You don't have to guess where you're missing deals anymore.
Introducing: AI Coach.
We automated call analysis so you can find gaps in deals and get actionable feedback on performance, without spending time listening to recordings.
How to use the AI Coach?
Watch this quick tutorial or read the breakdown below
1. Click on Review Call to get started
Each call will review will consume 1 credit from your account.
If you prefer, you can integrate with Zoom. Learn how to connect your Zoom account here.
2. Fill out the call review form
Name the rep who made the call you're reviewing.
To add a new rep, start typing their name and the "Create" button will appear.
If you have already added reps to the list, you can just select them.
Select the scorecard the AI will use to assess the call.
Upload the call's transcript in .txt or .vtt.
If you prefer, integrate with Zoom
3. Click "Start analysis" and wait a few minutes
Click Start Analysis, sit back and relax while the AI Coach does the job.
In about 4 minutes (depending on the transcript length) you will get your insights.
If you want, you can leave this page while the analysis runs in the background (you will get an email when it's ready).
4. Get the report with performance insights and a coaching plan
That's it! Now, you have a full report detailing how the rep performed based on each scorecard criteria together with a personalized coaching plan to train the key area where the AI Coach identified room for growth.
Scorecards: the intelligence behind it
We trained our AI with knowledge from consolidated sales playbooks and methodologies.
Using them as source, we built Scorecards that the AI Coach uses to assess rep performance.
Some of our Scorecards are:
Cold Call
Discovery Call
Demo Call
Discovery using MEDDICC
Discovery using SPICED
Find the Scorecards under Settings > Scorecards.
🌟 Get your own custom Scorecard
We'll build a custom scorecard based on your company's playbook.
Shoot us a message at [email protected], let us know you're interested, and we'll make it happen real fast.
Sales call transcripts
The AI Coach uses transcript files to review sales calls.
You can upload .txt or .vtt transcript files.
Integrations
Connect with call recording tools to quickly import your recorded calls.
Zoom integration
Other call recording tools
Do you use a different call recording tool?
We're working on adding tools like Google Meet, Microsoft Teams, Hubspot, and more.
Let us know which one you use and we'll make it happen for you, fast. Shoot a message to [email protected].
The report
The report is the goldmine for reps and managers alike.
It turns up a full breakdown of the performance based on the scorecard you used.
Score and performance summary
Quickly understand performance with a quantitative score, together with a brief summary of the areas where the rep did well and where they can improve.
Scorecard breakdown
Get details on each scorecard area along with examples from the transcript to illustrate the analysis.
Coaching Plan
The AI Coach identifies the single most important area the rep should focus on practicing to improve performance on next calls.
The Coaching Plan comes with a Practice Guide that gives video session recommendations targeted to tackle skills in need of improvement.
That's it!
Have any questions about the AI Coach? Drop a message at [email protected] and we'll get back to you.