Walk into every call already knowing the prospect
Attach prospect application data to a call before it starts — intake questionnaire responses, form submissions, or any background information. The AI references this from the very first second of the call, giving you a head start on discovery.
Pre-load context for smarter coaching
When a prospect fills out an intake form or application before a sales call, that information is gold. It tells you their challenges, their goals, their company size, and often their budget expectations. Sales Seraph lets you attach this information to a call so the AI has context before a single word is spoken.
During the call, the AI references the pre-loaded information in its coaching suggestions. If the prospect mentioned in their application that they struggle with lead conversion, the AI might prompt you to probe deeper on that topic. This turns passive form data into active coaching intelligence.
How pre-loading works
Before starting a call, paste or type the prospect's application data into the pre-loading field. This can be any text — a form submission, notes from a previous interaction, an intake questionnaire response, or a brief you prepared. The AI parses the content and incorporates it into its coaching context.
The pre-loaded context is available from the very first second of the call. Unlike coaching that builds from the conversation itself, pre-loaded intelligence means the AI can guide you effectively even before the prospect starts talking.
- Attach any text-based prospect information before a call
- AI references pre-loaded data in coaching suggestions
- Context available from the first second of the call
- Works with intake forms, questionnaires, and manual notes
- Combines with live conversation context as the call progresses
How prospect pre-loading improves close rates
Calls where you already know the prospect's situation before they start talking convert at significantly higher rates. The prospect feels understood from the first question, and you waste no time covering ground the application already addressed.
For teams using intake forms or prospect questionnaires, pre-loading turns that data from a static document into an active coaching advantage. Every piece of information the prospect provided becomes a lever the AI helps you use.
Start every call with context
Pre-load your prospect's information and let the AI coach you with full context from the first second. Try Sales Seraph on your next call.
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