Prepare with the customer history. Get relevant past cases, policy guidance and questions to ask as the call unfolds. Leave with a follow-up ready to review.
We are building live suggestions that appear in the overlay as the conversation unfolds. Relevant past cases, policy guidance and the next useful question, without typing every prompt.
The right context, at the right moment.A customer raises an issue. Your teammate surfaces a relevant approved case and a check worth making.
You stay in control.The planned live mode starts when you choose. Pause or stop at any time, and decide which suggestions to use.
Before the conversation
Walk in with the history.
Bring the account notes, the open questions, and the relevant policy. Ask your teammate for a brief that separates what is known from what still needs checking.
Start with what you know. Ask what you need.01 / 03
During the conversation
Suggestions while you are on the call.
The planned live mode will surface relevant past cases, approved policy and useful follow-up questions as the conversation changes. You start the session, keep the suggestions beside the call, and choose what to use.
The current overlay shows the knowledge behind a suggestion.02 / 03
After the conversation
Leave with a clear next step.
Turn your call notes into a draft recap and follow-up. Review the facts, confirm who owns the next step, and decide what is worth keeping for future work.
From the conversation to a clear next step.03 / 03
Availability
Live meeting audio and direct CRM or store actions are not connected in the current preview. Automatic live suggestions are in development; the preview uses notes you provide.
Before, during, and after the conversation
The account brief. The difficult question. The follow-up.
Prepare for discovery, get guidance when the difficult question comes up, and shape the follow-up. Live suggestions during the call are in development.
Call assist · Provided notes
Know what to ask before you open the meeting.
01
The preparation notes
Provide the account’s stated need and open questions from your Salesforce notes before the Google Meet call.
02
A focused brief
Your AI teammate uses approved memory it can access to prepare the account context and questions to confirm with the buyer.
03
A rep-reviewed agenda
Keep the private brief beside the meeting and choose which questions to ask.
Who owns the input data, and what needs to be agreed before implementation can begin?
Your team decides the next step
Provide your deal notes for a private preparation brief. Live Salesforce access and Google Meet audio are not connected in the current preview.
Live call assistance · In development
The customer describes the issue. A useful check appears.
01
During the conversation
A customer explains a sign-in error during a Teams call. The support rep has already added relevant ticket context from Zendesk.
02
A timely suggestion
The planned live mode will surface a similar approved case and a diagnostic question in the overlay as the topic comes up, without the rep typing a new prompt.
03
Choose the next useful check
The rep checks the source, decides whether it fits this case, and chooses what to ask or explain next.
Choose one recurring question, bring the source material, and name the person who will review the answer. Start there, then decide what is worth repeating.
Mac-only for now. Free during the beta (invite-only). Have a workflow in mind? Plan a pilot with us.
Salesforce
Google Meet
Them AI Prepared for review
