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DU

Demo User

demo@localhost

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AI Connection

Connect your Claude Max or Pro plan to power live coaching cues, call analysis, and AI insights without separate API credits.

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Active model tiers

ChatGPT AI Connection
Codex

Connect a ChatGPT subscription to power compatible call analysis, summaries, drafts, and coaching insights without an OpenAI API key.

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ChatGPT subscription limits still apply. Live streaming and agent tool-use continue through the existing Claude provider; embeddings remain configured separately below.

AI Workflow Routing

Pick one general default, then override only the sales workflows that benefit from a faster or deeper model. If a preferred subscription is temporarily unavailable, the job safely falls back to its native Claude tier.

Semantic Search
Optional

Claude powers all coaching and analysis with no extra setup. Adding an embedding key upgrades “Ask your calls” from keyword search to semantic (meaning-based) search across your call history. It's entirely optional.

Search mode

Keyword search (default)

Keyword

Email Sending
Optional

Connect your email service to send follow-up emails straight from a call — no copy/paste. Works with Gmail, Google Workspace, Brevo, or any SMTP relay (ActiveCampaign, Mailgun, Postmark, SendGrid…).

Sending

Not connected — Send is disabled, drafts can still be copied

Off

Scoring Methodology

The frameworks the coach can score your calls against. When a call is analyzed, the Master Coach automatically picks the best-fit methodology for that conversation from this list. Select one below to review its scoring dimensions and weights.

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