Call Report: a scored report and coaching for every sales call

Each recorded call becomes a phone-friendly report, scored against your own playbook, with coaching that builds on the rep's earlier calls.

Call Report is an app inside Ai1, the AI agent platform by MyZone AI. The Sales Call Coach agent writes the reports, and the app keeps a coaching history for every rep.

  • Part of Ai1
  • Runs on your private server
  • Every call reviewed

    Each recorded call gets a report, not just the few someone has time to listen to.

  • Coaching that builds

    Advice draws on the rep's earlier calls, so it moves forward instead of repeating.

  • Where to step in

    Flags point managers to the calls that need them, without listening to every recording.

You can just ask the Sales Call Coach or the Sales Manager

You do not have to open Call Report to use it. Reps and managers ask the Sales Call Coach in Slack or chat, and it answers from the app.

  • Sales Call Coach

    Agent. Scores each recorded call, writes the report and coaches the rep.

  • Sales Manager

    Agent. Routes call questions to the coach and uses its findings to improve the team.

  • Ask in chat or Slack

    Ask in plain words: "Here is yesterday's demo call. How did I do?" The agent reads the app and answers.

Call Report in short

Call Report at a glance
Calls come inPosted to your lead channels in Slack, or uploaded any time
Scored againstYour own playbook, the same way for every call
The reportPhone-friendly, branded and sent only to people allowed to see it
New repsTheir first three call reports stay private to them
What it never doesContact your customers, or invent a score

What you set up, and what to know

What you set up

  • Post recorded calls to your lead channels in Slack, or upload a call any time.
  • Your playbook sets the call skills and weights every call is scored against.

Good to know

  • It reports on a call once the recording is posted or uploaded. Live Coach gives cues during the call itself.
  • If a score cannot be worked out, the report says so instead of inventing one.

Why not just listen back to recordings?

Listening back takes hours, so most calls are never reviewed. Call Report covers every recorded call, scores each one the same way and keeps the full transcript in your drive, with a link from the report.

Example: a report on one demo call

Example with a fictional business. Names and figures are invented to show the kind of output you get.

What it was asked: Here is yesterday's recorded demo call: write the call report, coach the rep and tell the sales manager if anything needs her attention.

What the Sales Call Coach found on a 38-minute demo call with a fictional company
Score67 out of 100, against a target of 70. Discovery was strong at 82, but the call ended with no agreed next step and no date.
CoachingTwo things to try. The rep's next step score was below target four calls in a row, so the coaching gives him words to use on the next call.
ManagerFlagged. His last three calls average 68, below the team floor of 70, so his sales manager decides what happens next.

From a recorded call to coaching

Calls come in from Slack or an upload. The report and coaching follow while the call is fresh.

  1. Step 1: A call arrives

    A recorded call is posted to a lead channel or uploaded.

  2. Step 2: Analyse and score

    The call is scored against your playbook and checked for anything a manager should see.

  3. Step 3: Report

    A branded report goes only to the people allowed to see it.

  4. Step 4: Coach

    The rep gets specific coaching drawn from this call and earlier ones.

Fair to reps, private by default

Call Report runs inside Ai1, under the same rules as every agent.

  • Each rep's first three calls stay private to that rep and are never posted to the lead channel.
  • The full transcript stays in your drive and is never pasted into chat.
  • It never contacts your customers. It reports and coaches only.

Works well with

The agents and apps that work with Call Report.

  • Sales Brain

    App. Answers the product and pricing questions that come up in calls.

  • Sales Dashboard

    Agent. Shows call reports alongside the pipeline in one view.

  • Sales Reply

    Agent. Drafts the follow-up email after a call, for a person to send.

Frequently asked questions about Call Report

Who sees a rep's call reports?

The rep sees their own, and managers see the team. Each rep's first three calls stay private to that rep while they settle in.

When in doubt, it keeps a report private.

What is each call scored against?

Your own playbook: the same call skills and weights for every call, so scores are fair to compare.

If a score cannot be worked out, the report describes the call and says scoring is unavailable.

Can it coach during a live call?

Yes, through Live Coach. It runs beside your call with talk-time cues, answers to what the customer just asked and the next question to ask. Call Report then scores the recorded call.

Does it follow up with the customer?

No. It reports and coaches only. Follow-up drafts come from Sales Reply, and a person sends them.

Is Call Report available today?

Yes. Call Report is part of Ai1 and ready to use.

See Call Report on your own sales calls

Book a call and we will show you a report and coaching built from your own recorded calls.

  • Your own private serverEvery Ai1 plan runs on a private server that belongs to your business alone.
  • Your data stays yoursStored on your server, not used to train AI models, and you can export everything you build at any time.
  • Choose your AI modelBring your own AI provider account and pay it directly, with no markup from us.
  • No lock-inMonthly plans run month to month with no long-term commitment, and everything you build can be exported.