We score against your rubric: objection handling, process adherence, tone & empathy, and booking outcome. The criteria are configurable per business.

Does Coach work for human CSRs too?

Yes — same scoring, same flags, same dashboard. Coach is rubric-driven; whether the caller heard Vantal's voice or one of your CSRs, the analysis is the same.

Where do alerts land?

Slack, email, or webhook — your pick. Defaults are daily digest plus immediate alerts on flagged misses.

How fast do we see the lift?

Most customers see a measurable booking-rate lift inside 30 days. The 90-day numbers we publish are based on a single-location HVAC customer's first quarter on Coach.

Can we add custom flag types?

Yes. The flag taxonomy is configurable per business — we start with our defaults (missed upsell, hallucinated price, etc.) and add yours in onboarding.

All products·Coach

COACH

Insights to improve performance.

AI coaching that turns every call into a score, a flagged moment, and a training point — so every CSR improves week over week.

Book a Demo Hear it for your business

Jackie (CSR)Score94/100

0:12JackieThanks for calling Instant HVAC, how can I help?
0:18CustomerMy AC isn't cooling. It's been running all day.
0:25JackieI'm sorry to hear that. Let me check availability.Quick Response
0:41Jackie$89 diagnostic, applied to the repair if same-day.Clear Pricing
0:52CustomerCan you send someone today?
1:01JackieMike R. is available at 2 PM. Want me to book?Upsell Ready
1:08CustomerYes, please.
1:12JackieBooked! Confirmation text on its way.Booked

Solutions

Every call scored. Every miss flagged. Every win surfaced.

Coach grades against your rubric, reclassifies misfiled calls, runs live dashboards, and triggers follow-up the moment a bookable lead slips.

01 / 04

Call scoring

Every call scored against your company's rubric. AI pulls out insights on objection handling, process adherence, tone, and booking outcomes. Managers see exactly where to coach.

Call #847 — Jackie94/100

Objection Handling92
Process Adherence88
Tone & Empathy96
Booking Outcome85

Missed upsell on maintenance plan at 0:41

+15%

Booking rates

2×

Memberships sold

5×

Reduction in QA time

02 / 04

Call reclassification

AI reviews every call and flags when the outcome doesn't match what happened. Bookable leads misclassified as 'not interested' get surfaced so you see your real booking rate.

Flagged for Review3 calls

#1204Not Interested
#1198Voicemail
#1187Not Interested

Case study

$29K

Recovered in 90 days

12%

Avg. misclassified

Results from a single-location HVAC company after 90 days on Coach.

03 / 04

Performance dashboards

Booking rates, call reasons, and trends by rep, campaign, or location. Drill into any team, filter by business unit, export to leadership. The full picture, fast.

PerformanceLive

78%

Booking rate

342

Calls today

12s

Avg response

$84K

Revenue today

20+

KPIs tracked

Per-CSR

Breakdowns

04 / 04

Flagged missed opportunities

Every unbooked call gets flagged with the reason it didn't convert. Coach triggers automatic follow-up so missed revenue gets a second chance.

Unbooked — Follow-up Triggered

9:14 AMPricing too high
SMS sent — $50 off couponPending
10:32 AMNo availability today
Callback scheduled — tomorrow 8 AMScheduled
2:48 PMWanted weekend slot
SMS sent — Saturday openingsBooked

< 5min

Follow-up time

30%

Win-back rate

Capabilities

Coach— what’s inside.

Summary and insights

Turn every interaction into actionable insights with AI-powered summaries that keep your team aligned and ahead.

Alerts and notifications

Stay ahead with real-time alerts and smart notifications that keep your team responsive and customers satisfied.

Tagging and filters

Organize conversations with smart tags and filters so your team can find, sort, and act faster.

Performance rollups

See the big picture with rollup reports that track performance across teams, channels, and campaigns.

How Coach works

Every call graded against your rubric. Every miss flagged.

We translate your intake script and your dispatcher's instincts into a measurable rubric. Every call runs through it automatically — scored, flagged, surfaced.

Per-call score 0–100 across Objection Handling, Process Adherence, Tone & Empathy, and Booking Outcome.
Typed failure flags — missed upsell, hallucinated price, missed booking, neg sentiment — pinned to the second on the transcript.
Call reclassification — bookable leads misclassified as 'not interested' get re-surfaced so you see the real booking rate.
Per-CSR breakdowns + 20+ KPIs tracked on a live dashboard.
Flagged missed-opportunity follow-up — Coach triggers SMS / callback automatically when an unbooked call had bookable intent.
Daily digest in Slack / email, weekly trend rollup, exportable to leadership.

Why it matters

average booking-rate lift in the first 90 days on Coach

single-location HVAC customer · scored, reclassified, flagged

Frequently asked

What gets scored?: We score against your rubric: objection handling, process adherence, tone & empathy, and booking outcome. The criteria are configurable per business.
Does Coach work for human CSRs too?: Yes — same scoring, same flags, same dashboard. Coach is rubric-driven; whether the caller heard Vantal's voice or one of your CSRs, the analysis is the same.
Where do alerts land?: Slack, email, or webhook — your pick. Defaults are daily digest plus immediate alerts on flagged misses.
How fast do we see the lift?: Most customers see a measurable booking-rate lift inside 30 days. The 90-day numbers we publish are based on a single-location HVAC customer's first quarter on Coach.
Can we add custom flag types?: Yes. The flag taxonomy is configurable per business — we start with our defaults (missed upsell, hallucinated price, etc.) and add yours in onboarding.

See exactly where your line is leaving money.

See the Coach dashboard in a 20-minute demo.

Book a Demo Hear it for your business