New · Analyze with Claude

Know who is ready to buy, with receipts.

One click reads every note, task, follow-up and call transcript for a contact, scores how receptive they are, and shows exactly why.

Request early accessHow it works
CloudTeams sentiment card for a contact named Anders, showing a Receptive gauge, high confidence, a plain baseline of 56 up from 48, a short summary, four reasons each with a source chip such as Call: Pilot scoping, Sep 28, a next best step, risks, and what Claude picked up
The Sentiment card on a contact, after Analyze with Claude. Sample data.

How it works

Three steps, one question.

Every contact has a Sentiment card that answers one question: is this person receptive?

  1. 1

    Press the button

    Without AI, the card shows a plain baseline worked out from logged calls, meetings, emails, deal stage, overdue follow-ups, tickets and payments. Press Analyze with Claude to go further.

    CloudTeams sentiment card before analysis: a Neutral gauge from the plain baseline, two logged facts, and a blue button to analyze with Claude
  2. 2

    Claude reads the record

    Notes, tasks, follow-ups, the deal, the logged history and any call transcripts you added.

    The same sentiment card while Claude reads the record, with the button showing Reading the record
  3. 3

    A scored read, with sources

    A score from 0 to 100, a level (Cold, Cooling, Neutral, Interested or Receptive), a confidence level, a short summary, the reasons, a next best step and the risks.

    CloudTeams sentiment card for a contact named Anders, showing a Receptive gauge, high confidence, a plain baseline of 56 up from 48, a short summary, four reasons each with a source chip such as Call: Pilot scoping, Sep 28, a next best step, risks, and what Claude picked up

What you get

A second opinion with receipts.

Reasons you can check

Every reason points to its source.

Small chips such as “Call: Pilot scoping, Sep 28” jump to the exact note, task or transcript on the page, so you can check it. A reason with no real source is dropped.

  • Source chips on every reason.
  • One click to the note, task or transcript behind it.
  • No source, no reason.
Four reasons from a Claude analysis, each followed by a small source chip such as Call: Pilot scoping, Sep 28, or Task
Bring your calls

Add the calls you already record.

Drop in Otter .txt exports, or paste text. CloudTeams reads the title, date and speakers, refuses duplicates, and warns you if a transcript seems to belong to a different contact.

  • Upload .txt files or paste text.
  • Duplicates are refused.
  • A wrong-contact warning, with “Add anyway” as your choice.
Call transcripts card listing two Otter transcript files for Vantage Labs with dates and speakers, a drop area for more .txt files, and Paste text and Add .txt links
Add what only you know

Tell it what the record cannot.

Record whether budget is confirmed, who the champion is and the decision date. Claude takes it into account.

  • Budget: not known, confirmed or none.
  • Champion: not known, yes or none.
  • A decision date.
Add what I know controls: Budget with Not known, Budget confirmed and No budget, Champion with Not known, Yes and None, and a Decision by date

Over time

See the trend, not just the number.

Run it again after new activity and the card shows a trend line across your analyses. It tells you when there is new activity since the last run, and it does not re-run when nothing has changed, so you do not pay for a repeat.

A CloudTeams contact page for Anders at Vantage Labs with the Receptive sentiment card beside the company, deals and network cards

The card on a contact page, beside the company, deals and network cards. Sample data.

On the go

Works on your phone. Check it before the call.

Phone screen showing the sentiment card before analysis, with a Neutral baseline and a button to analyze with Claude

Before: the plain baseline

Phone screen showing the CloudTeams sentiment card with a Receptive gauge, a summary, reasons with source chips, a next best step and risks

After: a scored read. Tap to see all of it.

Phone screen showing the call transcripts card with two Otter files and a drop area for more

Your call transcripts

Trust

How it stays honest.

A second opinion with receipts. Your judgment still decides.

  • Sources for every reason. A reason with no real source is dropped.
  • The score stays close to the plain baseline. Claude’s score is held near the rules-based number.
  • Instructions hidden in a transcript are ignored. Text inside a transcript that tries to give Claude instructions does nothing.
  • Nothing re-runs when nothing has changed. It says when there is new activity since the last run.

Privacy. Analyze with Claude is optional and needs your own Anthropic API key, connected by an admin in Admin. When you press the button, the contact’s record and any call transcripts you added are sent to Anthropic’s API to be analyzed. The plain baseline works without it.

FAQ

Questions, answered.

What does Analyze with Claude read?

The notes, tasks and follow-ups on the contact, the deal, the logged history, and any call transcripts you add. It reads what is recorded in CloudTeams plus those transcripts.

Does it read my email or connect to Otter?

No. It does not read your inbox and it does not connect to Otter. You add transcripts yourself by uploading Otter .txt exports or pasting text.

Do I need an Anthropic account?

Yes. The feature needs your own Anthropic API key, connected by an admin in Admin. When you press the button, the contact’s record and any call transcripts you added are sent to Anthropic’s API to be analyzed. The plain baseline score works without it.

What if a transcript belongs to a different contact?

CloudTeams warns you when a transcript seems to belong to someone else. Adding it anyway is your choice.

Is the score a prediction?

No. It is a read of how receptive a contact looks from what is recorded, with reasons you can check. Treat it as a second opinion. Your judgment still decides.

See it on your own data.

Request early access and put receipts behind your next call.

No per-seat enterprise pricing.

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