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Sales Call Copilot

Joins your discovery calls, coaches in the moment, and has the follow-up written when the call ends.

AI Agents / Sales and Revenue

Listen to the buyer. Let the agent track the call.

On a discovery call, the person selling has to listen and run a checklist at the same time. Notes pull attention off the prospect, and memory decides what got covered.

This agent joins the meeting, tracks every objective, flags risks while there is still time to act, and hands you a full report the moment you hang up.

Built For

  • Founders who still run their own sales calls
  • Sales teams running repeatable discovery, demo, and closing calls
  • Leaders who want an honest record of what was covered

Book a 30-minute call →

→ The Challenge

Every minute spent writing notes is a minute not spent on the person talking. Afterward, a topic mentioned in passing feels covered, and the follow-up gets rebuilt from memory.

What Goes Wrong Without It

  • Notes compete with listening. Either the notes suffer or the conversation does.
  • No honest record of coverage. A topic mentioned in passing feels covered, and nothing checks whether the question was answered.
  • Follow-up rebuilt from memory. The summary, next steps, and email all get written after the call from whatever was remembered.

How It Works

1

Joins the Call

An AI bot joins the Zoom meeting for the prospect and call type you choose, and transcribes as it happens.
2

Tracks the Checklist

Each call type has its own objectives. Items turn yellow, then green, as they are covered.
3

Coaches in the Moment

Short cards suggest what to ask next and flag risks such as a stall, scope creep, or a new stakeholder.
4

Writes the Follow-Up

When the call ends you get a summary, objections, buying signals, gaps, next steps, and a follow-up email in your own voice.
Real-Time Sales Copilot screenshot

Proven Results

Built for our own discovery calls at Lithyem, then measured across real calls.

95
Of call objectives covered
6
Parts in every post-call report
4
Call types, each with its own checklist
75
AI cost per 45-minute call

“I found myself on dozens of nearly identical discovery calls, wondering each time if I’d asked everything I needed to.”

Michael Trezza, CEO, Lithyem

What It Connects To

The original build runs on Zoom with a live transcription bot. The same pattern works with Google Meet, Microsoft Teams, and your CRM for logging the report.

You Stay in the Conversation

The agent never speaks on the call. It watches, keeps score, and suggests. You decide what to ask and what to send.

Related Agents

Sales Inquiry Agent

12 hours saved per salesperson, per week

Drafts replies to common inquiries, scores incoming leads, and keeps every follow-up on schedule by email and text.

Personalized Outreach Agent

35% higher open rates

Researches each prospect, writes the script, and sends a personal video and email featuring your own sales rep.

Looking for something else? See All 14 Agents

PUT IT TO WORK

The best discovery calls feel like conversations. That only happens when nobody is busy taking notes.

  • Book Your Call
    Pick a time that works for you on the calendar.
  • Walk Us Through a Call
    Tell us how your calls run today and what a great one covers.
  • Get It Built
    We set up your call types, checklists, and follow-up templates.

How many of your last ten calls covered everything they should have?

BOOK A 30M DISCOVERY CALL