Clone Your Best
Performers
Turn conversation insights into team improvement. AI identifies exactly what each rep needs, surfaces best practices from top performers, and gives you the tools to coach at scale—systematically, not accidentally.
Your best rep's magic shouldn't live only in their head. The objection handling that closes deals, the discovery questions that uncover needs, the rapport-building that wins trust—this institutional knowledge should benefit everyone.
The Coaching Bottleneck
Most sales coaching happens in the margins—a few calls reviewed between meetings, feedback based on memory instead of data, improvement suggestions that are vague because managers don't have time to find specific examples.
Call Optix Builds That System
AI-identified coaching opportunities. Centralized best practices. Systematic knowledge transfer. Coaching that scales without sacrificing quality. Every rep learns from your best, and managers coach with precision instead of guesswork.
Know Exactly What
Each Rep Needs
AI analyzes every conversation and tells you precisely where each rep needs coaching—with specific calls to review and metrics to target.
Coaching Priorities
"Marcus loses momentum when pricing objections arise—average call sentiment drops 34% after pricing is raised. Top performers maintain sentiment by reframing value before discussing numbers. Recommend reviewing Sarah's approach in calls #4412 and #4398."
You have limited coaching hours. AI-identified opportunities ensure you spend them where they'll have the most impact—with specific examples ready to review, not vague feedback to deliver.
Review Calls
With Purpose
Side-by-side transcript and audio review with timestamped comments, shareable clips, and structured feedback workflows. Review takes minutes instead of hours.
AI highlighting means you don't scrub through entire recordings. Jump to the 3-4 moments that matter, add your feedback, and move on. Coaching becomes sustainable when it doesn't consume your entire calendar.
"I understand the pricing concern. Let me show you the ROI breakdown..."
"That's interesting, but we're really trying to stay under budget this quarter..."
"This is where you could reframe value before discussing numbers. Check how Sarah handles this in call #4412."
"Absolutely, I hear you. What if we looked at a phased approach..."
Handling 'Too Expensive' Objection
Discovery Question Framework
Competitor Comparison Response
Building Executive Rapport
Capture What
Actually Works
A searchable repository of top performer calls, winning talk tracks, and proven playbooks—real examples from your team, not generic scripts.
When your top performer leaves, does their magic leave with them? The Best Practices Library ensures their approaches, techniques, and winning patterns stay behind—available to everyone, forever.
Everything Your Team Needs,
In One Place
Searchable repository for scripts, playbooks, product information, competitive intel, and quick-reference guides. Less time hunting for information means more time selling.
Consistent answers require centralized information. The Knowledge Base ensures every agent gives the same accurate response—whether they've been there 5 years or 5 days.
New Hire Onboarding
Alex Thompson • Started Jan 15
Ramp New Hires in
Weeks, Not Months
Structured onboarding paths, call shadowing queues, certification tracking, and progressive skill building that accelerates time-to-productivity.
Every week a new hire isn't productive is a week of salary without return. Reduce ramp time from 12 weeks to 8 weeks—that's a month of productivity gained per hire. Multiply by hiring volume—the ROI is significant.
Measure What Matters:
Improvement Over Time
Before-and-after performance metrics, skill progression tracking, coaching session logging, and proof that your investment in development is paying off.
Enablement is an investment. Improvement tracking proves the return—or identifies where investment isn't working so you can adjust. Data replaces hope.
Marcus Johnson
Skill Progression • Last 90 Days
Coaching for Quality
& Compliance
Scale QA feedback, ensure regulatory compliance, and build agent skills systematically—even across large teams.
Automated QA Scoring
Every call scored automatically on quality criteria. Coaching focused on lowest-scoring areas.
Compliance Coaching
Identify compliance gaps and coach specifically on script adherence, required disclosures, and prohibited language.
Script Adherence Training
Side-by-side comparison of agent language vs. required scripts. Targeted coaching on specific deviations.
Agent Skill Paths
Role-appropriate development: customer service, technical troubleshooting, upsell techniques, de-escalation.
Handle Time Coaching
Identify agents with elevated handle time and coach on efficiency techniques—without sacrificing quality.
Large Team Scalability
Coaching workflows designed for teams of hundreds. Automated prioritization ensures manager time goes where needed.
For Call Center Managers
You can't manually coach 100 agents with the same depth you'd coach 10. Call Optix automation extends your coaching reach—AI identifies who needs what, so you focus human attention where it matters most.
Build a Team of Top Performers
Your best rep's techniques shouldn't be a secret. Your onboarding shouldn't be trial and error. Your coaching shouldn't be guesswork.
Call Optix gives you the system: AI that identifies exactly what each person needs, a library of what actually works, and the tools to develop your entire team—systematically, at scale.