Monocle Documentation
Everything you need to scale your customer success operations with AI
Up and Running in Minutes, Not Months
Unlike enterprise CS platforms that take months to implement, Monocle gets you productive immediately and helps you deliver exceptional customer outcomes from day one.
- Connect Google Calendar - Your meetings instantly appear with AI-powered prep suggestions
- Add Your Customers - Three easy options: sync from HubSpot, bulk upload via CSV, or manually add with just 4 fields
- Let Owlbert Guide You - Check your dashboard for personalized daily recommendations
Core Features
Smart Calendar
Syncs with Google Calendar and provides AI-powered meeting prep with customer context, history, and talking points.
- ✓One-click meeting preparation
- ✓Smart note templates by meeting type
- ✓Automatic customer linking
Customer Management
Track customer health, manage contacts, and get proactive alerts about renewals and at-risk accounts.
- ✓HubSpot sync, CSV upload, or manual entry
- ✓Multi-contact management
- ✓Journey-based health scoring
Smart Contact Detection
When adding attendees to meetings, Monocle auto-detects new contacts and lets you add them with one click.
- ✓Auto-detect new contacts
- ✓One-click add to customer
- ✓Syncs automatically to HubSpot
QBR Document Generator
Generate professional Quarterly Business Review documents in seconds with AI-powered insights.
- ✓Executive summaries
- ✓Key metrics & recommendations
- ✓PDF export ready
HubSpot Integration
Bidirectional sync keeps your customer data, contacts, and activities in perfect harmony with HubSpot CRM.
- ✓Two-way data sync
- ✓Contact management
- ✓Custom field mapping
AI-Powered Notes
Take smart notes with automatic task creation using @task and get AI-generated meeting summaries.
- ✓@task inline creation
- ✓AI meeting summaries
- ✓Success plan templates
Voice Transcript Import
Upload any meeting transcript and AI automatically extracts summaries, tasks, and next steps.
- ✓Works with any transcript source
- ✓Auto-extracts action items
- ✓Populates smart templates
Smart Task Management
Owlbert analyzes your calendar and suggests optimal times for tasks. Never miss a follow-up.
- ✓AI scheduling suggestions
- ✓Priority-based views
- ✓Customer-grouped tasks
A Day with Monocle
🌅 8:00 AM - Start Your Day
Open Monocle to find Owlbert has already analyzed your day: unscheduled tasks that need attention, meetings with prep links ready, and tasks due today.
📅 9:45 AM - Meeting Prep
Click "Prep" on your customer meeting. Instantly see previous notes, action items, ARR, renewal dates, and outstanding tasks.
💬 10:00 AM - During the Meeting
Take notes with smart templates. Use @task to create follow-ups: "@task Send pricing proposal by Friday"
🎙️ 11:00 AM - Import Your Transcript
Upload your meeting transcript from any source. Monocle automatically extracts summaries, tasks, and next steps - no manual note-taking required.
📊 1:00 PM - QBR Prep in One Click
Upcoming QBR with Acme Corp? Click "Generate QBR" and get a professional document with executive summary, key metrics, and recommendations ready to present.
🦉 2:00 PM - Owlbert Helps You Focus
Owlbert surfaces unscheduled tasks and suggests times: "You have 90 minutes free. Want to tackle that pricing proposal?"
📧 3:30 PM - Share with Your Sales Team
Generate an executive summary for GlobalTech and send it to your sales team. Keep everyone aligned on customer health and expansion opportunities.
🎯 5:00 PM - End of Day
Check off completed tasks, review tomorrow's priorities (already organized by Owlbert), and log off confident nothing slipped through.
Best Practices
Daily Habits
- ✓Start with Monocle
Don't start with email. Let Owlbert prioritize your day.
- ✓Use @task Liberally
Every commitment becomes @task. Never lose a follow-up.
- ✓Trust Owlbert's Scheduling
The AI learns your patterns. Accept its suggestions.
Weekly Habits
- 📅Monday: Success Plan Reviews
Update living documents that guide customer relationships.
- 📝Wednesday: Customer Updates
Use chat to update info: "Update Acme ARR to 150k"
- 🎯Friday: Plan Next Week
Review unscheduled tasks. Let Owlbert suggest optimal times.
Frequently Asked Questions
How secure is my data?
Your data is encrypted at rest and in transit. We take security seriously and never share your information with third parties.
What integrations are available?
Currently we integrate with Google Calendar and HubSpot CRM. More integrations including Salesforce, Slack, and others are on our roadmap.
How does Owlbert AI work?
Owlbert uses advanced AI to understand your patterns, customer relationships, and optimize your workflow. The AI improves as it learns your specific needs and preferences.
What are Customer Motions?
Motions are intelligent workflows that guide customer journeys - from onboarding through renewal. Think of them as AI-powered playbooks that adapt to each customer.
Can I import my existing customer data?
Yes! Three easy options: sync directly from HubSpot, bulk upload via CSV, or manually add customers with just 4 fields. You can be up and running in minutes.
Ready to Scale Your Customer Success?
Join post-sales professionals who are transforming their customer success operations with AI.
Need help? Contact us at support@snowisetech.com