Semarize
SaaS & TechnologySaaS teams

Turn every SaaS conversation into structured product and account signals

A signed deal is not an activated account, and the feedback that tells you why is scattered across sales, support, and customer success. Semarize reads those conversations and writes back consistent fields you can act on, so activation health, product intel, and support quality stop living in transcripts.

Activation healthProduct intelSupport quality
SSaaS Lifecycle Kitkit run

Kit

SaaS Lifecycle Kit

Structured signals from a SaaS conversation

onboarding_stagecategory
setup_blockercategory
feature_requeststring_list
competitor_mentionedcategory
root_causecategory

Output

{

"onboarding_stage": "integration",

"setup_blocker": "sso",

"feature_request": "bulk export",

"competitor_mentioned": "Rival Co",

"activated": false

}

The problem

Your product hears everything. Your systems remember almost none of it.

Every week your teams sit through kickoff calls, support chats, and renewal reviews where customers say exactly what they need and where they are stuck. That signal lands in a recording, a ticket note, or someone's memory, and then it is gone. By the time a churn shows up in a dashboard, the conversation that predicted it happened months ago. SaaS teams do not have a listening problem. They have a structuring problem.

Signed does not mean activated

New accounts close, then stall in onboarding. Without a read on which milestones each account has hit, a stuck rollout looks healthy right up until it churns.

Feedback never reaches product

Feature requests and friction get mentioned in calls and tickets, then sit in transcripts. Product builds from the loudest customer, not the most common ask.

Support load has no root cause

Disposition codes tell you a ticket closed, not why it opened. The same issues come back every week with nothing pointing at the fix that would remove them.

Competitive signal goes unrecorded

Reps hear which competitor a prospect is weighing, but those mentions rarely make it into a field anyone can count or trend over a quarter.

SaaS examples

Conversation signals across the SaaS lifecycle

From the first onboarding call to the hundredth support ticket, Semarize reads the conversation and writes back fields your product, success, and support teams can use.

01 / Activation health

See which new accounts are actually reaching value

A signed deal isn't an activated one. Semarize reads each kickoff and onboarding call for the milestones the account has hit, the setup blockers holding them up, and whether they have reached first value yet - so you can step in before a stalled rollout becomes a churned logo.

onboarding_stage = "integration"setup_blocker = "sso"first_value_reached = falseactivated = false
Explore customer success

02 / Product intel

Aggregate what every conversation says about the product

Feature requests, friction, and competitor mentions are scattered across sales, support, and CS. Semarize extracts them into one consistent schema, so product and competitive-intel teams can see the most-asked features and where deals run into the competition - without anyone re-reading transcripts.

feature_request = "bulk export"friction_area = "admin setup"competitor_mentioned = "Rival Co"segment = "mid-market"
Feed analytics workflows

03 / Support quality

Find the recurring issues your product should fix

The same problems come back through support every week, but disposition codes never explain why. Semarize tags each conversation's root cause, flags the ones a doc or product change would deflect, and whether it matches a known issue - so when you aggregate them, the fixes that remove the most load rise to the top.

root_cause = "billing confusion"deflectable = truedoc_gap = trueknown_issue = true
See QA coverage

How it works

From raw conversation to a field in your stack

Semarize sits behind your existing tools as an API. You bring the conversation, define what matters once, and get back structured data every system can use.

  1. Step 1

    Capture the conversation

    Send the transcript of any kickoff call, support chat, renewal review, or email thread to the API. No new tool for your reps or agents to learn.

  2. Step 2

    Define Bricks once

    Each Brick measures one thing: an onboarding stage, a setup blocker, a feature request, a root cause. Author it once and it runs on every conversation.

  3. Step 3

    Bundle into a Kit

    Group the Bricks that belong together into a Kit, like a SaaS Lifecycle Kit, so one API call returns the full set of signals for a conversation.

  4. Step 4

    Ground in your truth

    Attach pricing sheets, product docs, and playbooks as Knowledge grounding, so the evaluation reflects how your product actually works, not a guess.

  5. Step 5

    Route the structured output

    The API returns clean JSON. Push it to your CRM, product analytics, support dashboards, or alerting through the automation tools you already run.

Example Bricks

The building blocks behind a SaaS Lifecycle Kit

Bricks are the smallest unit of evaluation. Here are six, grouped into the three categories a SaaS team tends to care about most.

Activation health

onboarding_stage
category

Place each account on its onboarding path so you can see who is moving and who is stuck.

"integration"
setup_blocker
category

Capture the specific thing holding a rollout up, from SSO to data import, in the customer's own words.

"sso"

Product intel

feature_request
string_list

Pull every feature a customer asks for into one list so product can count the most common asks.

["bulk export", "reporting"]
competitor_mentioned
category

Record which competitor came up, so competitive intel can be trended across a quarter.

"Rival Co"

Support quality

root_cause
category

Cluster tickets by the underlying issue rather than the disposition code attached at close.

"billing confusion"
deflectable
boolean

Flag tickets a doc or product change would have prevented, so support load points at the fix.

true

Example output

Structured fields, ready for your stack

One API call against a SaaS Lifecycle Kit turns an onboarding conversation into fields you can store, filter, and alert on. Here is what comes back.

SaaS Lifecycle Kit returned

Read from one onboarding call for Northpeak Labs

Onboarding stage
integration
Setup blocker
sso
First value reached
false
Activated
false
Feature request
bulk export
Account segment
mid-market
SaaS lifecycle evaluation
{
  "account": "Northpeak Labs",
  "onboarding_stage": "integration",
  "setup_blocker": "sso",
  "first_value_reached": false,
  "activated": false,
  "feature_request": ["bulk export"],
  "competitor_mentioned": "Rival Co",
  "segment": "mid-market"
}

The difference

Conversation intelligence tools versus a structuring API

Most tools summarize a call for the person who joined it. Semarize writes structured data for every system that did not.

A typical conversation tool

Summarizes a call for whoever sat on it
Only sees conversations linked to a CRM record
Outputs notes a human still has to read
Locks signal inside its own dashboard
Treats support, sales, and CS as separate worlds

Semarize as an API

Returns structured fields for every system to use
Scores any conversation you send, matched or not
Outputs clean JSON ready for automation
Pushes signal into your CRM, analytics, and alerts
Runs one schema across the whole lifecycle

FAQ

Questions from SaaS and technology teams

How Semarize fits the way SaaS teams already work, from onboarding to support.

No. Semarize is an API that runs on the transcripts you already capture. Your team keeps using the call, chat, and email tools they have today, and the structured signals are written back behind the scenes through your automation tools.

Get started

Structure every SaaS conversation, from kickoff to renewal

Define the signals that matter to your product once, then read them off every call, chat, and ticket. Start building with the Semarize API today.

No card required. Start testing in minutes.