Co-seller
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Magic-link login. Only allowlisted emails can sign in.
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Sidecar
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Prepare meeting
Import relationship
Import the prospect's relationship export so Matt & Sam are grounded in past meetings and emails.
Account & people
Review and correct what Matt & Sam know about the company and the people in the room. Imported data lands here — edit anything, or add what's missing.
Past meetings
Read-only record of prior calls — transcript, participants, recording.
Email threads
Read-only record of prior correspondence.
Meeting goals
What do you want from this call? Type it, or use the mic to talk it out.
🎙 Talk
Bots
Matt
canvas · ai-face
idle
Send Matt
Leave
Auto-show pages
Surface pages when keywords come up.
Sam
photoreal · liveavatar
idle
Send Sam
Leave
Auto-show pages
Surface pages when keywords come up.
idle
listen
think
speak
neutral
happy
sad
angry
puzzled
Meeting goals
Save goals
Recap vs goals
Coaching
Private nudges from your goals — only you see these, never the bots.
Behavior
Greet on join
Shows a hero greeting when participants arrive.
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Ask Substrata
Ask
Reminders
Quick
Greet
Acknowledge
Recap
Hold
Speak
Send
Live transcript