Welcome to your healthcaresales ai Playbook.
Your team leader has already set everything up, this page is your fast start. Use it to learn how healthcaresales ai supports your calls, practice a few conversations, and see how AI guidance helps you connect with more physicians, hospitals, and clinics. You'll learn to stay compliant, confident, and clear when it matters most.
- How to sign in and find your unique AI-enabled sales number
- Dashboard tour: live coaching, call notes, and after-call insights
- Outbound calls: best practices for engaging medical offices and providers
- Compliance reminders and clinical objection handling
- FAQs for team members, with quick fixes and daily tips
Team leaders: share this page with every new rep who joins. healthcaresales ai will onboard them step-by-step so you can focus on growth and patient-focused outcomes.
1
Welcome to Your Command Center
Your dashboard gives you a snapshot of everything. Your activity, profile, and products. It’s where you’ll start every day to check your status, review recent calls, and see where you can improve.what’s waiting in your pipeline.
2
Go Live With Confidence
This is where the AI shines. Incoming calls are displayed here. The AI listens, transcribes, and assists in real time. You’ll see prompts, objection handling, and reminders pop up automatically to keep your conversations sharp and compliant.
3
Start Calls Like a Pro
Use the outbound section to launch your own calls. Select your industry template, confirm the client's number, and hit Start Call. The AI will call you first. "Answer it." He will then call the customer for you. When the client answers, you and AI are both listening. It's a seamless process that tracks and scores every call.
4
Learn From Every Conversation
After each call, The AI generates a full summary with transcription, sentiment, and performance scores. Review your best lines, see what worked, and find patterns that help you close more deals with less effort.
5
Fine-Tune Your Experience
Your settings tab is where you manage healthcaresales ai. Account information, your healthcaresales ai phone number, usage and billing, and default templates.
