Pilot request

Request a focused live-call pilot.

Tell us the call where reps keep getting stuck, the data source they keep reaching for, and what would make a narrow pilot worth continuing.

Send pilot requestSee the live demo

Fit

Tell us where the call slows down.

Pilot fit

Best fit

Sales teams, home-services operations, or marketing agencies with calls where fast context matters.

Pilot fit

What connects

Uploaded playbooks, price books, audit templates, or another approved document source.

Pilot fit

Useful outcome

Reps get relevant facts and next questions while the call is active.

Pilot fit

Before live use

Consent, access, transcript retention, and review permissions are agreed first.

Good first-fit pilots

Good first pilots have one repeatable lookup problem.

  • Home-services teams wanting confident price-book answers without holds or call-backs.
  • Agencies wanting concrete SEO/CPC audit cues while pitching prospective clients.
  • Sales teams wanting live objection handling and sharper discovery questions.

Privacy and policy

Live-call data needs rules before use.

  • In-memory processing options: streams can be analyzed live under the buyer-approved pilot policy.
  • Opt-in disclosures: consent language templates are prepared for the buyer's legal and policy review.
  • Role-based access: security logs and coaching metrics are restricted to authorized admins.

What happens after you request a pilot

  1. We identify the call moment where reps need help.
  2. We map the playbook, data source, and the cue a rep should see.
  3. We test with sample data before any live customer-call use.
  4. We confirm consent, access, retention, and who can review transcripts.
  5. We run a narrow pilot only if the setup looks useful and responsible.