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Live coach

Sonar

Live coach

A listen-only assistant on the call that surfaces the missing qualifier and the objection you walked past.

/docs/sonar/live-coach13 / 20

Sonar joins a call as a listener and surfaces short, timed cues while you are talking: the qualifier you have not asked, the objection you just walked past, the commitment the other side made that nobody wrote down.

It does not speak, transcribe for the room, or appear to the other participants as anything other than what it is. It is a coach for one person — you.

What Sonar does on a call#

  • Tracks coverage. Which of the things you needed to establish have actually been established, and which are still open with eight minutes left.
  • Catches walked-past objections. The moment where the buyer raised a concern, you answered a different question, and the conversation moved on. This is the highest-value cue it produces.
  • Holds the dossier in reach. If Scout researched this company, its open questions are on screen, and a claim the buyer makes that contradicts the dossier is flagged quietly.
  • Records commitments. Dates, numbers, names and next steps stated out loud, captured as they are said so the follow-up is not written from memory.

Joining a call#

Sonar joins as a participant on the meeting platform. It is visible in the participant list, named for your workspace, and it can be removed by anyone in the meeting.

Joins as
a named participant, visible to everyone
Audio
listen only — never transmits
Video
none
Speech recognition
self-hosted; audio is not sent to a third-party transcription service
Removable
by any participant, at any time

You can start a session from a calendar event, from the account view, or by pasting a meeting link. Starting from a calendar event is worth preferring: it lets Sonar match the attendees to the account and pick up the dossier before the call begins rather than halfway through it.

The cue types#

CueFires whenShows
Missing qualifierA topic your ICP requires has not been covered and the call is past its midpointThe question, phrased so you can ask it as written
Walked-past objectionA concern was raised and the following turn did not address itWhat they said, verbatim, and what it was probably about
ContradictionA statement conflicts with a cited claim in the dossierBoth versions, with the dossier's source and date
CommitmentA date, number, name or next step is stated by either sideThe captured value, editable inline
AirtimeYou have been speaking for an unusually long stretchA single, unobtrusive marker — no scolding, no score

Cues are advisory and they are not scored during the call. Nothing is graded while you are in the middle of talking; that happens afterwards, if you want it, in the practice room.

SettingDefaultEffect
Announce on joinOnSonar posts a short message in the meeting chat when it joins
Store audioOffAudio is processed for cues and discarded; nothing is retained
Store transcriptOnText is retained against the account for the follow-up summary
Transcript retention90 daysConfigurable down to 0 days, in which case only commitments are kept
Participant removalAlways permittedRemoving Sonar ends processing immediately
Set per workspace in Settings. Audio storage cannot be enabled without transcript storage.

With audio storage off — the default — nothing that could reconstruct the conversation as sound exists after the call. That is a deliberate default, not a limitation, and most workspaces should leave it alone.

After the call#

Within a minute or two of the call ending, Sonar produces a short record against the account:

  • Commitments — what was agreed, by whom, and by when.
  • Open questions — what the dossier flagged and the call did not answer.
  • Objections raised — including the ones that were walked past, with the moment they occurred.
  • Evidence updates — anything stated on the call that contradicts or confirms an existing record, offered as a proposed change rather than applied silently.

That last one closes a loop that is normally left open: a buyer telling you their renewal is in March is a window estimate straight from the source, and it is worth more than anything the engine could infer. It is proposed as an evidence record with the call as its citation, and you approve it.

Sonar is a listen-only coach and the transcript quality depends on the meeting platform’s own captions. Where captions are unavailable, cue coverage is reduced and the console says so rather than degrading quietly. Configure it in Settings → Meeting intelligence.

Next: the practice room.