All FAQs
General FAQs
What is Vexi?
Vexi is an AI-powered meeting prep platform for go-to-market teams. It connects to your calendar, automatically researches the accounts and people you're meeting with, and generates a tailored prep brief — account context, recent signals, attendee insights, and a suggested agenda — so you walk into every meeting ready.
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Who is Vexi built for?
Account executives, SDRs, customer success managers, and sales leaders. Anyone who runs external meetings and wants to spend less time researching and more time selling.
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What kinds of meetings does Vexi prep me for?
Vexi automatically classifies meetings into types like Discovery, Demo, Customer Sync, Renewal, Negotiation, and Internal — and uses a different prep template for each. You can override the type manually at any time.
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How is this different from just using ChatGPT?
Vexi pulls live data from your calendar, the prospect's website, news signals, and attendee profiles from multiple LLMs — then synthesizes it through prep templates designed by sales practitioners. You're not copy-pasting prompts; the brief is ready before you open the meeting.
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Which calendars does Vexi support?
Google Calendar and Microsoft Outlook. We use read-only access — Vexi never modifies, creates, or deletes events.
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Product FAQs
Where does Vexi get its information?
Public sources — company websites, news, press releases, professional profiles — fetched through trusted providers. Each insight in your prep is tagged with its source so you can verify it.
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Can I customize what's in my prep?
Yes. You can add a company playbook (your value prop, ICP, common objections, competitive context) that Vexi weaves into every prep. You can also add private notes per meeting that influence the output.
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Can I upload past call transcripts?
Yes — up to three transcripts per meeting (.txt, .md, or .csv from Gong, Fathom, etc.). Vexi uses them to ground prep in what was actually discussed previously.
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What do managers see?
Managers get a team analytics dashboard showing prep coverage, meetings by type, prep completion rates, and coaching alerts that flag reps who may need support. Managers on Business plans can also view rep prep content for coaching.
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Pricing FAQs
What's included in Pro vs. Business?
Pro is built for individuals: AI meeting prep, account intelligence, attendee research, and calendar sync. Business adds team analytics, manager coaching dashboards, a shared company playbook, and role-based access.
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What happens if I hit my AI usage limit?
Each plan includes a generous monthly allowance for prep generation, regenerations, and account enrichments. You'll see your usage in-app and get notified before hitting limits. Upgrades or top-ups are available upon request.
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Can I cancel anytime?
Yes. Subscriptions are month-to-month or annual, and you keep access through the end of your current billing period.
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How do I get help?
Email support@vexigtm.com — we would be happy to assist you.
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Questions? We’ve got you.
Quick answers on how Vexi works, who it’s for, and what to expect.