Echo captures the field conversation so the rep and manager can return to what was said. Live AI coaching adds support while the appointment is still happening.
After the session, review the recording and transcript alongside the coaching action plan. The manager can start with a specific homeowner question, hear the rep’s answer, and choose the next adjustment.
Live cues require organization enablement and a supported app rollout. Our team can confirm the setup for your devices and workspace.
Revisit the conversation with the speaker transcript as a guide. Hear the customer’s question and the response together, including the context that a short summary can miss.
Choose a specific discovery, proposal, objection, or next-step exchange for the next one-on-one.
The coaching action plan
Use the manager summary and next steps to prepare the discussion. Review important conclusions against the source, then agree on the skill the rep will practice.
That gives the next session a clear purpose and something concrete to revisit afterward.
FROM REVIEW TO REHEARSAL
Make something useful out of the recording.
Choose one moment. Work on the next response.
Bring the coaching question into AI Sales Coach to prepare a better approach. Use AI Role Play to rehearse a similar situation before the rep’s next appointment.
For a recurring team theme, prepare a focused lesson in Training Studio. Keep the exercise connected to the conversations your reps are actually having.
Your organization must define and follow the appropriate recording and consent process. Confirm the product settings and requirements for your team before recording customer conversations.
Does every workspace include live cues?+
Live cues require organization enablement and a supported app rollout. Confirm availability with our team instead of assuming the preview represents your current workspace.
What should we test before field use?+
Check the supported device, microphone permissions, recording start and finish, session availability for review, access controls, and your process for handling interruptions or failed uploads.