AI analyzes every call and chat of your advisors: script adherence, response time, follow-up and missed opportunities. You get a daily report with what to fix.
Transcribed calls and WhatsApp chats scored against your script and criteria.
A score per conversation and per advisor: discovery, objections, closing and next step.
Hot leads without a reply, unconfirmed meetings, broken promises.
First response time, touches per lead, conversion by stage and by advisor.
What matters, in one message to the director: what happened, who needs help, what to fix today.
Telephony, WhatsApp and CRM: where the conversations come from.
Your script and quality criteria become the AI's rubric.
Every conversation, scored the same day.
Leaks and unattended hot leads, in real time.
Coaching per advisor with real conversations.
You'll know exactly where your team loses sales, with real examples.
Yes, with the proper privacy notice. We help you adjust the notice and the message to clients.
Access to call recordings or the team's WhatsApp chats, and your sales script if there is one.
It works best as coaching: each advisor sees their own scores and concrete examples to improve.
Yes. It's the fastest way to learn how an agency or broker handles your leads.
Install the complete system or start with a single piece.
Lost leads come back into the cycle.