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Live Guidance & Coaching

During a live call, Qubi's Live Guidance thread delivers real-time suggestions based on what's being discussed. Think of it as having your best sales coach whispering in your ear.

How Live Guidance works​

As the conversation progresses, Qubi listens and surfaces relevant coaching cues in a thread alongside your call:

  • Recommended responses when the prospect asks a tough question
  • Objection handling with battlecard-backed answers pulled from your Knowledge Base and competitor intel
  • Key information highlights: important data points, pricing, or terms mentioned during the call
  • Talking points you haven't covered yet

Knowledge-backed answers​

Every suggestion Qubi provides is grounded in your team's actual knowledge. Sources can include:

  • Knowledge Base documents: Product sheets, case studies, FAQs
  • Competitor battlecards: How you compare on specific features or pricing
  • Past call transcripts: How your best reps handled similar situations
  • CRM data: Account history and deal context

Each coaching cue shows where the information came from, so you can trust and verify the suggestion.

Contextual Help​

Need an answer to something specific during the call? Use the Contextual Help tab:

  1. Type your question (e.g., "What's our enterprise pricing?")
  2. Qubi searches your Knowledge Base and returns an answer instantly
  3. Use the answer naturally in your conversation

Meeting Wrap Up​

As the call nears its end, the Meeting Wrap Up tab helps you:

  • Review what was covered during the call
  • Check if any critical items are still outstanding
  • Prepare next steps before you hang up
tip

Keep the Qubi tab visible on a second monitor or side-by-side with your meeting window. This lets you glance at coaching cues without breaking eye contact on camera.