Oliv AI

Tool Introduction

Oliv AI is an AI agent platform provided by Instaworks Inc. for its sales, customer success, revenue operations, and account development teams. It aggregates meetings, emails, calls, CRM data, documents, and product usage signals into a revenue-related context, enabling dedicated agents to carry out tasks such as research, documentation, updates, follow-ups, forecasting, and guidance.

Main functions

Meeting preparation, recording, and review

Meeting Assistant allows users to review accounts and contacts before a meeting, take notes and perform transcription during the meeting, and then create summaries, action items, and follow-up emails after it. Teams can also continue to use existing recording tools such as Gong, Fireflies, Avoma, Otter, or Fathom, and sync the data to Oliv.

• It offers unlimited transcription of meetings, video recording, AI-generated summaries, as well as Q&A for individual meetings.
• Custom meeting scoring cards can be created to analyze conversation patterns, keywords, and topics.
• Real-time response assistants and dynamic scripts can provide guidance during calls.
• Smart playlists enable managers to review specific topics or skills in a centralized manner.

Business opportunities, forecasting, and CRM automation

Deal Driver, Forecaster, and CRM Manager monitor changes in business opportunities, identify risks, update relevant fields, and report key milestones to managers. Deal Insights also provides a health score for business opportunities, tracking of sales methodologies, analysis of wins and losses, as well as aggregated forecasts.

• Automatically create or complete accounts, contacts, and opportunity records.
• Synchronize the meeting conclusions, phases, dates, and next steps bidirectionally with CRM.
• Track eligibility and process signals using methods such as BANT, MEDDPICC, SPICED, etc.
• Conduct aggregated analysis on cross-opportunity and end-to-end pipeline data to support forecasting and post-mortem reviews.

Agents focused on the entire revenue cycle

In addition to sales meetings, Oliv also offers specialized tools for research, lead generation, lead qualification, onboarding, customer success, renewal, and expansion. Companies can start with just one of these modules, or they can rely on team support to customize workflows, models, and dashboards.

• Researchers create account profiles, identify the pain points of buyers, analyze decision-making processes, and determine appropriate outreach strategies.
• Coach identifies skill gaps and micro-coaching tasks based on the performance in meetings and business opportunities.
• In customer success and account management scenarios, it is possible to track signals related to customer churn, contract renewals, and additional sales.

Usage tutorial

1. Register for a trial version of the team feature to decide whether to use Oliv Notetaker or continue using the existing meeting recording tools.
2. Connect CRM, email, calendar, video conferencing, phone, and team collaboration platforms, and verify synchronization permissions.
3. Import sales processes, methodologies, scoring cards, customer stages, and risk signals that require attention.
4. First, run the agent on a small number of accounts to check the transcription, field updates, scoring, follow-up emails, and the criteria used for predictions.
5. Set up manual approval processes, role permissions, and exception handling, and then gradually expand to more teams and automated actions.

Which users are it suitable for

• Sales reps who wish to have meeting notes, summaries, and follow-up emails generated automatically.
• Sales managers who need to understand pipeline risks, forecasting, and team performance.
• The RevOps team is responsible for CRM data quality, process execution, and tool integration.
• Customer Success and Account Management teams that need to identify signals of churn, renewal, and expansion.
• Companies that are already using Gong, Clari, or other meeting tools and wish to gain the ability to integrate different systems.

Price and modules

The price per unit on the current page is based on an annual commitment and annual payment; teams can try it out for 14 days, while visitors and collaborators can use it for free. Training, support, implementation, and integration are included in the licensing fee, and discounts are available for large teams and multi-year contracts.

The old blog still displays historical packages such as Starter, Standard, and Supreme, which differ from the current modular pricing. When making a purchase, it is necessary to refer to the current price list as well as the number of users, modules, usage metrics, and terms related to renewal and termination specified in the order.

Product advantages

• Organize various revenue-related signals within the contexts of accounts, contacts, opportunities, and processes, rather than merely generating meeting notes.
• It covers the periods before, during, and after the event, as well as continuous processes such as opportunity management, forecasting, and customer success.
• By using modular procurement, existing recording tools can be retained, with only the necessary insight packages added.
• It supports data migration and extensive integration, thereby reducing context loss when switching systems.
• The terms specify that customer data will not be used to train general or shared AI models.

Usage restrictions and precautions

• The price is based on an annual payment; the monthly fee per user should not be construed as a monthly subscription that can be canceled at any time.
• A complete customization typically requires the setup of workflows, models, and dashboards; the typical time frame indicated by the vendor is 2 to 4 weeks.
• Automatically updating the CRM, sending emails, or changing the stage of a business opportunity can affect customer relationships; therefore, approval and rollback processes should be established.
• Meeting recordings, transcriptions, and sentiment analysis are subject to the regulations in place in the respective regions; the team must provide the necessary notifications before conducting recordings.
• AI-based ratings and predictions may inherit biases from historical data and sales processes, and therefore should not be used as the sole basis for evaluating employees or making decisions regarding business opportunities.

Platforms and integration

Oliv can be used via a web interface in the cloud, and it is capable of connecting to Salesforce, HubSpot, Gmail, Outlook, Zoom, Microsoft Teams, Gong, Chorus, Fireflies, as well as various phone and collaboration tools. The official statement claims support for over 70 different integrations, but it is necessary to verify individually, during the trial period, what objects can be read from or written to, what range of historical data is available, and what permissions exist.

Privacy, Security, and Data

The provider states that it holds SOC 2 Type II certification and provides documentation demonstrating compliance with GDPR and CCPA; customer data is not used for training, fine-tuning, or improving general shared models. The platform still processes sensitive business data such as calls, emails, CRM information, and contact details. It is necessary to examine the data processing agreements, sub-processors, locations where the data is stored, as well as the mechanisms for exporting and deleting it, before proceeding with any purchase.

APIs, SDKs, and open-source status

What is made public by the officials are the capabilities related to integrated finished products and custom solutions for enterprises; so far, no general APIs, official SDKs, or pricing details for developers have been made available to the public. The ability to synchronize data bidirectionally with CRM systems does not mean that all users will have access to public APIs – the specific interfaces are specified in the orders and technical plans.

The terms of service describe it as a proprietary SaaS product; the vendor has not yet made the source code available under an open-source license. Customers have the right to use their own data and the deliverables agreed upon, but this does not mean they have access to the platform’s source code.

Frequently Asked Questions

Is there a permanently free version of Oliv AI?

The current pricing page does not list any options for permanent free use; it only states that teams can try the service for 14 days, while visitors and collaborators can use it for free. Paid subscriptions and insight packages are available on an annual basis.

Is it necessary to use Oliv’s built-in recording robot?

It’s not necessary. The team can choose Oliv Notetaker, or they can continue to use the existing meeting recording tools that are supported.

Will Oliv AI use meeting data to train general-purpose models?

The current terms clearly state that customer data shall not be used to train, fine-tune, or improve general or shared AI models, nor is it permitted for third-party model providers to do so.