01
Conversation data stays disconnected
Fieldy contains useful customer conversations, but managers need a consistent path from the source into scoring and coaching.
IntegrationsFieldy integration
Bring supported in-person sales conversations into the same coaching loop as phone and video calls.
Review what happened in the showroom, home, or field without forcing the seller to take notes instead of staying present with the buyer.
- Verified data flow
- Evidence-backed scorecards
- Explicit setup boundaries
Where the process breaks
The calls are already telling you what needs attention.
Dealership, home-services, in-home design, and field-sales teams using Fieldy to capture eligible face-to-face conversations.
02
The handoff is hard to verify
Without a clear integration record, teams cannot tell whether a missing score began with recording availability, delivery, identity mapping, or processing.
03
A summary is not a coaching standard
Notes can save time while still leaving managers without a rubric, supporting evidence, and a repeatable next action.
How it works
A review workflow grounded in the source conversation.
The sequence stays simple: collect the conversation, apply the right standard, and move the evidence into a useful next action.
1. Connect
Authorize the supported workflow
Each participating representative uses a separately purchased Fieldy device and subscription, then connects the supported account workflow to AI Call Coaching.
2. Transfer
Move the eligible conversation data
Completed eligible in-person conversation data is delivered through the supported Fieldy webhook workflow and associated with the configured tenant and representative.
3. Use
Turn the result into coaching
The conversation joins phone and video calls in the coaching workspace, where the appropriate rubric and evidence-backed review can be applied.
What you can inspect
Specific enough to coach. Broad enough to improve the system.
In-person conversation intake
Bring eligible showroom, kitchen-table, consultation, and field-estimate conversations into a reviewable workflow.
Rep connection
Associate the completed conversation with the configured team member and organization before scoring.
Industry-specific rubrics
Apply dealership, home-services, consultation, or other standards rather than a phone-only checklist.
One coaching history
Review seller improvement across supported in-person, phone, and video conversations in the same product.
Fits the conversation stack
Use the recordings and transcripts your workflow already produces.
FieldyAI Call Coaching
Clear boundaries matter
- Fieldy hardware and subscriptions are sold and billed separately by Field Labs, Inc.
- The integration depends on completed conversation delivery through the supported webhook workflow.
Put the standard to work
Start with a practical example, not another abstract framework.
Questions
What teams usually ask before connecting calls.
What information moves through the Fieldy integration?
Completed eligible in-person conversation data is delivered through the supported Fieldy webhook workflow and associated with the configured tenant and representative.
Does the Fieldy integration coach representatives live?
This page describes the verified completed-conversation workflow. It does not claim an in-call prompt unless that behavior is explicitly stated in the product setup.
Can managers verify the resulting score?
Yes. The scorecard keeps the supporting transcript evidence available for manager inspection and coaching context.
Bring one real coaching question
Use your own calls to see what the evidence changes.
Start a trial or bring the workflow you want to improve to a short working session.