From the first “hello” on the call to the signed offer. The bot joins the call, Lumi extracts signals, tasks land in the CRM, follow-ups write themselves, and the forecast predicts results.
Each module works separately, but the real value appears when the bot records, Lumi extracts signals, tasks land in the CRM, sequences start, and Analytics shows what worked.
Lumi Bot joins Zoom, Teams, and Meet as a participant. Auto-invitation from calendar, diarization, live captions.
Web, iOS, Android, PWA. Offline recording with queue, mp3/m4a/wav upload, transcription in 11 languages.
AI catches every "I'll send it," "I'll forward it," "Let's agree" and creates a task with a responsible person, deadline, and context.
Detecting buying and risk signals: budget mentioned, decision-maker present, blockers, churn risk.
Structured summary after each conversation: agenda, key decisions, blockers, next steps.
Drafts in 6 styles (MEDDIC, SPIN, NEAT, formal, casual, bullet points), smart replies. Send via Gmail / Outlook with one click.
Multi-stage follow-up campaigns with A/B testing and auto-pause when the client replies.
Kanban + 3 scoring frameworks to choose from + win probability based on call signals and deal history.
Decision map: champions, blockers, users, economic buyers. Influence score per contact.
Revenue forecast, win/loss analysis, activity metrics, leaderboardy. Eksport do CSV / Power BI.
Bidirectional sync with 24 CRMs (HubSpot, Salesforce, Pipedrive, Livespace, Firmao, Zoho, Freshsales, Close, and 16 others). Field mapping, conflict resolution, retry with DLQ.
Natural language queries po polskim pipeline'ie: „Pokaż mi deale w Discovery z >3 sygnałami". Coaching tips, deal insights.
Voice assistant with VAD, barge-in and TTS. 30s watchdog, language auto-detect, zero retention. Keep your hands on the wheel — Lumi talks and listens.
Lumi is not a chatbot — it's a senior sales operations analyst at your fingertips. Ask "Which Q4 deals have a confirmed budget but no demo?", "Who on the team has the most churn signals?", "Show me conversations where 'too expensive' was mentioned". Lumi understands the context of your entire pipeline.
Lumi doesn't just transcribe — it analyzes every statement for 14 categories of sales signals. Budget mentioned, decision-maker on call, competitor brought up, churn risk, urgency, blockers. All with a reference to the specific moment of the conversation.
Lumi writes emails you're not ashamed to send. Choose the tone: formal for enterprise and first-time contacts, free for relationships with champions, bullet points for velocity. A/B testing sequences, auto-pause when the client replies. Sending via your Gmail or Outlook — sender address does not change.
Hi John, Martha,
Thanks for the call! As agreed, I'm sending price proposal for 50 seats in the annual variant — in the PDF below. We have also included your preferred onboarding date in Q1.
Marek (our Head of Security) would be happy to connect with your IT team for a security review. I suggest Wednesday or Thursday at 10:00 AM — let us know which day works for you.
From my side — next steps:
Regards,
Anna
Instead of a PDF in an email — send an offer via Luminote with a password and expiration date. A heatmap shows how much time the client spent on each section, the engagement score calculates engagement, and the client can accept, reject, or make a counter-proposal directly from the document.
Each of these features works today. Creating an account takes 3 minutes.