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How it works

Your playbook, live on every call.

CallSteer listens to the customer, decides whether there is something worth saying, and puts the right line on your rep’s screen while the customer is still talking.

On every call

Four things happen in about a second.

  1. The customer speaks

    CallSteer hears the customer’s side of the call through the computer’s sound, from any softphone or browser dialer. No integration, no drivers.

  2. It decides whether to speak

    An objection, a real question or a buy signal gets a line. Voicemail, small talk, wrong numbers and the rep’s own script get nothing.

  3. It picks the line

    Your playbook first, word for word. Then your knowledge base. A closing line when the customer is ready. Sales technique for anything you haven’t written yet, never a fact you didn’t give it.

  4. The rep says it

    The line is in large type with the question in bold. When the rep says it out loud, CallSteer counts it, and the card clears once it’s been read.

Example call.

Where the line comes from

Your words come first. Always.

CallSteer works down a short list and stops at the first thing that fits.

Your playbook

The responses you wrote, exactly as written, matched on what the customer means.

Your knowledge base

Answers to the questions you’ve documented, quoted from your own material.

The close

When the customer signals they’re ready, the rep gets a closing line, not more pitch.

Coaching

For anything you haven’t written yet: sales technique, never a fact about your price, coverage or company.

Setup

Live in an afternoon.

No onboarding project, no integration, no IT ticket.

See pricing
  1. Sign up

    Choose your team type and number of reps, and pay by card. Your manager account is free.

  2. Write your first responses

    Type what a customer says and what your rep should say. Test any line before it goes live.

  3. Add your reps

    Each rep gets a company code, rep ID and PIN to sign in with. Add or remove reps whenever you like.

  4. Install and take a call

    Reps install the Windows app in about three minutes, sign in, and turn coaching on. Updates install themselves.

Manager controls

You decide what reps see.

Test it

Type anything a customer might say and see exactly what your rep would get, before it ever reaches a call.

Only my words

Limit reps to your own responses and closing lines, for the whole team or one rep at a time.

Off and undo

Turn coaching off for everyone in one click, and undo any change you make.

What they couldn’t answer

The questions your reps had no line for, in the customer’s own words, with a button to write one.

What gets said

Calls per rep and how many used a line today. A line only counts when it’s said out loud.

Shorter lines

Long responses are hard to read mid-call. One click suggests a shorter version made only from your words.

See it on your own calls.

Bring the objections your reps hear every day. We’ll show you exactly what lands on their screen.