What a real-time AI meeting assistant does during the call
In technical sales, the hard question is often an exception: a supported version, a condition in a price list, a service the proposal excludes. A real-time AI meeting assistant can pull up the relevant passage while you are still talking to the customer. Thalassa searches the knowledge base you prepare and shows a suggested answer with its source. You decide whether that source supports what you are about to say.
When you evaluate an AI meeting assistant with live answers, look past how fluent the answer sounds. Can you see which document it used? Can you verify the condition that changes the answer? Does the answer arrive soon enough to help without pulling your attention away from the buyer? See how Thalassa Assistant works.
Start with the questions your team currently takes offline
| Buyer asks | Bring to the call | Check before replying |
|---|---|---|
| "Will this work with our installed model?" | Current compatibility table and product specification | Model, version and any stated limitations |
| "Does that discount apply to renewals?" | Approved price list and eligibility rules | Whether the offer covers this customer and contract type |
| "Is installation included in the quote?" | The proposal and scope of work | Inclusions, exclusions and anything still awaiting approval |
These are illustrative situations. They use documents you add yourself and do not demonstrate an ERP integration. Prepare the relevant documents before you test.
A price exception makes a useful first test
Illustrative example: your sample price list offers a discount on new contracts, and the buyer asks for the same terms on a renewal. A good answer keeps the eligibility condition and points you to the source. A confident "yes" without that condition fails the test.
Run the same exercise with an outdated price list, with conflicting versions, and with a question whose answer is missing. Record what the assistant actually returns. If the documents don't settle the question, the rep should agree on a follow-up and not turn a suggestion into a commitment.
A practical pilot before you roll it out
- Choose one product line and the questions your reps hear most often. Keep the first test small enough to check every answer.
- Select current, approved documents. Give someone ownership of removing old versions and resolving contradictions.
- Run mock calls with a straightforward question, an exception and a question the documents cannot answer. Ask a colleague to check the cited passages.
- Record whether each answer is supported, how long verification takes and whether the rep can keep listening. Count setup time and corrections.
- Decide which questions the team may answer from the material and which go to escalation. Expand only if the trial supports it.
Use the pilot to assess the workflow in your own team, including the questions that still need a follow-up.
Is this the real-time sales coaching software your team needs?
If you are comparing real-time sales coaching software, first write down the task you want it to do. Some teams need live objection prompts. Others need manager scorecards, call libraries or CRM automation. Thalassa's relevant offer here is help from your own documents during a conversation. Evaluate that workflow directly, and check the current product and plan details for anything else you require. A category label does not prove feature parity.
An AI meeting assistant for consultants, too
A consultant may need to check whether an agreed deliverable is in the statement of work, or which assumption a client report used. The same habit of checking the source applies. An AI meeting assistant for consultants is useful when it makes the supporting information easier to find and verify during the meeting. Explore Thalassa for client advisory calls.
Before you try it
Does an AI bot join the meeting?
No. Thalassa runs alongside the call on your computer and shows suggestions on your screen. No participant bot is added.
Does everything stay on my device?
Document search is local. Live transcription and answer generation use cloud services. Read the current data-flow explanation before you add confidential material. How Thalassa handles data.
What if our product information is incomplete?
Assign someone to fix the source material and define an escalation path. An assistant cannot make an undocumented commitment safe to quote.
Bring one question your team had to postpone
Pick the question and the documents that contain the answer. Then test whether you can find and verify it during a call.