Live call coaching
Displays suggested responses and questions on the rep's screen while a call is in progress, including help with objections, discovery, negotiation, and agreeing next steps.
Convo
Convo is a desktop AI sales assistant that coaches sales and customer-success representatives during live calls, using company context to suggest responses and questions. It also automates follow-up, meeting notes, action items, and connected CRM workflows.
Real-time sales assistance across the call lifecycle
Convo is a real-time AI sales assistant and coach for sales and customer success teams. It provides on-screen guidance during live calls, helping representatives respond to objections, ask discovery questions, identify buying signals, and keep the conversation moving without placing a bot in the meeting.
The product covers the call lifecycle: it uses past conversations and open commitments for pre-call preparation, draws on selected company knowledge during the call, and automates follow-up work afterward. Outputs can include drafted emails, extracted action items, meeting notes, CRM tasks, deal signals, and coaching context for managers.
Core capabilities
Buying-signal detection
Surfaces clues about budget, timing, decision makers, approval requirements, and other open parts of the buying process so reps can pursue the next useful question.
Company knowledge
Searches selected PDFs, web pages, notes, and connected Slack history to provide answers from company-approved context during a conversation.
Meeting workflow automation
Uses prior conversations and open commitments to prepare pre-call context, then drafts follow-up emails and extracts decisions, action items, notes, and tasks after the meeting.
Conversation intelligence and coaching
Tracks conversation measures such as talk-to-listen ratios and question frequency, with feedback tied to specific moments in calls. Managers can save a coaching moment as a cue for future team calls.
Integrations and API
Connects meeting outputs with CRM and work tools. The site lists HubSpot, Salesforce, Pipedrive, Zoho CRM, Close, Slack, Notion, Google Workspace tools, Microsoft Teams, Zoom, Zapier, and a public API, among others.
Practical use cases
Handling difficult sales conversations
During discovery and negotiation calls, reps can get suggested responses, identify unanswered questions, and probe budget, timing, approval paths, security, or ROI while the buyer is still engaged.
Rep onboarding and enablement
New or less experienced representatives can rely on shared pricing, positioning, proof points, and playbooks during calls. Managers can preserve a useful coaching moment and turn it into a cue for later conversations.
Deal inspection and pipeline coaching
Managers can review account context that includes prior conversations, open commitments, and missing stakeholders, helping them identify deal risk before a pipeline review or decide where to intervene.
Customer success and renewals
After customer calls, customer-success teams can turn agreements into a reviewed follow-up, CRM notes, tasks, and a team recap, then bring unresolved commitments into the next renewal conversation.
Connected revenue operations
Teams can connect Convo to CRM, collaboration, calendar, document, and automation tools, or use the public API and webhooks on supported plans to move meeting information into existing workflows.
Pros and Cons
Pros
- Provides live objection and discovery guidance rather than limiting assistance to post-call review.
- Uses selected company documents and Slack context to help reps answer questions without leaving the conversation.
- Carries decisions, commitments, and action items into follow-up and connected CRM or work tools.
- Supports both individual users and teams, with manager-oriented coaching context and no seat minimum stated on the pricing page.
Cons
- The live assistant and other capabilities vary by plan; for example, the pricing page places real-time answers in Professional rather than Starter.
- Using company knowledge and connected workflows requires users to supply documents or configure integrations, and CRM synchronization depends on the connected tools and plan.
- The product is designed around live meeting assistance, so teams seeking only basic transcription and summaries may find a dedicated notetaker more appropriate.
FAQ
How does Convo work during a meeting?
Convo is a desktop AI sales assistant that runs locally on a user's device and displays suggestions in a screen overlay during calls. It does not add a recording bot to the meeting, according to the feature page.
Which meeting platforms and operating systems does Convo support?
It supports calls on Zoom, Google Meet, Microsoft Teams, Webex, and Slack. The site states that it works on Mac and Windows on the homepage; the feature page specifically describes local audio capture from a Mac, so platform behavior may vary by workflow.
Can Convo answer questions from company documents?
Convo can use uploaded PDFs, website URLs, typed notes, and connected Slack messages as sources for answers during a call. Users control which documents are available to search.
What does Convo do after a call?
After a call, Convo can draft follow-up emails, extract action items, prepare notes and tasks, and route or sync information to connected tools. CRM synchronization and some integrations depend on the connected plan and setup.
Is Convo suitable for teams as well as individual reps?
Convo offers Starter, Professional, and Enterprise plans. The pricing page says there is no seat minimum, subscriptions can be canceled at any time, and annual billing saves 25% compared with monthly billing for the Professional plan.
Quick Facts
- Category
- AI sales assistant and conversation intelligence
- Primary users
- Sales and customer success teams
- Operating systems
- Mac and Windows
- Meeting platforms
- Zoom, Google Meet, Microsoft Teams, Webex, and Slack
- Core workflow
- Pre-call context, live coaching, and post-call automation
- Source domain
- itsconvo.com
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