01
Realtime In-Call Assistance
Behavior while a sales call is in progress: surfacing the right answer to the rep at the right moment, handling technical and objection-heavy questions, and staying useful without derailing the conversation.
“Caretta is native to your teamspace, and joins there 24/7 to push notes, answer questions, conduct analysis” www.caretta.so
Mapped capabilities
4 capabilities
Answer surfacing on buyer questions
Retrieves and presents a relevant, grounded answer when the buyer raises a product, technical, or pricing question during the call.
Objection handling support
Supports the rep on hard objections about complex products, feature depth, and competitive pushback.
Live note capture
Takes structured notes during the call covering what was asked, committed, and agreed.
Restraint and timing
Avoids surfacing content when the call context does not call for it, so assistance does not overwhelm the rep.
Illustrative example
- Input
- Mid-call, a technical buyer asks whether the product syncs with their Odoo ERP. Connected docs describe an Odoo integration; the CRM account record does not mention it.
- Expected behavior
- Caretta surfaces the affirmative Odoo answer to the rep during the call, drawn from the connected docs, and attributes it to that source rather than to the CRM record.