How to enable real-time call coaching in HelloGrowthCRM
Coach reps live during calls with whisper, monitor, and barge-in. AI also provides real-time talk-track suggestions.
What this guide helps you do
Follow this article when you want a focused, step-by-step path to complete the task without digging through menus.
Need a broader overview first?
Go back to the Calling & Telephony section to browse more guides, compare related tasks, and choose a better starting point.
View all Calling & Telephony guidesReal-time call coaching lets managers monitor or whisper to reps live. The ai-call-coach edge function adds AI-generated talk-track suggestions.
How to use this guide
Read the intro to confirm this is the right workflow, complete the steps in order, then review the common issues and related articles if your setup behaves differently from the standard path.
What you'll need
- •Pro tier or above
- •Twilio or SIP trunk
- •Manager role for monitoring
- •Approved AI cost cap if AI coach
- •15 minutes
- 1
Open Settings → Calling → Coaching
Settings → Calling → Coaching tab.
- 2
Enable monitor/whisper/barge
Monitor (silent), Whisper (rep only hears), Barge (both hear).
- 3
Set who can coach
Owner, Admin, Manager. Custom roles configurable.
- 4
Enable AI coach
Toggle AI Real-Time Coach. Pick provider GPT-4 or Claude.
- 5
Configure AI prompts
Pre-built playbooks: Discovery, Demo, Negotiation, Closing.
- 6
Test on a sandbox call
Two reps fake a call; AI suggestions appear in real-time.
- 7
Coach a real call
Live Calls dashboard. Pick Monitor/Whisper/Barge.
- 8
Send post-call feedback
Timestamped notes on recording. Rep gets in feedback inbox.
- 9
Review coaching impact
Reports → Coaching. Avg deal velocity coached vs non-coached.
Frequently asked questions
Do customers know they're being coached?▾
Whisper inaudible. Monitor silent. Barge audible. Disclose where law requires.
Difference between AI Coach and Post-Call Agent?▾
AI Coach = real-time during. Post-Call = analysis after.
Can I coach SIP trunk calls?▾
Yes — works on Twilio and SIP equally.
Will coaching slow audio?▾
No — separate stream.
How is coaching different from screen-recording?▾
Coaching = audio + AI live. Screen recording captures rep's screen separately.
AI cost per call?▾
Roughly $0.05-0.20 per 10-min call.
Related articles
See it in product
Try it yourself
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Still need help?
If this article does not match your account setup, rollout stage, or edge case, review more guides in Calling & Telephony or contact our team for direct help.
Rushabh leads product strategy at HelloGrowthCRM with a focus on CRM workflows, revenue operations, and practical product design for growing businesses.
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