For heads of advice, operations and technology

Can AI remind advisers about questions they missed?

Yes. Amotions AI uses your approved playbook and call steps to track open questions and show private reminders during client conversations. Advisers can ask while the client is still there. After analysis, optional Salesforce Task writeback captures a summary; mapping individual answers into custom fields needs separate validation.

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Written and reviewed by Pianpian Xu Guthrie, Founder and CEO · Published November 1, 2026 · Last updated November 1, 2026

How it works

How does your questionnaire become live guidance?

Start with the questionnaire your firm already approves. Define the evidence needed for each answer, configure call steps and reminders, then test a fictional client conversation. Check question coverage, prompt timing and the meeting output before extending the workflow to advisers.

1Define what counts as answered
An admin configures Playbooks, steps, substeps and completion rules. Upload approved questions and supporting material. A topic being mentioned is not always enough: specify the detail your process requires.
2Close gaps during the conversation
The private Playbook panel tracks pending steps. Configure Reminders for items that have not come up. Advisers keep listening and use approved wording when an outstanding question needs attention.
3Review before CRM capture
Review the report against your process. Salesforce OAuth supports CRM sync and optional Task writeback after analysis. Confirm record matching and Task content; custom-field mapping is a separate requirement to validate.

Illustrative adviser discovery meeting

Only you see this

AdviserWhat would you like this meeting to help you clarify?
ClientI want more time with family. I am not sure when I could reduce my working hours.

Timing still unclear

Ask next

What timing do you have in mind for reducing your hours, and how flexible is it?

Approved discovery items

1/3

Main goal
Timing and flexibility
Next step agreed

Illustrative example

Try the workflow

A questionnaire, a conversation, an outstanding question

Step through a fictional meeting to see the evaluation workflow. This is a scripted illustration, not a recording or a live AI analysis. It does not upload data, listen to your microphone or connect to Salesforce.

Illustrative example

Step 1 of 6

Start with your questionnaire

The adviser opens a fictional discovery meeting. Three approved items need evidence: the client’s goal, timing and flexibility, and an agreed next step.

Question coverage

Main goalOpen
Timing and flexibilityOpen
Next step agreedOpen

Private adviser prompt

Listen first. No question has been answered yet.

Bring your own blank questionnaire

Use the editable mapping template to list required questions, evidence, follow-up triggers and desired CRM destinations. In your demo request, include your adviser count, calling platform and Salesforce requirements. Start with fictional examples; the template is a planning aid, not an automatic Salesforce import.

Download the mapping template See your questionnaire in a live walkthrough

Read the Salesforce mapping guide before deciding what should be written to the CRM.

Example

What if the client answers questions out of order?

A client may cover several topics in one answer and leave another vague. Evaluate the information captured rather than the order of the script. The example below shows an adviser acknowledging a concern, then asking for the missing timing detail instead of repeating the goal question.

Fictional conversation; not a client transcriptIllustrative example

Adviser:What would having more time make possible?
Client:More time with family. I worry that cutting my hours too soon would be a mistake.

UncertainOnly the rep sees this

Acknowledge

It sounds like you want more time without rushing the decision.

Outstanding item

Ask about timing and flexibility using your approved questionnaire.

What the rep said next

It sounds like you want more time without rushing the decision. What timing are you considering, and how flexible is that?

Compare

Do you need transcription, live guidance or practice?

These tools solve different problems and may work together. A notetaker captures what was said; live guidance helps the adviser address an omission while the conversation continues; roleplay prepares the adviser beforehand. Evaluate the exact workflow rather than assuming every tool in a category has the same features.

How Amotions AI compares with post-call analytics and roleplay-only tools
Question	Amotions AI	Post-call analytics tools	Roleplay-only tools
Meeting record	Reports and scorecards after coached calls.	Often the main strength: searchable transcripts and summaries.	Records practice, not the real client meeting.
Outstanding questions	Playbook steps and configured reminders during the call.	May flag gaps after the meeting; check for live support.	Helps rehearse coverage before the meeting.
Your questionnaire	Configure your approved process and completion rules.	Check custom summary and review templates.	Check scenario and scoring customization.
Salesforce output	Optional Task writeback; validate custom-field requirements separately.	CRM capabilities vary by vendor and plan.	Usually focused on training; verify CRM support.

