AI that edits the record, not a chat box in the corner.
Transcription, scoring, enrichment and voice agents running against the same objects your reps are working - so an insight is a field, not a suggestion somebody still has to action.

- 00:08Rep Morning Dana - Marcus from Adoptiv. Is now still all right?
- 00:21Dana It is, but keep it short - I have a stand-up at ten.
- 00:46Rep Understood. Your contract renews on the 30th; I wanted to get ahead of it.
- 01:14Dana Right. Honestly, we are looking at a couple of other options too.Competitor mentioned
- 01:52Rep That is fair. What is pushing you to look?
- 02:13Dana The per-seat cost keeps climbing and we are not using half of it.Objection - pricing
- 02:48Rep So the pricing model, more than the product itself.
- 03:06Dana Exactly that.
- 03:25Rep Then let me send the side-by-side, including what you would stop paying for.
- 03:52Dana Do that. And book me Thursday, I will bring our CFO.Commitment
Renewal at risk on price, not product. Dana is evaluating alternatives because per-seat cost is rising against low utilisation. Agreed to a side-by-side and a Thursday call with their CFO present.
- Lead Stage
- Proposal Sent
- Objection
- Price - utilisation
- Competitor
- In evaluation
- Next Step
- Send comparison
- Meeting
- Thu 10:00 · +CFO
Below the floor average of 61% rep talk - the reps who listen more close more.
- Comparison sheet queued
- Invite sent for Thursday
- Task raised for the CFO intro
Product figures from the platform’s own defaults - not customer averages
Every call, read before you get to it. Who held the floor, with the moments marked on it, the transcript underneath, and the summary and fields it wrote. Click a moment and the transcript goes there.
- 00:08Rep Morning Dana - Marcus from Adoptiv. Is now still all right?
- 00:21Dana It is, but keep it short - I have a stand-up at ten.
- 00:46Rep Understood. Your contract renews on the 30th; I wanted to get ahead of it.
- 01:14Dana Right. Honestly, we are looking at a couple of other options too.Competitor mentioned
- 01:52Rep That is fair. What is pushing you to look?
- 02:13Dana The per-seat cost keeps climbing and we are not using half of it.Objection - pricing
- 02:48Rep So the pricing model, more than the product itself.
- 03:06Dana Exactly that.
- 03:25Rep Then let me send the side-by-side, including what you would stop paying for.
- 03:52Dana Do that. And book me Thursday, I will bring our CFO.Commitment
Renewal at risk on price, not product. Dana is evaluating alternatives because per-seat cost is rising against low utilisation. Agreed to a side-by-side and a Thursday call with their CFO present.
- Lead Stage
- Proposal Sent
- Objection
- Price - utilisation
- Competitor
- In evaluation
- Next Step
- Send comparison
- Meeting
- Thu 10:00 · +CFO
Below the floor average of 61% rep talk - the reps who listen more close more.
- Comparison sheet queued
- Invite sent for Thursday
- Task raised for the CFO intro
Click “Objection - pricing” and watch the transcript move
First contact handled, then handed over warm. An agent answers, qualifies against your criteria and books the slot. When it reaches something it should not advise on, it transfers to a person who already has the transcript on screen.
Ada Thanks for calling Adoptiv, this is Ada. What can I help you with?
Caller I want to know if you can handle about forty seats.
Ada We can. Are those all outbound, or a mix with inbound support?
Caller Mostly outbound. We do collections.
- Seats
- 40
- Motion
- Outbound
- Vertical
- -
- Qualified
- -
The agent hands over the moment a call reaches something it should not advise on. The person picks up with the transcript, the captured fields and the reason for the transfer already on screen.
Running live - watch the handover at the end
An insight that needs a human to act on it is a to-do list. These write the field, send the email, and book the meeting themselves.
Follow-up that never forgets. A sequence starts from a lead being created, a stage moving or a tag landing, then waits, branches on what the last step did, and hands a call task to the person who owns the record.
Big deal moved - notify and log
Deal stage change · 2 conditions · 3 actions
A deal moves between stages
Pick a trigger, add a condition, add an action
A score you are allowed to argue with. Five numbers out of ten on every call it reads, against the rubric for your industry rather than a phrase list a rep can learn to recite. The evidence is quoted underneath, so a disagreement is about the call rather than about the number.
- Five dimensionsScored together in the same pass that writes the summary.
- Your rubric or oursFifteen industry presets to start from, versioned when you change one.
- Pinned to a versionEvery score records which rubric produced it, so a change does not rewrite history.
- Read again, replacedOne review per call. Re-reading a call replaces its review rather than stacking.
Dana Whitlow · ranked 3rd of 412 in “Hot leads”
- Base rate for this segment45
- Answered two of the last three calls+22
- Renewal inside 60 days+18
- Opened the pricing page twice this week+14
- Title matches the buying committee+11
- Competitor mentioned on the last call-9
- No reply to the last two emails-7
Every factor is a field on the record, so a score can be argued with - and the rep who disagrees can see exactly which signal to check.
Everything in this category
16 capabilitiesOne reading of the transcript returns the summary, the sentiment, the tone, what each side intended and a set of scores, in a shape fixed in code.
The model proposes record updates with its confidence and the quote it heard them in, shown as a before-and-after you accept or reject row by row.
One to six sentences on the record covering why the call happened and what was agreed, so nobody reading the list has to open the audio to find out.
Positive, neutral or negative on every analysed call, stored in a column of its own so the ones that went wrong are a filter rather than a listening exercise.
Chosen words rather than a fixed list for how the agent sounded, how the customer did, and the conversation overall - the manner behind the sentiment.
Communication, resolution, satisfaction and compliance scored nought to ten beside a separately judged overall, on every call that clears the analysis gates.
Compliance scored nought to ten against what the vertical says matters, because no phrase list exists to recite. A missing reading is excluded, never passed.
What the customer was actually asking for and what the agent committed to, extracted as structured intents rather than left inside the transcript.
Callbacks and meetings pulled out with their times, a confidence figure and the words they came from, ready to accept in one click or reject in one.
Four of six speech paths return the channel each side was recorded on, so the transcript knows who spoke rather than guessing, and one control swaps a pair.
Collections, healthcare, insurance, admissions and eleven more - each shaping what the analysis looks for without letting anyone break the output shape.
Threads summarised and read for intent and urgency, but only when a participant matches a record, so the model is never called on mail that is not yours.
Draft from an instruction or rework a message you have, landing in the composer with a suggested subject and going nowhere at all until you send it.
Describe what you track or paste a spreadsheet's columns, and get a named field group back with types, options and placeholders to approve one at a time.
A sentence becomes a grid filter and a sort order with the reading explained back, on the toolbar of every grid that carries a column menu of its own.
OpenAI, Azure, Anthropic, Gemini, Bedrock and ten more, bound per purpose with an ordered fallback chain, a circuit breaker and a cost line on every attempt.
The rest of the platform.
Five more categories, all on the same record and the same bill. Each card names three of its capabilities, so you can tell from here whether it is worth opening.
Intelligence
Run it over one of your own calls.
Send a recording. We will show you the summary, the sentiment, the objections and the fields it proposes writing back to the record.
14-day trial · no card · migration included