A co-pilot that sits in on your discovery calls.
Presale Copilot listens to both sides of the call, transcribes it live, and tells you the next question worth asking. By the time you hang up, the follow-up report is already written.
It reads the room, so you can stay in the conversation.
Instead of scribbling notes and trying to remember your discovery checklist, you get one quiet panel that keeps up with the call. It ranks what to ask next, notices what hasn't been covered, and tracks where the meeting is heading.
The next question, ranked
The reasoner follows the transcript and proposes the highest-value question to ask, sorted by priority and the phase you're in. A gap card appears the moment something important goes unasked, like budget or sign-in.
A checklist that ticks itself
Discovery topics check off on their own as they get answered, with a quiet progress bar per category.
Knows the phase
Small talk, context gathering, negotiation, closing. Suggestions shift to match where the call actually is.
Steer it with a word
Type a note or a command like /focus pricing and the suggestions lean the way you want.
A transcript you can trust
Both sides transcribed as they speak, tuned for calls that switch between English and Ukrainian mid-sentence.
The write-up is done before you close your laptop.
Stop the recording and Presale Copilot turns the call into a structured report on its own. No blank page, no trying to recall who committed to what.
Sorted into sections that matter
Summary, requirements, decisions, risks, commitments, and next steps, each pulled out and organized.
Every point traces back to the tape
Each item carries a timestamp. Tap it and the recording jumps to the exact moment it was said.
Quote-backed, so nobody argues later
Open the quote behind any line to see the client's own words. Export to PDF when you're ready to share.
Your knowledge, on tap
It searches your company docs, past meeting reports, and Confluence in the background and puts the right snippet on screen mid-call, so you can answer the hard question without stalling or promising to "check and get back."
Every call, in one place
Sessions, recordings, and reports stay organized by client and date, so the whole team can pick up exactly where the last conversation left off.
Three steps, and it stays out of your way.
Start a session
Pick the client, drop in a line about what the call is for, and hit record. That context primes the suggestions before anyone joins.
Talk. It listens.
The transcript and suggestions keep pace with the conversation. Nudge it any time with a note or a command like /focus pricing.
Get the report
Stop the recording and the report is generated and saved for you, ready to review, export, or hand to the delivery team.
Bring a co-pilot to your next call.
Presale Copilot runs as a native macOS app. Reach out and we'll get you set up on your team's workspace.
Built by Raccoon Gang for our presale team.