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Adoptiv

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.

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Live - jump to a moment
Adoptiv
Call review - Dana WhitlowMeridian Freight · 04:12 · recordedanalysed 6 s after hang-up
00:00 rep customer04:12
Sentimentpositiveone value for the call, not a curve
Transcript · 812 words · stored with the recording
  1. 00:08Rep Morning Dana - Marcus from Adoptiv. Is now still all right?
  2. 00:21Dana It is, but keep it short - I have a stand-up at ten.
  3. 00:46Rep Understood. Your contract renews on the 30th; I wanted to get ahead of it.
  4. 01:14Dana Right. Honestly, we are looking at a couple of other options too.Competitor mentioned
  5. 01:52Rep That is fair. What is pushing you to look?
  6. 02:13Dana The per-seat cost keeps climbing and we are not using half of it.Objection - pricing
  7. 02:48Rep So the pricing model, more than the product itself.
  8. 03:06Dana Exactly that.
  9. 03:25Rep Then let me send the side-by-side, including what you would stop paying for.
  10. 03:52Dana Do that. And book me Thursday, I will bring our CFO.Commitment
Summary

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.

Fields written
Lead Stage
Proposal Sent
Objection
Price - utilisation
Competitor
In evaluation
Next Step
Send comparison
Meeting
Thu 10:00 · +CFO
Talk ratio
Rep 43%Dana 57%

Below the floor average of 61% rep talk - the reps who listen more close more.

Actions taken
  • Comparison sheet queued
  • Invite sent for Thursday
  • Task raised for the CFO intro
0
things read out of one pass over a call
0
industry presets, or write your own rubric
0
fields it will propose writing back

Product figures from the platform’s own defaults - not customer averages

Call review

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.

Call review - Dana WhitlowMeridian Freight · 04:12 · recordedanalysed 6 s after hang-up
00:00 rep customer04:12
Sentimentpositiveone value for the call, not a curve
Transcript · 812 words · stored with the recording
  1. 00:08Rep Morning Dana - Marcus from Adoptiv. Is now still all right?
  2. 00:21Dana It is, but keep it short - I have a stand-up at ten.
  3. 00:46Rep Understood. Your contract renews on the 30th; I wanted to get ahead of it.
  4. 01:14Dana Right. Honestly, we are looking at a couple of other options too.Competitor mentioned
  5. 01:52Rep That is fair. What is pushing you to look?
  6. 02:13Dana The per-seat cost keeps climbing and we are not using half of it.Objection - pricing
  7. 02:48Rep So the pricing model, more than the product itself.
  8. 03:06Dana Exactly that.
  9. 03:25Rep Then let me send the side-by-side, including what you would stop paying for.
  10. 03:52Dana Do that. And book me Thursday, I will bring our CFO.Commitment
Summary

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.

Fields written
Lead Stage
Proposal Sent
Objection
Price - utilisation
Competitor
In evaluation
Next Step
Send comparison
Meeting
Thu 10:00 · +CFO
Talk ratio
Rep 43%Dana 57%

Below the floor average of 61% rep talk - the reps who listen more close more.

Actions taken
  • Comparison sheet queued
  • Invite sent for Thursday
  • Task raised for the CFO intro

Click “Objection - pricing” and watch the transcript move

Voice agents

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 · voice agent00:46

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.

Captured so far
Seats
40
Motion
Outbound
Vertical
-
Qualified
-
Escalation rule

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.

Watching for the trigger…

Running live - watch the handover at the end

She is named after Sita, a princess of Mithila.Why she is called Siya

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.

Automation

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

Active
When - trigger

A deal moves between stages

And only if - conditions
Stageis one ofProposal Sent, Qualified
Deal valueis at least25,000
is · is not · above · below · at least · at most · one of · none of
Then - actions3
1Create taskWith a due date and an owner
2Send emailFrom a template, to the record owner or contact
3Notify another systemSends the details straight to a system you name
Executions
2,190runs · 30 days
3 succeeded, 1 retriedlast 4 shown
exec_9f21stage change
3 actions2 min ago
exec_9f18stage change
3 actions14 min ago
exec_9f11field update
webhook timeout · retried1 hr ago
exec_9e07new record
3 actions2 hr ago
Every run stored · status · duration

Pick a trigger, add a condition, add an action

Scoring

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.
Lead score
94

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 capabilities
Call Analysis

A 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.

AI CRM Writeback

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.

Call Summaries

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.

Sentiment Analysis

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.

Tonality Analysis

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.

Call Scoring & QA

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.

Compliance Scoring

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.

Intent Detection

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.

Follow-Up Extraction

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.

Diarized Transcripts

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.

Industry Presets

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.

AI Email Analysis

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.

AI Email Writing

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.

AI Field Generation

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.

Natural-Language Filtering

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.

Bring Your Own Model

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.

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.

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