Turn your best sales process into the standard every rep can follow.

It automatically surfaces what customers are requesting, why qualified callers are not booking, which campaigns bring high-intent conversations, what objections are increasing, which competitors are mentioned, and which callers need follow-up. Every insight points back to the relevant conversation evidence. You can ask a follow-up when you want to explore further, but you do not need to know what to ask first.

It connects sales outcomes to what actually happened in the conversation. Sellers see the behaviors that helped or hurt the opportunity, managers can coach repeated patterns with transcript evidence, and leaders can refine discovery, objection handling, qualification, and follow-up based on real calls rather than guesswork.

Our AI uses a two-pass scoring architecture. First, it detects the call outcome (meeting booked, voicemail, callback, etc.). Then it evaluates only the criteria relevant to that outcome against your custom rubric. Each criterion gets a score with specific transcript evidence showing exactly why. The result is a weighted 0–100 score with strengths, improvements, and key moments — delivered in under 60 seconds.

We support in-person conversations captured with a wearable AI pendant, plus Zoom Meetings, Zoom Phone, Fathom, and Microsoft Teams. Completed recordings and transcripts flow into the same coaching workspace. Enterprise plans also include Zapier and API access for custom workflows, and Google Meet is supported via transcript import.

A wearable AI pendant captures the face-to-face conversation while the seller stays focused on the customer. Completed conversations become searchable, can be scored against your rubrics, and can be reviewed with the same coaching tools as phone and video calls.

Yes. A B2B team can score phone discovery and video demos, while a field team can review dealership conversations, in-home design consultations, or home-service estimates captured with a wearable AI pendant. Each team uses its own rubric, so the coaching criteria match the sale rather than the recording source.

Yes. You create rubrics with as many criteria as you need, each with its own weight, max score, scoring guidance, and key indicators. You can also make criteria conditional — only applied when the call has a specific outcome. Scoring rules let you auto-assign different rubrics based on the phone number dialed or the rep’s email, so cold calls and support calls are evaluated differently.

After every scored call, AI extracts contacts (name, email, phone, title, role), companies, deal signals (budget, timeline, pain points, competitors), and follow-up tasks from the transcript. High-confidence extractions (85%+) are created in your CRM automatically. Borderline extractions are saved for your review with visual confidence bars and inline editing. Smart deduplication prevents duplicate records.

Yes. Every tenant’s data is fully isolated — no cross-organization access is possible. We use JWT authentication, HMAC-SHA256 webhook verification, and SHA-256 hashed API key storage. Payments are processed through Stripe (PCI compliant). Role-based access control ensures team members only see what they’re authorized to see.

Viewer access is unlimited. Starter is $59 per coached employee monthly or $49 with annual billing for teams of up to three, with 15,000 AI processing tokens per coached employee. Shop is $399 per location monthly or $332 with annual billing and includes five coached employees plus 80,000 pooled tokens; additional coached employees are $89 per month. Multi-Location starts at $599 per rooftop with five coached employees included and requires an annual agreement. Each minute analyzed uses 20 tokens, and high-volume teams can add 10,000-token packs for $10.

No. Our built-in CRM, pipelines, and tasks cover the full sales workflow — contacts, companies, deals, stages, and follow-ups. You can also connect Salesforce or HubSpot if you already use one; the CRM features are optional.

Yes. Brain gives you a conversational way to go deeper across calls, contacts, deals, emails, and tasks. Explore your pipeline, prep for a conversation, find an open task, or summarize a deal. Its answers use the business data you have connected instead of generic AI responses.

Yes. The CRM features are optional. Many teams use our coaching and Brain layer on top of their existing CRM. Data from calls still flows into your CRM via our integrations.