AI Sales Coaching & Conversation Intelligence Platform
Qubi connects to your entire knowledge stack, joins every sales call on Zoom, Google Meet, and Microsoft Teams, and coaches reps in real time with answers grounded in your actual data. It unifies live coaching, post-call analysis, deal analytics, and a company-trained AI assistant so your best strategies reach every rep on every call.
What is Qubi?
Qubi is a sales coaching and conversation intelligence platform built for B2B revenue teams who believe their best strategies shouldn't stay trapped in a handful of reps' heads. It records and transcribes every sales call, then uses semantic search and AI generation (a technique known as Retrieval-Augmented Generation) to break down data silos and deliver context-aware coaching cues, post-call analysis, and on-demand answers grounded in your company's own knowledge base, CRM data, and past conversations.
Unlike legacy conversation intelligence tools that only review calls after the fact, Qubi coaches reps during the conversation. It surfaces proven responses to tough questions, tracks methodology progress live, and provides a contextual help panel where reps can ask anything and get an instant, knowledge-backed answer. Update your playbook today, and every rep executes it on their very next call.
After each call, Qubi generates an AI summary, a per-call coaching score with methodology coverage and transcript evidence, follow-up email drafts, and deal-health signals synced to your CRM. Meeting notes, CRM updates, and follow-ups happen automatically, eliminating admin busywork so reps spend their time selling. An always-on AI assistant called Ask Qubi lets reps and managers query their entire conversation history, knowledge base, and competitive intel in natural language, like having an extra team member who knows everything about your business.
Qubi integrates with Salesforce, HubSpot, Google Calendar, Microsoft Outlook, Google Drive, Notion, Confluence, Slack, Aircall, and more. It is available as a web app, Zoom App, and native iOS and Android mobile apps.
Platform Capabilities
Everything a B2B sales team needs to coach reps, close deals faster, and turn tribal knowledge into scalable execution.
Real-Time Sales Coaching
Qubi joins every sales call on Zoom, Google Meet, or Microsoft Teams and delivers coaching cues as the conversation unfolds. Reps see recommended responses, objection-handling suggestions backed by your knowledge base, and a live methodology checklist that updates as topics are covered.
- AI coaching overlay during live calls
- Recommended responses to tough prospect questions
- Live methodology progress tracking (MEDDIC, SPICED, BANT, and more)
- Contextual help: type any question mid-call and get an instant answer
- Meeting wrap-up tab to prepare next steps before hanging up
For: Sales reps
Post-Call Analysis & AI Summaries
Within minutes of every call, Qubi generates a comprehensive AI summary with two views: a concise Brief for quick catch-ups and a detailed Outline with timestamps. Every call also receives a coaching score, methodology coverage analysis, and side-by-side comparison of actual responses versus AI-recommended ideal responses.
- AI-generated call summary (brief and outline views)
- Full searchable transcript with speaker labels
- Coaching score with methodology evidence and timestamps
- Side-by-side: what you said vs. ideal response
- AI-drafted follow-up emails based on conversation content
For: Sales reps & managers
Deal Intelligence & Pipeline Health
Qubi connects to your CRM (Salesforce, HubSpot) and overlays conversation signals onto your pipeline. Every deal gets an AI-assessed health status based on what was actually said in calls, not just field updates. Managers see at a glance which deals are healthy, at risk, or need attention.
- AI deal health: Healthy, At Risk, or Needs Attention
- Conversation-powered pipeline view with meeting history
- Auto-linking of calls to CRM accounts and opportunities
- Deal risk signals, momentum indicators, and next steps
- Drill into any deal to see all related calls and stakeholders
For: Sales reps & managers
Ask Qubi: AI Sales Assistant
Ask Qubi is an always-available conversational AI assistant that answers questions about your deals, customers, past conversations, and internal knowledge. It searches across meeting transcripts, CRM data, your knowledge base, and competitor intel, and returns answers with source attribution.
- Natural language Q&A with source citations
- Searches across transcripts, CRM, knowledge base, and competitor data
- Voice and text input
- Examples: 'What concerns did Acme raise?', 'How do we compare to [competitor]?'
