Question 1

What is Heidi?

Accepted Answer

Heidi is an AI meeting copilot that works before, during and after your meetings. It preps you before the call, coaches you live during it with cues only you can see, scores the room in real time (Pulse, Trust, Impact), and its agent handles notes, follow-ups, CRM updates and tasks afterward.

Question 2

What is an AI meeting copilot?

Accepted Answer

An AI meeting copilot is software that assists you live during a meeting rather than only summarizing it afterward. Unlike a passive note-taker, a copilot like Heidi reads the conversation in real time, suggests what to say while it still matters, and then automates the follow-up work.

Question 3

How is Heidi different from an AI note-taker?

Accepted Answer

A note-taker records and transcribes the meeting, then gives you a summary after it ends. Heidi works in real time and across the whole meeting lifecycle: it briefs you before, coaches you live during the call, and its agent drafts follow-ups and updates your CRM after. The value arrives while the meeting is still happening, not the next day.

Question 4

Does Heidi join my meetings?

Accepted Answer

Yes. Heidi joins the call to hear the conversation, but its coaching cues are visible only to you, on your own screen. The other participants see a normal meeting; they do not see the suggestions Heidi whispers to you.

Question 5

Which meeting platforms does Heidi work with?

Accepted Answer

Heidi works with Zoom, Google Meet, Microsoft Teams, Webex and Whereby for online calls, and can also capture in-person meetings from your device's microphone.

Question 6

Do I have to change my tools to use Heidi?

Accepted Answer

No. Heidi plugs into the stack you already use, your calendar, your meeting platform and your CRM. You keep your workflow; Heidi adds the live layer and the follow-up automation on top.

Question 7

Can AI coach me live during a sales call?

Accepted Answer

Yes. Heidi's Live Copilot feeds you the move during the call, the reframe, the question, the proof point, visible only to you. A note-taker transcribes after the meeting; the Copilot helps while the objection is still in the air.

Question 8

Can the other people on the call see the coaching?

Accepted Answer

No. The coaching layer is private to you. Heidi's suggestions appear on your screen only, with no pauses, no tells and nothing the other side can see.

Question 9

What does Heidi score in real time?

Accepted Answer

Heidi scores three live signals during the conversation: Pulse (engagement), Trust (credibility) and Impact (likelihood of action). You watch them move as the call happens, so you can fix a dip before the meeting ends.

Question 10

How does Heidi read the room?

Accepted Answer

Heidi listens to the conversation live and detects tone shifts, hesitations, pace changes and who has gone quiet. It turns those signals into context-aware suggestions in the moment.

Question 11

Does Heidi write my follow-up emails?

Accepted Answer

Yes. After the call, Heidi drafts the recap and the follow-up in your voice, ready before you have closed your laptop. Its agent can also send them, within the limits you set.

Question 12

Can Heidi act on its own?

Accepted Answer

Yes. Heidi's agentic mode does not just suggest the next step, it acts: it drafts follow-ups, updates the CRM, creates tasks and runs workflows automatically, within guardrails you control.

Question 13

Does Heidi update my CRM automatically?

Accepted Answer

Yes. Heidi captures the decisions and next steps from the conversation and writes them into your CRM automatically. A CRM stores what someone types; Heidi fills it from what was actually said.

Question 14

How much does Heidi cost?

Accepted Answer

Heidi costs €49.90/month (Core), €89.90/month (Pulse) or €149.90/month (Prime), with 20% off on annual billing. Enterprise pricing is custom.

Question 15

Is there a free trial?

Accepted Answer

Yes. Every plan starts with a 14-day free trial that unlocks the full Prime experience, whatever plan you pick. €0 today, a card is required, and you can cancel in one click.

Question 16

Can I cancel anytime?

Accepted Answer

Yes. You can cancel in one click, during the trial or after, with no phone call and no retention maze.

Question 17

What is the difference between the plans?

Accepted Answer

All plans include the core copilot. Core is the essentials; Pulse adds more meetings, deeper scoring and analytics; Prime unlocks everything, including the agentic automation and team features. During the trial you get the full Prime feature set so you can judge for yourself.

Question 18

Is my meeting data used to train AI?

Accepted Answer

No. Heidi never uses your meeting data to train third-party AI models, and never sells it. Your conversations stay yours.

Question 19

Is my data encrypted?

Accepted Answer

Yes. Heidi encrypts meeting data both in transit and at rest.

Question 20

Who can access my recordings and transcripts?

Accepted Answer

Access belongs to the account owner alone. Your recordings, transcripts and summaries are not shared with other customers or used beyond serving you.

Question 21

How do I delete my data?

Accepted Answer

You can delete your data in one click, at any time. When you delete it, it is gone.

Question 22

Is Heidi good for sales teams?

Accepted Answer

Yes. For sales, Heidi coaches live on every call, the answer to the objection arrives while it still matters, tracks buying signals, and drafts the follow-up automatically, so fewer deals die in the gap after the meeting.

Question 23

Does Heidi work for customer success?

Accepted Answer

Yes. For customer success, Heidi tracks Trust call over call and surfaces a churn signal, a client disengaging or a frustration rising, weeks before the cancel email, without Gong-level pricing built for sales orgs.

Question 24

Does Heidi work for consultants and coaches?

Accepted Answer

Yes. For consultants, Heidi captures the brief word for word and turns every call into a client-ready recap with owners and dates. For coaches, it tracks each client commitment and resurfaces it at the next session.

Question 25

Does Heidi work for team leaders and managers?

Accepted Answer

Yes. For team leaders, Heidi turns scattered one-on-ones and syncs into tracked decisions and next steps, and shows engagement live so you coach the room you are actually in.

Question 26

How do I get started with Heidi?

Accepted Answer

Sign up, connect your calendar, and Heidi is ready for your next meeting. The 14-day full trial starts immediately, with no setup project and nothing to install for your guests.

Question 27

Do I need to prepare before each meeting?

Accepted Answer

No. Heidi's Smart Prep briefs you before the call, attendee context, last commitments and open items, so you walk in ready without opening twelve tabs.

Questions? I have answers.

The basics

Live coaching and scoring

After the meeting and the agent

Pricing and the free trial

Security and your data

Who Heidi is for

Getting started

Still wondering if I'm the copilot you need?