AI that edits the record, not a chat box in the corner.
Transcription, scoring, enrichment and SIYA herself, all running against the same records your reps are working - so an insight is a field, not a suggestion somebody still has to act on.

- 00:08Rep Morning Dana - Marcus from Adoptiv. Is now still all right?
- 00:21Dana It is, but keep it short - I have a stand-up at ten.
- 00:46Rep Understood. Your contract renews on the 30th; I wanted to get ahead of it.
- 01:14Dana Right. Honestly, we are looking at a couple of other options too.Competitor mentioned
- 01:52Rep That is fair. What is pushing you to look?
- 02:13Dana The per-seat cost keeps climbing and we are not using half of it.Objection - pricing
- 02:48Rep So the pricing model, more than the product itself.
- 03:06Dana Exactly that.
- 03:25Rep Then let me send the side-by-side, including what you would stop paying for.
- 03:52Dana Do that. And book me Thursday, I will bring our CFO.Commitment
Renewal at risk on price, not product. Dana is evaluating alternatives because per-seat cost is rising against low utilisation. Agreed to a side-by-side and a Thursday call with their CFO present.
- Lead Stage
- Proposal Sent
- Objection
- Price - utilisation
- Competitor
- In evaluation
- Next Step
- Send comparison
- Meeting
- Thu 10:00 · +CFO
Below the floor average of 61% rep talk - the reps who listen more close more.
- Comparison sheet queued
- Invite sent for Thursday
- Task raised for the CFO intro
Product figures from the platform’s own defaults - not customer averages
Every call, read before you get to it. Who held the floor, with the moments marked on it, the transcript underneath, and the summary and fields it wrote. Click a moment and the transcript goes there.
- 00:08Rep Morning Dana - Marcus from Adoptiv. Is now still all right?
- 00:21Dana It is, but keep it short - I have a stand-up at ten.
- 00:46Rep Understood. Your contract renews on the 30th; I wanted to get ahead of it.
- 01:14Dana Right. Honestly, we are looking at a couple of other options too.Competitor mentioned
- 01:52Rep That is fair. What is pushing you to look?
- 02:13Dana The per-seat cost keeps climbing and we are not using half of it.Objection - pricing
- 02:48Rep So the pricing model, more than the product itself.
- 03:06Dana Exactly that.
- 03:25Rep Then let me send the side-by-side, including what you would stop paying for.
- 03:52Dana Do that. And book me Thursday, I will bring our CFO.Commitment
Renewal at risk on price, not product. Dana is evaluating alternatives because per-seat cost is rising against low utilisation. Agreed to a side-by-side and a Thursday call with their CFO present.
- Lead Stage
- Proposal Sent
- Objection
- Price - utilisation
- Competitor
- In evaluation
- Next Step
- Send comparison
- Meeting
- Thu 10:00 · +CFO
Below the floor average of 61% rep talk - the reps who listen more close more.
- Comparison sheet queued
- Invite sent for Thursday
- Task raised for the CFO intro
Click “Objection - pricing” and watch the transcript move
SIYA answers, then hands over warm. She takes the call on the first ring, qualifies against your criteria and books the slot. When it reaches something she should not advise on, she transfers to a person who already has the transcript on screen.
SIYA Thanks for calling Adoptiv, this is Siya. What can I help you with?
Caller I want to know if you can handle about forty seats.
SIYA We can. Are those all outbound, or a mix with inbound support?
Caller Mostly outbound. We do collections.
- Seats
- 40
- Motion
- Outbound
- Vertical
- -
- Qualified
- -
The agent hands over the moment a call reaches something it should not advise on. The person picks up with the transcript, the captured fields and the reason for the transfer already on screen.
Running live - watch the handover at the end
An insight that needs a human to act on it is a to-do list. These write the field, send the email, and book the meeting themselves.
Follow-up that never forgets. A sequence starts from a lead being created, a stage moving or a tag landing, then waits, branches on what the last step did, and hands a call task to the person who owns the record.
Big deal moved - notify and log
Deal stage change · 2 conditions · 3 actions
A deal moves between stages
Pick a trigger, add a condition, add an action
A score you are allowed to argue with. Five numbers out of ten on every call it reads, against the rubric for your industry rather than a phrase list a rep can learn to recite. The evidence is quoted underneath, so a disagreement is about the call rather than about the number.
- Five dimensionsScored together in the same pass that writes the summary.
- Your rubric or oursFifteen industry presets to start from, versioned when you change one.
- Pinned to a versionEvery score records which rubric produced it, so a change does not rewrite history.
- Read again, replacedOne review per call. Re-reading a call replaces its review rather than stacking.
Dana Whitlow · ranked 3rd of 412 in “Hot leads”
- Base rate for this segment45
- Answered two of the last three calls+22
- Renewal inside 60 days+18
- Opened the pricing page twice this week+14
- Title matches the buying committee+11
- Competitor mentioned on the last call-9
- No reply to the last two emails-7
Every factor is a field on the record, so a score can be argued with - and the rep who disagrees can see exactly which signal to check.
Everything in this category
16 capabilitiesA supervisor who used to open the audio reads it instead: what the call was about, how it went, what was asked for, what it scored. One reading, one answer.
Nothing on an existing lead moves by itself. What the call gave up arrives as proposed edits, each with the value it would replace and the words it came from.
One to six sentences on the record covering why the call happened and what was agreed, so nobody reading the list has to open the audio to find out.
Finding yesterday's bad calls is a filter, not an afternoon. Positive, neutral or negative on every analyzed call, kept in a field of its own you can sort on.
How the agent sounded, how the customer sounded, one word for the pair. Chosen words rather than a fixed list, so a call can close politely and grudgingly.
A month of calls gets reviewed by whoever had time. Every call carries five numbers instead, and the overall is judged in its own right rather than averaged.
Nobody re-listens to check the disclosure went out. Every call is scored against what compliance means on your floor, with a missing one excluded, not passed.
What the customer asked for and what your agent promised, kept as two lists, because they are two different obligations and only one of them is yours to keep.
A promise made out loud is worth nothing until it sits on a day. Callbacks and meetings come off the call with the time said, real the moment you accept.
A coaching note never quotes the customer back at a rep who did not say it. Four of six engines return the channel each side was on, one control swaps them.
A collections call and an admissions call are not judged the same way. Fifteen verticals ship knowing the difference. What comes back still reads the same.
A thread is read only when somebody on it is one of your leads. No match and nothing is sent anywhere, so mail that is not about a customer is left alone.
A draft or a rewrite that lands in the composer and stops there. The subject is a suggestion, every word editable, and nothing leaves until a person sends it.
The field group you would otherwise build one field at a time. Describe what you track or paste a spreadsheet's columns, then approve or refuse each field.
Type the list you want and it builds the filter and the sort. Then it says in one sentence what it understood: a filter nobody typed has to say what it did.
OpenAI, Azure, Anthropic, Gemini, Bedrock and ten more. When one starts timing out mid-afternoon the work moves down the chain rather than stopping on you.
The rest of the platform.
Five more categories, all on the same record and the same bill. Each card names three of its capabilities, so you can tell from here whether it is worth opening.
Intelligence
Run it over one of your own calls.
Send a recording. We will show you the summary, the sentiment, the objections and the fields it proposes writing back to the record.
14-day trial · no card · migration included