Interactive demo script

See what PilotCall would surface during a live call.

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
In-callRep-facing suggestions while speaking
Local PlaybooksUploaded rules and checklist paths
PrivateRep-facing window overlay option
GovernedReview rules before customer calls

Select a playbook template to preview

Demo path

One call, four moments where timing matters.

This is sample data, not a fake customer story. It shows when the cue appears, why it appears, and how quickly a rep can turn it into the next useful question.

01

Open on the current stack

Buyer signal
The prospect names tools they already trust.
PilotCall cue
Acknowledge the stack without attacking it.
Rep move
Confirm what they use today, then ask how work moves between CRM, call tools, inbox, quoting, and handoff.
02

Find the handoff gap

Buyer signal
They describe a point where data or ownership gets messy.
PilotCall cue
Stop broad discovery and isolate the operational break.
Rep move
Ask where the team sees one project record and who keeps systems current when the call ends.
03

Handle tool satisfaction

Buyer signal
They say their current tools are fine.
PilotCall cue
Respect the tool, then test what happens around it.
Rep move
Position PilotCall as live guidance around the workflow, not as a claim that existing software is bad.
04

Advance while interest is live

Buyer signal
They admit the handoff or next-step control is painful.
PilotCall cue
Move from probing to a specific next step.
Rep move
Ask for a short workflow review or pilot scoping call tied to the gap they just named.

Synthetic sample call

The console shows what happens while the call is still moving.

The sample avoids real customer data. It still shows the useful part: labeled speakers, context lookup, playbook cues, and short suggested lines a rep can actually say.

Simulator Standby
Timer: 0sAPI: Standby
ProspectStack signal

We already use HubSpot and Gong, so I am not sure what else we need.

PilotCallLive suggestion

"HubSpot is great for CRM, but it doesn't track project bids. Ask: 'How's HubSpot holding up for project-based work, and how are you tracking quotes from spec through award?'"

RepSuggested line

Totally fair. HubSpot and Gong are solid. But how's HubSpot holding up for project-based work? How are you tracking quotes from early spec through award across the team right now?

ProspectPain signal

Honestly, that spec-to-bid cycle is messy. Specs live in emails, quotes are in spreadsheets, and we miss follow-ups because things get lost.

PilotCallAdvance cue

"Acknowledge the manual tracking pain. Ask: 'Would it be worth 15 minutes with Mike to see where live prompts can prevent these missed follow-ups?'"

RepSuggested line

That manual tracking gap is exactly what we help bridge. Would it be worth 15 minutes with our product specialist, Mike, to see how we sync quotes and prevent those missed follow-ups?

All call turns displayed. Click "Run Live Simulation" to replay.

Live coaching logic

What the assistant is watching for.

Signal

Prospect names a trusted tool

Acknowledge it neutrally and ask what happens around the tool.

The rep avoids sounding like they are attacking the buyer's stack and still opens useful discovery.

Signal

The buyer reveals manual handoff work

Stop broad questioning and isolate the handoff moment.

A concrete operational break is stronger than another generic discovery question.

Signal

The buyer says the team is busy

Reframe around reducing manager follow-up and missed next steps.

Bandwidth objections often hide a real process cost, but the rep needs to stay respectful.

Signal

The buyer admits the problem

Move toward a short workflow review while the pain is fresh.

The live coaching value is preserving momentum before the call drifts back into vague interest.

Objection paths

Coach the next line without turning the rep into a script reader.

Buyer says

We already have Gong.

Differentiate timing without attacking after-call tools.

Gong can still be useful after the call. The gap we are testing is what helps the rep before the moment passes. Where do reps usually miss the next question today?

Buyer says

Just send me information.

Avoid administrative retreat. Ask one diagnostic question first.

Happy to. So I send the right thing, what part of discovery is hardest to keep consistent: stack mapping, objections, or getting the next meeting?

Buyer says

We do not have bandwidth for another tool.

Respect the constraint and test whether live guidance reduces manager cleanup.

That makes sense. The reason I am asking is that this is meant to reduce the cleanup after calls, not add another review workflow. Where are managers spending time correcting missed discovery today?

Buyer says

Our team is already pretty consistent.

Do not argue. Ask for the measurable proof point.

That may be true. When you review calls, what tells you a rep fully mapped the workflow and earned the next meeting?

What to watch for

  • Did the rep map the current stack without attacking existing tools?
  • Did the rep identify at least one handoff gap or confirm there was no fit?
  • Did the rep avoid repeating a stale or already-answered question?
  • Did the rep ask for a specific next step when pain appeared?
  • Did the buyer-approved policy define transcription, storage, retention, and deletion before live use?

Data Governance & Compliance

This demo uses sample data. Real pilots need database authorization, caller consent language, access rules, and retention settings reviewed before live customer-call use.

Turn the demo into a pilot

Seen enough to test the pattern on your own calls?

Start with one team and one recurring call problem. Together we map your playbook source, privacy rules, private-overlay needs, and the first outcome worth measuring before any live rollout.

Request pilot