Sales Reps Real-time Assistance

Surfaces relevant battlecards, pricing data, and objection responses in real time during live sales conversations.

Surface battlecards, pricing details

Reps cannot memorize every competitor's latest feature release, every pricing tier exception, and every technical integration detail. During live calls, prospects ask unexpected questions, and the rep either stalls, gives an inaccurate answer, or promises to follow up. Each of those outcomes weakens the deal.

How the Sales Reps Real-time Assistance works

The agent monitors the active conversation (via call integration or screen share context) and identifies moments where the rep needs supporting information. When a prospect mentions a competitor by name, the agent surfaces the relevant battlecard. When pricing comes up, it pulls the current rate card and approved discount ranges. When a technical question arises, it retrieves the product spec or integration documentation.

What it surfaces and when:

  • Battlecards triggered by competitor mentions, updated with the latest feature comparisons
  • Pricing matrices and discount authority thresholds pulled from your approved rate card
  • Product documentation snippets matched to the specific feature or integration being discussed
  • Suggested responses for common objections based on your team's highest performing talk tracks

Why you need the Sales Reps Real-time Assistance

Account executives who regularly face competitive objections during calls and solutions engineers doing technical deep dives benefit most. The agent requires call recording integration for audio trigger detection. Reps who primarily sell into uncontested deals or follow a rigid demo script may not need live assistance. For preparation before the call rather than support during it, the Discovery Call Prep handles pre meeting research.

How the Sales Reps Real-time Assistance compares

The Conversation Intelligence Agent analyzes calls after they end to generate coaching insights. The Real Time Assistant acts during the call to prevent mistakes from happening in the first place. Post call analysis tells you what went wrong; real time assistance prevents it.

Meet ClickUp Super Agents

Super Agents are AI-powered teammates inside ClickUp that take action on your work, not just answer questions.

You can assign tasks, message them directly, or @mention them in your workspace. They can create tasks, triage requests, update priorities, write content, and run workflows automatically using the same context your team works in.

Because Super Agents live inside ClickUp, the all-in-one workspace for projects, docs, and collaboration, they follow your processes and stay in sync with your work.

Meet ClickUp Super Agents

Frequently asked questions