How to Use an AI Coach for Live Sales Calls and Post-Call Insights: Step-by-Step

Posted on July 23, 2026

by Amotions AI Team

Watch: How to Use an AI Coach for Live Sales Calls and Post-Call Insights: Step-by-Step

A practical walkthrough of using Amotions AI for pre-call prep, real-time in-call guidance, company playbook alignment, and post-call transcript insights.

What this AI coach tutorial covers

This video tutorial explains how teams can use Amotions AI throughout the full sales workflow: before calls, during live conversations, and after calls for performance review.

It also shows how to tailor company profile data, sales steps, and knowledge sources so in-call guidance is aligned with your process.

Why this matters for sales productivity

Most sales teams lose execution quality between training and live conversations. Reps know the playbook, but it is harder to apply in the moment.

An AI coach closes that gap by reinforcing process, surfacing discovery and objection prompts, and delivering context-aware support when it can still affect outcomes.

Step-by-step workflow from the video

Step 1: Use AI coach chat for prep and brainstorming before meetings.

Step 2: Run AI roleplay to practice specific scenarios and sharpen messaging.

Step 3: Set up real-time AI for your call environment, including tab or screen sharing with audio enabled.

Step 4: Configure playbook steps and company knowledge so prompts reflect your team standards.

Step 5: Review post-call transcripts, suggestions, and scores to identify strengths and coaching priorities.

How to tailor guidance for your organization

The tutorial highlights that relevance comes from customization. Teams can upload documents, links, and company-specific process information to improve prompt quality.

Admins can define different call structures and question sets by call type, helping teams keep guidance aligned across discovery, qualification, and follow-up motions.

FAQ: using AI coaching for live calls

Can this work for both audio and video calls? Yes. The workflow supports telesales, phone/audio, and video-based conversations depending on setup.

Does it provide post-call coaching too? Yes. Teams can review transcripts, suggestions, and performance scores after each call.

Can organizations customize language and process settings? Yes. The product supports company-specific data and configurable call steps, with additional support options available.

Watch the full tutorial

Watch the full YouTube video here: https://www.youtube.com/watch?v=vtftMJtqkBY

For product details and support, visit https://www.amotions.ai and https://amotionsinc.com/.

Amotions AI is a Silicon Valley based startup building an emotionally intelligent teammate embedded in sales calls. We provide live coaching in-call and post-call, and tailored AI role play, while answering technical questions. We boost win rates and cut ramp time, starting with sales and expanding to other use cases. https://www.amotions.ai

Related resources: pricing, FAQ, and AI sales coaching solutions.

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