One useful next move
The newest suggestion stays at the top, with earlier guidance available for context.
Real-time call coaching
Real-time AI sales coaching during live calls
Real-time AI sales coaching gives a rep guidance while the prospect is still on the line. Trellus runs beside supported calls in your CRM, shows a live transcript, keeps the newest suggestion on top and adds pace and talk-time cues.
Trellus helps reps adjust during the conversation—while there is still time to ask a better question, slow down, or handle the next objection.
See it during the call
Watch Trellus coach a live sales call
This short walkthrough shows how Trellus surfaces useful guidance while a rep is still speaking—not after the call is over.
Guidance arrives in the moment it can still help.
The transcript and conversation cues stay beside the call.
The rep remains the person having the conversation.
Inside the live call
Useful context, without another tab hunt
Keep the signals a rep can act on close to the conversation.
A live transcript
Follow the conversation as it happens and open call details when it ends.
Pace and talk time
See whether the rep is speaking faster than the prospect and how much of the call they are taking up.
Prospect context
Keep the prospect record and previous-call context beside the current conversation.
Set up for your team
Where guidance appears, and who controls it
Admins decide how live coaching shows up for each team.
Choose where guidance appears
Show matched script guidance in the Trellus coaching sidebar or as an in-page teleprompt in the dialer.
Turn it on per team or rep
Hide live coaching feedback for a team and turn it back on for individual reps.
Coach in five languages
Live transcription and coaching run in English, Spanish, French, German or Dutch, or Trellus detects the language.
Whisper from the Salesfloor
A manager can request a whisper; once the rep accepts, only the rep hears the manager.
Your playbook, live
Coach the moments your team actually cares about
Generic advice is easy to ignore. Trellus lets a manager describe the call moment, the behavior to reinforce, and the reps or prospects the guidance is meant for.
Call moment
A pricing objection appearsDiscovery, competitor mention, pricing, or another part of the call.
Rep behavior
Clarify the current cost firstDefine the question, point, or next move that should appear.
Audience
North America SDR teamApply guidance to the full team or a specific subteam.
Prospect match
Growth-stage accountsUse relevant CRM fields when a script should fit a particular segment.
How it works
From a supported workflow to a better next question
Four straightforward steps keep the rep focused on the live conversation.
Choose the workflow
Start in a supported sales platform and confirm the current fit.
Set the guidance
Describe the call moments and behaviors your team cares about.
Make the call
See context, transcript, conversation cues, and relevant guidance while speaking.
Review the details
Open the call record afterward for follow-up and coaching.
Choose the right job
Real-time coaching vs. post-call analysis vs. AI roleplay
The right tool depends on when your rep needs help.
Real-time coaching
Use Trellus when reps want useful help while a live prospect conversation is still in progress.
See the live workflowPost-call analysis
Review the conversation afterward and use team activity to decide what to work on next.
Watch the analytics walkthroughAI role-play
Use simulated practice when a rep needs to rehearse a scenario without a prospect on the line.
See AI sales roleplayComparing coaching tools? See Trellus vs. Balto and Trellus vs. Cresta, or compare Trellus plans.
Customer experiences
What customers say about coaching.
“The tool has been full of positive surprises, particularly its AI-powered call summaries and coaching insights. These features provide actionable visibility into rep conversations and identify meaningful opportunities to coach, develop, and improve their skills.”
Haleigh WellrichSales Training Manager · Pacific Rim Capital, Inc.
“Paired with real-time call analytics and coaching, it gives me immediate, actionable feedback that helps me improve with every conversation.”
Brandon MacerSr. ENT SDR · AppOmni
Questions
Real-time call coaching FAQ
What is real-time AI call coaching?
Real-time AI call coaching gives a rep relevant guidance while a conversation is happening. In Trellus, that can include the newest coaching suggestion, a running transcript, prospect context, pace, and talk-time cues.
Does Trellus coach reps during or after the call?
The coaching appears during supported live calls where Trellus is enabled. Reps can open call details after the conversation as part of the follow-up and review workflow.
Can Trellus suggest what to say during an objection?
Yes. A manager can create guidance for an objection, competitor mention, pricing discussion, or another call moment by describing what the rep should do next.
Can managers customize the coaching?
Yes. Teams can describe the call moment and the behavior they want, apply guidance to a team or subteam, and narrow scripts with relevant CRM fields.
Does Trellus work with our sales platform?
Trellus works with a growing set of sales platforms and calling workflows. Browse the integrations directory for the current platform list and how Trellus works with each one.
Is real-time coaching the same as AI role-play?
No. Real-time coaching helps a rep during a live prospect conversation. AI sales roleplay is for practicing before a real call. They solve different problems.
How is real-time coaching different from conversation intelligence?
Conversation intelligence reviews calls afterward. Real-time coaching appears while the call is happening. Trellus does both: live guidance during the call, then call review and team analytics afterward.
Can real-time coaching distract reps?
Trellus keeps the newest suggestion at the top, with earlier guidance below it for context. Admins choose where script guidance appears and can turn live coaching off for a team.
Does real-time AI coaching replace sales managers?
No. Managers write the guidance for each call moment, team or CRM segment, and can whisper to a rep from the Salesfloor during a live call.
What languages does live coaching support?
Teams can choose English, Spanish, French, German or Dutch, or let Trellus detect the language.
Which plan includes real-time coaching?
Customizable AI research and real-time coaching are part of the Business plan, with team analytics and conversation intelligence. Compare plans.
Help reps improve the call they are on
See how Trellus can turn your sales playbook into useful guidance during live conversations.