How it works
- 01
Read the profile
Identify what you know about the customer and what you want to find out.
- 02
Lead the conversation
Allow microphone access, then speak to the customer as you would on the phone. Ask questions, listen, and rephrase.
- 03
Review a moment
End the call and review a question or response in the call report.
What does a simulated call look like?
A customer in a hurry says, “I only have two minutes.” You could respond, “What do we need to clarify to know whether we should continue?” Then see whether your question brought out a priority.
AI doesn't recite a script. It plays a character with context and facts kept in reserve. What you learn depends on the questions you ask.
“You’re short on time. What should I understand to know whether this conversation would be useful to you?”
What situations can you practice?
Eight types of calls: prospecting, discovery, appointment setting, price objections, follow-up, customer retention, complaints, and voicemail messages. Eleven customer moods: rushed, angry, wary, distracted, indecisive, skeptical about price, and more.
Handling objections, phone prospecting, and voicemail are the three most common starting points.
What do you need to practice?
A browser, microphone access, and a quiet place. The call is transcribed to generate the call report. If the transcript gets a word wrong, keep that in mind when reviewing it.
How do you improve from one call to the next?
Replay a similar situation, changing just one thing—for example, your first question after an objection. Then you can see what actually changes.
A call doesn't have to end with an appointment. It can end with a well-founded decision to stop. The call report looks at whether your approach was appropriate, not whether you got a yes.
