How it works For teams The agents Request demo
Customer intelligence agent

What's off the record
is now in the record.

Offin listens to every customer call, extracts what matters, and keeps a living brief for every account — updated automatically, ready before the next conversation.

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Today · Apr 27
22 calls · 21 processed
8 AM now 6 PM
22
Calls today
21
Parsed
8.4k
Fields updated
1
Needs review
Before your next call
Crestline Foods QBR · tomorrow 10 AM
2 high 1 medium
1 Address overdue dashboard fix — promised on last two calls CSM
2 Identify successor for Jamie — champion flagged as leaving AE
3 Share bulk export timeline — Jamie asked twice, 6 accounts want this Product

"The call ended. Offin took notes. Your brief is ready."

The problem

Your customers are telling you everything.
It's getting lost.

Every QBR, check-in, and steer co contains friction points, expansion signals, and commitments. Most of it disappears the moment the call ends.

01 — The CSM

"What did we promise them last time?"

You scroll through notes from three calls ago. Nothing useful. You join the call unprepared and hope the customer doesn't bring it up. They do.

02 — The Product team

"What are customers actually asking for?"

Your team reads five call summaries and synthesises themes manually. By the time it reaches the roadmap, it's been interpreted twice. Signal became noise.

03 — The executive

"Why didn't we see this churn coming?"

The friction signals were in the calls. The champion risk was in the calls. The overdue commitments were in the calls. Nobody was reading them all. Nobody had to.

How Offin works

A pipeline that runs after every call.

Offin is a team of specialised agents, each doing one job precisely. Together they turn a raw transcript into a fully updated account brief in minutes.

📞
Input
Call ends
Transcript arrives. Offin begins.
🔍
A1
Sherlock
Identifies which customer the call belongs to — reading participant names, email domains, and conversation context intelligently.
✍️
A2
The Scribe
Cleans the transcript, tags speakers, identifies sides.
👥
A3a–d
Extraction team
Four agents run in parallel: contacts, friction, signals, commitments.
🔀
A4
Merge
Reconciles new findings against existing account knowledge.
🛡️
A7
QA Gate
Hallucination check. Only verified findings reach the brief.
For every team

One account brief.
Four different entry points.

The data is the same. What each team sees in it is different. Offin surfaces what matters for each role — without anyone configuring anything.

Your account brief, written automatically after every call.

Before every call, your CSM sees what changed since last time — new friction points, open commitments, expansion signals, and exactly what to say to each contact. After the call, Offin processes the transcript and the brief updates itself. No notes to write. No CRM to update.

  • Open commitments tracked with age — a 138-day-old promise shows up in amber before it becomes a relationship problem
  • Contact-level engagement playbooks: what to frame, what to expand, what to avoid, and how to communicate with each person
  • What changed since last call — surfaced in one banner, not buried in a transcript
🏢 Crestline Foods — Open commitments
Set up monthly review cadence with ops manager
9d
Fix dashboard load time issue affecting daily users
seen 2×
Share expansion pricing for additional locations
3d
Jamie: complete admin training by end of month
customer

Customer signal, extracted from every call across your book.

Offin aggregates friction points, feature requests, and workarounds across all your accounts — not just the one a CSM happens to mention in Slack. When onboarding friction appears in 8 accounts in one week, you see it. When 6 customers ask for the same missing feature, it trends. You didn't ask anyone. Offin read the calls.

  • Cross-customer pattern detection: themes emerging across the book before they reach the roadmap conversation
  • Feature requests with context: not just "improve reporting" but which customers, which calls, what they actually said
  • Friction vs feature distinction: Offin classifies usability issues separately from product gaps — different teams, different urgency
📈 Trending this week — 47 calls
Onboarding taking longer than expected
8 accounts ↑
Interest in bulk export functionality
6 accounts
Permission settings causing confusion
stable
Request for better mobile experience
4 accounts

What's happening with every customer, without asking your team.

An executive asking "what's going on with this account?" used to mean someone reading three transcripts and summarising. Offin answers that question in one click. Health score, open risk flags, recent changes, next best actions — current as of the last call processed, not the last time a CSM remembered to update your CRM.

  • Risk flags by severity: churn risk, adoption gap, competitor threat — visible without digging into calls
  • Commitment accountability: who owes what, for how long, on both sides of the relationship
  • Expansion signals: which accounts have shown interest in what — sourced from conversations, not gut feel
⚠️ Kelford Industries — Risk flags
Rollout delayed — IT approval still pending
High
Champion leaving — no successor identified yet
Medium
Adoption low among finance team users
Medium

Your customer record, with a full audit trail of every change.

