| Username | Name | Role | Actions |
|---|
| Rep | Role | Level | Rounds | Avg score | Booked | Top scenario |
|---|
A fixed, ordered curriculum for new hires β each step unlocks only after the one before it is completed (with the required score, if set).
The left sidebar has three tabs: Calls (regular inbound scenarios), Objections (specific pushback moments like price objections or "not all owners present"), and Leads (outbound callbacks to web form submissions). Click any scenario to load it. Pick a difficulty β Easy, Medium, or Hard β right above the scenario list; it changes how cooperative or resistant the AI customer is.
Text mode: type your response, or tap the ποΈ mic button next to Send β it listens hands-free and auto-submits when you stop talking, then keeps listening for your next turn automatically. Tap it again anytime to turn it off.
Phone mode: fully voice β tap the big mic to answer, and it handles the whole back-and-forth hands-free, just like a real call. Tap the mic to mute/unmute anytime.
β οΈ Voice features require Chrome. Other browsers have limited or no support.
Off by default β you (the CSR) greet first, like a real inbound call. Turn it ON to skip the greeting and have the AI customer speak first instead, so you can jump straight into practicing responses. (Lead-mode calls always have the CSR speak first regardless of this setting, since those are outbound callbacks.)
Turn this ON and the app picks a random scenario for you without telling you which one β no title, no checklist hints, nothing that gives it away. Forces you to listen and adapt in real time instead of preparing for a known scenario. The scenario is revealed once you end the call.
OFF (default): no interruptions during the call.
ON: a feedback bubble appears after every turn β scores + a coaching note.
With live coaching off, Scoring still happens silently in the background, and when you hit "End call & save," you get the full turn-by-turn coaching breakdown all at once.
The right-hand panel shows the specific steps for whatever scenario you're on (e.g. property type, address, ownership) β they check off automatically as you cover them in conversation. The orange box below it states your goal for the call (usually booking an inspection). There's also a quick pricing reference at the bottom for common services.
Click "End call & save" (or hang up in phone mode) when you're done β this saves the full transcript, your average score, checklist completion %, and whether you booked the inspection. You'll see a summary popup, and everything is saved permanently to your History.
"βΊ New call" just discards the current session and starts fresh without saving β use "End call & save" instead if you want it recorded.
Every completed call earns XP based on your score (plus a bonus for scoring 90+). Levels go up to 99 β check your progress bar in the sidebar under "Level & mastery." Separately, each scenario tracks a mastery count: score 90+ on the same scenario 20 times and it's flagged "mastered." Your level and mastery follow you everywhere β sidebar, top bar, leaderboard, and the manager dashboard.
Shows every call you've completed β your score, checklist %, and whether you booked, plus a full expandable transcript with coaching notes for each one. Good for reviewing your own progress or revisiting a tough call.
Use the Training path selector in the sidebar to switch from CSR calls to full in-home sales appointments. Comfort Advisor sessions score rapport, comfort discovery, home assessment, solution presentation, financing, IAQ opportunities, objection handling, and commitment closing.
Team-wide view: every rep's level, rounds completed, average score, and bookings, plus every completed call across the whole team with expandable transcripts. The "Manage team" panel at the top lets you add reps, edit their username/name/password, or remove them entirely β no code changes needed.
- Always use Chrome for voice features to work.
- The server sleeps after 15 min of no use (free hosting) β the first load of the day can take 30-60 seconds to wake up. That's normal.
- Mic permission is tied to this exact web address β if it stops working after an update, check Chrome's address-bar permissions.
- Your progress (level, history, team data) is saved permanently as long as the database is connected β ask your manager if you're not sure.