Early access

A manager in the passenger seat,on every visit

In-Field AI Coach sits in the meeting, writes it up, and coaches your rep against your own frameworks before they drive to the next one.

Recording · Northgate Logistics
Works offline
PR

Priya Raman · Operations Director

“Two of our depots are still on the old contract, so any rollout has to wait until April.”

You

You

“Then let’s scope the two live depots first and phase the rest.”

Written up while you drive off

  • Attendees, decisions and dates pulled out for you
  • Next step: phased quote for two live depots
  • Blocker logged: legacy contract until April
Captured with no signal, synced later
Saved

Four things. That's the whole product.

No new process, no extra admin, nothing for the rep to remember. Start the recording and the rest happens on its own.

01

It takes the notes

Record the meeting and the write-up is done before you leave the car park.

02

It coaches you straight away

Scored against your company frameworks, in your words, minutes after the call.

03

It flags what matters

Pricing, competitors, risks and commitments pulled out of the transcript.

04

Your manager can comment

Feedback lands on the exact line of the conversation, not a week later.

In the meeting

Take the notes without taking notes

Your rep hits record as they walk in and puts the phone down. The AI listens to the conversation and writes the summary, the decisions, the objections and the next steps.

It keeps working with no signal, on a site, in a basement or halfway up a motorway, and syncs the moment there is a bar of reception.

No more writing up four visits at nine o'clock at night.

Recording · Northgate Logistics
Works offline
PR

Priya Raman · Operations Director

“Two of our depots are still on the old contract, so any rollout has to wait until April.”

You

You

“Then let’s scope the two live depots first and phase the rest.”

Written up while you drive off

  • Attendees, decisions and dates pulled out for you
  • Next step: phased quote for two live depots
  • Blocker logged: legacy contract until April
Captured with no signal, synced later
Saved

Thirty seconds later

Coached on your frameworks, not a generic sales model

Upload your discovery standard, your qualification criteria, your objection handling guide. Every conversation gets scored against those, so the coaching sounds like your business rather than a textbook.

The rep sees what worked, where the call slipped, and the exact line to use next time, while the meeting is still fresh.

Every rep gets a ride-along on every call, not two a quarter.

Coaching · ready in 30 seconds
Your framework

Discovery Call Standard

Your playbook, not a generic sales model

Opened with the customer's priority
92
Qualified the decision process
78
Quantified the cost of waiting
41
Closed on a specific next step
64

Say this next time

“If the two live depots wait until April, that's four months of the overtime you just described. Shall we price those separately?”

In the transcript

Flag anything that changes the deal

Pricing pushback, a competitor named in the room, a risk, a promise made. The AI flags them as it goes and your rep can flag anything else with one tap.

Every flag rolls up across the team, so you can see the objection spreading through a region in the customer's own words rather than a CRM dropdown.

Leaders finally hear what the field hears.

Transcript · 34 min
4 flags
CompetitorPricingRiskCommitment
Pricing · 11:42Flagged automatically

“Your per-site fee is about 20% above what we budgeted for this year.”

Competitor · 18:05

“We had Vantage in last month showing us something similar.”

Commitment · 29:16Added to next steps

“Send the phased quote and I'll put it to the board on the 14th.”

Flag anything yourself, or let the AI surface it. Every flag rolls up across the team.

For managers

Coach the line, not the vibe

Managers open the transcript and comment on the exact sentence where the conversation turned. The rep sees the moment and the fix side by side, instead of a vague note in a one to one three weeks later.

Turn any comment into a role play so the rep can practise the better version before the next meeting.

Five minutes of coaching that beats a full day in the field.

Shared with Dana Whitfield
1 open comment

You · 22:38

“No problem, I'll send some dates over and we can pick one up whenever suits.”

DW

Dana Whitfield

Regional Manager · 2h ago

This is where the deal slipped. Give her two dates in the room next time and hold the diary open on your phone.

Practise thisSent to your next role play
Reply to Dana...
Coaching lands on the exact line it refers to, not a week later in a one to one.

If your team has conversations you never see, this is for them

In-Field AI Coach learns your frameworks and your language, so it works the same whether your team sells pallets, pumps, policies or implants.

Field salesService and engineeringDistribution and wholesaleConstruction and tradeInsurance and adviceMedical and life sciencesRetail and merchandisingFacilities and energy

Works without signal

Sites, basements and rural routes are handled offline, then synced.

Nothing extra to do

One tap at the start. No forms, no templates, no end of day admin.

Consent and retention built in

Audio is deleted after transcription and retention rules are yours to set.

See it on one of your own meetings

Bring a recording or a framework you already use and we will show you the notes, the coaching and the flags it produces.

See the In-Field AI Coach in action

Book 30 minutes with our founder. We'll walk through a real field conversation and show you the coaching it produces.

See TrainBox with your real scenarios
Identify your biggest conversation gaps
Get a custom ROI proposal