Real-Time Agent Coaching

What if every agent had an expert whispering the right thing to say at the right moment? AgentTech's AI coaching cards appear on screen during calls—helping agents handle objections, stay compliant, and close more sales.

AI-triggered prompts Objection handling Compliance guidance
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What is Real-Time Agent Coaching?

Real-time agent coaching uses AI to listen to live calls and display relevant guidance on the agent's screen at critical moments. When a customer raises an objection, mentions a competitor, or triggers a compliance concern, coaching cards appear automatically with suggested responses and talking points.

Unlike post-call coaching that addresses issues after they've impacted outcomes, real-time coaching helps agents in the moment—when guidance actually makes a difference. It's like having your best supervisor available for every call.

The Coaching Gap: Most supervisors can only monitor 2-3% of calls. Real-time AI coaching provides guidance on 100% of calls, ensuring every agent gets help when they need it—not just the calls you happen to catch.

How AI Coaching Cards Work

Intelligent prompts that appear exactly when needed

1

AI Listens

Our AI transcribes and analyzes the conversation in real-time, understanding context—not just keywords.

2

Trigger Detected

When an objection, competitor mention, compliance topic, or coaching opportunity arises, AI identifies it.

3

Card Appears

A coaching card pops up on the agent's screen with relevant guidance, talking points, or warnings.

4

Agent Responds

Armed with the right information, the agent handles the situation confidently and effectively.

Types of Coaching Cards

Customizable prompts for every situation

Objection Handling

When customers say "it's too expensive," "I need to think about it," or other common objections, agents see proven response frameworks.

Example: Customer says "I'll call you back" → Card shows: "Schedule specific callback time to maintain engagement"

Competitor Responses

When competitors are mentioned, agents see competitive positioning, key differentiators, and compliant comparison talking points.

Example: Customer mentions "Humana" → Card shows: comparison points and unique benefits to highlight

Compliance Warnings

When agents approach compliance boundaries or use prohibited language, they receive immediate warnings to self-correct.

Example: Agent says "guaranteed" → Card warns: "Avoid guarantee claims. Rephrase as 'designed to provide...'"

Product Information

When specific products or features come up, agents see accurate details, benefits, and talking points without searching.

Example: Customer asks about dental → Card shows: plan details, costs, and coverage highlights

Best Practice Prompts

Remind agents of proven techniques at key moments—discovery questions to ask, benefits to highlight, closing approaches.

Example: After benefit explanation → Card prompts: "Ask: 'Which of these benefits is most important to you?'"

Required Disclosures

Remind agents to deliver required statements and disclosures at appropriate points in the call flow.

Example: Before enrollment → Card prompts: "Confirm SOA and deliver required Medicare disclaimer"

The Impact of Real-Time Coaching

When agents get help in the moment, outcomes improve across every metric that matters.

  • Faster ramp time – New agents perform like veterans sooner
  • Higher conversion – Better objection handling closes more sales
  • Fewer compliance issues – Real-time warnings prevent violations
  • Consistent messaging – Every agent delivers your best pitch
  • Agent confidence – Help available means less stress and burnout

Real-Time vs. Post-Call Coaching

Impact on Current Call
Post-Call: None
Real-Time: Immediate
Compliance Prevention
Post-Call: After violation
Real-Time: Prevents
Call Coverage
Post-Call: 2-5% sampled
Real-Time: 100%

Ready to Coach Every Call in Real-Time?

Give every agent expert guidance on every call. Included at $50/seat.

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