Capture the conversation
Record an authorized field appointment and preserve the customer question, the rep response, and the surrounding context.
GHOSTREP ECHO
Field sales conversation capture and live AI coaching.
Give home improvement reps support during the appointment and give managers the recording, transcript, and coaching action plan afterward.
- Capture authorized field conversations
- Support reps live when coaching is enabled
- Review the source conversation after the appointment
HOW ECHO WORKS
Capture the appointment. Support the rep. Coach what actually happened.
Echo keeps the live moment and the manager review connected, so the next coaching conversation starts with evidence instead of a recap.
Coach in the moment
When live coaching is enabled for the organization and device, give the rep a focused cue while the conversation is still happening.
Review and improve
Return to the recording and transcript, choose one exchange, and turn it into a specific coaching action or practice attempt.
RECORDING AND LIVE COACHING
Keep the conversation. Support the next question.
One appointment, two ways to help the rep.
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.
Talk through your Echo setup
AFTER THE APPOINTMENT
Give your manager the exchange behind the recap.
The recording and transcript
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.
Explore AI Role PlayTAKE SOMETHING USEFUL WITH YOU
Keep working on the real problem.
AI Sales Coach
Work through the next approach using a specific exchange from the field.
AI Role Play
Turn an observed coaching moment into a focused practice session.
Training Studio
Build a team lesson around a recurring pattern managers hear in reviews.
GhostRep for roofing teams
See the full workflow through a roofing inspection and proposal conversation.
Security and AI boundaries
Review the questions to resolve before recording and coaching.
Call review cadence
Give managers a practical rhythm for reviewing conversations.
BEFORE YOU GET STARTED
A few good questions.
Is recording consent handled automatically?
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.
RESOURCES FOR YOUR TEAM
Put the review into a manager’s hands.
PUT GHOSTREP TO WORK
Coach from the conversation, not the recap.
Choose prepaid hours and set up your workspace online. No demo call required.