Convo
Real-time sales assistant that whispers the right objection response, buying-signal callouts, and next questions on-screen during live calls, then automates the follow-up.
Product Overview
What is Convo?
Convo is a live sales coaching tool built for the moment a deal is actually won or lost: the call itself. Instead of reviewing conversations after they happen like Gong or Chorus, Convo runs quietly on the rep's own screen during Zoom, Meet, Teams, or Webex calls, listening in and surfacing the right response the instant an objection or tough question lands. It pulls answers from a company's own pricing sheets, playbooks, and past call history, flags buying signals such as budget and decision-maker mentions, and reminds reps of open discovery items before the call ends. Once the call wraps, Convo drafts the follow-up email and pushes notes, tasks, and contact updates into the CRM automatically, cutting the admin work reps typically do after every meeting. No bot joins the meeting and no recording notice appears, since everything runs locally and privately on the rep's device.
Key Features
Live In-Call Prompting
Surfaces objection responses, missing discovery questions, and buying-signal alerts on a private overlay while the prospect is still talking.
Company Knowledge Retrieval
Pulls instant answers from uploaded pricing sheets, playbooks, and prior call transcripts the moment a prospect asks a specific question.
Instant Cues
Lets teams pre-define custom trigger phrases and the exact response to surface, so approved messaging stays consistent across every rep.
Post-Call Automation
Automatically drafts follow-up emails and syncs contacts, meeting notes, and tasks into the connected CRM after each call ends.
Revenue and Coaching Intelligence
Tracks talk ratio, deal risks, and verbatim coaching moments that managers can save and push out as team-wide cues for the next call.
Private, Bot-Free Operation
Runs locally on Mac or Windows with no bot joining the meeting and no visible recording indicator to the other participants.
Use Cases
- Live Objection Handling : Sales reps get an immediate suggested response the moment a prospect raises price, security, or competitor concerns.
- Faster Rep Ramp : New hires get the same approved answers and playbook access as tenured reps, shortening the time to full productivity.
- Renewal and Churn Prevention : Customer success teams surface renewal risk signals and unresolved commitments before they turn into churn.
- Manager Coaching at Scale : Sales managers save specific in-call coaching moments that automatically become reusable cues for the whole team's next calls.
- Post-Call CRM Hygiene : Reps skip manual data entry as Convo auto-generates follow-up emails and syncs notes and tasks to Salesforce, HubSpot, or Pipedrive.
FAQs
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