Every field Offin updates carries its source: which call, which timestamp, which agent made the change, and what confidence score it was assigned. Human overrides are logged separately. The system knows the difference between "Offin extracted this with 0.9 confidence from a Mar 28 QBR" and "Paul edited this manually on Apr 3." That distinction is permanent and queryable.

  • Field-level audit log: actor type (agent / human / system), actor ID, confidence, verbatim evidence from transcript
  • QA gate before every write: unsupported claims are flagged and held for human review, never silently merged
  • Pipeline-owned vs human-owned: the interface enforces the boundary — agents never overwrite human notes
🔍 Audit log — health score change
72 → 58 · Offin agent · confidence 0.88
extracted
"adoption below target, team disengaged" · May QBR
evidence
Previous value set by: human · Apr 2
overridden

What we believe.
Built into the product.

01
Machines write, humans decide.
The pipeline extracts, merges, and scores. Humans approve, override, and add context. This is not a grey area — it's in the interface.
"Pipeline-owned aggregates cannot be edited here."
02
Evidence, not assertion.
Every extracted insight carries its source: the call ID, the timestamp, the verbatim quote. A 0.9 confidence score is not the same as 0.6. We show the work.
"She said she'd loop in her manager before next week" · confidence: 0.8
03
Staleness is a signal.
A 138-day-old commitment isn't just old — it's a relationship risk. We make age visible everywhere. The system notices what humans stop noticing.
138d · call Dec 4 · CSM · confidence 0.9
04
One name, three depths.
The action center gives you the one-line view. The company page gives you the full brief. The contact page gives you the engagement playbook. Same data, three clicks.
Action center → Company page → Contact intelligence
The team inside Offin

15 agents. One brief.

Offin is not a single model. It's a pipeline of specialised agents, each doing one job with precision. A team you can name is a team you can trust.

A1
Sherlock
Matches every call attendee to the right CRM customer using email domain inference. No LLM call needed — deterministic by design.
matching
A2
The Scribe
Cleans raw transcripts, tags speakers as customer or vendor, and prepares structured chunks for the extraction team.
preparation
A3a
Rolodex Rita
Extracts contacts, roles, org dynamics, and influence types — champions, economic buyers, blockers — from conversation patterns.
people
A3b
Dr. Feelsbad
Listens for friction points, feature requests, usability issues, and workarounds. The agent that hears what customers are not quite saying.
friction
A3c
Money Penny
Spots expansion signals, competitor mentions, budget hints, and renewal sentiment. Every commercial nuance, captured.
commercial
A3d–A7
+ 10 more
Commitments extraction, merge & reconcile, aggregate insights, narrative writer, and QA gate — all running sequentially after every call.
pipeline

One week of data · one customer

1,841
Calls processed last week
+1,824 vs prev week
17,136
Account fields updated
zero data entry
2,119
Human edits tracked
every override logged
0
Fields updated without evidence
QA gate enforced
Why not just use a note-taker?

Transcription is the start.
Intelligence is the outcome.

Call recorders and note-takers record and summarise. Offin extracts, structures, ages, cross-references, and acts. Here's the difference.

Capability Call recorders & note-takers Offin
Call recording & transcript ✓ Core feature ✓ Input layer (via your call platform)
Per-call summary ✓ Fast, accurate ✓ Plus structured extraction
Structured account record ✗ No memory between calls ✓ A living account record that updates after every call
Commitment tracking with age ✗ Action items per call only ✓ Cross-call with staleness signals
Contact influence mapping ✗ Contact list only ✓ Champion, buyer, blocker, influencer
Cross-customer signal aggregation ✗ Account-by-account only ✓ Trends across your whole book
Field-level audit trail ✗ No provenance on data ✓ Every change: who, when, confidence, evidence
QA gate before writing ✗ Summaries are unvalidated ✓ Hallucinations flagged, held for review
From the field
"

I opened Offin before a QBR. It showed me three things that changed since the last call and flagged two commitments nobody had followed up on. I walked in knowing exactly what to say. It would have taken me 40 minutes to piece that together manually.

Head of Customer Success · B2B SaaS procurement platform
"

We had the same onboarding complaint appearing across eight accounts in three weeks. No one had connected the dots. Offin surfaced it as a trend. By the end of the week it was prioritised in our product backlog.

VP of Product · Enterprise sourcing platform

Ready to see what your calls have been trying to tell you?

Offin processes your first 50 calls and shows you what it found. No configuration required. Takes 48 hours.

We work with B2B SaaS teams. We'll reach out within one business day.