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Automated call reviews

Hugo Dias avatar
Written by Hugo Dias
Updated over a month ago

Set up AI Coach to review your sales calls automatically as soon as they end.

This way, you get a seamless stream of deal-winning insights delivered to your inbox.

You only need to connect your call recording tool with AI Coach and turn on the Automated Call Reviews feature on your AI Coach settings.

Here's how 👇🏽

1️⃣ Connect AI Coach to your call recording tool

Today, AI Coach integrates with the following tools:

  1. Zoom

  2. Google Meet

  3. Fireflies

  4. HubSpot

To integrate, go to AI Coach's Settings and click on Call Recordings, as indicated below. Choose the call recording you use and start the connecting process.

2️⃣ Turn on Automated Call Reviews

After integrating, turn on the Automated Call Reviews toggle:

3️⃣ Choose Language and Scorecard

Language:

Select the language of your sales calls. This will improve the accuracy of AI Coach's reviews.

Scorecard:

Choose which scorecards you want AI Coach to use when reviewing your calls automatically.

That's it!

Every time you finish a call, AI Coach will review it and send you an email notification when your report is ready.

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