PilotCall: Live-call playbook guidance
Guide live sales calls before the moment passes.
PilotCall is a desktop assistant for B2B sales discovery: it transcribes calls locally and displays relevant playbook cues while you speak.
Runs locally alongside standard phone and video tools, enabling reps to test in-call cues without dialer migrations.
Local playbooksLoaded from markdown/PDFs
In-callLive audio transcription
Privacy-focusedConfigurable local logs
PrivateRep-only overlay view
Playbook matchObjection pattern detected
RetentionConfigurable local log files
PrivateRep-only overlay view
Playbook matchService inquiry detected
CRM integrationPlanned API integration
PrivateRep-only overlay view
Playbook matchObjection path detected
SEO integrationPlanned API integration
For sales leaders
Test whether live prompts help reps ask sharper discovery questions before the call moves on.
For RevOps
Bring one playbook format. See whether reps actually use the help during calls.
For security
Review consent, retention, access, and transcript handling before real customer calls touch the system.
How it works
The loop is intentionally simple.
Capture live audio
Captures and transcribes speaker-labeled audio with low-latency routing for live guidance.
Analyze context
Matches the transcript against your playbook to detect stack gaps, pain points, and objections.
Prompt next move
Displays a brief, actionable suggestion on the rep's desktop to steer the conversation immediately.
Product Interface
Real-time guidance designed for active teams.
The interface is intentionally private and practical: concise guidance, live transcript context, and manager review signals without turning the call into a script-reading exercise.
No call-stack lock-inSample-data demo before live dataOne team, one call type, one decisionConsent and retention review before pilots
Live rep coaching
The actual overlay: instant suggestions, speaker-labeled transcript, live sentiment, and a next-action card with one-click email drafts.
Sentiment and next actions
A live sentiment gauge tracks how receptive the buyer is, and an action-item card keeps the rep's single next move in view.
Secure pilot controls
Configure call consent notices, local logging and retention settings, and access controls to align with your privacy policy.
Screen-share-aware guidance
Use a screen-share-aware private overlay for rep guidance during Zoom, Teams, or browser-share workflows.
Use cases
Where live guidance can earn its keep.
Start with sales discovery, then prove whether the same pattern makes sense for home-services quoting calls, agency audits, or another place where reps need fast context.
B2B Sales Discovery
Best first pilot
Maps prospect tech stacks, objections, qualification gaps, and next-step questions while the call is active.
Home Services & Solar
Vertical expansion path
Price-book ranges, scope rules, and site-visit closes surfaced live during inbound homeowner calls.
Marketing Agencies
Future CPC integration
Planned expansion to pull SEO, CPC, and competitor cues to frame agency audit pitches.
The PilotCall Difference
Built for in-call playbook prompts, not post-call archiving.
Traditional conversation intelligence platforms archive calls for retrospective review. Many script-compliance assistants require specific calling software. PilotCall sits on the rep's desktop, is designed to work alongside your existing softphones, and displays playbook cues while you speak.
DimensionPilotCallTraditional CI & Script Tools
Dialer IntegrationRuns independently as a desktop app alongside callsLocked: forces you to use their calling software
Private overlayScreen-share-aware guidance can stay on the rep's private workspace while they presentVisible scripts: reps risk exposing internal prompts or switching windows mid-call
Playbook SourceLocal: reads uploaded PDF/markdown playbooks and guides reps in-callRigid: forced teleprompter scripts or static training docs
TimingIn-call: suggests cues during the conversationRetrospective: logs summaries and highlights after the call has ended
Playbook StyleFluid: context-aware prompts that adapt to natural talking stylesRigid: forced teleprompter scripts that reps ignore or read robotically
Security PostureConfigurable: local logging controls and defined transcript retentionArchive-heavy: permanent call recording storage by default
Business case
Give each buyer a reason to care.
Sales wants better calls. RevOps wants less manual lookup. Security wants the rules clear before real customer data is involved. The pilot should answer all three.
Revenue & Sales Leaders
Help reps keep discovery momentum and objection handling clear during active calls.
Look for better discovery quality, faster follow-up, and fewer calls where a rep has to say they will check later.
Enablement & Operations Teams
Turn the playbook into short cues reps can use while the buyer is still talking.
Look for fewer missed qualification steps, fewer tab-hunting moments, and clearer next-action follow-through after each call.
Compliance & Security Officers
Define privacy expectations with defined transcript retention policies and opt-in consent controls.
Review the rules before live use, including consent wording, access, transcript retention, and deletion.
Sales discovery playbook calls.
Validate timing and guidance before live customer use.
Watch suggestion accuracy, missed moments, and rep follow-through.
Expand only if the team can point to useful call outcomes.
Pilot path
A practical way to test it without betting the whole team.
Run a focused 30-day pilot around one call type. Use sample data first, agree on the privacy rules, then decide from actual rep behavior instead of a polished demo.
One call type. Sample data first. Consent and retention policy reviewed before live customer calls.
Pilot pricing
Paid pilots for teams that want the work done right.
Live-call guidance needs setup, privacy review, and useful playbook work. The pricing is meant for serious tests, without forcing enterprise procurement on the first conversation.
$149
per seat / month
Founder-led sellers, solo consultants, and first proof users.
1,500 live-call minutes / month- One active playbook
- Live suggestions
- Private overlay mode
- Usage metering
$129 annual prepay option
$249
per seat / month
Small revenue teams proving live guidance before a wider rollout.
3,000 live-call minutes / seat / month- Unlimited playbooks
- Shared organization access
- Org-level usage metering
- Priority pilot support
$219 annual prepay option
Custom
scoped by call type
Organizations that need admin policy controls, custom playbook workflows, and rollout-scoped requirements like SSO.
Custom minutes and retention policy- Admin policy controls (SSO scoped at rollout)
- Custom playbook workflows
- Security review
- Dedicated rollout support
Annual agreement available
No forced dialer switchSoft overage review before hard stopsGuided pilot before open self-serveAnnual discount without hiding monthly access
Buyer FAQ
Straight answers before a pilot call.
What it replaces, what it does in real time, why the pilot is paid, and what needs to be reviewed before anyone uses it with customers.
Does PilotCall replace our dialer?
No. PilotCall is designed to sit beside Zoom, Teams, Meet, softphones, and existing sales call stacks so the pilot can test live guidance without forcing a dialer migration.
How is PilotCall different from Gong or other post-call platforms?
Post-call systems summarize what happened after the meeting. PilotCall focuses on what the rep should say next while the customer is still on the call, including playbook prompts.
Is there a free trial?
No. PilotCall is launching with scoped paid pilots because live call guidance, consent, and retention settings should be configured before a team uses it with prospects or customers.
What does PilotCall show the rep during a call?
Three things: a short suggested next move grounded in the team's playbook, a live sentiment read on how receptive the buyer is, and a single action item to carry forward. After the call, the rep can generate a follow-up email draft from the conversation.
Which teams are the best first fit for PilotCall?
The strongest first fit is a team with high-value phone or video calls and repeatable playbooks, such as B2B sales discovery.
Does PilotCall require customer call recordings?
No open pilot should assume permanent audio recording. PilotCall is positioned around live stream analysis, buyer-approved consent language, configurable transcript retention, and policy review before live customer use.
Start your pilot
Start with the call your team already knows is messy.
B2B sales discovery is the first path: one team, one call pattern, sample data first, and a clear decision after.
One call type. Sample data first. Consent and retention policy reviewed before live customer calls.