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Your best rep finds an answer that works. Normally it stays in their head until you hear it in a call review, write it down and run a training session. This page shows how to make that loop run on its own.
1

Your reps make their calls

Salesfinity records them and keeps the transcripts, outcomes and scorecards.
2

Ari reviews the calls on a schedule

It looks at which objections came up, which answers kept the prospect talking, and which ended the call.
3

Ari updates your battle cards

It rewrites the cards that need it and adds a card for an objection you don’t cover yet.
4

Every rep gets the new line on the next call

Live Assist reads your battle cards at the start of each call, so the updated line is what shows on screen when a prospect pushes back.
You need a plan that includes Ari, which is Enterprise and Enterprise+. For the cards to show up during the call, your team also needs Live Assist, an add-on your CSM turns on.

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Before you start

Your team records calls, so there are transcripts for Ari to read.
You have a few weeks of answered calls. Scored calls work best, because Ari can see what went well.
You know which outcomes count as a win for you, such as a meeting or a referral.

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1. Write your first cards from past calls

If you have no battle cards yet, or the ones you have are out of date, start with a one-off request. Open Ari and ask: Read what Ari wrote on the Battlecards page under Analytics, and edit anything that doesn’t sound like your team. See Set up battle cards.

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2. Make it a standing job

Now give Ari the upkeep. Open Ari’s jobs in the sidebar. In Tell Ari what to do, describe the job in your own words: Ari sets this up as an On a schedule job. Use Try it once first: Ari does the job once with you, so you see exactly what it would change before it runs on its own. Then choose the job’s permission. This decides whether a changed card reaches your reps before you have seen it.
With Auto approval, nobody checks a card before reps see its line on a live call. Start with Manual, and switch once you trust what the job writes.
Last, choose where Ari tells you what it did: Slack or The app. Slack needs Ari connected to your workspace.

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3. Check what changed

Open the job in Ari’s jobs to see its history: every run, and what it did. Have the job report to Slack if your team leads live there, so a changed card never surprises anyone.

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Keep the playbook tight

A few rules keep a self-updating playbook useful. Put them in the routine’s task, or in a skill the routine follows.
  • One objection per card. Live Assist shows the name of the card a line came from, so a clear name such as “Already have a dialer” tells the rep and you why the line appeared.
  • Lead with the line. Put the one sentence you want reps to say at the top of the card.
  • No invented proof. Tell Ari to use only numbers and customer names that appear in your calls or your own material. Live Assist drops a line that quotes a number it can’t find there.
  • Update, don’t pile up. Ask Ari to rewrite the existing card for an objection rather than add a second one.
  • Never delete without asking. Say so in the task.

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Next steps

Set up battle cards

Write and edit the cards yourself.

Give Ari a standing job

Schedules, triggers and where Ari reports.