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Overview

The live coach runs a playbook alongside a call or meeting while it happens. It reads the transcript as the call goes and keeps three things in front of you:
  • The script: the step you’re on, its talk track, and what comes next.
  • Cards: objections, battle cards and upsell moments, as soon as the customer raises them. Objections are caught by meaning, not exact words.
  • Stella: ask Stella, your AI teammate, anything about the call and get an answer short enough to read aloud.
A playbook takes part only when Live mode enabled is on in its settings.

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On a call

While a call is live, its conversation shows Live next to the title, with how many lines have been heard. The feed sits beside your notes:
  • The step card is pinned at the top: the playbook name, “Step 2 of 5”, the step’s title and talk track. It moves forward on its own as you cover each step, and never moves back over a step you chose yourself.
  • Use the arrows to preview another step, then Make current to jump there, or Back to step 2 to return.
  • Script opens the whole script, one row per step with its full talk track. Back to live returns to the feed.
  • The filter icon switches between the full transcript and Coaching only.
  • Type in Ask anything about this call… to ask Stella.

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Switching playbooks

If the customer keeps talking about something another playbook covers, like pricing, a card suggests it with the customer’s own words. Switch to moves you to that playbook and saves your place in the current one, with Go back to return. Keep keeps the current playbook, and that one isn’t suggested again on the call. The coach never switches on its own.

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Desktop popup

In the desktop app, the live coach opens in a small window that floats over the meeting, even over a full-screen app. It is hidden from screen share and recordings, so the people on the call don’t see it. Open it from the live meeting card in the sidebar (⋯ → Live coach); it closes itself a few seconds after the call ends.

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Mobile

On a connected call, tap Coach in the dialer to open the live coach as a sheet: the current step, switch suggestions, the feed with a Coaching only filter, and Ask Stella about this call.