AI Coaching Recommendations

How Sales Intelligence turns your analyzed calls into personalized, prioritized coaching recommendations.

Sales Intelligence (the page at Sales Intelligence in the sidebar, under Insights) looks across your analyzed calls — or your org's term for them — and turns them into coaching recommendations that go beyond any single call's feedback.

Recommendations build up as you analyze more calls. To start adding calls, open Intel (the call analyzer at Intel in the sidebar) and run an analysis.

Sales Intelligence works from calls you've already analyzed. CloseIntel does not record or listen to live calls — you upload a recording or connect an integration, and analysis runs on that audio after the fact.

What the AI looks for

Drawing on your recent analyzed calls, the AI surfaces:

A focus for the period — the single highest-impact area to work on right now (shown as "This Week's / This Month's / This Quarter's Focus" depending on the time range).
Additional insights — secondary patterns and habits, each tagged high, medium, or low priority.
A "Try this" next step — a concrete action attached to your top focus.

Each insight is generated from your own data, so the language and priorities reflect how you sell.

Where it shows up on the page

When you open Sales Intelligence, the AI coaching lives in a few connected cards:

Your Profile — a short AI summary of your selling style, shown at the top once enough calls are analyzed.
AI Sales Trainer — the focus-for-the-period card plus the ranked list of additional insights.
Suggested Training — courses matched to your improvement areas. Selecting one opens it in Arsenal (your training library at Arsenal in the sidebar). If your admin hasn't created any courses yet, you'll see a prompt to browse the library instead.
Training Simulator — a recommended practice drill aimed at your weakest area, plus a Daily Warm-Up. These open the Training Simulator (roleplay practice at Training Simulator in the sidebar, if enabled for your workspace).

Locked previews

Several cards appear blurred with a lock until you've analyzed enough calls. The lock tells you how many more calls are needed. The AI Sales Trainer's coaching insights unlock after a few analyzed calls; deeper cards (described in Skill Progression) unlock as your call count grows.

Tips

Recommendations refresh automatically as you analyze more calls — check back as your call volume grows.
Work one focus area at a time for the clearest results.
Completing a Suggested Training course targets the exact skill the AI flagged.

AI-generated insights are guidance, not absolute truth. Use your own judgment and verify against the underlying calls before acting.