CantoNotes
All use cases

Use cases · Client conversations

QBR ends. Client commitments are logged.

Quarterly reviews, complaint handling, renewals — issues the client raised and follow-ups you promised, with owners and due dates when the meeting ends.

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In the product — QBR ends. Client commitments are logged.

When the meeting ends

  1. 01

    Client issues and your commitments extracted

  2. 02

    Grouped by client / account

  3. 03

    Ask old conversations in plain language

In the product

01

Complaint call ends. Follow-ups already assigned.

The client raises three issues; you promise “reply by Friday” and “send someone next week” — already todos with priority when the meeting ends.

  • Client issues and your commitments extracted
  • Owners, due dates, and priority labeled
  • Mixed Cantonese–English complaints heard clearly
In the product: Complaint call ends. Follow-ups already assigned.
02

One clear ledger per account

Client A and Client B stay in separate projects. CSMs, sales, and support see the same record — no more “what did we promise last time?”

  • Grouped by client / account
  • Cross-team access to the same meeting record
  • Clear role permissions
In the product: One clear ledger per account
03

Before renewal: “What did we promise last month?”

Before a renewal or escalation, ask the AI. Old QBR and complaint commitments are listed with sources you can open.

  • Ask old conversations in plain language
  • Search by meaning for “SLA”, “discount”, or “deadline”
  • Answers with openable citations
In the product: Before renewal: “What did we promise last month?”

Other use cases

No more replaying calls for commitments.

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