Voice Calling

Mastering the Discovery Call Framework

A systematic approach to uncovering customer needs on every call.

Great discovery calls follow a framework — not a rigid script, but a flexible guide.

Phase 1: Rapport (2 minutes)

Genuine small talk. Find common ground. Set a positive tone.

Phase 2: Situation (5 minutes)

Understand their current state. What's working? What's not?

Phase 3: Problem (5 minutes)

Dig into pain points. Quantify the cost of inaction.

Phase 4: Implication (3 minutes)

Explore consequences. What happens if nothing changes?

Phase 5: Vision (5 minutes)

Paint the picture of success. What does 'solved' look like?

Put This Into Action

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How to Read a Call Transcript

Call transcripts show what the customer asked, what the agent answered, and what to follow up on.

What Happens When a Customer Calls

A step-by-step look at a customer call: from the tap on Call Now to the transcript in your dashboard.

How Voice Calling Works

Customers can call your business directly from your page using their voice. No app download needed.

The agent remembers each customer

On pages that opt in, the voice agent asks the few questions that change its advice, saves the answers to that customer's own profile on that page, and never asks twice. Advice sharpens with every call.

Advice backed by real cases — anonymized

The agent can now offer anonymized stories of how similar customers resolved the same issue — what they did, step by step. Personal details are stripped in code before a case can be stored at all.

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