PilotCall is a desktop assistant that provides live-call playbook guidance for B2B sales teams, home-services operators, and marketing agencies. It transcribes calls locally and displays relevant playbook cues—such as objection responses and next-step questions—in a private, rep-facing overlay while the conversation is happening. The tool runs alongside existing phone and video platforms, with local playbooks loaded from markdown or PDFs and configurable privacy controls.
Funding
Funding not disclosed
Founders
Product
Problem
Sales reps, home-services operators, and agency account managers often lack the right contextual information—playbook rules, price-book ranges, or audit cues—at the exact moment they need it during a live call. This forces reps to rely on memory, pause calls to search notes, or defer answers with holds and call-backs, leading to missed discovery moments, weaker follow-up questions, and lost momentum in high-stakes conversations.
Solution
PilotCall provides a desktop assistant that transcribes calls locally and matches the live transcript against uploaded playbooks, price books, or audit templates to surface relevant cues in real time. The system uses low-latency audio capture and speaker-labeled transcription to detect objection patterns, qualification gaps, and service inquiries, then displays concise guidance in a private, screen-share-aware overlay for the rep only. It runs alongside standard phone and video tools, removing the need for dialer migration, and loads playbooks from markdown or PDFs for easy setup. The solution supports B2B sales discovery, home-services quoting, and agency SEO/CPC audit calls, with privacy controls including in-memory processing, configurable local logs, and role-based access.
Target Audience
Primary customers are B2B sales teams, home-services and solar operations with phone reps, and marketing agencies running SEO or CPC sales calls that need fast, accurate contextual guidance during live conversations.
Features
- Live audio transcription with speaker labeling and low-latency routing for real-time guidance
- Playbook matching that detects objection patterns, stack gaps, pain points, and qualification gaps during the call
- Private, rep-facing overlay that works screen-share-aware with Zoom, Teams, or browser-share workflows
- Local playbook loading from markdown or PDFs, with no dialer or CRM migration required
- Configurable local log files and in-memory processing options for privacy and consent compliance
- Role-based access controls so security logs and coaching metrics are restricted to authorized admins
- Planned API integrations for CRM and SEO tools to expand context sources