Use cases
Every seller, on their best call.
At the end, your seller has a private box beside the call. It keeps them on the agenda, answers buyers' questions from your own material, and helps with objections.
What you need
- Guided meetings are in early access, on Pro. They are off until we switch them on for your organisation. Contact us to turn them on. Until then, the Guided choice in the set-up says Ask your admin.
- Your own sales material, as documents in a project you can read: for example a playbook, a price list and product facts. The bot reads only what you can read.
- A whiteboard for the call, and the meeting's link from Zoom, Google Meet, Teams or Webex.
- Credits are used while the bot is in the meeting. The last page of the set-up shows the cost first, and says the first hour is not refunded if the meeting keeps the bot out. See Credits.
Steps
Write your material
Put what your seller needs in documents, in a project you can read. In the film that is a sales playbook, a price list with the discount rules, and product facts. See Documents.Choose Meeting bot
Open a whiteboard for the call. Press Bots, then choose Meeting bot.Choose Guided
Paste the link into Meeting link. Under What kind of meeting is it?, choose Guided. Press Next.The meeting link pasted, and Guided chosen. Say how it should help
On How should I help?, choose Sales call. Under What is this meeting for?, say what you want. For example:
promptDiscovery and pricing call with Kestrel Freight. Keep me on the discovery agenda, answer their product questions from our material so I can reply quickly, help me handle objections, and remind me of the discount rules before I agree to anything. Aim for a dated pilot.
Press Next.
Pick your material
On What should I guide from?, search for each document by name, or press Browse, and tick it. Your choices list under Chosen. Press Next.Three documents chosen: the playbook, the price list and the product facts. Set the deal
On Which deal is this call about?, choose where to save what the bot learns, or leave Where should I save? on Don't save to a table. Check the Discovery method and the Length. Press Next.Choose who sees it
On Who sees the guidance?, keep Only me. Guests and the live link never see the guidance, unless you share your screen. Press Next.Only me: nobody else on the call sees the guidance. Invite the bot
On Ready to join?, check the summary and the cost, then press Invite the bot. If it asks you to tick a notice that you have told everyone an assistant is listening, tick it first.Let the bot in
The bot joins as a participant, by name. If it waits in the lobby, let it in from your meeting. While it joins, the box reads your material.Run the call
The Guidance box says Only you. It shows what to ask next and what to listen for, and ticks items off as the buyer talks. When a buyer asks a question, a They asked card answers it from your documents. Or type under Ask about your material.A buyer's question, answered from the seller's own documents. Handle objections, then close
When a buyer raises a price or another quote, an Objection card gives the way through from your playbook. The box marks Deal at risk. Press Not right if it is wrong. When the buyers agree a next step, the box marks Next step agreed and offers a line to close on. The board fills as it does in Meeting Scribe.The box marks the deal at risk, and says what to do now.
Suggestions, not decisions
The box gives suggestions. People make every decision. The product, the buyers and the numbers in the film are invented.
What to try next
- On the deal page, choose where to save what the bot learns from each call.
- Run a Standard meeting for calls that need only the board, with no guidance.