CallProof AI

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CallProof AI

What is CallProof AI?

CallProof AI is your in-app sales assistant. Ask questions about accounts, leads, routes, tasks, calls, and team activity; get help writing emails and SMS; and use suggested prompts for field guidance.

AI is available only when enabled for your company and user. If the AI button is missing on Home, contact your administrator.

How to navigate

Mobile Home → top navigation AI Opens CallProof AI (Sales Coach) full screen.

Other entry points:

  • Accounts / Contacts / People → Message or Email → AI draft popup (when enabled)
  • Member Detail → Message → AI SMS help (when enabled)
  • Appointment / notes flows → AI help for notes or messages (when enabled)
  • Floating AI button on some screens (when chatbot is enabled)

Using CallProof AI

  1. Open Mobile Home.
  2. Tap AI in the top navigation.
  3. If prompted, choose whether to resume your last AI chat.
  4. Pick a suggested category/prompt, type a question, or use voice.
  5. Review the AI response in the chat.
  6. Take action from results when shown (open account, task, route, call, message).
  7. Use Chat history to reopen past chats, or New chat to start fresh.
  8. Tap Back to return to Home.

AI button (Home)

What is AI button (Home)?

The AI button is the top shortcut on Mobile Home that opens CallProof AI.

How to navigate

Mobile Home → tap AI (top navigation)

Using AI button (Home)

  1. Open Home after login.
  2. Tap AI in the top bar.
  3. CallProof AI opens full screen.
  4. If the button is hidden, AI is not enabled for your user/company.

Features include

  • Home shortcut – Fast access from the dashboard.
  • Full-screen AI – Opens Sales Coach chat.
  • Enablement dependent – Shown only when AI is turned on.
  • Internet required – Needs a connection to open AI.

Sales Coach chat

What is Sales Coach chat?

Sales Coach chat is the main CallProof AI screen where you ask questions and get answers based on your CallProof data and prompts.

How to navigate

Mobile Home → AI → Sales Coach chat screen

Using Sales Coach chat

  1. Open CallProof AI.
  2. Read the greeting (“What can I help with?” or assistant welcome).
  3. Choose a prompt category or type your own question.
  4. Send and review the response.
  5. Continue the conversation or start a new chat.

Features include

  • Chat conversation – Question and answer thread.
  • Welcome title – “What can I help with?” for CallProof AI.
  • Scroll to bottom – Jump to the latest message when needed.
  • Actionable results – Open accounts, tasks, routes, and more from answers when shown.
  • Manager extras – Managers also see Team Management prompts.

Assistant picker

What is Assistant picker?

Assistant picker lets you switch between CallProof AI and other configured assistants from the AI header.

How to navigate

CallProof AI → tap assistant name in the top header

Using Assistant picker

  1. Open CallProof AI.
  2. Tap the assistant title (for example CallProof AI).
  3. Choose an assistant from the menu.
  4. The greeting and available prompt chips update for that assistant.
  5. Start chatting with the selected assistant.

Features include

  • CallProof AI default – Built-in sales coach assistant.
  • Custom assistants – Company-configured assistants when available.
  • Default selection – Opens the assistant marked as default.
  • Prompt visibility – Suggested prompt categories show for CallProof AI; other assistants may hide category chips.

Suggested prompts

What are Suggested prompts?

Suggested prompts are one-tap starter questions on CallProof AI, grouped by sales category.

How to navigate

CallProof AI → tap a category chip → tap a prompt

Using Suggested prompts

  1. Open CallProof AI.
  2. Tap a category such as Lead Generation, Route Tracking, or Task Tracking.
  3. Choose a suggested question.
  4. AI sends that prompt and returns an answer.
  5. Or type your own question instead.

Features include

  • Lead Generation – Find new leads by industry, miles, or zip.
  • Route Tracking – Ask what’s next on your route.
  • Task Tracking – Today’s tasks, missed appointments, overdue follow-ups.
  • Account Management – Accounts needing follow-up or not contacted recently.
  • Client Insights – Neglected clients needing visits.
  • Calls & Messages – Recent calls, missed calls, transcripts, CallProof Voice counts.
  • Team Management – Manager-only prompts for team activity and appointments.
  • Role-based lists – Managers see Team Management; reps see the standard set.

Text chat

What is Text chat?

Text chat lets you type a question into CallProof AI and send it for a response.

How to navigate

CallProof AI → message box at bottom → type → Send

Using Text chat

  1. Open CallProof AI.
  2. Tap the message input field.
  3. Type your question.
  4. Tap Send (paper plane).
  5. Wait for the AI reply in the chat list.

Features include

  • Message input – Bottom text field for questions.
  • Send button – Appears when you have text to send.
  • Follow-up questions – Continue in the same chat thread.
  • Works with prompts – Use typed questions or suggested prompts.

Speech to text

What is Speech to text?

Speech to text uses the mic on CallProof AI to dictate your question into the chat input.

How to navigate

CallProof AI → mic button next to the message box

Using Speech to text

  1. Open CallProof AI.
  2. Tap the mic button.
  3. Allow microphone / speech permission if prompted.
  4. Speak your question.
  5. Review the transcribed text, edit if needed, then send.

Features include

  • Mic button – Dictation shortcut beside the input field.
  • Speech recognition – Converts spoken words to text.
  • Editable draft – Fix the transcript before sending.
  • Permission required – Needs mic access on the device.

AI Voice

What is AI Voice?

AI Voice starts a spoken conversation with CallProof AI from the Sales Coach screen (when AI Voice is enabled).

