ConversationPilot tracks your qualification live — need, budget, authority, timeline and more — marking each covered, partial or open, and rolling them into a single call score.
Works on Zoom, Teams & Google Meet · Mac & Windows · 7-day free trial
Great discovery is complete discovery, and the most common way reps fall short is not poor questions but missed coverage — hanging up having never confirmed who signs off, or when the contract renews. The live call scorecard exists to close that gap. ConversationPilot keeps a running qualification scorecard during the call and marks each criterion as covered, partial or still open, so you always know what is left before time runs out.
For sales, the scorecard is BANT-style: Need, Budget, Authority, Timeline, Competition and Current Solution. For recruitment, it is tuned for talent: Salary, Notice Period, Motivation, Eligibility, Availability and culture-fit indicators. As the conversation unfolds, ConversationPilot listens to both speakers as separate streams and updates the scorecard automatically — you do not tick boxes by hand. Each criterion shows its status at a glance, and the whole thing rolls into a single live call score.
It runs as a discreet desktop overlay on Zoom, Teams and Meet, hidden from screen sharing, with no bot in the call. The scorecard turns ragged, improvised calls into complete, well-qualified ones — and after the call, the same scorecard feeds the call score and the structured report, so managers can coach against real qualification gaps instead of gut feel.
The live call scorecard is a running view of how completely you have qualified the deal or candidate, updated automatically as the conversation happens. It is not a form you fill in afterward — it is a live readout of where you stand on each criterion that matters.
For sales, ConversationPilot tracks a BANT-style set: Need, Budget, Authority, Timeline, Competition and Current Solution. For recruitment, it tracks a talent-tuned set: Salary, Notice Period, Motivation, Eligibility, Availability and culture-fit indicators. Each criterion is marked covered, partial or open. Covered means you have genuinely learned it; partial means it came up but is not nailed down; open means you have not touched it yet. That three-state view is the whole point — it shows you not just what you have, but precisely what is still missing, so you can close the gaps before the call ends.
A scorecard you have to maintain by hand during a call is worse than no scorecard — it pulls your attention away from the conversation. ConversationPilot updates the scorecard automatically from the live transcript of both speakers. When the prospect reveals their timeline, Timeline moves toward covered on its own. When budget comes up vaguely, it registers as partial.
Because your microphone and the counterpart's audio are captured separately, the scorecard attributes information correctly — it knows the prospect said the contract renews in March, not you. That accuracy is what lets the scorecard update reliably without your input. You stay focused on the person in front of you while the copilot keeps score, and you glance at the scorecard when you want to know what is still open. The discovery checklist effectively lives in the copilot's head rather than yours.
The single most valuable thing the scorecard does is show you, mid-call, what you still have to uncover. It is easy to reach the end of a call and realise you never asked who else is involved in the decision, or when their current contract is up. The scorecard makes those gaps visible while there is still time to fill them.
This pairs naturally with the next-best-question engine, which uses the open scorecard items as an input — so when Authority is still open, the copilot can surface a natural way to ask who signs off. You are not just told what is missing; you are handed the way to close it. The result is that calls end qualified rather than half-qualified, and you never walk away having to chase down basic information in a follow-up that should have been covered live.
All those individual criteria roll into one live call score — a single number that summarises how well-qualified the conversation is. The score gives you and your manager a quick, consistent read on call quality without having to parse every criterion individually.
Because the score comes from the actual conversation, captured with exact speaker separation, it is objective rather than a subjective impression. A rep can see their own call score and understand at a glance whether they ran thorough discovery or left gaps. After the call, the score feeds the report and the team dashboards, so managers get a consistent metric across every rep and every call. That consistency is what makes the score useful for coaching: the same scorecard applies to everyone, so a low score points to a real, comparable qualification gap rather than one manager's opinion.
Most copilots are sales-only, which means recruiters have to bend a sales scorecard to fit hiring conversations. ConversationPilot tracks a scorecard built for each motion. The sales scorecard is BANT-style — Need, Budget, Authority, Timeline, Competition, Current Solution. The recruitment scorecard is tuned for talent — Salary, Notice Period, Motivation, Eligibility, Availability and culture-fit indicators.
This is not a relabelled sales template; it reflects what actually qualifies a candidate. A recruiter needs to know notice period, salary expectations and eligibility the way a rep needs to know budget and authority, and the recruitment scorecard tracks exactly those. Because one product covers both, an organisation can put a live scorecard in front of its whole revenue-and-talent team rather than buying separate tools. The same automatic, live, exact tracking applies whether the call is a sales discovery or a candidate screen.
The scorecard's value does not end when the call does. The same coverage tracked live feeds the automatic post-call report, so the record shows exactly which criteria were covered, partial or open. Managers reviewing the report or the call library see real qualification data rather than a vague sense of whether the call went well.
This is what lets managers coach against patterns instead of gut feel. If one rep consistently runs out of time before qualifying budget, the scorecards make that pattern obvious and specific — here are five calls where Budget stayed open. One-on-ones become targeted: here is the gap, here are the real calls, here is the behaviour to change. The scorecard tunes the copilot's prompts during the call and gives managers objective evidence after it, so qualification improves both in the moment and over time. It is the connective tissue between live coaching and lasting development.
| Capability | ConversationPilot AI | Recorders / note-takers |
|---|---|---|
| Qualification tracked live | Updates as you talk | Manual / after the fact |
| Covered / partial / open status | Per criterion, automatic | None |
| Rolls into a call score | Yes, objective | No |
| Sales and recruitment modes | BANT-style + talent-tuned | Sales-only / generic |
| Attribution accuracy | Exact via separate streams | Inferred |
| Feeds manager coaching | Yes — real gaps | Gut feel |
It's a running view of how completely you've qualified the deal or candidate, updated automatically as the call happens. For sales it tracks a BANT-style set — Need, Budget, Authority, Timeline, Competition, Current Solution — marking each covered, partial or open, and rolling them into a single call score.
No. ConversationPilot updates it automatically from the live transcript of both speakers. When the prospect reveals their timeline, that criterion moves toward covered on its own. Because the two speakers are separate streams, the scorecard attributes information correctly without your input.
It shows you mid-call what's still open, so you can fill the gaps before you hang up. It pairs with the next-best-question engine, which uses the open items as an input — so when Authority is still open, the copilot can surface a natural way to ask who signs off.
It's a single number that rolls up all the criteria into a summary of how well-qualified the conversation is. Because it comes from the actual conversation with exact speaker separation, it's objective. It feeds the post-call report and team dashboards, giving managers a consistent metric across every rep.
Yes. The recruitment scorecard is tuned for talent — Salary, Notice Period, Motivation, Eligibility, Availability and culture-fit indicators — not a relabelled sales template. So recruiters get qualification tracking built for hiring, and one product covers both sales and recruitment teams.
The coverage feeds the post-call report and call library, so managers see real qualification data. If a rep consistently leaves Budget open, that pattern becomes obvious and specific, letting managers coach against real gaps with concrete examples instead of gut feel.
Real-time prompts, objection handling and qualification — while the call is happening.