More preparation before the call. Clearer follow-up after it.

It is a live coach that reads the words of your call as they are spoken and suggests what to say next. Speech-to-text turns the audio into words, and a language model writes the next line on a card, a bit like a teleprompter.

It does not speak to the lead or place calls for you. You read, change or ignore each suggestion. If you want an AI that dials and talks on its own, that is a different kind of product.

You see the suggested next line, a profile drawer for facts you collect, and a calendar picker for booking. The card updates as the lead speaks.

• Next-line card: the suggestion for what to say now.
• Fast lines: for common objections there is a hand-written library of roughly 90 lines. It covers moments like “I’m driving,” “let me talk to my wife,” “not interested” and “take me off your list.” These appear first, and the model handles everything else.
• Call profile: gender, tobacco use, product and height and weight.
• Calendar picker: book the appointment before you hang up.

The model also sees the lead’s CRM record, what has been said on the call, your rate tables and your calendar. That keeps a suggestion tied to the person on the line.

Prices come from your rate tables, not from the model’s memory. This keeps a made-up number from reaching a lead.

The coach never asks the lead’s gender, and it does not guess it. You tap it in the call profile, along with tobacco use, product and height and weight. When the lead says a height and weight out loud, the coach reads it as a build, so “six five, about two fifty” is 6 feet 5 inches and 250 pounds and not money.

If a lead asks to be removed on a call, the CRM marks that lead do-not-call. The dialer then skips them and the drip stops.

You should still say the request back to the lead and end the call politely. The coach helps with the words, but the lead’s request is what matters, and you are responsible for honoring it.

Yes. Tap “Begin application” and the AI goes off. It is meant for the moment the client starts giving personal and health details.

• The audio sent for speech-to-text is replaced with silence.
• Transcript lines are dropped.
• The recording is paused.
• A fixed application guide appears, with no AI in it.
• “Resume AI” turns everything back on.

The recording, a transcript and an AI summary are saved on the lead. The summary pulls out details such as height, tobacco use, coverage amount and any appointment.

Read those details before you act on them. A summary can miss or mishear a number, especially on a bad line. Recording laws vary by state, and some need every person on the call to agree, so give the notice your state requires.

It uses credits from your plan, like texting and other AI features. When your balance reaches zero, the coach stops along with other paid actions until you add credits.

You can see the balance and the warnings in the CRM. Auto-refill is optional.

It helps most when you are newer, when you hire callers, or when you want a steady answer to common objections. It helps least when you already have a script you like.

• It can be wrong. Treat each line as a draft.
• It does not replace your license, training or compliance review.
• It does not talk for you. Other platforms sell AI that makes and answers calls on its own, and you should compare those if that is what you want.
• It needs a decent audio line to hear the call.

1. Open the Call Center. Start a dialer session or place a call.
2. Fill the call profile. Tap gender, tobacco, product and height and weight as you learn them.
3. Glance at the card. Use a suggested line when it fits and ignore it when it does not.
4. Tap Begin application. Do this when the client starts giving personal details.
5. Check the summary. Fix any wrong detail on the lead afterward.