Meeting Agent

Product Demo & Solution Presentation Meeting Agent for Key Account Managers

As a [Key Account Manager](https://relevanceai.com/agent-templates-roles/sales-engineer-ai-agents-1), you know that a compelling product demo can make or break a deal. Relevance AI helps you deliver presentations that resonate with each client's unique needs and challenges.
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Run smarter Product Demo & Solution Presentation meetings with AI Agents

AI-powered product demo and solution presentation agents are transforming how [Key Account Managers](https://relevanceai.com/agent-templates-roles/strategic-account-director-ai-agents-1) engage with clients. These agents automate the preparation, delivery, and follow-up of product demos, ensuring each presentation is highly relevant and impactful. This technology streamlines the sales process, enhances client engagement, and drives higher conversion rates.

Before Meeting

Your AI agent analyzes the client's data, identifies key pain points, and prepares a customized demo script highlighting the most relevant features and benefits.

During Meeting

The agent provides real-time guidance, suggesting which features to emphasize based on client reactions and questions. It instantly pulls up relevant case studies and technical documentation.

After Meeting

The agent generates personalized follow-up materials, including feature summaries, implementation timelines, and next steps, ensuring a smooth transition from demo to implementation.

Quick Start

Build your Product Demo & Solution Presentation Meeting Agent in
Relevance AI

What you’ll need

You don't need to be a developer to set up this integration. Follow this simple guide to get started:

  • Meeting Notetaker Agent template
  • Calendar account
  • Meetings to join
  • Relevance AI Account
Try Meeting Notetaker Agent
STEP 1

Meeting Notetaker Agent

Clone the Meeting Notetaker Agent template into your account, by clicking any of the "Try" buttons on this page.

You can also find it on the "Templates" page in your Relevance AI Account. Just search for Meeting Notetaker.

STEP 2

Send calendar events to your agent

Setup a trigger for Google Calendar so your agent can start receiving new calendar events (like meeting event links).

Your meeting agent will then join your meeting and send you a transcript of it when it's done.

STEP 3

Customize what your agent does

You customize what your product demo & solution presentation agent does before, during and after your meeting. For example, you can set it to analyze client data before the meeting, suggest talking points during the meeting, and generate personalized follow-up emails after the meeting.

STEP 4

Make every meeting count

Your agent could turn each meeting into exactly what your team needs next, whether that's a tailored proposal, a detailed ROI analysis, or a project plan. Set it up once and it can do this across every presentation without extra effort. You could have it update your [CRM](https://relevanceai.com/integrations/hubspot), [create follow-up tasks](https://relevanceai.com/agent-templates-tasks/follow-up-reminder-generation) in your project tools, or send a summary to your sales team. The more meetings you run, the more time you save.

Learn More

Product Demo & Solution Presentation Agent For Key Account Managers

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‍Meeting Notetaker Agent today!

If you're exploring Relevance AI for the first time or discovering new features, we'll quickly guide you to start doing great work immediately.

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