Available todayUsed for sales call review
Ask about any customer, get the evidence.
Ask about a customer, a week or a rep. The answer comes from your own calls and texts, with the moments behind it, and ends in a proposed next step.
Not confirmed in the available evidence. Danny offered Saturday at 12:30 at 0:58. Trevor said Saturday could work at 1:12, then Danny promised to text the details at 1:16.
No confirmation is visible in this thread. Proposed next step: ask Trevor to confirm the time.
What manager assistant is
A manager assistant lets a manager investigate the team's own conversations by asking a question in plain language and getting an answer that shows its sources. In Pinpoint, answers are drawn from the published calls and texts in the range you are looking at, every claim carries the moment it came from, and the assistant proposes a next step for a person to approve instead of acting on its own.
Available today for cited answers and proposed next steps across your published calls and texts.
How it works
- 01
You ask in plain language
Ask the way you would ask a person: what happened with the renewal quote from Tuesday, which calls showed clear interest and no next step, what the team says when a customer brings up price. No query builder and no report to set up.
- 02
It reads your own conversations
The answer is built from your team's published calls and texts in the range on screen, not from general knowledge about selling. Counts come from the same numbers the dashboard shows, and quoted moments come from the recordings and threads themselves.
- 03
Every claim is cited
Each part of the answer carries the call or thread behind it. Open a citation and you are in the conversation at that second, so you can agree or disagree with the answer on the evidence instead of on the tone of the writing.
- 04
You decide the next step
The assistant ends with a proposal: the customer to call back, the thread to answer, the rep to sit with. It writes nothing to your CRM, sends nothing to a customer and takes no action. Today it proposes, and a person acts.
What a manager sees
- A written answer with the calls and threads it came from.
- Citations you can open and hear at the exact moment.
- A proposed next step for the customer or the rep.
- A saved thread of the questions you asked this week.
Questions about manager assistant
Something else? Ask on a walkthrough.
What can I ask it?
Anything you would ask a manager who had heard every call: what happened with a particular customer, which conversations showed clear interest and no next step, how your team handled price this week, what is still waiting on a reply. The answer comes back with the conversations behind it and a proposed next step.
Does it ever act on an answer?
Not today. It proposes a next step and stops there. It cannot write to a CRM, send a text or place a call in this version, and when approved actions arrive they will run only on the approvals and permissions your team sets. A proposal and an action are deliberately two different things.
Can the assistant be wrong?
It can miss things, which is why every claim carries its evidence. If the assistant finds no example of something, that does not prove it never happened; it means nothing matching turned up in the conversations it can see. Open the citations and judge the answer on the moments, not on how confident it sounds.
Does it know anything outside my team?
No. It answers from your team's own published calls and texts inside the range you are looking at. It is not a general chatbot with opinions about selling, and it will not tell you what other companies do. If your conversations do not cover a question, the answer says so.
Do the numbers match the dashboard?
Yes. Counts in an answer come from the same snapshot the dashboard uses for the range you have selected, so the assistant and the screen never disagree with each other. The quoted moments come from the conversations themselves and are there to show you where a number came from, not to recalculate it.
Go deeper
How to review your team's sales calls without listening to all of them
A repeatable sampling routine for sales managers: choose a question, review relevant excerpts and expand to the full recording when context is missing.
Coaching and training · 7 min readThe four numbers a sales manager should see every morning
Four daily numbers that tell a sales manager what happened on the phones yesterday and what to fix before the day fills up.
Follow-up and workflows · 7 min readScorecards versus evidence: why coaching from the recording beats coaching from the score
Use scores to decide where to look and the recording to do the coaching, because a rep will negotiate a number and will not negotiate with their own voice.
Coaching and training · 7 min read
See it on your own calls and texts.
A 30-minute walkthrough with a person who can answer questions, then a free review of your own calls.