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The Call Process Documentation

Understand what happens during and after a training scenario call

Last updated: 7/18/2025

Understanding the call process helps you get the most out of your training scenarios. This guide explains what happens from the moment you start a call until you receive your feedback.

Before the Call

Scenario Setup

When you click "Play Scenario":

  • Scenario Loading: The system prepares the AI buyer and conversation flow
  • Audio Check: Your browser may request microphone permissions
  • Context Loading: The AI receives information about the scenario, persona, product, and objectives

What the AI Knows

The AI buyer is configured with:

  • Persona Details: Name, job title, company, personality traits
  • Scenario Context: Background information and situation
  • Call Purpose: The type of sales call (discovery, closing, etc.)
  • Product Information: Details about what you're selling
  • Potential Objections: Concerns the buyer might raise

During the Call

Real-Time Processing

As you speak:

  • Speech Recognition: Your voice is converted to text in real-time
  • Context Analysis: The AI understands what you're saying and the conversation context
  • Response Generation: The AI generates appropriate responses based on the scenario
  • Flow Management: The conversation progresses according to the scenario design

AI Response Types

The AI buyer can:

  • Answer Questions: Respond to your discovery questions
  • Raise Objections: Introduce concerns for you to address
  • Provide Information: Share details about their situation
  • Guide the Conversation: Keep the dialogue moving toward objectives
  • End the Call: Conclude when appropriate

Conversation Flow

The call typically follows this pattern:

  1. Introduction: AI introduces themselves and the context
  2. Discovery: You ask questions to understand their needs
  3. Value Presentation: You present your solution
  4. Objection Handling: You address their concerns
  5. Closing: You work toward your call objective
  6. Conclusion: The call ends naturally

Call Completion

Natural Endings

The call ends when:

  • Objective Achieved: You've successfully completed your call purpose
  • Scenario Complete: The conversation has reached its designed conclusion
  • Time Limit: The scenario has a maximum duration
  • AI Decision: The AI determines the conversation should end

What Triggers the End

Common ending triggers:

  • Successful Close: You've achieved your call objective
  • Buyer Decision: The AI buyer makes a decision (positive or negative)
  • Follow-up Scheduled: You've arranged a next step
  • Natural Conclusion: The conversation has reached a logical endpoint

After the Call

Processing Phase

When the call ends:

  • Transcript Analysis: The complete conversation is analyzed
  • Performance Evaluation: Your responses are scored against the scorecard criteria
  • Feedback Generation: Detailed feedback is created
  • Data Storage: Results are saved for analytics and tracking

Evaluation Process

Your performance is evaluated on:

  • Scorecard Criteria: Specific skills and techniques
  • Call Objective: How well you achieved your goal
  • Conversation Quality: Overall effectiveness of the dialogue
  • Technical Skills: Questioning, objection handling, closing, etc.

Understanding Your Results

After the call ends, you'll receive immediate feedback including your overall score, detailed breakdown by evaluation criteria, strengths, and areas for improvement.

Learn More About Understanding Scoring →

Best Practices for Better Results

During the Call

  1. Speak Clearly: Ensure the AI can understand you
  2. Be Natural: Use your normal speaking style
  3. Stay Focused: Keep your call objective in mind
  4. Listen Carefully: Pay attention to what the AI says
  5. Be Persistent: Don't give up easily on objections

After the Call

  1. Review Feedback: Read through all feedback carefully
  2. Identify Patterns: Look for recurring strengths and weaknesses
  3. Plan Improvements: Focus on specific areas for next practice
  4. Track Progress: Monitor how your scores improve over time

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