Meeting record
Amotions AI
Reports and scorecards after coached calls.
Post-call analytics tools
Often the main strength: searchable transcripts and summaries.
Roleplay-only tools
Records practice, not the real client meeting.
Outstanding questions
Amotions AI
Playbook steps and configured reminders during the call.
Post-call analytics tools
May flag gaps after the meeting; check for live support.
Roleplay-only tools
Helps rehearse coverage before the meeting.
Your questionnaire
Amotions AI
Configure your approved process and completion rules.
Post-call analytics tools
Check custom summary and review templates.
Roleplay-only tools
Check scenario and scoring customization.
Salesforce output
Amotions AI
Optional Task writeback; validate custom-field requirements separately.
Post-call analytics tools
CRM capabilities vary by vendor and plan.
Roleplay-only tools
Usually focused on training; verify CRM support.

Amotions is a vendor in this category. The columns describe categories, not specific vendors; confirm any individual product’s features with that vendor.

Proof

What should you verify before a team rollout?

Use your own blank questionnaire and fictional conversations to check the workflow. Published customer stories provide broader coaching examples, not evidence of results for your advisory team. Agree on coverage, distracting prompts, data accuracy, access controls and review responsibilities before a pilot.

Used by professionals at

Illustrative example

See how teams in hearing health, B2B, and commercial real estate use Amotions.

The conversations, prompts, and scores on this page are illustrative examples. Published stories are on the customer stories page, each labelled customer-reported or Amotions-measured.

Works where your calls happen

SalesforceNative integrate
ZoomBrowser / desktop overlay
Microsoft TeamsBrowser / desktop overlay

All integrations

Pricing and free trial

Basic is free. Starter is $49/seat/month billed annually ($59 billed monthly). Every plan is listed on the pricing page.

Start free See pricing

FAQ

Questions people ask

Short, direct answers on how it works, what it needs from you, privacy, and pricing.

Can we use our existing advisory questionnaire?

Yes. Configure the approved questions as playbook steps with completion rules, and upload supporting material. Test required, optional and conditional questions with your team; a document upload alone does not prove every rule is correctly configured.

Can advisers get reminders before the meeting ends?

Yes. Admins can configure Reminders with a check delay, the playbook item to watch for and a coach message. A reminder appears after the delay if the item has not come up. Test timing and missed or unnecessary reminders in your call workflow.

Does Amotions replace our current AI transcription tool?

Evaluate the jobs separately. If transcription already works, focus the trial on question coverage and live prompts. Confirm your calling and audio setup; keeping an existing recorder does not by itself establish compatibility.

Can answers go into Salesforce automatically?

Amotions supports Salesforce OAuth, CRM sync and optional Task writeback after analysis. A Task summary is different from mapping each questionnaire answer to a custom field or Financial Services Cloud object. Bring the desired objects, fields and review rules to a walkthrough to validate that requirement.

Does completing the checklist certify compliant advice?

No. Checklist coverage does not establish suitability, answer accuracy or regulatory compliance. Your firm approves the questionnaire, reviews outputs and determines consent, recordkeeping and supervision requirements. Amotions coaches the conversation and does not give investment advice.

What should a team bring to the walkthrough?

Bring a blank approved questionnaire, adviser count, calling platform and the Salesforce objects and fields you want populated. Begin with fictional data. We can discuss a small pilot and the workflow that needs validating before a wider rollout.

Written and reviewed by

Pianpian Xu Guthrie

Founder and CEO, Amotions AI

M.Phil. / M.A. in Sociology, Yale University (thesis on social mobility and psychological well-being). Pianpian Xu Guthrie founded Amotions to coach the behavioral side of live conversations: tone, emotion shifts, and listening.

About the founder

See your questionnaire in a live walkthrough

Bring a blank questionnaire, calling platform, adviser count and desired CRM fields. Start with a fictional conversation and agree on what the pilot should prove.

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