How Cue Works

Overview

Cue is designed around a simple insight: sales conversations are too important to wing. Every call is an opportunity to advance a deal, build a relationship, or gather competitive intelligence. Cue ensures you're prepared, present, and productive in every conversation.

The platform works in three phases:

Before the Call

Fifteen minutes before your scheduled call, Cue surfaces a comprehensive briefing that answers the questions every rep should know:

• Who am I meeting? — Stakeholder profiles, roles, and past interactions
• What's the deal status? — CRM data, deal stage, and recent activity
• What should I discuss? — Suggested topics aligned to your playbook
• What risks exist? — Competitor mentions, stalled deals, stakeholder changes

The briefing is automatically compiled from your connected tools — CRM, calendar, email, and previous Cue interactions. No manual prep required.

During the Call

Once your call begins, Cue shifts into real-time analysis mode. The AI listens to the conversation and provides subtle, timely guidance:

• Objection handling — When a buyer raises a common objection, Cue surfaces proven responses from your playbook
• Competitor detection — Instant alerts when competitors are mentioned, with relevant battle card information
• Topic coverage — Tracks which key topics have been discussed and reminds you of items you might be missing
• Sentiment signals — Detects shifts in buyer engagement or enthusiasm

After the Call

When your call ends, Cue immediately begins processing:

1. Transcription — Full call transcript with speaker labels, searchable and shareable
2. Summary generation — AI-generated summary highlighting key discussion points, decisions, and next steps
3. Action item extraction — Automatic identification of commitments and to-dos from both sides
4. CRM update — Relevant fields updated in Salesforce or HubSpot, including next steps, meeting notes, and signal data

Within 5 minutes of call completion, your CRM is updated and you have a complete record of the conversation — without typing a single note.

Continuous Learning

Cue gets smarter over time. The more your team uses the platform, the better it understands:

• Your company's products and terminology
• Your competitive landscape
• Your sales methodology and playbook
• Individual rep communication styles
• What success looks like for your deals

This learning happens automatically and is isolated to your organization — your data never trains models used by other customers.