A ride-along costs a whole day
A manager in the truck sees one appointment. Every other rep on the team gets nothing that day.
AI sales coaching, built for your team
Be in every appointment. Without the ride-along.
Shadow puts Mila, our sales AI, in every in-home appointment. Mila takes live notes, checks each conversation against your playbook, and connects what it hears to the ERP you already run. Managers can listen in live whenever they want, and nothing gets missed when they can't.
Reps use an iPad. Managers use any modern browser.
Kitchen remodel consult
Rep: Marcus T. · Illustrative example
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Rep
The cabinets we looked at come in three finishes, and the—
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Homeowner
Honestly, the price is where I'm stuck.
Mila
Price objection raised. Financing hasn't been offered yet.
You're listening
Listen-only · the rep's call is unaffected
The problem
Coaching doesn't scale from the passenger seat.
Feedback shows up after the deal is gone
Reviewing recordings explains what went wrong once the homeowner has already said “we'll think about it.”
Generic tools don't know your business
Off-the-shelf software doesn't know your products, your pricing, or your systems, so the busywork after every appointment stays with your people.
How it works
Three steps. No new habits for your reps.
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1
The rep starts the appointment
One tap on the iPad when they sit down at the kitchen table. Shadow streams and records the audio, and Mila starts listening.
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2
Mila works the call. Managers drop in.
Mila takes notes and flags the moments that matter. Managers can see who's in an appointment right now and listen live from the browser.
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3
The work after the call is done
Summary, action items, and follow-ups are ready, updates flow into your systems, and the recording plays back in sync with the transcript.
Mila AI
Meet Mila, the AI in every appointment.
A manager can be in one appointment at a time. Mila is in all of them: listening, taking notes, and checking every conversation against your playbook, so nothing that matters goes unheard.
Appointments happening right now
Your manager
1 at a time
Mila
Every one
Live notes during the call
Mila listens silently and writes notes while the appointment is still happening: objections, commitments, and the moments a manager would want to hear.
Summary, action items, and checklist
When the appointment ends, Mila has already written the summary, the action items, the decisions made, and a checklist of what was covered.
Trained on your playbook
We set Mila up around how your team sells: your script, your products, your pricing rules, and what a great appointment looks like for you.
Takes action in your systems
Mila turns what it hears into work done: updating your ERP, creating follow-up tasks, and alerting a manager when an appointment needs attention.
Built for your team
No two sales teams sell the same way.
Different products, different pricing, different reasons deals are won and lost. So we don't hand you a generic dashboard. We sit down with your team, dig into your sales data, and build Shadow to fit the way you already work.
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1
Sit down with your team
We meet your managers and reps and walk through how your appointments really run.
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2
Study your sales data
Close rates, cancellations, where deals stall. We find what separates your best appointments from the rest.
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3
Build your customizations
We connect Shadow directly to your existing ERP and train Mila on your playbook, pricing, and products.
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4
Launch and keep tuning
We roll out with your team and keep refining as your data shows what's working.
Shadow vs. off-the-shelf sales AI
| Topic | Shadow | Off-the-shelf sales AI |
|---|---|---|
| Getting started | We sit down with your team and study your sales data | Self-serve sign-up and a standard setup |
| What the AI learns from | Your playbook, products, pricing, and sales data | General sales best practices |
| Where it connects | Directly to your existing ERP | Its own dashboard, plus standard integrations |
| During the appointment | Live listen-in and Mila's live notes | Typically nothing until the recording uploads |
| After the appointment | Summary, action items, and updates in your systems | Recordings and analytics to review |
| Built around | Your team | A typical sales team |
Describes the general off-the-shelf approach, not any specific product. Features vary by vendor.
Use cases
What a customized sales AI actually does for you.
Generic AI tells you what happened. AI built around your team and connected to your systems acts on it. A few examples of what we build:
Save the deal before the rep leaves
The homeowner pushes back on price and the rep hasn't mentioned financing. Mila flags it live, so a manager can reach the rep while they're still at the kitchen table.
Pricing and discount guardrails
Mila checks what the rep quotes against the price book and discount rules in your ERP, and flags anything outside what you've approved.
Ramp new reps without ride-alongs
Every new hire's appointments are checked against your playbook, so managers see exactly where each rep drifts without spending a day in their truck.
No more re-keying appointment notes
Measurements, product selections, options, and promised install dates are captured from the conversation and sent straight to your ERP.
Catch cancellation risk early
Signs of buyer's remorse, like a decision-maker who wasn't there or a “we need to think about it,” trigger follow-up while the sale can still be saved.
Follow-ups that actually happen
When a rep promises color samples or a revised quote, Mila turns it into a task in your system with an owner and a due date.
Why Shadow
Built for efficiency, not just close rate.
Most sales tools promise more closes and hand your managers another pile of recordings. Shadow is built to give managers their week back, so their hours go into the appointments that still can be saved.
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One manager, many appointments
Trade a single ride-along for drop-ins across the whole team in the same afternoon.
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Mila covers the calls you can't
Mila's live notes tell you in seconds whether a call needs you. Listen only where it counts.
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Coach in the moment, not next week
Feedback lands while the details are fresh, sometimes before the rep has left the driveway.
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Less busywork after every appointment
Notes, follow-ups, and ERP updates happen automatically instead of at the end of a long day.
The platform
Everything underneath Mila.
Live listen-in
Sub-second audio from the rep's iPad to your browser. Listening is receive-only, so nobody on the call can hear you.
Recording and synced review
Every appointment is recorded automatically, and playback follows the transcript so coaching starts from the exact moment.
API and embeds
Provision reps from your own system and embed live and review screens in the tools your team already uses.
FAQ
Questions, answered.
What is Mila?
Mila is the AI inside Shadow. It listens to every appointment, takes notes as the conversation happens, writes the summary and action items afterward, and, once we've built your customizations, acts on what it hears in your systems.
Does Mila speak during the appointment?
No. Mila listens silently and never speaks into the call. The homeowner only hears your rep.
Which systems can Shadow connect to?
We connect directly to the ERP and other systems you already run. Exactly what we build is scoped during discovery, after we've looked at your process and your sales data.
Do we have to change how we work?
No. That's the point of customizing. Reps tap start on an iPad, and everything else is built around the process and tools your team already uses.
Can anyone on the call hear the manager?
No. Listening is receive-only. Managers can hear the appointment but can't speak into it.
What about recording consent?
Recording-consent rules vary by state, and you're responsible for following the rules where you operate. Most teams add a short disclosure at the start of the appointment.
How is my data protected?
Each company's data is scoped to its own organization. Recordings are stored privately and served only to signed-in, authorized users through short-lived signed links.
How is Shadow priced?
Because every deployment is customized, pricing depends on your team and what we build. Book a demo and we'll scope it together.
Tell us how your team sells. We'll build Shadow around it.
See Mila on a live call, then talk through your process and your data with us.
Book a demo