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AI Coach analyzes your sales calls — transcript, audio, or video — against a scorecard and returns a full performance report with a quantitative score, a detailed breakdown of each criterion, and a personalized coaching plan. Each review consumes one credit from your account.

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How to review a call

1

Click Review meeting

Open AI Coach and click the Review meeting button to start a new review.
Each meeting you review consumes 1 credit from your account. If you prefer not to upload files manually, connect an integration instead — AI Coach supports Zoom, Google Meet, Microsoft Teams, HubSpot, Fireflies, Aircall, and Quo.
2

Fill out the meeting review form

Complete the review form:
  • File — Upload a transcript (.txt, .vtt, .srt), audio (.wav, .mp3), or video (.mp4) file. If you have an integration connected, you can import the call directly instead of uploading a file.
  • Meeting title — Optional. Leave it blank and AI Coach generates a title for you.
  • Sales Rep — Select the sales rep who made the call. To add a new rep, start typing their name and click the Create button that appears. (This field appears once your workspace has members.)
  • Scorecard — Select the scorecard the AI will use to evaluate the meeting. See Scorecards to learn which options are available.
Learn how to download transcripts from Zoom and Fireflies.
3

Click Start review and wait

Click Start review. AI Coach processes the call and generates your report in approximately 2–5 minutes, depending on length.You can leave the page while the analysis runs in the background. You will receive an email notification when your report is ready.
4

Review your report

Once processing is complete, your full performance report is available in AI Coach. The report opens on the Playbook view, with the rest of the call’s details organized into tabs alongside it.

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Understanding your report

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Playbook score and summary

A quantitative Playbook score and a short summary of where the rep did well and where there’s room to improve.

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Scorecard breakdown

Each scorecard criterion is rated individually, with examples pulled directly from the call so you can see what drove each result.

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Coaching plan

AI Coach picks the single most important area to focus on and builds a coaching plan around it, with Sessions for you (recommended video sessions) and a Talk-Time Ratio showing how much the rep spoke versus listened.

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Tabs alongside the report

The side panel keeps the rest of the call one click away:
  • Deal Insights — key signals about the deal.
  • Call Summary — a concise recap.
  • Email — a ready-to-edit follow-up draft.
  • Transcript — the full transcript; download or copy it.
  • Notes — coaching notes for the rep.
For audio and video uploads, a recording tab adds an in-app player with Moments — highlights and chapters you can jump to. See Moments.

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Sharing a report

Use Share to set who can access a report — anyone with the link, people in your company, or private to only me. You can also invite people by email or copy the link.

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Ask AI Coach about a call

Use Ask AI Coach to ask questions about a specific meeting and get answers drawn from the call. See Ask AI Coach.

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File formats and integrations

AI Coach accepts transcript files (.txt, .vtt, .srt), audio files (.wav, .mp3), and video files (.mp4). Alternatively, connect a supported call recording tool so AI Coach can import recordings automatically:
  • Zoom
  • Google Meet
  • Microsoft Teams
  • HubSpot
  • Fireflies
  • Aircall
  • Quo
If you use a calling tool that is not listed, contact support@triplesession.com and the team will build the integration for you.