Live Call Guidance
Understand the real-time AI cockpit — transcription, prompts, and how to get the most out of it during calls.
Using the Cockpit
A tour of the live call cockpit: transcript panel, active playbook steps, quick-fill fields, and the wrap-up drawer.
What the AI Can Extract
The kinds of facts the cockpit reliably pulls from a live call — and the kinds it'll fumble until you help it learn.
Call History & Recordings
Review past calls, read transcripts, replay key moments, and export call data.
Forbidden Statements & Say-Instead
How the cockpit catches things staff shouldn't say — and offers a verbatim correction in real time.
Assistant Offers — Transfers, Voicemails, Holds
Mid-call actions the AI proposes when it hears the right cue. You tap to accept; the system handles the rest.
Confirming Facts on the Fact Canvas
The AI extracts structured data from the call. Before it touches your CRM, you confirm.
The Post-Call Wrap-Up
Thirty seconds at the end of every call to confirm what happened, what got captured, and what didn't go well.