Can Wave help customer success managers prepare for QBRs?

Yes. Wave Assistant answers questions across every recorded call with an account, such as the customer's wins, open issues, and requests this quarter, and links each answer to the call it came from.

Does Wave capture action items from customer calls automatically?

Yes. Wave's AI summary of each customer call lists the action items and commitments made, and Wave for Slack can DM you those open action items after each recording.

Can CSMs record customer phone calls with Wave?

Yes. Wave's Phone Bridge records both sides of phone calls on iPhone and Android, using your own number as caller ID. It works on every plan: on Free, calls count toward the 30 minutes a month; Pro is unlimited, from $80/year on the web. Tell customers you're recording where the law requires it.

Can Wave send call notes to HubSpot or Salesforce?

Yes, through Zapier. Wave's New Session Ready trigger sends each finished call's summary, transcript, and link to a Zap, which can create a note in HubSpot, Salesforce, or another CRM. Wave does not have a native CRM integration.

Is customer conversation data secure in Wave?

Wave is SOC 2 Type 1 compliant for the Security criteria. Recordings, transcripts, and summaries are encrypted in transit and at rest, are never used to train AI models, and belong to you.

The AI Note Taker Built for Customer Success Teams

Last updated: November 3, 2026

Wave AI is an AI note taker for customer success managers: it records onboarding calls, QBRs, and renewal conversations on video or by phone, then writes a summary of commitments and risks you can send to your CRM. It works on Mac, Windows, the web, iPhone, and Android, and is free for 30 minutes a month.

How customer success teams use Wave

How do customer success managers use an AI note taker?

CSMs record every customer call, video or phone, so each account has a written history. Wave summarizes each call's feedback, commitments, and action items, and before a QBR or renewal you can ask Wave about everything a customer has said this year.

Video calls: record with the Wave desktop app for Mac or Windows, or let the Wave bot join scheduled Zoom, Meet, and Teams calls.
Phone check-ins: call from Wave's Phone tab on iPhone or Android (every plan; Pro is unlimited).
After each call: Wave's Zapier trigger can send the summary to your CRM, such as HubSpot or Salesforce.
Before a QBR: ask Wave what the customer flagged as risks this quarter, with links to each call.

How does Wave get call notes into the CRM?

Wave's Zapier integration fires a New Session Ready trigger for every finished call, carrying the title, summary, speaker-labeled transcript, and a link back to Wave. A Zap can log that as a note in HubSpot, Salesforce, or any of Zapier's 8,000+ apps, with no code.

Wave for Zapier

The problems you know too well

QBR Prep Means Digging Through Months of Notes

Building a quarterly review from scattered notes takes hours. Searchable call transcripts give you the account's history in minutes.

Commitments Get Lost Between Calls

Across dozens of accounts, promises made on calls slip. Wave lists each call's action items.

Renewals Without Proof of Value

When renewal comes, you need the wins the customer told you about. Their own words are in the transcripts.

Features

Everything you need to capture every conversation

Video Calls With or Without a Bot

Record from the Wave desktop app with nothing added to the call, or send a Wave bot to scheduled Zoom, Meet, and Teams meetings.

Phone Check-In Recording

Wave's Phone Bridge records both sides of customer phone calls on iPhone and Android, with your number as caller ID. Works on every plan.

Summaries With Commitments

Feedback, risks, and action items from each call. Save your own template for onboarding calls or QBRs.

Ask About an Account

Wave Assistant answers questions across all your customer calls, with links to the source session.

CRM Sync via Zapier

Send every finished call summary to HubSpot, Salesforce, or another CRM through Wave's Zapier trigger.

Recaps in Slack

Wave for Slack DMs you each call's summary and open action items, and can post recaps to an account channel.

Perfect for

Customer onboarding callsQuarterly business reviewsRenewal and upsell conversationsSupport escalation callsHealth check-in meetingsExecutive business reviews

FAQs

Common questions

The Wave Guide to Meeting Recording

Four ways to record any meeting with Wave — meeting bots, desktop app, phone calls, and mobile. Pick your method and never miss a detail.

All The Ways to Wave: Every Device, Every Scenario, One App

The complete guide to recording with Wave — iPhone, Android, Apple Watch, Wear OS, Desktop, Chrome Extension, Meeting Bots, Phone Calls, Web App, and Import. Every way to capture, transcribe, and summarize your conversations.