Coach: scorecards and callbacks for each caller

Calling > Coach has one card per caller for the last 7 or 30 days, in Singapore time. It is counted from your softphone calls and call logs, so it costs nothing.

What it counts. Dials and dials per calling day; answered calls (this includes voicemail and phone menus); conversations, meaning calls of a minute or more, and how many ran over two minutes; median talk time and talk time per day; appointments, meaning contacts moved to Appointment Scheduled; calls to numbers that are not contacts in HuntSales; conversations with no call log; follow-ups set and how many were called by the day after they fell due; overdue follow-ups on the caller's contacts now; and unanswered dials hung up within 15 seconds.

Work on this. Plain-language tips appear when a habit is costing results, for example many calls to numbers outside HuntSales (their outcomes, follow-ups and Do Not Call requests are lost), conversations left unlogged, follow-ups missed, or calls hung up before they could be answered. The card also names the best part of the day to call when one clearly stands out.

Call back first. Prospects whose latest call of a minute or more was tagged connected or callback, and whom nobody has called or logged since, longest conversations first. Not Interested, Do Not Call and booked contacts are left out. Prospects marked Not assigned are in nobody's follow-up list until someone takes them.

Who sees what. A member with See all calls (or the Super Admin) sees every current caller; a caller sees only their own card. Client logins do not see the Coach tab. Removed members are not shown.

AI Call Coach. The Super Admin switches it on with Set up the coach at the top of the Coach tab, chooses who it coaches (every caller, including anyone added later, or only the callers ticked; each caller's card then shows AI coach on or off), and writes the playbook: the key facts callers must get right, what they must never say, and what a good call always does (Start from a template fills in an outline that suits any business, with [bracketed] blanks to replace, and the coach will not switch on until every blank is filled; Draft from my script turns a pasted call script, FAQ or price sheet, or a PDF, into a first draft to check before saving, for 2 AI credits; nothing needs training). From then on every recorded softphone call of 30 seconds or more is checked against the playbook, usually within a few minutes of hanging up. The caller gets a pop-up on screen with an Open button (while HuntSales is open), a bell notification, and a card under Your coaching: what they said, why it matters and what to say instead, one thing done well and one tip, and presses Got it once read. Anything marked Fix now (wrong facts, something on the never-say list, a promise the playbook does not support, or ignoring a request to stop calling) also goes to the Super Admins. Managers with See all calls see the team's latest cards and, on each caller's card, how many calls were checked and the average score out of 2 on opening, questions, value, objections and next step. Each checked call costs 2 AI credits; calls under 30 seconds and calls on personal phones are never checked. The coach is included on Hunter and Apex, the plans with calling. The coach reads the call transcript, so a word misheard by the transcription can occasionally lead to a wrong correction: treat it as coaching, not a verdict.