Call intelligence

    What the conversation actually contained.

    A summary tells you what happened. Call Intelligence tells you how it went, what was established, what was promised and what was missed — each point backed by the sentence it came from.

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    Call summary in the background with two floating cards: talk share 70/30 between Rachel Okafor and Mark, and a MEDDPICC scorecard showing 5 of 8 criteria established and Champion not discussed, with the question to ask next.

    During the call

    Help while you're still on the call.

    On calls from your computer, ActiveLens works live. Terms, products and companies are resolved as they come up — from the web and from your own documents. Objections surface with an answer while you can still use it.

    Live assistance works on calls made from your computer. Desk phone and mobile calls get the full after-call summary, tasks and CRM update.

    Call Intelligence panel with Iowa best interest standard and MYGA looked up during the call, plus matches from the company knowledge base
    Chapters tab: a colour-coded timeline of a four-minute call, then each chapter with its time range and type (Intro, Discovery, Objections), a title, a short summary, key points and who spoke.

    The call, in chapters

    Every call is split into labelled sections, so a forty-minute conversation becomes six things you can scan. Click a chapter to jump to that moment in the transcript. Chapters travel with the call when you export it.

    How the conversation went, not just what was in it

    Who spoke and for how long. The longest monologue. Questions asked. An interaction score, tone, and the silence. All of it measured from the call itself.

    A rep who spoke seventy percent of a discovery call learns it from the call, not from a manager's impression three weeks later.
    • A timeline marking where price, competitors, next steps, objections and commitments came up
    • Scrub straight to any of those moments
    • Available on every call, not only the ones someone remembered to review
    Dynamics tab: talk share 70/30 between Rachel Okafor and Mark, a timeline marking price, next steps and objections, and interaction stats — 0:31 longest monologue, 8.2/10 interactivity, 11 questions asked, 3 filler words, 13% silence.

    Qualification filled in from the conversation

    MEDDPICC and BANT, scored against what was actually said. Each criterion is marked established, partly established or not discussed — and backed by the verbatim quote it came from. Where something is missing, you get the question to ask next.

    Five of eight criteria established, champion never discussed, and the exact question to open the follow-up with. That is a deal review run on evidence instead of optimism.

    MEDDPICC scorecard, each criterion marked established, partly established or not discussed, with the quote it came from; Champion not discussed, with the question to ask next

    Objections, commitments and compliance

    Objections

    What was raised, whether it was handled, and a drafted answer for the one that wasn't.

    Commitments

    What your side promised, with the sentence that promised it.

    Compliance

    Required steps that were skipped, flagged with what was said and what it means — before the next client meeting, not after the complaint.

    Coaching

    What to do differently next time, and the buying signals in the customer's own words.

    Knowledge base list of uploaded company documents, each shared company-wide or with specific teams.

    Every term explained, from your own documents

    Product names, companies and jargon mentioned on the call are resolved as you read — from the web, and from the documents your company uploaded. Select any phrase in the transcript to look it up, or to ask a question about that one call without leaving it.

    A new colleague picking up a case reads the summary and understands every term in it without asking anyone.

    Your documents power Active Insights too →

    Take it with you

    Download the call as text, subtitles, Word or PDF, with the audio alongside it — for the case file, the client, or the regulator.

    Chapters, dynamics and transcript lookups are included on every paid plan. The sales assistant — qualification, objections, compliance and coaching — is on Pro and Enterprise. It runs on saved calls whatever the call was made on, and runs live during calls made from your computer.

    Start capturing every conversation.

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