Section 10 · Human Sales Team Superpowers
10.5Whisper copilot
Designed for Phase 3- No.
- 10.5
- DMA's reference
- Decision Book p.23
- Phase
- Phase 3
- Autonomy
- L1 · Recommend
- DMA's decision
- Later
◆ Amended in v3 of the book.
What DMA asked for · Decision Book p.23
During a live conversation, the AI privately suggests the rep's next question or answer.
Why it matters to DMA: Real-time coaching mid-call. DMA decided later: live transcription and low-latency coaching are much harder than after-call work, which already delivers the Phase 1 value.
In our words, from DMA's Product Decision Book v3, page 23.
How we do it
- DMA's decision is LATER (Phase 3). The POC does the after-call work instead (10.6).
- Designed flow: a live transcript of the call feeds a fast model that suggests one question or one approved answer at a time, visible only to the rep. It uses the same approved answers and claims checks as the chat.
Already in place
- Approved objection answers and case studies, with a claims check.
- After-call processing of transcripts (10.6).
- Live chat takeover, where a person sees the full history (10.1).
What the later phase adds
- Live call transcription.
- A private suggestion panel for the rep, with approved answers only.
The flow
It plays on its own while it's on screen; hover or use the controls to pause or step through.
The prospect objects
"We tried SEO before and it didn't work."
- Person
- AI
- Stored data
- Screen
Where the data goes
The same six stages on every page. Nothing reaches Nutshell except through the write gate.
- 1Live call
Source
A live transcript (Phase 3).
- 2Sync
Copies Nutshell changes into the bridge database
Not involved.
- 3Bridge database
A copy of the CRM data, plus what the AI works out
Approved answers.
- 4AI
Claude models, only through DMA's own gateway
Suggests; never speaks to the prospect.
- 5Write gate
The only way back into Nutshell: checked, approved when needed, sent once
Not involved.
- 6Nutshell
The system of record
The after-call summary as today.
The tables behind it
Drawn from the POC's database catalogue: structure only, no data.
PK primary keyFK reference the database enforces (solid line)ID reference kept by id (dashed line)
| Table | What it holds | Columns |
|---|---|---|
| ai.kb_documents | The approved answers a suggestion may use. | 17 |
How the tables connect (1)
| Column | Points to | Kept by |
|---|---|---|
| ai.kb_documents.approval_id | ctrl.approvals | The application (by id) |
Worked example
Synthetic demo data: every name, business and number is made up.
Designed behaviour (synthetic).
Suggestions
| Prospect says | Rep sees |
|---|---|
| "We tried SEO before and it didn't work." | Ask what they measured then; then the approved "bad past experience" answer. |
| "What would this cost?" | Pricing is covered by DMA's rate card: offer a proposal after the call. |
In the running POC
There is no screen for this one yet: it is designed for Phase 3, as DMA's book decides. The parts listed under “Already in place” run in the POC today.
Status
Designed for Phase 3. DMA's book schedules this for Phase 3 (decision: later). The design is ready and builds on parts that already run in the POC.