bao provides a conversation intelligence platform to support sales teams during live cold calls and video meetings. The platform uses interactive playbooks and AI to guide pitch delivery, handle objections, and automate data acquisition directly into the CRM. Team leads gain analytics on call data to identify success factors and improve coaching effectiveness.
Funding
$4.2M raised to dateRaised to date based on public sources. This may differ from the amount the company actually raised and is based only on what is publicly available on the internet.
Founders
Product
Problem
Sales teams often struggle with consistent lead qualification, data capture, and adherence to best practices during calls, leading to missed opportunities and incomplete CRM data. Manual documentation is time-consuming, and identifying successful conversation patterns for coaching is challenging.
Solution
bao is a conversation intelligence platform that enhances sales calls by providing real-time, interactive playbooks to guide conversations and ensure consistent messaging. The platform automates data capture during calls, seamlessly synchronizing lead information and conversation summaries with the CRM system. Using AI, bao analyzes call data to identify key success factors, enabling team leads to provide targeted coaching and improve overall sales team performance. The platform also supports video meetings, recording conversations in compliance with data protection regulations and generating summaries and action points for immediate follow-up.
Target Audience
bao is designed for sales teams, team leads, and sales managers focused on improving lead qualification, increasing sales productivity, and ensuring consistent data capture in CRM systems.
Features
- Interactive playbooks that provide real-time guidance during sales calls, tailored to specific industries, products, and personas
- Automated data capture and CRM synchronization, ensuring complete and accurate lead information
- AI-powered conversation analysis, generating summaries, action points, and transcripts
- Video meeting bot that records conversations and integrates with calendar applications
- Management and analytics dashboard that identifies key success factors and coaching opportunities
- Text-match analysis to assess messaging effectiveness
- Recording of calls in compliance with data protection regulations