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AI-powered insights to help you convert

Convert Assist turns your sales conversations with leads into actionable next steps, ready-to-use follow-up messages, and coaching to help you convert.

Start a 14-day free trial

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Clear next steps for every lead to increase conversion.

Action plan provides you with the next steps to convert a lead or assist a customer. These AI-generated next steps are based on your last interaction so you can jump right back into any conversation, any time.

Ready-to-send messages for quick re-engagement.

Smart follow-up gives your team customized messages to help you close the deal. Use in an email or text with just a few clicks, or to guide a call back conversation without having to refer to notes.

Custom coaching for better conversations.

Call coaching delivers feedback on what went well and what to improve after every conversation. Elevate team performance and customer experiences automatically without reviewing every sales call.

Celebrate 2025 with Convert Assist for $25

Limited time offer ends 01/17/25.

Start closing more deals today with Convert Assist’s AI-powered coach, writer, and assistant. Try it all free for 14 days.

Convert Assist

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Action plans. Clear next steps for every lead.

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Smart follow-up. Ready-to-send messages.

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Call coaching. Guidance for better conversations.

Starts at

~~$30~~

$25

/mo*

plus additional usage

Start free trial

*All plans include Call Tracking starting at an additional $50

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FAQ

What do I need before I use Convert Assist?

Convert Assist requires a CallRail Call Tracking account. Once you’re subscribed, you’ll turn on call recording for the tracking phone numbers where you’d like to get conversational AI assistance. From there, let the calls roll in. Convert Assist insights will be generated automatically for recorded conversations going forward.

What if I need more analysis minutes?

There are two plan options for Convert Assist with different included analysis minutes. You can change plans at any time as an administrator on your account.

If you exceed your inclusions, we’ll continue to generate insights on your calls and you’ll be billed at the “Additional Usage” rates on your current plan. If you’d like to discuss custom pricing for high-volume usage above the existing plans, reach out to a member of our sales team.

How do you ensure accuracy in analyzing our calls?

First, each call is recorded with dual-channel recording. This means we’ve separated the caller’s side of the audio from your agent’s side of the audio and isolated background noise before our system transcribes the call. This recording is used to then generate content personalized to the specific lead and call using conversational AI tools. Read our blog post with CallRail CPO Ryan Johnson and AssemblyAI Founder and CEO Dylan Fox about AI speech recognition and our partnership with AssemblyAI.