Pipeline
“How did the call go?” is the least reliable question in sales.
Not because reps lie. Because the call was ninety minutes long, it happened four days ago, and the thing that will kill the deal was a sentence somebody said at minute thirty-one that nobody wrote down.
The recording exists. It should not need to be listened to again.
What comes back
A risk band that opens into sentences.
Every extracted fact carries a verbatim quote and the second it was said. Not a summary of an objection — the objection, and the rep's answer to it as a second quote, with a judgement on whether it was resolved, partly resolved, left alone or deflected.
Which means a rep can disagree with the deal rather than with the algorithm.
- An objection nobody answeredjump to 14:22“We've been burned on migrations before and I don't have another six months.”
- Sentiment fell across three calls72 → 61 → 48
- A competitor weighed twicejump to 31:07“We're running the same evaluation with two others.”
- Thirty-four days of silencelast contact was the pricing call
- Airtime was finethe prospect spoke 46% of the time
- Sentiment is an arc, not a number —
Minute by minute across the call, and across the last several calls — so "it went fine" and "it went fine until the pricing came up" are different answers.
- Only an active comparison counts against a deal —
Somebody mentioning another product they use for something unrelated is not a competitive signal, and is not treated as one.
- One unanswered objection already counts —
For half the weight, because a single hard objection can sink a deal on its own. Two counts for all of it.
- With one call, it says so —
A trend from a single data point is labelled as a single data point rather than presented as a trajectory.
- No calls means no number, not a zero —
A deal with nothing recorded has its score removed rather than showing a stale figure quietly decaying.
- It ages on its own —
A nightly recalculation means a deal that had one excellent call two months ago drifts toward at-risk without waiting for a new event.
Suggested updates
The part that reads the call never writes to the deal.
Five fields can be proposed — the amount, the expected close date, the next step, and who you are up against. The generating path cannot write. A person accepts, and their name is on the row.
The parsing has opinions worth knowing. An amount under a hundred with no magnitude is thrown away as almost certainly not a deal size. A date already in the past is discarded. A quarter resolves to its last day, which is the convention sales actually uses. The next step is taken from the strongest commitment the rep made, because that is the side that owns it.
Accepting merges rather than overwrites: a competitor list unions with what the rep typed by hand. And re-running clears only what is still undecided, so nothing you have already accepted or rejected comes back to nag you.
›Do we have to record calls?
No. Everything else works without a single recording, and a deal with no calls is weighted neutrally in the forecast rather than marked down. The evidence makes the number better; it is not what makes the product work.
›How does a call get in?
Four ways: upload a file, drop in a transcript from your meeting tool at no processing cost, dial through the CRM, or let the bot join — visibly, as a named participant.
›Does anybody get alerted when a deal turns critical?
No. Nothing here notifies anyone, deliberately. A manager opens the triage screen when they want to. If you need alerting, know that it does not exist rather than assuming it does.
›Is a dialled call attached to the deal automatically?
It attaches to the person. Linking it to a specific deal is a deliberate act — and when you do, everything rebuilds around the new deal rather than leaving the old one's timeline half-populated.
›What about consent?
Uploading requires an explicit confirmation before a single byte is stored, and who confirmed it is recorded. The bot appears in the participant list under its own name. On dialled calls, disclosure is configured and delivered by you — the platform does not announce it to the other party.