PilotCall: Live-call playbook guidance

Guide live sales calls before the moment passes.

PilotCall gives reps private cues from your playbook while the buyer is still talking. Start with one sales-discovery pattern and judge the guidance on sample data.

Works beside the calling tools your team already uses.

How it works

The loop is intentionally simple.

01

Capture live audio

Captures and transcribes speaker-labeled audio with low-latency routing for live guidance.

02

Analyze context

Matches the transcript against your playbook to detect stack gaps, pain points, and objections.

03

Prompt next move

Displays a brief, actionable suggestion on the rep's desktop to steer the conversation immediately.

Use cases

Where live guidance can earn its keep.

Start with sales discovery, then test whether the same pattern makes sense for agency audit calls or another approved workflow 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.

Context source: Manual playbook upload
See use case

Marketing Agencies

Future CPC integration

Planned expansion to pull SEO, CPC, and competitor cues to frame agency audit pitches.

Context source: Preloaded audit notes; live API access remains planned
See use case

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

What to verify

A useful pilot should leave evidence behind.

Check whether guidance arrives in time, fits the conversation, and works within the team's rules before deciding on a wider rollout.

TimingDid the cue arrive before the useful question was missed?
RelevanceDid it follow the buyer's words and the team's approved playbook?
Rep controlCould the rep use the suggestion naturally, in their own words?
GovernanceWere consent, access, and retention rules agreed before live customer use?

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.

Choose the callName the moment where reps keep losing time or missing the next question.
Test with samplesUse sample data first so the team can judge timing and usefulness without risk.
Set the rulesAgree on consent, retention, and who can see transcripts or coaching notes.
Review the outcomeLook at whether reps moved faster, asked better questions, and kept momentum.

Pilot pricing

Clear entry points for a scoped pilot.

Solo, team, and custom plans are detailed on the pricing page. Start with the call pattern you want to test.

Solo$149 per seat / month

1,500 live-call minutes / month

Team$249 per seat / month

3,000 live-call minutes / seat / month

EnterpriseCustom scoped by call type

Custom minutes and retention policy

Compare plans and pilot terms

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.

Request sales-discovery pilot