Scorecard
The numbers that matter from every call.
Framework coverage
87%BANT · SPICED · MEDDIC
Objections resolved
2/2competition, data security
Rep talk time
44%ideal 35–45%
Vocal confidence
82/100High
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Zoom
Thu 11:22
YourCopilot for
Corvana · AI Agent Evaluation
Overview
Folder
Files
22nd Oct
2 Attendees
Meeting Highlights
- Daniel walked through Corvana's support setup, including ticket volume, launch spikes, and current first response times.
- The team reviewed sandbox results, where Quellio resolved 62% of 500 real Corvana tickets without a human.
- A billing dispute ticket was used to demo human handoff with full conversation context.
- Pricing was walked through at $0.90 per resolved conversation, landing at about $10.8K a month.
- Both sides agreed in principle on a pilot covering 25% of tickets, targeting Dec 1.
Questions & Decisions
- Daniel asked how Quellio prevents made-up answers for customers.
- Answers are drawn only from Corvana's help center and past tickets, with low-confidence tickets sent to a human.
- Daniel asked whether customer data is used to train models; it is not, and data stays in Corvana's region.
- Daniel asked how long setup takes; the team confirmed about two weeks from connection to pilot.
- The pilot will start only after IT's security review with Maya.
- CFO Sarah Lin will join the next call before final approval.
Feedback & Insights
- Daniel said first response time is the metric his team is measured on.
- Zendesk AI is still in evaluation because it comes bundled with Corvana's helpdesk.
- Daniel asked for a written side-by-side with Zendesk AI to share internally.
- IT will review data retention and the SOC 2 Type II report before the pilot.
Next Steps
- Aditi: Send SOC 2 report and Zendesk AI comparison by Friday
- Daniel: Book security review with Maya next week
- Daniel: Set up next call with CFO Sarah Lin
Ask anything
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- Never used to train AIKeeps your conversations out of every AI model's training data.
Every conversationWorks across virtual meetings, in-person meetings and outbound phone calls.
No bot on your callsRuns quietly on your device, so conversations stay natural.
Live help on every callSurfaces answers the moment a question is asked.
Invisible on screen shareStays hidden when you share or record your screen.
Briefed before every callShows who you're meeting, what was said last time and what's still open.
Memory that lastsConnects every conversation and app into one memory that carries forward.
Commitments, ready to sendTurns every commitment into a Loop, drafted and waiting for your approval.
Encrypted in transit and at restProtects your data with TLS 1.2+ and AES-256, and deletes raw audio once transcribed.
Never used to train AIKeeps your conversations out of every AI model's training data.
Walk in with context, get live answers, and leave with every commitment ready to review and send
01Pre Call
Todays Schedule
Morning Digest
Your meetings, open loops, and priorities in one brief.
Corvana — AI Agent Evaluation3:00 PM – 3:45 PM
Where things stand: Corvana is evaluating Quellio to clear its support backlog. Daniel owns the evaluation, but final approval sits with CFO Sarah Lin.
Last time: Daniel said the backlog hits 3,000 tickets after launches. Quellio's sandbox resolved 62% of 500 real tickets. Zendesk AI is still in the running.
Larkmont Health - Renewal Check-in4:30 PM – 5:00 PM
Lead with the 18% rise in AI resolution, close the two open escalations, then raise the upsell.
Northvale Logistics - Discovery Call5:30 PM – 6:00 PM
Lead with their current ticket volume, response-time goals, and who owns support tooling decisions.
Meeting link
Recap
Your team’s full history with the client, before you start.
AI Agent Evaluation
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CommitmentsZEA sets every commitment in motion as you speak.
Corvana · AI Agent Evaluation
Overview
Generating summary
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Corvana — AI Agent Evaluation3:00 PM – 3:45 PM
Send Daniel the SOC 2 report and pilot next steps.
Schedule Corvana Security Review with Maya for Tuesday.
Share the Corvana deal update in #sales-deals.
Move Corvana AI Agent Pilot to Security Review and add the meeting summary.
Draft the Zendesk AI side-by-side for Daniel.
Larkmont Renewal Review10:00 AM – 10:45 AM
Send Larkmont the Q3 resolution report.
Schedule Larkmont Renewal Review for Thursday.
Loops
Emails, invites, Slack updates, and CRM moves, ready to review.
Zea
Strong call. Daniel’s in for a pilot if security clears.
Putting your next steps in motion…
+6
Loops ready for your reviewAsk ZEA
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Ask anything about the conversation once it’s over.
Conversation Intelligence
Know what's working in every conversation
Analyzing
Delivery
How you spoke: talk time, pace, monologues and filler words, measured against ideal ranges.
Talk-to-listen ratio
44%
Share of total speaking time that was the rep.
Ideal range: 35–45%Interactivity
9 switches
Longest monologue
75s
Speaking rate
150 wpm
Filler word frequency
4.5%
Vocal Confidence
How confident you sounded, scored from pace, pauses, pitch and steadiness of voice.
Composite score
82/100 · High
Weighted score from the four signals below.
Ideal range: 70–100 High · 40–69 Moderate · <40 LowArticulation rate
2.7 w/s
Pause ratio
0.21
Volume & pitch variation
0.072 · 36.3 Hz
Jitter & shimmer
0.014 · 0.058
Questioning
How often you asked questions, and how many of them got the other side talking.
Question rate
4 of 32 · 12%
Share of the rep's turns that were genuine questions.
Ideal range: no fixed benchmarkEngaging question rate
3 of 4 · 75%
Objection Handling
Every objection raised, how you answered it, and whether it was resolved by the end.
Objections resolved
2 of 2
Ideal range: 100% resolved
Competition · resolved
“Zendesk AI already comes with our helpdesk.” → Compared resolution rates using Corvana's 62% sandbox result.
Data security · resolved
“IT will ask where our customer data goes.” → Confirmed no model training and shared the SOC 2 report.
Deal Signals
Who decides, what hurts and what moves the deal, pulled straight from the conversation.
Decision-makers identified
3
Daniel · Head of Support · on call
Sarah Lin · CFO · not on call — final approval
Maya · IT lead · not on call — security review
Pain points identified
3
Next steps agreed
2
Framework Coverage
How fully the call covered BANT, SPICED and MEDDIC, so you know what to ask next time.
BANT
4/4 · 100%
Budget, Authority, Need and Timeline all identified on this call.
SPICED
4/5 · 80%
MEDDIC
5/6 · 83%
Learns from all your tools
Reads
- Calls, meetings & conversations
- Docs, wikis, and Drive files
- Slack threads and email
- CRMs, deals and contacts
Remembers
- Every client, across the whole team
- Who promised what, and when
- Answers linked to their source
- Context that stays current on its own
Sends back
- Follow-up emails in Gmail and Outlook
- Deal updates in CRMs
- Meetings booked on your calendar
- Updates shared in Slack
Reads
Remembers
Sends back
- Calls, meetings & conversations
- Every client, across the whole team
- Follow-up emails in Gmail and Outlook
- Docs, wikis, and Drive files
- Who promised what, and when
- Deal updates in CRMs
- Slack threads and email
- Answers linked to their source
- Meetings booked on your calendar
- CRMs, deals and contacts
- Context that stays current on its own
- Updates shared in Slack