- Available on web and mobile
For: Sales reps & managers
AI Meeting Preparation
Before every scheduled call, Qubi automatically generates a preparation brief so reps walk in knowing what to say, ask, and avoid. First-time meetings get a research brief with participant profiles and conversation starters. Follow-up meetings get relationship context, expected outcomes, and objection responses from past interactions.
- Auto-generated prep briefs for every calendar event
- Research briefs: participant profiles, LinkedIn links, company context
- Follow-up briefs: past conversation summary, relationship history, risks
- Objection handling and suggested conversation starters
- Optional email delivery before each meeting
For: Sales reps
Knowledge Base & Company Intelligence
Qubi's knowledge base is the foundation that powers its coaching quality and answer accuracy. Organize your sales knowledge into themed Spaces (product sheets, objection scripts, case studies, playbooks) and connect sources like Google Drive, Notion, Confluence, Slack, and Dust.tt. This content directly feeds live coaching, Ask Qubi, competitor battlecards, and meeting prep.
- Themed knowledge Spaces (playbooks, battlecards, training)
- Connectors: Google Drive, Notion, Confluence, Slack, Dust.tt, file upload
- Competitor intel cards with source attribution
- Semantic search: sub-100ms knowledge lookups
- Continuously learns from new calls and documents
For: Admins & managers
Team Analytics & Coaching Profiles
Managers get a data-driven view of team performance: talk-to-listen ratios, question rates, filler word usage, longest monologues, and trends over time. Each rep also has a personalized coaching profile that aggregates insights across all their calls into strengths, growth areas, and prioritized action items.
- Team-wide performance metrics and leaderboards
- Individual rep dashboards with trend tracking
- Coaching profiles: strengths, growth areas, action items
- Data-driven 1:1 coaching preparation
- Talk time, question rate, monologue, and filler word analysis
For: Sales managers
Contact Profiles & Relationship Intelligence
Qubi builds rich contact profiles by extracting interests, pain points, and interaction history from every recorded conversation. Reps see a full relationship view for every contact, including a chronological timeline, AI-extracted insights, and CRM record linking.
- AI-extracted interests and pain points per contact
- Chronological interaction timeline with call links
- CRM contact record linking (Salesforce, HubSpot)
- Editable contact details and company information
- Cross-references across meetings, deals, and team interactions
For: Sales reps & managers
Integrations & Supported Platforms
Qubi plugs into the tools your team already uses, so setup takes minutes, not weeks.
Zoom
Meeting
Google Meet
Meeting
Microsoft Teams
Meeting
Salesforce
CRM
HubSpot
CRM
Google Calendar
Calendar
Microsoft Outlook
Calendar
Google Drive
Knowledge
Notion
Knowledge
Confluence
Knowledge
Slack
Knowledge
Dust.tt
Knowledge
Aircall
Phone
Gong (import)
Phone
Mobile Apps
iOS and Android. Record in-person meetings and get the same AI analysis as your online calls.
Zoom App
Native in-meeting overlay for live coaching directly inside Zoom.
Who Uses Qubi?
Sales Reps
Get real-time coaching on every call, AI-generated meeting prep before every conversation, instant answers via Ask Qubi, and post-call summaries with follow-up emails. Available on desktop and mobile app (for in-person meeting recording).
Sales Managers
Review team performance with analytics dashboards, access each rep's coaching profile, monitor deal health across the pipeline, and prepare for data-driven 1:1 coaching sessions with AI-generated insights.
Revenue Operations & Admins
Configure the knowledge base, manage integrations (CRM, calendar, knowledge sources), set up sales methodologies and templates, control recording policies, and onboard the team with guided setup checklists.
Frequently Asked Questions
What is Qubi?+
Qubi is an AI-powered sales coaching and conversation intelligence platform for B2B sales teams. It joins your sales calls on Zoom, Google Meet, or Microsoft Teams, provides real-time coaching during the conversation, and generates post-call analysis including AI summaries, coaching scores, and follow-up emails. It also includes an AI assistant (Ask Qubi), deal intelligence, meeting preparation, competitor tracking, and team analytics.
