COACH
Never lose your footing on a call
Coach turns real-world call data into a steady path upward, guiding your agents safely through tough conversations and ambitious management goals.
See it in actionInstant Feedback
Grounded by real work
As the workforce evolves and experienced professionals retire, your best sales tactics should not leave with them. Instead of a generic, off-the-shelf training manual, Coach is wired directly into the call data YOVU already captures. Every piece of feedback is based on your team’s real conversations, capturing the specific questions, niches, and follow-ups that make your top producers win.
Faster Onboarding
Reach new heights
Accelerate onboarding by giving new hires structured guidance based on real interactions, rather than waiting for a manager to overhear a live call. Coach automatically surfaces the specific calls supervisors need to review by exception. This targeted approach saves management from monitoring everyone blindly while ensuring new hires hit their 30, 60, and 90-day ramp milestones.
Built to grow your team
Coming Soon
Guided conversations
Live prompts and questions surface during the call, helping new hires ramp faster. This keeps documentation consistent across the team, supporting stronger, standardized E&O records.
Live Coach
Suggested: Ask what’s changed in their business this year.
You: What’s changed for your business since we last spoke?
Listen, whisper & collaborate
Provide real-time coaching without disrupting the client experience. Listen to calls silently, whisper advice that only your employee can hear, or collaborate and create a three-way call when your team needs backup.
Unified dashboards & automated reporting
Get a 360-degree view of your operations at a glance. Understand call volume, queue times, and team bandwidth in real time to support inbound callers, or have customized metrics on employee activity emailed directly to your team daily.
Total Talk Time Per Agent
Roadmap
Scorecards & playbooks
We are building a central knowledge base to equip new hires with scripts and carrier details, alongside call scorecards that grade actual recorded conversations against your custom rubrics for greetings, disclosures, and closing techniques.
Call Scorecard
88%Frequently Asked Questions
While core features like in-depth reporting, customizable dashboards, and advanced call functions are available now, the full vision for Coach is still in development. Communicate and Capture are live today, and you can join early access to help shape Coach as our next major product offering.
It is being built to ramp new hires faster with onboarding checklists and a sales playbook, score real calls against a brokerage’s own rubric, hold a knowledge base, and surface coaching moments to supervisors by exception. Live AI coaching is planned for a later phase.
Coach is built on the calls YOVU Communicator already captures inside Applied Epic, so coaching is based on real conversations rather than a generic training manual.
We are building it with brokerages and will share timing with early-access participants. Talk to us if you want a say in what ships first.
Yes. Dashboards give near real-time queue data, including waiting callers, average hold times, service levels, and agent availability, and reporting tracks call volume and broker and CSR performance over time.
Administration is centralized and browser-based, with role-based access controls, so you manage users and permissions from one place.