01Forecast
Deals are qualified on the call, not from memory.
You know what is real before a deal reaches the forecast.
45%of sales leaders and sellers have high confidence in their forecast accuracy.
Source: Gartner, 2020
Convo is AI guided selling for live sales calls. It fills in your BANT, SPICED, MEDDPICC or custom playbook while the buyer talks, and its Live Assistant suggests the next move: a follow-up when a buying signal lands, the real concern behind a question, a reminder of must-ask questions before the call ends, and a nudge to listen. Most guided selling tools work from CRM data between calls; Convo helps during the conversation. On Enterprise, admins can see each rep's playbook coverage.
AI guided selling
Qualify every deal before the call ends.
Convo fills in your sales playbook as the buyer talks and shows each rep the next move.
Live playbook · Next-move suggestions · No bot on the call
InsightsAskDone
How can I answer?Follow-up question
Ask AI
How can I answer?
Offer a pilot with one team alongside the tool they use today, then share the rollout plan.
Asking across 2 meetings with DanaAsk Convo⌘↵
10%
higher win rates when pricing is discussed on the first call.
Live Assistant
Know the next move.
Convo watches the call and steps in when a moment matters. Switch each skill on or off.
Buying signals
“Budget is approved.”
→ Ask who signs off.
Hidden intent
“Why is it so expensive?”
→ Ask what they are comparing it with.
Must-ask reminder
5 min left · timeline open
→ Ask when they need it live.
Talk balance
You had most of the last 2 min
→ Pause and let them talk.
Your playbook
The questions your team must cover.
Built-in templates
BANT, SPICED and MEDDPICC.
Fills in by itself
Unclear answers stay open.
Your own rules
Your best line, ready when the moment comes.
Instant Cues
When this comes up, say this.
From your calls
Save feedback as a cue.
When you want to ask
Help on demand, without leaving the call.
Ask AI
“How can I answer?” in one tap.
Your material
Answers from your documents.
What this means for the team
A pipeline you can trust, from every rep.
Qualification should not depend on memory.
02Ramp time
New reps run the same discovery as your best reps.
The open questions are on screen, so they can listen to the buyer.
46%of Gen Z reps rarely receive feedback on their sales conversations.
Source: Salesforce, State of Sales 2026
03For managers
See which questions get skipped.
On Enterprise, admins see each rep’s playbook coverage over 30 days. Private calls are left out.
95%call review coverage with AI, compared with 3% when reviewed manually.
Source: McKinsey, 2025
Where Convo fits
Your CRM picks the deal. Convo helps you qualify it.
Guided selling software in your CRM
Which deal, which task.
HubSpot, Salesforce and others suggest the next step from CRM data.
Convo, on the call
Questions buyers ask
Before you roll it out to the team.
How the playbook works on a live call.
AI guided selling suggests a seller's next step. Most guided selling platforms do it from CRM data between calls. Convo does it during the call, from the conversation and your qualification playbook.
No. The playbook fills in by itself in a small private window, so reps only glance at what is still open.
Your CRM holds what reps type in after the call. Convo captures the answers while the buyer is talking and shows the gaps before the call ends.
Yes. Each Live Assistant skill has its own switch in Settings, so you keep only the help you want.
No. In ecommerce, guided selling means product finders and quoting tools. Convo is for sales conversations.
Ask AI is in all paid plans. The Live Assistant and Instant Cues are in Professional and Enterprise, and the team view of playbook coverage is for Enterprise admins.
No. Convo runs on your computer and works with Zoom, Google Meet, Microsoft Teams and Webex. No bot joins the meeting.
Bring your own playbook
Leave every call knowing whether the deal is real.
Bring a deal you are unsure about. We'll show you what your reps would see, and when.