How to get real-time AI help on sales calls

By the end of this guide you will be running a sales call with an AI assistant beside you: a live transcript, prompts for objections and discovery gaps, answers to product questions, and a draft follow-up when you hang up. An AI sales call assistant listens to the conversation as it happens and shows suggestions only you can see.

The decision that matters is how the tool listens and where it shows its help: a desktop app that hears your computer's audio, a browser tab, a video platform with built-in guidance, or a coaching suite for a whole team. This guide compares six options from our Automation and agents category and walks through a first live call.

Key takeaways

• Pick a tool that fits how you take calls (desktop, browser tab or its own meeting room), load it with your product material and playbook, rehearse on a practice call, then use it live.
• Some assistants join as a bot, some do not. Check which, and tell the other person that the call is being transcribed or recorded.
• Live prompts are suggestions from an AI and can be wrong. Never read out a price, a legal claim or a compliance statement without checking it yourself.
• Features differ by plan: for example, Convo's Live Assistant is on its Professional and Enterprise plans, not Starter.

What you need before you start

• Your call setup. The meeting platform or phone system you use, such as Zoom, Google Meet, Microsoft Teams or a call platform.
• Source material. Product sheets, pricing rules, security answers, battlecards, and a playbook or discovery framework you follow.
• A computer you control. Some tools are desktop apps that need installation, so check IT permissions.
• Consent. A plan for telling prospects that calls are transcribed or recorded, in line with local law and your company policy.
• Time. Setup and a practice call take under an hour. Tuning your material takes a few calls.
• Difficulty. Easy to moderate. The skill is using prompts without losing the conversation.

Which kind of AI tool fits this job

Choose by how the tool hears the call and who needs it.

A desktop assistant with no meeting bot. Convo listens to both sides of a meeting on the rep's computer, with no bot joining, and shows a private panel that flags buying signals, objections and gaps in discovery. Prepared responses appear at the right moment, and playbooks such as BANT, SPICED or MEDDPICC fill in as the buyer answers. Vivun works similarly through a desktop app on macOS, with account briefs before the call, suggested answers to pricing, security or competitor questions in a private view, and follow-up drafts afterwards.

A browser-based copilot. SalesAgent Chat connects to the browser tab where your call is running, shows a live transcript and suggests what to say next. It works with meeting platforms that run in a browser, including Google Meet, Zoom and Teams, and with call software such as Ringover and Aircall. It does not join the meeting. It also offers mock sales calls for rehearsal.

A meeting platform with guidance built in. Salesroom is a video meeting platform that records, transcribes and analyzes customer calls, gives real-time feedback against a team playbook, and writes summaries and next steps afterwards. Buyers join from a browser without downloads.

A sales platform with live coaching. Nooks brings prospecting, dialing, sequencing and coaching into one workspace, with live battlecards, real-time transcription, call scripts, roleplay bots and call scoring. It suits teams, and pricing is quote-based.

A live transcription co-pilot for regulated selling. Talkscriber builds Omnix, a co-pilot for life insurance, IUL and tax-reduction sales teams that transcribes calls live, detects objections, tracks talk-listen ratio and sentiment, and raises compliance alerts. It is aimed at insurance and financial sales workflows, and developers can use its transcription API.

Step 1: Define what help you want on a call

Know what you want from the assistant, so you can judge it.

1. Pick one or two goals: handling objections, better discovery, quicker answers to product questions, or cleaner notes.
2. Write down the questions you most often cannot answer on the spot.
3. Note your sales framework, such as BANT or MEDDPICC, so you can load it later.
4. Decide what the assistant must never do, such as quote prices from memory.

Check it worked by listing three moments in your last calls where help would have changed the outcome.

Step 2: Choose a tool that matches your call setup

The tool must hear your calls without getting in the way.

1. Check the platform. Convo runs on macOS and Windows and lists Zoom, Google Meet, Microsoft Teams and Webex. Vivun lists macOS and web. SalesAgent Chat runs in the browser with an optional Chrome extension.
2. Decide whether you want a bot in the meeting. Convo, Vivun and SalesAgent Chat each say they do not join as a participant. Salesroom runs its own meeting room.
3. Check the plan includes live features. Convo's Live Assistant and live playbook capture are on Professional and Enterprise.
4. Check integrations with your CRM. Convo lists HubSpot, Salesforce and Pipedrive, and Vivun lists Salesforce and HubSpot with read and writeback.

Check it worked by confirming the tool supports your meeting platform, operating system and plan.

Step 3: Load your product material and playbook

Suggestions are only as good as the material behind them.

1. Upload product documents, pricing rules, security answers and competitor notes. Convo can answer from documents and past calls you have uploaded.
2. Connect your CRM and calendar so the tool can brief you before each meeting. Vivun pulls account context from the CRM, past calls, documents and the web.
3. Add your playbook or discovery framework.
4. Remove outdated sheets so the assistant does not quote old facts.

Check it worked by asking the assistant a pricing question and comparing its answer with your current price list.

Step 4: Rehearse on a practice call

Learn the layout before a prospect is on the line.

1. Run a mock call with a colleague, or use a practice feature. SalesAgent Chat offers AI sales practice with mock calls that raise objections, and Nooks lists AI roleplay bots.
2. Raise common objections and see what the assistant suggests.
3. Practise glancing at prompts without breaking eye contact or rhythm.
4. Test screen sharing. Convo says its panel is hidden from screen sharing, but verify this yourself before a customer meeting.

