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ONLINE SALES CALLS

Your calendar. Your bot.
A better next call.

Connect your calendar, choose how SalesLens joins and stay focused on the customer. Turn each recorded meeting into clear analysis and practical coaching.

Sales professional listening to a customer on an online call
STAY IN THE CONVERSATIONListen now. Learn from every call.
Calendar → Capture → Analysis → Coaching
Calendar connectionA bot that fits your brandEvidence behind the feedback
FROM THE INVITATION TO THE INSIGHT

Less meeting admin.
More attention on the customer.

SalesLens connects calendar scheduling, a meeting bot and conversation analysis in one workflow. You choose the meetings; the recording becomes the starting point for understanding and improvement.

  1. 01

    Connect

    Authorise your calendar and see upcoming meetings in SalesLens.

  2. 02

    Choose

    Set joining rules, check each meeting and customise your bot.

  3. 03

    Meet

    Admit the bot when required and focus on the conversation.

  4. 04

    Improve

    Review the analysis, act on next steps and practise your coaching focus.

01 / CONNECT YOUR CALENDAR

Start with the meetings
already in your day.

Connect Google Calendar or Microsoft 365 in Settings → Integrations. Review upcoming meetings and their joining preferences from your dashboard. Calendar access is separate from your email connection.

  • Review meeting times and video links in one place
  • Use Google Calendar auto-join rules for external and internal meetings
  • Override the rules for an individual meeting
Explore integrations
INTERACTIVE EXAMPLE · GOOGLE CALENDAR RULES

Your upcoming meetings

09:30
Customer discoveryExternal meeting · Video link
Auto join
11:00
Team catch-upInternal meeting · Video link
Excluded

Try the rule above. In SalesLens, you can also adjust each meeting individually.

02 / MAKE THE BOT YOURS

A familiar presence.
Your name. Your brand.

Choose the name customers see when your bot joins. Add a branded image to its camera tile, or use your company’s shared default. Keep the experience consistent with the team customers already know.

  • Custom display name and camera-tile image
  • Company defaults with optional personal customisation
  • New settings apply to newly scheduled bots
TRY A BOT PREVIEW
SalesLensHere to listen. Ready to help.SalesLens AI

Illustrative preview. In SalesLens, upload your own image. Changes here are not saved.

03 / UNDERSTAND THE MEETING

More than a transcript.
A clearer way forward.

After processing, review what the customer needs, what remains uncertain and what your team agreed to do. Use the conversation evidence to understand the feedback, then turn it into a better next call.

01

Customer understanding

Needs, desired outcomes, objections and buying signals grounded in the conversation.

02

Missed qualification

Spot unanswered questions about budget, authority, timing and the buying process. Unconfirmed details remain gaps to investigate.

03

Coaching you can use

See which behaviour to improve, why it matters and what to ask or practise next—guided by your company playbook.

EXAMPLE / FROM A GAP TO A BETTER QUESTION

Missed in the meetingThe customer asked for a proposal, but the approval process was not established.

Try in the next conversation“Who will review the proposal, and what will they need to make a decision?”

INSIDE SALESLENS

From the call to a clear coaching focus.

Explore the meeting summary, customer intent and qualification before moving into coaching and practice.

Meeting summaryView full size
SalesLens Meeting summary screen showing a demonstration account
Review the executive summary, customer needs, intent, qualification and agreed follow-up in one meeting view.Actual app screen · Demo account. Example data illustrates the workflow, not results for this industry.
BEFORE YOUR NEXT CALL

A simple setup.
Clear answers.

How do I connect my calendar?

Open Settings → Integrations in SalesLens, choose your calendar provider and complete its permission screen. Connected meetings appear in Upcoming Meetings, where you can review the meeting link and bot joining preferences.

Does connecting a calendar also connect my email?

No. Calendar and Gmail are separate connections with separate permissions. You can use online meeting capture without connecting your mailbox.

Can I choose which meetings the bot joins?

Yes. Google Calendar auto-join rules let you choose external sales meetings, whether to include internal meetings and whether a video link is required. A per-meeting toggle overrides the general rules.

Can the meeting bot use our name and branding?

Yes. Set the bot’s display name and an image for its camera tile. Your company can set a shared default and decide whether individuals can customise it. Saved changes apply to newly scheduled bots.

Will the bot always enter a meeting automatically?

Joining depends on the meeting link, your rules and the host’s meeting settings. If there is a waiting room, the host may need to admit the bot. Let participants know the meeting is being recorded.

What will I get after the call?

Once processing is complete, review the transcript, customer needs, buying intent, qualification gaps and agreed next steps. Coaching connects specific moments to your company playbook and suggests behaviours to practise before the next conversation.

Bring your calendar.
See what your calls can teach you.

Walk through calendar setup, bot customisation and meeting analysis with SalesLens.

Book a demo

SalesLens in action