How to Use
Complete guide to analyzing sales calls and coaching your team
Quick Start
Get up and running in 3 simple steps
1
Create a Script
Define your sales process
2
Upload a Call
Audio or transcript
3
Send Feedback
Email coaching to trainer
Step-by-Step Guide
Step 1Rubric page
Configure Your Sales Script
Set up your ideal sales process that trainers should follow
How to do it:
- 1Go to the Rubric page in the sidebar
- 2Click 'Create Script' to add a new sales script
- 3Add a name and description for your script
- 4Define sections (e.g., Greeting, Discovery, Demo, Closing)
- 5For each section, add instructions and tips
- 6The system will automatically generate evaluation criteria
Pro Tips
- • Be specific in your section instructions for better AI analysis
- • Include tips that help trainers understand what good looks like
- • You can create multiple scripts for different call types
Step 2Upload Call page
Upload a Sales Call
Submit call recordings or transcripts for AI analysis
Step 3After upload
Review AI Analysis
See detailed feedback on how well the trainer followed the script
Step 4Results page
Send Coaching Email
Deliver personalized feedback directly to the trainer
Step 5History & Analytics pages
Track Performance
Monitor trends and identify coaching opportunities
Step 6Insights page
Generate Team Insights
Use pattern recognition to optimize your sales script based on real performance data
Frequently Asked Questions
Need More Help?
Check the Technical Documentation for API details, database schema, and integration guides. For feature requests or issues, contact your administrator.