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A battle card is your team’s best answer to something reps hear all the time: “we already have a dialer”, “no budget”, “send me an email”. Write it once, and it is in front of every rep when they need it.
Battle cards are available on every plan. Anyone on your team can create, edit or delete a card, so agree on who looks after them.

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Where battle cards show up

In the dialer

Every contact has a Battlecards tab next to Info and History, so a rep can read a card while the phone is ringing.

On screen, during the call

Live Assist takes its suggested lines from your cards and shows which card a line came from.

In the AI Copilot card

The AI Copilot card in the dialer pulls in battle cards, customer references and talking points as the call goes on.

In practice

The AI Training practice screen has a Battlecards tab too, so reps can rehearse the answer before they need it.

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Create a battle card

1

Open Battlecards

In the sidebar, open Analytics, then Battlecards.
2

Click Create New

The Create battlecard window opens.
3

Name the card

In Name, write the objection or situation the card is for, such as “Budget” or “Already have a dialer”. One objection per card works best.
4

Write the answer

In Content, write what you want the rep to say. You can add headings, lists, tables, quotes and checklists.
5

Click Create

The card is live for the whole team right away.
To change a card, click the pencil on it. To remove one, click the trash can.
Deleting a card happens at once, with no confirmation and no undo.

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Write cards that work during a call

A rep has about two seconds to use a card. Write for that.
  • Put the line first. Start with the one sentence you want the rep to say. Background and detail go underneath.
  • One objection per card. Give it the name a rep would recognize. Live Assist shows that name next to the line, such as Battle card · Already have a dialer.
  • Follow with a question. A good answer ends by handing the conversation back, such as “What would you improve about it?”
  • Use real proof only. Name customers and numbers you can stand behind. Live Assist drops a line that quotes a number it can’t find in your cards or the call.
  • Keep it short. A few lines beat a page.

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What Live Assist reads

At the start of each call, Live Assist reads your battle cards, most recently updated first. It reads up to 40 cards, the first 2,000 characters of each, and 24,000 characters in all. If you have more than that, the cards you updated longest ago are the ones left out. Team plays come before battle cards. Use a team play when you want exact words for one trigger, and a battle card for everything a rep should know about an objection.

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How reps use them in the dialer

On a contact in the dialer, a rep clicks the Battlecards tab to see every card. To arrange them, click Edit layout, drag the cards into the order you want or hide the ones you don’t use, then click Done editing. The layout is saved in that browser, for that rep only.

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Have Ari write your cards

If your plan includes Ari, it can read your past calls and write the cards for you. Open Ari and ask: Ari creates the cards without asking for approval first, so read them on the Battlecards page and edit anything that doesn’t sound like your team. To keep them current on a schedule, see Set up a playbook that learns from your calls.

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Good to know

Everyone on the team. There are no manager-only cards.
Not on the page. Live Assist reads up to 40 cards on each call, most recently updated first.
Check that the card has text in Content, and that it is among your 40 most recently updated cards. If a team play matches what the prospect said, the team play wins.
No. Battle cards are managed in the app, or by Ari.

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Next steps

Set up a playbook that learns from your calls

Have Ari review calls on a schedule and keep your cards current.

Get help on live calls with Live Assist

Put the right card’s line on screen the moment a prospect pushes back.