Convo

The live call assistant is the part that reacts without being asked. It follows the conversation every few seconds and turns what it notices into a suggested next move: a question that still needs an answer, a buying signal to act on, or a moment to pause and let the buyer talk. Because it works during the call, a rep can respond while the deal is still in play. That is the core difference from tools that only summarize a recording after the fact, and it's what separates real-time sales coaching from a review that arrives too late.

Instant Cues let you prepare answers for the objections and competitor questions your team hears most. When that moment arrives, the relevant cue appears on screen with wording that already works for your team. A new rep can draw on the team's experience instead of improvising. You can add, edit, and reorganize cues as your product and sales approach change.

Ask AI answers a specific question without taking you out of the call. You can ask about the live conversation, your uploaded documents, past calls, your screen, or a current fact on the web. The answers are built on the material you provide, so you can put pricing sheets, product guides, and sales decks within reach. A tough product question no longer has to end with a promise to get back to the buyer.

Playbooks track qualification as you go. Choose BANT, SPICED, MEDDPICC, or your own framework, and the fields fill in as the buyer answers, so you can see what is covered and what still needs a question. Live playbook capture is available on Professional and Enterprise. The result is a more consistent discovery across the team, not one that depends on who is on the call.

Convo Memory connects earlier conversations with the same contact. Briefings bring together what matters to the buyer, the decisions made, and any commitments still open, so you can prepare for the next call and ask about that history when you need it. Instead of searching through meeting notes, you ask about what was discussed and pick up where you left off.

After a call, Convo produces a speaker-labelled transcript, a summary, and a list of action items, then drafts a follow-up email for you to review. This step cuts the write-up that usually follows a call. Use connected tools to share the details or save them to your CRM, with native CRM integrations reserved for Enterprise.

Convo runs on your computer as a compact overlay, so you open it when you need it and keep your attention on the conversation. No bot joins the call and it stays hidden from screen share, which matters when a participant could be uncomfortable with a recorded meeting. Keyboard shortcuts start and stop recording, ask AI, and close the panel without switching windows.