Check it worked by completing a full practice call and finding the transcript and summary afterwards.

Step 5: Get consent and set up the call

Be open about recording and transcription before you start.

1. Check the rules for your location and your company policy on recording and transcribing calls.
2. Tell the prospect at the start that the call is transcribed or recorded, and ask for agreement where required.
3. Salesroom says buyers choose how they are recorded in its meeting room, which removes the need to ask for consent. Even so, confirm that this meets your legal requirements.
4. Start the assistant before the call begins, and check the transcript is picking up both voices.

Check it worked by seeing live text from both sides within the first minute of the call.

Step 6: Use the prompts during the live call

Treat prompts as hints to check, not scripts to read.

1. Listen first, then glance. Use prompts to spot buying signals, objections and gaps in discovery.
2. When the buyer asks about price or security, read the suggested answer and confirm it against your approved material before saying it.
3. Fill in your playbook fields as the buyer answers. Convo's playbooks fill in automatically as the buyer answers.
4. Ask the buyer to repeat anything the transcript missed.
5. Ignore a suggestion that sounds off. SalesAgent Chat says suggestions come from language models and may not always be accurate.

Check it worked by finishing the call with every discovery field filled and no claim you could not support.

Step 7: Review the summary and send the follow-up

The value often lands after the call.

1. Read the transcript summary, action items and next steps. Convo saves key points with owners and priorities, and Salesroom lists next steps and key questions.
2. Correct any errors before they go into your CRM.
3. Edit the drafted follow-up email so it reflects what was actually agreed. Convo drafts follow-ups in a choice of tones.
4. Review coaching feedback. Convo gives a coaching score and Nooks lists call scoring.

Check it worked by sending a follow-up within the day that matches your own notes.

Tools for this job compared

Tool	Good fit for	Pricing	Stated limits
Convo	Live prompts and playbooks on macOS and Windows	Paid, from $22.49/mo (checked 24 Oct 2026)	Desktop app; Live Assistant on Professional and Enterprise; API credits capped per month
SalesAgent Chat	Browser-based suggestions and mock calls	Free trial, paid from $30 one-time (checked 24 Oct 2026)	Suggestions may not always be accurate; unused credits do not carry over; non-refundable
Vivun	Sellers on macOS wanting briefs and private answers	Free trial, paid from $20/mo (checked 24 Oct 2026)	Team plan listed as coming soon; some modes and SSO are Enterprise only
Salesroom	Sales teams that run meetings in its own video room	Free trial, paid from $29/mo (checked 24 Oct 2026)	Meetings limited to 45 participants; platform and set-up fees based on user volume
Nooks	Teams wanting dialing, sequencing and live coaching together	Contact sales	Pricing is quote-based; seat counts and product access depend on your contract
Talkscriber	Insurance and financial sales calls with compliance nudges	Freemium, paid from $0, usage-based (checked 24 Oct 2026)	SOC 2 and HIPAA listed as in progress; Omnix is focused on insurance and financial sales

Prices and plan limits change, so confirm the current terms on each vendor's site before you subscribe.

Common mistakes to avoid

• Reading prompts aloud word for word. It sounds robotic and can repeat a wrong claim. Fix it by using prompts as cues and checking facts against your approved material.
• Recording without telling people. Rules on recording and transcription vary and trust matters. Fix it by announcing it at the start of every call and following your legal guidance.
• Buying a plan without live features. Convo's live assistant is not on Starter. Fix it by checking which plan includes real-time help before you commit.
• Feeding it old material. Outdated pricing or product sheets produce outdated suggestions. Fix it by retiring old documents and updating the library every time pricing or positioning changes.
• Skipping the compliance review in regulated sales. Compliance alerts are a prompt for a human, not a guarantee. Fix it by keeping your compliance team involved and checking recordings.

How we put this together

This is an evidence-based guide built from each tool's listing in our directory, which is compiled from the vendor's own site and pricing page. It is not a review based on using the tools. We don't rank tools, and nobody paid to be included. Some outbound links may be affiliate links; see our disclosure.

Frequently asked questions

Can an AI assistant help during a live sales call?

Yes. Convo, Vivun and SalesAgent Chat each say they transcribe the call without joining it as a participant and suggest what to say live, and Convo and Vivun describe a private panel only you see. Convo's Live Assistant is on its Professional and Enterprise plans. The suggestions are generated by AI and can be wrong, so check facts before you say them.

Will the other person see the AI assistant?

It depends on the tool. Convo, Vivun and SalesAgent Chat say they do not join the meeting. Salesroom hosts the meeting in its own room. Whatever the tool, tell participants when you are transcribing or recording.

Is there a free way to try a sales call assistant?

Some options let you try before paying. SalesAgent Chat gives every account 30 free credits, Vivun lists a free first 28 days on its Individual plan, and Salesroom lists a 14-day free trial. Confirm the current offers on the vendor sites.

Does a call assistant work on Zoom, Meet and Teams?

Convo lists Zoom, Google Meet, Microsoft Teams and Webex. SalesAgent Chat works with browser-based meeting platforms including Google Meet, Zoom and Teams, and Salesroom offers a Zoom add-on. Check each listing for your setup.

How long does it take to set up?

The listings give no setup times. A first setup means installing or opening the tool, connecting your calendar or CRM, loading a few documents and running a practice call. Building a good library of material takes longer.

Compare more options in our Automation and agents category.