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Ai Live Coach Cards

With Dialpad's Ai Live Coach Cards, contact center agents and sales reps get automatically triggered pop-ups on their screens with notes on how to speak to tricky questions. Book a product tour to see it in action!

Screenshot of Dialpads real time assist card feature popping up helpful notes for an agent or rep when a tricky question comes up on a call

Dialpad's Ai Live Coach Cards can help tremendously with onboarding new agents or reps for customer support, sales, and really any contact center teams. Powered by Dialpad's industry-leading Ai, which has analyzed over five billion minutes of business conversations, Ai Live Coach Cards are purpose-built to help support and sales reps have more effective conversations with customers.

For new agents who are still getting their feet wet, Ai Live Coach Cards are useful because they automatically pop up on agents' screens with all the relevant information for certain topics—as soon as the trigger keywords or phrases are spoken. For example, you can create custom sales battle cards about pricing, competitors, or how to handle common objections.

How Ai Live Coach Cards works in Dialpad

1. Log into your Contact Center account and go to Admin Settings > Call Centers > Dialpad Ai

2. Click Create a card. You'll be able to customize what notes appear on the card for your agents, which words or phrases trigger the Ai Live Coach Cards to appear, who it's triggered by (you can set Ai Live Coach Cards to be triggered by something said only by the agent, the caller, or both), and provide a short description for the card so that everyone knows what it's for.

3. If you want, you can apply Ai Live Coach Cards across multiple contact center teams so you don't have to create separate ones for each team. Once you're done, just hit Apply to call center.

That's it! Your real-time agent assists will now automatically pop up on screen:

Screenshot of Real-time Assist (RTA) cards in Dialpad, created by admins to automatically guide contact center agents during calls

Like cheat sheets, but better

Does your contact center need extra help with answering customer questions effectively (and quickly)? Book a demo to see how Ai Live Coach Cards can help with that.

The benefits of Ai Live Coach Cards

Dialpad's RAi Live Coach Cards can help tremendously with onboarding new agents or reps for customer support, sales, and really any contact center teams. Powered by Dialpad's industry-leading Ai, which has analyzed over five billion minutes of business conversations, Ai Live Coach Cards are purpose-built to help support and sales reps have more effective conversations with customers.

For new agents who are still getting their feet wet, Ai Live Coach Cards are useful because they automatically pop up on agents' screens with all the relevant information for certain topics—as soon as the trigger keywords or phrases are spoken. For example, you can create custom sales battle cards about pricing, competitors, or how to handle common objections.

More real-time support and other features designed for super-agents and supervisors

Real-time transcriptions

Supervisors can get a bird-eye view of how every call in their contact center is going and scan transcripts (which get updated in real time as the conversation is happening) to get full context.

Screenshot of Dialpad Ai transcribing a phone call in real time

Sentiment analysis

Imagine if supervisors could see if calls are going south—without having to sit in on each call personally. Dialpad's live sentiment analysis feature shows whether calls are going positively or negatively right in the active calls screen to help you keep an eye on everything.

Screenshot of Dialpad Ai analyzing the sentiment of multiple calls in real time

Help sellers hit every task on their calls

With Dialpad's Ai Playbooks, coaches and supervisors can track rep adherence to sales methodologies like BANT, SPICED, SNAP, and SPIN more easily. Dialpad Ai can automatically suggest questions and phrases that they need to say during a call (for example, asking about budget or purchase timelines), understand whether the behavior was met, and check the task off the list (or notify managers if this isn't being done).

Screenshot of Dialpad's Ai Playbooks feature, displaying a user interface for accessing AI-driven call scripts and guidance

All the analytics you need

From call durations to missed calls to heat maps showing call volume patterns, Dialpad comes with built-in analytics that help contact center managers maintain service levels and provide a better customer experience.

Screenshot of a heatmap showing call volume patterns and average speed to answer in the Dialpad contact center

Easy call routing

Need to make changes to your call routing options? Do that in just a few clicks, right in your online dashboard.

Screenshot of Dialpads call routing options

Advanced WEM / WFM features

Get real-time agent forecasting, scheduling, quality management, and more—all in one fully integrated suite. With Dialpad's Playvox integration, you can turn support agent data and customer activity into easily digestible dashboards and give supervisors everything they need for contact center performance management.

Learn more
Screenshot of Dialpads integration with Playvox WFM

Agents getting tripped up by tricky questions?

Book a walkthrough with our team to see how easy Dialpad's Ai Live Coach Cards are to create, and how they can help your contact center answer difficult customer questions more quickly.