How it works
- 01
Describe your offering and add documents
Answer a few quick questions about your offering and target audience, then add current materials such as a presentation, brochure, or terms and conditions.
- 02
Review the suggested customers
Check the characters, objections, and facts. Scenarios stay inactive until you select them.
- 03
Activate and call
Choose which customers to activate and a scorecard, then start your first guided call.
What information should you provide?
Your offering, target audience, and the objections you hear most often. For documents, you can use PDF, Word, text, or Markdown files, with up to five active documents and 10 MB per file.
One short, up-to-date document is better than five conflicting presentations. Don’t include individual customer records or confidential information.
What does the assistant generate?
A company profile, call brief, scorecard, and five simulated customers, including at least one follow-up and one price objection. They’re a starting point for your scenarios.
What should you review before activating?
Prices, product names, features, and commitments. If a generated customer mentions an integration you don’t have, correct that detail before activating the scenario. An admin must approve it.
What about the first call?
Your first guided call uses an easy scenario, a friendly customer, and a four-minute duration. You can also skip the assistant and start with the library, then come back to it later.
