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Customer success leads

Quickly see everything you have discussed with this customer across meetings and docs

Overshow captures your calls, indexes your documents and reads the text on your screen, then lets you ask a plain question and get a grounded answer drawn from all of it at once.

Account historyOnboarding decisionsPre-meeting briefLocal-first

How it helps

What customer success teams use Overshow for

How to remember onboarding decisions made on kickoff and follow-up calls

Overshow transcribes those calls on-device, identifies who said what, and stores agreed actions and decisions as first-class commitments with a deep-link to the moment they were made.

A tool to search past customer conversations for questions they asked before

Search across your past conversations with an account for a topic or question, scoped to that customer's profile, so you can see when it came up and exactly how it was handled.

Keep your own record of client promises and expectations without manual notes

Let Overshow capture and transcribe the conversation, store the commitments, and produce a tidy meeting summary afterwards while you stay focused on the customer.

An AI assistant that recalls what was said in previous onboarding sessions for this account

Ahead of any session, Overshow can generate a pre-meeting brief that draws together the relevant history for that account and each attendee.

Try it on your own laptop first

The beta runs on a single macOS machine (macOS 26 Tahoe, Apple Silicon). Install, grant screen recording, sign in, and the search index starts filling on day one.

In detail

How Overshow fits this role

For customer success leads

An implementation rarely lives in one tidy record. It lives across a kickoff call, a string of follow-ups, a configuration document, a few emails and whatever was said in passing on a check-in. When you need the full history of an account, piecing it together by hand is slow — and it is easy to miss the detail that mattered.

Overshow keeps that history searchable for you. Running on your own laptop, it captures your calls, indexes your documents and reads the text on your screen, then lets you ask a plain question and get a grounded answer drawn from all of it at once. Because it builds a profile for each customer contact, you can pull up everything you have discussed with a given person in one place — with the source quote and a link back to where it was said.

This is your personal account memory. It is not a central reporting system, and it does not promise team-wide CS dashboards — it is your own reliable recall of your own client conversations. Sensitive customer detail stays on your machine by default.

What you get

  • See your full discussion history with a customer across calls and documents in one grounded answer.
  • Recall onboarding decisions from kickoff and follow-up calls, deep-linked to where they were made.
  • Check whether a customer has raised a question before, and how it was answered.
  • Keep an accurate record of promises and expectations without manual note-taking.
  • Walk into each session with an automatic pre-meeting brief, kept local and encrypted.

Overshow helps you personally stay on top of your accounts. It removes the legwork of reconstructing history so you can spend your attention on the customer in front of you.