How does Qubi's real-time coaching work?+
Qubi joins your call as a meeting participant and transcribes the conversation in real time. As the discussion unfolds, it surfaces coaching cues, recommended responses to tough questions, objection-handling suggestions pulled from your knowledge base, and tracks your progress against your sales methodology (like MEDDIC or SPICED). Reps see this guidance in a side panel during the call.
Which meeting platforms does Qubi support?+
Qubi works with Zoom, Google Meet, and Microsoft Teams. On Zoom, it can also run as a native Zoom App for an in-meeting overlay experience. Qubi auto-joins meetings via your connected calendar (Google Calendar or Microsoft Outlook).
What CRM integrations does Qubi offer?+
Qubi integrates with Salesforce and HubSpot. It auto-links calls to CRM accounts and opportunities, provides AI-assessed deal health based on conversation signals, and can update CRM fields after calls.
How does Qubi's knowledge base work?+
You can connect knowledge sources like Google Drive, Notion, Confluence, Slack, and Dust.tt, or upload files directly (PDF, Word, PowerPoint, Markdown). Qubi indexes this content and uses semantic search to deliver accurate, company-specific answers during live coaching, meeting prep, Ask Qubi, and competitor analysis.
Is Qubi available on mobile?+
Yes. Qubi offers native iOS and Android apps that let you record in-person meetings so they can be analyzed in Qubi alongside your online calls. Walk into any face-to-face conversation, tap record, and get the same AI summaries, coaching scores, and follow-up tools you get from virtual meetings.
How does Qubi handle recording consent and privacy?+
When Qubi joins a meeting, it notifies all participants that the call is being recorded. Meeting privacy settings allow organizers to control recording. Admins can configure organization-wide recording policies.
What is a coaching profile in Qubi?+
A coaching profile is an evolving, AI-generated assessment of a rep's performance across all their calls. It includes an overall score, identified strengths, growth areas, and prioritized action items. Managers can access their team's coaching profiles to prepare for data-driven 1:1 coaching sessions.
How is Qubi different from Gong or Chorus?+
Three things set Qubi apart. First, real-time coaching: Gong and Chorus analyze calls after they end, while Qubi coaches reps live during the conversation with recommended responses, objection handling, and methodology tracking. Second, deep company knowledge: Qubi connects to your Google Drive, Notion, Confluence, Slack, and other knowledge sources, then uses semantic search to ground every coaching cue and answer in your actual content, not generic suggestions. Third, an AI sales agent (Ask Qubi) that sits on top of your transcripts, CRM data, battle cards, and company knowledge, so reps can ask any question and get a sourced, company-specific answer instantly.
How does Qubi compare to other conversation intelligence tools?+
Most conversation intelligence platforms focus on recording and post-call analytics. Qubi does that too, but its core differentiator is what happens during the call: real-time AI coaching powered by your company's own knowledge base. While competitors offer generic insights, Qubi pulls from your specific battle cards, product docs, case studies, and winning talk tracks to deliver answers that reflect how your team actually sells. After the call, the same AI agent can answer questions across your full conversation history and CRM pipeline.
What makes Qubi's AI assistant different from ChatGPT or generic AI tools?+
Ask Qubi is purpose-built for sales teams and grounded in your company's data. Unlike ChatGPT, it searches across your meeting transcripts, Salesforce or HubSpot pipeline, battle cards, and knowledge sources (Google Drive, Notion, Confluence, Slack) to return answers with source attribution. It knows your deals, your contacts, your competitive positioning, and your conversation history. It doesn't hallucinate generic advice; it cites the specific call, document, or CRM record that supports its answer.
What sales methodologies does Qubi support?+
Qubi supports popular sales methodologies including MEDDIC, MEDDPICC, SPICED, BANT, Challenger, and custom frameworks. During live calls, it tracks which methodology items have been covered and prompts reps on topics still to address. Post-call coaching scores include methodology coverage with evidence from the transcript.
Ready to Coach Every Rep Like Your Best Rep?
See how Qubi's real-time AI coaching and conversation intelligence can accelerate ramp time, improve win rates, and give managers the visibility they need.