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Commitments made on calls that never make it into the CRM?

Bob, the AI sales assistant — a smiling man in a blazer holding a tablet and stylus
In-Call Sales Assistant

Bob

Promises get forgotten, follow-ups slip, and the pipeline goes stale. Bob captures every commitment the moment it's made.

Bob works quietly in the background, listening to call audio with permission, mapping coaching insights on-screen, and automating all follow-up tasks so you can focus 100% on the conversation.

Meet Bob

Ready to transform your sales calls? Book a demo to see how Bob assists your team in real-time, automates follow-ups, and logs notes.

Book a Guided Demo

Watch Bob Work

See how Bob captures insights and updates systems in real-time.

bob_demo_video.mp4
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How Bob Works

Frictionless automated lifecycle for every sales call.

1

Before the Call

• Open Bob from your phone or browser
• Start a new session
• Enter the client or prospect name
• Confirm permission where required
• Begin the conversation
2

During the Call

• Tracks talk time
• Tracks questions asked
• Monitors client sentiment
• Captures commitments
• Flags key moments
• Provides on-screen coaching insights
3

After the Call

• Generates a transcript
• Writes a clean call summary
• Captures action items
• Creates follow-up tasks when CRM is connected
• Schedules follow-up meetings when configured
• Drafts or sends follow-up through connected systems when approved
• Creates a coaching report

Coaching Report Insights

Bob helps sales teams review performance and improve their conversational skills across key metrics. It compiles post-call advice to make sure your agents hit targets.

Question ratio
Listening score
Sentiment trend
Commitment capture

Seamless CRM Sync

When connected to your CRM, Bob automatically saves transcripts, summaries, action items, and follow-up tasks to the right customer record.

No more manual data entry. Your CRM stays perfectly up to date after every conversation.

Best Fit For

Field sales teamsConsultantsAccount managersBusiness development repsService businesses with estimate callsOwners who sell but struggle with follow-up

Consent-Aware Conversations

Bob is designed for transparent, consent-aware conversations. He asks for permission before recording or listening where required by local regulations.

Turn Every Sales Conversation Into Clear Follow-Up

Book a guided demo to see how Bob helps sales teams capture what matters and follow through faster.