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Design your AI Sales Coach

Let’s build your call scoring system in minutes.

Metrix learns how your sales process works, then builds a custom scoring framework automatically based on industry psychology models.

Business Context

Help the AI understand your environment.

Inbound sales
Outbound sales
Appointment booking
Qualification calls
Service with upsell
Mixed

Outcome Definition

Define what success looks like.

Book tour/appt
Close sale
Qualify lead
Collect info
Multi-step funnel
No next step secured
Incorrect pricing
Compliance missed
Customer confusion
Low confidence

Behaviour Importance

Rank what matters most during your calls.

Understanding customer needs
Explaining value
Handling objections
Building trust / Rapport
Following process
Closing

Process Mapping

Upload your existing documentation to seed the AI.

Yes, strictly
Rough structure
No defined process

Compliance & Required Actions

What must always happen on a call?

Collect name
Collect contact details
Explain pricing correctly
Ask discovery questions
Attempt next step
Mandatory disclaimer

Sales Psychology Inputs

Where do your team struggle today?

Discovery / Probing
Confidence
Handling Objections
Closing
Call Structure
Building Rapport
Product Knowledge

Analysing your inputs...

Generating behavioural ontology and scoring weights

Your AI Scoring Frameworks are ready ✨

Based on your inputs, we generated 3 evaluation profiles.

Option A: Conversion Focused

Optimised for revenue-driven environments. Heavily weights closing actions.

Discovery 20%
Value Framing 25%
Objection Handling 20%
Commitment 30%
Rapport 5%

Option B: Coaching Quality

Balanced approach focusing on behavioural quality and retention.

Discovery 25%
Personalisation 20%
Confidence 15%
Commitment 15%
Rapport / Other 25%

Option C: Compliance Hybrid

Process adherence and mandatory checks take priority.

Required Gates Pass/Fail
Process Adherence 30%
Discovery 20%
Value 20%
Commitment 30%

Category Confirmation

Fine-tune the weights for your selected framework.

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%
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Rule Architecture Generated

Here are the operational rules mapped to your scoring weights.

Required / Fails (Gatekeepers)

  • Must attempt booking
  • Must confirm contact info
  • Must explain terms and conditions

Strong Rules (Score Multipliers)

  • Links benefit directly to customer's stated goal
  • Handles objection using structurally empathetic framework
  • Recommends specific package based on discovery

Limiter Rules (Score Reducers)

  • Talks over customer
  • Gives vague or unconfident answers