature request?" moments. Just intelligent summaries, organized insights, and the freedom to be fully present in your conversations.

Your Command Center for Meetings

We've introduced two powerful new sections to help you stay on top of every interaction:

• Scheduled Meetings Hub gives you a bird's-eye view of what's coming. Prep for calls with context about participants, review talking points, and walk into every meeting confident and prepared.

• Past Meetings Archive becomes your team's institutional memory. Every discussion, decision, and follow-up is thoroughly documented and searchable, ensuring that nothing falls through the cracks. Need to remember what a customer said three months ago? It's right there.

The Intelligence Behind the Scenes

But here's where things get really interesting. We didn't just build a transcription tool—we built an AI that truly understands your business context.

Our new Tri-Anchored Context Model ensures Aartha interprets every conversation through three critical lenses:

• Your Workspace – Aartha understands your company's products, goals, and strategic priorities, tailoring every insight to align with how your organization operates.

• Your Accounts – AI-powered enrichment goes beyond basic CRM data to reveal deeper business intelligence about each client, supporting more strategic engagement.

• The Relationship – Aartha maps the connections between your workspace and client accounts, understanding how these relationships evolve and what that means for your strategy.

This holistic approach means Aartha doesn't just tell you what was said—it helps you understand what it means for your business.

Built to Scale with Your Team

For platform administrators, we've added comprehensive metrics dashboards that provide real-time visibility into system health and usage patterns. Monitor performance, identify trends, and ensure your team has the necessary tools to succeed.

We've also refined the user experience throughout the platform, with redesigned interfaces that make critical information more accessible and automatic filtering that keeps your data focused on conversations that actually matter.

What This Means for Your Daily Workflow

Imagine starting each day with a clear picture of what's ahead and perfect recall of what's behind you. Imagine walking into client calls prepared, confident, and fully present. Imagine your team operating with shared context and institutional knowledge that never gets lost in someone's notebook.

That's the vision behind this release.

Version 0.7.0 isn't just about new features—it's about fundamentally changing how Customer Success teams work. Less administrative overhead. More strategic thinking. Stronger customer relationships.

What's Next?

This is just the beginning. We're continuing to evolve Aartha into the most intelligent, context-aware productivity platform for Customer Success teams. The insights we gather, the patterns we identify, and the automation we enable will only get more powerful from here.

We look forward to seeing how you utilize these new capabilities.

Ready to experience Aartha as your meeting assistant? Log in today and let us know what you think.

— The Aartha Team