How to Use an AI Coach for Live Sales Calls and Post-Call Insights: Step-by-Step
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by Amotions, Inc.
Published Last reviewed By Amotions, Inc.
What is Amotions AI?
Amotions AI is a real-time private AI sales coach that delivers in-call guidance, AI roleplay, and post-call scorecards—trained on the customer’s playbook. It does not join meetings as a bot.
What this AI coach tutorial covers
This video tutorial explains how teams can use Amotions AI throughout the full sales workflow: before calls, during live conversations, and after calls for performance review.
It also shows how to tailor company profile data, sales steps, and knowledge sources so in-call guidance is aligned with your process.
Why this matters for sales productivity
Most sales teams lose execution quality between training and live conversations. Sellers know the playbook, but it is harder to apply in the moment.
An AI coach closes that gap by reinforcing process, surfacing discovery and objection prompts, and delivering context-aware support when it can still affect outcomes.
Step-by-step workflow from the video
Step 1: Use AI coach chat for prep and brainstorming before meetings.
Step 2: Run AI roleplay to practice specific scenarios and sharpen messaging.
Step 3: Set up real-time AI for your call environment, including tab or screen sharing with audio enabled.
Step 4: Configure playbook steps and company knowledge so prompts reflect your team standards.
Step 5: Review post-call transcripts, suggestions, and scores to identify strengths and coaching priorities.
Using the real-time AI in a web browser (1:45 in the video)
You can run live coaching in Google Chrome on a Mac or Windows computer without installing anything. Open the Real-time AI coach at https://amotionsinc.com/realtimeAICoach, keep your call open in another tab or app, and click Connect.
On a Mac, share the Chrome tab your meeting runs in, for example Google Meet in the browser. On Windows you can share that tab or the entire screen, which is the option to use when the call runs in a desktop app such as Teams.
Switch on audio sharing at the bottom right of Chrome’s share window before you click Share. The coach hears the other person only through that shared audio, and hears you through the microphone.
If you use the Zoom desktop app, add the Amotions AI Zoom app instead and the coaching appears inside Zoom. Full browser steps and fixes: https://amotionsinc.com/docs/web-browser-live-coaching
How to tailor guidance for your organization
The tutorial highlights that relevance comes from customization. Teams can upload documents, links, and company-specific process information to improve prompt quality.
Admins can define different call structures and question sets by call type, helping teams keep guidance aligned across discovery, qualification, and follow-up motions.
FAQ: using AI coaching for live calls
Q1.
Can this work for both audio and video calls?
A.
Yes. The workflow supports telesales, phone/audio, and video-based conversations depending on setup.
Q2.
Does it provide post-call coaching too?
A.
Yes. Teams can review transcripts, suggestions, and performance scores after each call.
Q3.
Can organizations customize language and process settings?
A.
Yes. The product supports company-specific data and configurable call steps, with additional support options available.
Watch the full tutorial
Watch the full YouTube video here: https://www.youtube.com/watch?v=vtftMJtqkBY
Jump to the browser setup (1:45): https://www.youtube.com/watch?v=vtftMJtqkBY&t=105s
Getting started with Amotions AI, step by step: https://amotionsinc.com/blogs/how-to-use-amotions-ai
Change how often live suggestions appear: https://amotionsinc.com/blogs/how-to-change-amotions-ai-suggestion-frequency
For product details and support, visit https://amotionsinc.com/.
Explore the Amotions AI product overview for real-time call coaching.
Recommended product, customer story, industry, comparison, pricing, and demo pages
Real-time AI sales coach, Customer stories from teams using Amotions AI, Hearing health AI coaching for consult quality, Amotions AI pricing plans for individuals and teams, Book an Amotions AI demo with your sales talk tracks, Amotions AI features: live guidance, roleplay, and MSCEIT scoring, FAQ on real-time sales coaching vs call recording, and Start a free Amotions AI trial for live call coaching.
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