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Teams

Your team, call by call

In SmartChat, team owners and managers see the reps' client calls, read-only: the summary, the leads found in the call, the analysis card and the transcript. The manager center has a "now in the team" board that refreshes every 20 seconds, daily or shift targets, a card per rep and a morning email with yesterday's numbers. With "the manager asks" you ask about the team in plain Hebrew and get an answer whose numbers are counted from the calls. Every rep sees, before joining, exactly what managers will see.

What managers see, and what they do not

Read-only, the reps' calls with clients (sales, service, support, retention, consulting and scoping): the analysis card, the summary and tasks, the leads and referrals found in the call, and the full transcript unless the team owner turned it off. Managers cannot change or delete anything of a rep's.

Not internal meetings, interviews or personal meetings, calls a rep marked private, the recordings, what the coach learned about the rep, or the coach's suggestions in the call. A rep reads this before joining and can leave the team at any time.

The tools

  • "Now in the team": who is on a call and since when, its type, company and stage, without what is being said, and today's calls, minutes, score and close attempts.
  • Targets for calls, call minutes, average score and close attempts, per day or per shift, for the whole team or one rep. The rep sees their own target and progress.
  • A rep card for 7, 30 or 90 days: average score, calls, minutes, close attempts, how much of the time the rep talked, the score over time, strong stages and what to improve, and objections not handled.
  • A morning email from 08:00 on the previous day: numbers only, with no call titles or client details, and nothing on a day without calls.
  • "The manager asks": a question in plain Hebrew, answered with a short sentence, a small table and links to the calls. The numbers are counted in the database; the AI only reads the question and words the answer, and wording with a number of its own is rejected in code. Each answered question costs one AI credit, so it is in the plans that include AI credits.

Each rep on their own account

Every team member works on their own SmartChat account, with their own plan and allowances; an account can be in one team. For a sales team, the pricing page has a team plan priced per rep, opened through a form; call centers and large organizations get a tailored quote. SmartChat's interface, transcripts and summaries are in Hebrew; terms said in English inside a Hebrew sentence are kept as they were said.

Questions

Sales team dashboard:
what people ask.

Does the manager hear the call live?

No. The board shows that a rep is on a call, since when, the type, the company and the stage, without what is being said.

Can a rep hide a call?

Yes. A call marked private is not seen and not counted, and on joining a rep can hide all their calls from before.

How does a rep join?

By an email invitation, valid for a week, for one use, and only for the account of the address it was sent to, once its email is verified.

More

Call center AI coach

SmartChat brings its live coach to phone calls made from the computer: the rep talks on the softphone they already use, with a headset, and SmartChat hears both sides, each one separately.

Sales call scorecard

After every sales call or call with a client, SmartChat writes an analysis card in Hebrew: a score from 1 to 10 with its reasoning, an assessment of each of the call's five stages with a quote from the transcript, the objections raised and whether they were handled, and call metrics such as the talk to listen ratio.

Real-time objection handling

In a live call, when the other side asks a question or raises an objection, SmartChat prepares an answer at once, by default without you clicking anything.