How to navigate

CallProof AI → Voice button (black mic / AI Voice icon)

Also: Settings → AI Voice toggle (when available)

Using AI Voice

  1. Confirm AI Voice is enabled in Settings (if shown).
  2. Open CallProof AI.
  3. Tap the Voice button.
  4. Speak with the assistant.
  5. Return to text chat when finished.

Features include

  • Voice button – Starts voice mode from the chat screen.
  • Hands-free help – Useful while driving between stops (follow local laws).
  • Settings control – Can be toggled in Settings when AI is enabled for your company.
  • Separate from mic dictation – Voice mode is a conversation; mic is for typing by speech.

New chat

What is New chat?

New chat clears the current conversation so you can start a fresh AI session.

How to navigate

CallProof AI → New chat button (top bar) or Chat history → New chat icon

Using New chat

  1. Open CallProof AI.
  2. Tap New chat (pencil / new chat icon).
  3. The screen resets to the welcome prompts.
  4. Ask a new question.

Features include

  • Fresh session – Starts a clean conversation.
  • Available from header – New chat on the AI screen.
  • Available from side menu – Start new chat from history menu.
  • Keeps assistant – Stays on the selected assistant unless you change it.

Chat history

What is Chat history?

Chat history is the side menu for past CallProof AI conversations. Search, reopen, pin, or archive chats.

How to navigate

CallProof AI → open side menu (back / edge swipe) or swipe from the left edge

Using Chat history

  1. Open CallProof AI.
  2. Open the side menu.
  3. Search or scroll your chat list.
  4. Tap a chat to reopen it.
  5. Use New chat to start a fresh session.
  6. Pin or archive chats when those options are available.
  7. Swipe left or dismiss to close the menu.

Features include

  • Past chats list – Previous AI conversations.
  • Pinned chats – Keep important chats at the top.
  • Search – Find chats by keyword.
  • Archive – Move chats out of the main list.
  • Profile footer – Shows your name/photo in the menu.
  • Pagination – Loads more history as you scroll.

Resume last chat

What is Resume last chat?

Resume last chat asks whether to continue your previous AI conversation when you reopen CallProof AI from Home.

How to navigate

Mobile Home → AI → “Do you want to resume your last AI chat?”

Using Resume last chat

  1. Tap AI on Home.
  2. If a previous chat exists, CallProof asks to resume.
  3. Tap Yes to continue the last conversation.
  4. Tap No to start without restoring that session.

Features include

  • Resume prompt – Shown when a prior AI chat has content.
  • Yes / No choice – Continue or start fresh.
  • Saves time – Pick up where you left off in the field.

Email AI assistance

What is Email AI assistance?

Email AI assistance helps you draft or improve email text before sending from accounts, contacts, or related screens.

How to navigate

Accounts / Contact / People → Email → CallProof AI popup (when AI is enabled)

Using Email AI assistance

  1. Start an email from an account or contact.
  2. If AI is enabled, the CallProof AI popup opens.
  3. Enter what you need help with (or edit the draft).
  4. Tap Submit to generate AI text.
  5. Review, edit, save as template if available, then send or use the text.

Features include

  • Need AI Assistance? – Placeholder when the draft is empty.
  • Submit – Generate AI email content.
  • Edit draft – Change the text before sending.
  • Save / Use Template – Save or reuse AI email text when available.
  • Enablement required – Needs AI (and chatbot where applicable) turned on.

SMS AI assistance

What is SMS AI assistance?

SMS AI assistance helps you draft or improve text messages before sending from accounts, contacts, people, or Member Detail.

How to navigate

Message action on account/contact/people/member → CallProof AI SMS popup (when AI is enabled)

Using SMS AI assistance

  1. Tap Message from an account, contact, person, or teammate.
  2. If AI is enabled, the CallProof AI popup opens.
  3. Describe what to say or edit the draft.
  4. Tap Submit to generate the message.
  5. Review, edit, then send via the SMS composer.

Features include

  • AI SMS popup – Draft help before the device message screen.
  • Submit / edit flow – Generate, then refine the text.
  • Works from Teams – Available on Member Detail Message when enabled.
  • Fallback – If AI is off, the normal SMS composer opens instead.

AI feedback

What is AI feedback?

AI feedback lets you rate Sales Coach answers so CallProof can improve response quality.

How to navigate

CallProof AI → after an AI reply → feedback controls (for example thumbs up/down)

Using AI feedback

  1. Ask a question in CallProof AI.
  2. Review the AI response.
  3. Submit feedback when the rating controls appear.
  4. Continue chatting as needed.

Features include

  • Response rating – Mark helpful or not helpful answers.
  • One feedback per response – Avoids duplicate ratings on the same reply.
  • Quality improvement – Helps refine future AI answers.

AI settings toggles

What are AI settings toggles?

AI settings toggles in Settings control whether AI tools, AI Voice, and Prompt AI appear for your user (when your company allows AI).

How to navigate

Mobile Home → Settings → AI-related switches

Using AI settings toggles

  1. Open Settings.
  2. Find AI-related rows (Enable AI, AI Voice, Prompt AI, Virtual Assistant when shown).
  3. Turn switches on or off as needed.
  4. Return to Home and open AI to confirm the change.

Features include

  • Enable AI – Turns CallProof AI features on/off for your user.
  • Enable AI Voice – Controls voice conversation access.
  • Enable Prompt AI – Controls prompt-related AI options.
  • Virtual Assistant – Opens assistant/prompt management when your role allows.
  • Company gate – Company must enable AI before these options work.
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