TL;DR
- A good live tip is one manager-authored line written in advance, not text generated on the fly: during a call you select a wording, you do not invent one.
- Start with 10 to 15 triggers, not a hundred: the truly common objections, the price moment, competitor mentions and mandatory sentences.
- Take the wordings from the best source there is: your own team's successful calls, as identified by the analysis layer.
- A living library is tuned with data: which tips get used, which get skipped, and what happens to call scores after every change.
The difference between live guidance that works and noise on a screen is not the technology, it is the library. The exact same system can flood a rep with generic notes or hand them, two or three times per call, precisely the sentence that closes. This guide covers the part that is in your hands: what to define, how to word it, and how to improve it over time.
What a live tip is, and is not
A live tip is a short wording the floor defined in advance, attached to a detected trigger: when the customer says "I already have a policy", the line agreed for exactly that case appears. It is not a chat, not a paragraph and not a full script, and behind the scenes a chain of live transcription and moment detection brings it to the screen within seconds. The rep glances and continues; the customer hears nothing.
Step one: choose the triggers
- The five to seven objections that are actually common, by data rather than gut: price, "I need to consult", "I already have one", "send me materials".
- The price moment: presenting cost is where the gap between strong and weak reps is widest.
- Competitor mentions: one agreed, factual comparison wording instead of improvisation.
- Mandatory regulatory sentences: a reminder at the relevant moment.
- Process moments: asking for the meeting, scheduling follow-up, closing. The stages that turn a good conversation into an outcome.
Step two: word it like speech
The best wording already exists, in your top performers' calls. The analysis layer identifies which answers move conversations forward and which freeze them, and the library is built from those. The writing rules are simple: one line, verb-first, sounds like speech rather than a procedure. "Ask: what would you improve in your current policy?" works; a paragraph about the importance of discovery does not.
The library's golden rule
If a tip cannot be read in half a second, it is too long. And if a routine call surfaces more than three or four tips, there are too many triggers. The best library is the most modest one: few moments, one winning wording for each.
Step three: tune with usage data
This is where the loop closes with real-time coaching: the system knows which tips were shown, which were used and which were skipped. A tip that keeps getting skipped is either unnecessary or badly worded; a tip that gets used a lot and lifts the stage's score is a candidate for the permanent script. Once a month, review the data: delete, sharpen, add. A truly living library is one that changes.
Field examples, by vertical
| Vertical | Trigger | The tip that appears |
|---|---|---|
| Insurance | "I already have a policy" | Ask: what would you improve in your current policy? |
| Real estate | Budget objection | Present the 80/20 payment track |
| Mortgages | "The bank offers more" | Ask for the bank's offer to compare against |
| General | "Send me materials" | Book a 10-minute follow-up about the materials now |
Live guidance, like all of Saleso Live's real-time capabilities, works when dialing runs through a Saleso dialer. The initial triggers and wordings are defined with you during implementation, from your existing script and calls.
Frequently asked questions
How many tips do we need to start?
Fewer than you think: 10 to 15 triggers cover most of the important moments on most floors. Starting narrow and expanding by data beats flooding from day one.
Who writes the tips, the manager or the AI?
Both. The analysis layer identifies what works in successful calls and proposes wordings; the manager approves, sharpens and adopts. During the call itself no new text is generated: the pre-approved wording appears.
Will reps become dependent on tips?
Experience shows the opposite: wordings sink in through repetition. After weeks of use the rep gives the right answer before the tip even appears, which is exactly the sign the library did its job.