InsightBoard transcribes and scores every call and meeting against your own criteria, turns the gaps into coaching plans — and lets reps rehearse the fix with AI roleplay before the next real conversation.
30-day free trial · no credit card · EU-hosted · audio never stored
Hi Laura — Daniel from Skypath Logistics. Thirty seconds, then you decide if it's worth more?
Honestly, we're happy with our current courier.
Most teams say that — until peak-season surcharges hit. Worth comparing one invoice?
Alright, send the comparison over. What do you need from me?
Ask who signs off on logistics before sending the comparison — the decision-maker was never confirmed.
Each one solves its part of the job. Together they close the whole cycle of a conversation — including the rehearsal for the next one.
Recognizes speech, separates speakers, and captures every word of every call — no sampling, no manual uploads.
Turns the transcript into a score, benchmarks it against your team's best conversations, and produces concrete improvement steps.
Spins up an AI buyer for any scenario, so reps rehearse the exact moments they missed — by voice, on any device.
The same cards your managers and reps open every day.
Your criteria, applied consistently to 100% of calls. No sampling, no mood, no favorite reps — and every score comes with the reasoning behind it.
What the call missed: the comparison goes to Laura, but nobody asked who signs off on logistics contracts.
Not a wall of charts — one multiplication your managers can check on a calculator. Where the chain thins out is where the coaching goes.
| REP | STATUS | CLOSES/TARGET | WHERE TO START |
|---|---|---|---|
| Clara | On pace | 4/4 | Keep the streak |
| Daniel | At risk | 2/4 | DM confirmation |
| Marta | Behind | 1/4 | Overdue follow-ups |
The analytics own the diagnosis; the plan compiles it into a per-rep worklist — overdue follow-ups, never-reached contacts, the skill to practice next.
Next week's calls show whether it landed — the loop closes on real numbers.
Build a voice roleplay from any scenario — a fictional buyer, the same objections, and scoring on the criteria you choose.
The measurable impact InsightBoard delivers for businesses like yours.
Figures are based on aggregated customer results and are shown for illustration only. Individual results may vary.
Your privacy and security are fully protected — with the details written down where anyone can read them.
Data-subject rights and retention controls built into the workflow.
Consumer privacy requests handled end to end.
We follow ISO 27001-aligned security practices.
Data stored on SOC 2–audited infrastructure in the EU.
Recordings are transcribed and discarded — they stay hosted in your CRM. Only the transcript lives in your workspace, encrypted in transit (TLS) and at rest (AES-256).
Roleplay personas are always fictional, and training calls are excluded from production metrics, funnels, and CRM sync.
Conversation data lives for the life of your subscription, and data-subject requests are part of the workflow — not a support ticket.
Read the details: Privacy policy · Data processing agreement · Sub-processors
Recording shows you what happened. InsightBoard scores it against your own criteria, compiles the gaps into coaching plans, and gives the rep an AI roleplay for the exact miss. The recording is step zero.
The same criteria are applied to every call, every day — no sampling, no mood, no favorite reps. Each score comes with a summary of what was strong and what was missed, so managers stop being the bottleneck and start being the coach.
Connecting your CRM takes a few minutes. Your first scorecards arrive with your first synced calls; tuning templates to your sales process usually takes the first week.
We never store them. Audio is processed only while it's being transcribed, then discarded — recordings stay hosted in your CRM. Only transcripts, scores, and summaries are kept in your workspace, on EU infrastructure — encrypted in transit (TLS) and at rest (AES-256).
No. Roleplay sessions are flagged as training and excluded from funnels, benchmarks, and dashboards. Reps open them from a practice link with its own expiry and attempt limits — no extra login needed.
Plans are priced per manager per month, with a 30-day free trial — see pricing. Not sure it pays off? The ROI calculator does the math on your own numbers.
See your own team's calls scored live in the demo — and leave with your first scoring template drafted.