Connect your tools

Connect the tools your team already uses. Paige reads what she needs for sales coaching and nothing else.

In a demo nothing connects to your tools, and nothing is saved.

4 of 6 connected

Slack
Connected
Sends nudges and review summaries to #sales-coaching
Connected by Dee Morgan
Email
Connected
BCC this address on prospect emails so Paige can see the thread
halden@in.youroperator.ai
HubSpot
Not connected
Pulls deals and contacts so briefs include deal history
Connects with a HubSpot private app token
Google Calendar
Connected
Finds upcoming sales calls. 12 this week.
Next: Northway Home · Tue 2:00 pm
Zoom and Google Meet
Not connected
For calls on the buyer’s own link. What to say next shows in a small window beside the call.
Only calls you pick. The buyer never sees it.
Call room
Built in
Halden-branded video room. Nothing to install.
What to say next, presenting, live docs, signingTest the room

Use a different CRM or video tool? Tell us which one.

What Paige can see

What each tool shares with Paige.

Slack
Only #sales-coaching. What it posts and the replies.
Email
Threads you BCC it on. Nothing else in your inbox.
HubSpotNot connected
Deals, contacts and notes on those deals.
Google Calendar
Title, time and guests of sales calls.
Zoom and Google MeetNot connected
Live audio and recordings of the calls you choose.
Call room
Audio and shared files from calls held there.

Never read: private messages, HR records, anything outside sales.