Management

Meeting Purpose & Objectives

Clarify goals—evaluate service performance, identify improvement areas, and agree on next actions.

Attendance & Roles

List attendees (Support Lead, QA Analyst, Product Liaison, etc.) and their roles.

Customer Satisfaction Metrics (CSAT, NPS)

Present latest CSAT, NPS, CES, and trend charts versus targets.

Ticket Volume & Backlog Review

Review ticket inflow, backlog size, and resolution rates.

SLA Compliance & Response Times

Assess SLA compliance for first response and resolution times.

Escalations & Critical Issues

Discuss recent escalations, root causes, and mitigation status.

Quality Assurance & Audit Findings

Share QA scores, call/chat audits, and common quality defects.

Customer Feedback & Sentiment Themes

Summarise top feedback themes from surveys and social channels.

Process Improvements & Automation Ideas

Brainstorm workflow tweaks, macros, or automation to boost efficiency.

Cross‑Functional Dependencies

Highlight dependencies on Product, Engineering, or Sales and coordinate follow‑up.

Training & Knowledge Gaps

Identify skill gaps and plan coaching or knowledge‑base updates.

Action Items & Ownership

Record each action item with owner and due date.

Next Steps & Key Dates

Confirm deliverables and schedule the next review.

Meeting Close & Appreciation

Thank participants and formally close the meeting.

Try this template

Why Use a Customer Service Review Meeting Template?

Regular support reviews transform raw metrics into actionable insights. A repeatable agendakeeps discussions focused on customer impact, efficiency, and team development—driving continuousexperience improvements.

Preparation Checklist

Update KPI dashboards (CSAT, NPS, SLA) before the meeting.
Export ticket volume and backlog reports from your help‑desk tool.
Compile QA audit results and escalation logs.
Gather recent customer feedback excerpts and sentiment analysis.

FAQ

Name: Noota
Brand: Noota
Rating: 4.6 (60 reviews)

How does Noota help recruitment teams save time?

It automates interview transcriptions, generates structured candidate reports, and updates ATS records—eliminating hours of manual work

Can Noota analyze candidate skills and soft skills?

Yes! It extracts and organizes candidate responses, providing insights into qualifications, communication style, and confidence levels.

How does Noota support sales teams?

It records sales calls, tracks key objections, identifies buying signals, and integrates with CRMs for automated follow-ups.

Can Noota help in project management and decision-making?

Yes, it captures meeting discussions, highlights key takeaways, and ensures alignment by making past meetings easily searchable.

Which platforms does Noota support for recording and transcription?

It works with Google Meet, Zoom, Teams, Webex, and even in-person meetings—offering high-accuracy transcription in 50+ languages.

Does Noota integrate with CRM, ATS, and productivity tools?

Yes! It connects with Salesforce, HubSpot, BullHorn, Notion, Slack, and many more, ensuring smooth data transfer.

Can Noota generate follow-up emails and reports automatically?

Yes, it drafts emails based on meeting content and creates structured reports, so you never miss an action item.

How does Noota ensure security and compliance?

All data is encrypted, stored in EU data centers, and meets strict compliance standards, including GDPR, SOC2, and ISO 27001.

What is the custom summary and what’s it for?

The custom summary is a template that enables you to structure your meeting minute. You can create as many custom summaries as you like!

Can I transcribe an audio or video file I've already recorded?

Yes, you can transcribe a document that has already been recorded. Simply upload it to the Noota interface.

How does the recording work, with or without a bot?

You can record in two ways: using the Noota extension or by connecting your calendar.

In the first case, you can directly activate recording as soon as you join a videoconference.

In the second case, you can add a bot to your videoconference, which will record everything.

Can I transcribe and translate into another language?

Over 80 languages and dialects are available for transcription. 
Noota also enables you to translate your files into over 30 languages.

Is the data integration into my ATS secure?

Yes, your interview data is transmitted securely to your ATS.

How does conversational intelligence work?

Conversational intelligence is based on NLP analysis of the words and intonation used by each participant to identify emotions and behavioral insights.

Why is it important to conduct structured interviews?

Numerous studies have proven the accuracy, efficiency and objectivity of structured interviews. By asking each candidate the same questions in the same way, you streamline your interview process and reduce the influence of cognitive bias.

Why should I generate an interview report ?

An interview report helps pooling standardized information on your candidates, sharing it with all stakeholders and objectifying your assessment. Clear, structured data enables you to make more informed recruitment decisions.

How are job ads generated?

Our job ads generator leverage the latest LLMs to turn the data from your meeting or brief into an eye-catching and easy-to-read job description.

Do I have to change the way I conduct interviews?

No, Noota is just an assistant to your work. You can continue to conduct interviews as you do today. To improve the accuracy of the report, you should customize the interview templates based on your existing list of questions.

Can I remove my data from Noota?

Yes, just use the delete function on our interface and within 24 hours we'll have deleted this data from our database.

Can I record my meetings over the phone or in person?

Yes, Noota includes a built-in recorder to capture sound from your computer, and soon from your phone.

Do the candidates have access to the AI notes?

No, you manage the accessibility of the data you record. If you want to share it with them as feedback, you can. Otherwise, it won't be accessible to them.

Does Noota evaluate candidates?

No, Noota records, transcribes and summarizes your interviews. It helps you make informed decisions with clear information about the candidate. But it's not a substitute for your own judgment and assessment skills.

Customer Service Review Agenda & Minutes Template

Why Use a Customer Service Review Meeting Template?

Preparation Checklist

Forget note-taking and
try Noota now

FAQ

get the work done for any meeting

Customer Service Review Agenda & Minutes Template

Why Use a Customer Service Review Meeting Template?

Preparation Checklist

Forget note-taking andtry Noota now

FAQ

get the work done for any meeting

Forget note-taking and
try Noota now