Live Guidance & Analytics for Sales Teams

01 · System Requirements

Browsers

• Chrome 110+ — required for live mic & speech detection
• Edge 110+ — full parity with Chrome
• Safari 16+ / Firefox 115+ — dashboard & review only
• Live Guidance browser pop-out — Start Live Guidance in a supported Chrome or Edge browser to open a floating guidance window. Keep the original tab open while you work in other tools. Key keeps guidance minimal, Tile shows the Next Best Move, and Column adds depth—all within the same Live Guidance experience.

Operating Systems

• macOS 12+, Windows 10+, ChromeOS, Linux (Chrome/Chromium 110+)

Hardware & Network

• 4 GB RAM min (8 GB recommended), modern dual-core CPU
• Working microphone for live calls
• 5 Mbps down / 2 Mbps up; HTTPS access to *.intellaone.com

02 · Guided Setup

• 1. Create account (~1 min) — Sign in with Google, or create an account with email and password.
• 2. Put in your website (~5 min) — IntellaOne reads your public pages and drafts product knowledge, proof points, and FAQs automatically. Everything lands as a draft for review.
• 3. Upload what you have (~5 min) — Add battlecards, pricing sheets, and FAQs your team already built. Only approved content reaches conversations.
• 4. Share the rep link (~30s) — One unguessable link opens the live call workspace — no login or setup for reps. Drop into Slack, CRM, or onboarding.
• 5. Go live on calls — Reps grant mic permission once; guidance surfaces hands-free.

How guidance works

• Real-time sales execution uses Live Guidance to surface approved team content or research context during a call. Next Best Move is ready-to-say suggested wording; the seller decides what to say. Public-source research requires review before use.

03 · Integrations

Sign-in

• Google account (optional) — OAuth sign-in (Gmail or Workspace). No admin consent required for individual reps.
• Email & password — No Google account needed — create an account with any work email.

Optional

• Salesforce & HubSpot — account, contact, and opportunity context. CRM write-back requires explicit rep initiation or approval: proposal approval authorizes proposal writes, while forwarding notes occurs only after an explicit rep action.
• Zoom (Live) & Google Meet — live and post-meeting transcripts as conversation context
• Microsoft Teams, Gong, Chorus, Claap & Zoom Recordings — prior-call transcripts and insights as live context
• Google Drive, Notion, SharePoint & Confluence — approved documents as cited answer sources
• ZoomInfo — company and contact enrichment as call context
• Slack & monday.com — follow-up commitments and curated insights, delivered to tools you authorize

04 · Security & Privacy

• No stored call audio — Depending on the call mode, speech recognition runs in-browser or audio streams to our speech provider in real time and is discarded after transcription. Audio is never recorded or stored.
• Data handling — Transcript text and deal context generate live guidance and configured analytics. Newly saved connector credentials are encrypted before storage. CRM write-back requires explicit rep initiation or approval: proposal approval authorizes proposal writes, while forwarding notes occurs only after an explicit rep action. Analytics emails contain aggregate counts and a protected evidence link.
• No model training on customer data — Customer data is not used to train or fine-tune models.
• Infrastructure — US-based cloud, PostgreSQL with encrypted connections, HTTPS-only with HSTS & modern headers.
• SOC 2 — Logging, access controls, audit trails in place. Type II audit on Enterprise roadmap.
• Auth — Google OAuth or email/password (scrypt-hashed) + PostgreSQL-backed sessions. Rep share links use unguessable random tokens, scoped to live calls only and revocable.

05 · Plans

Save and Team: $79/user/month. Integrations included on every plan. Enterprise: custom — advanced security, dedicated onboarding, procurement-friendly terms.