AI for client conversations

Everyconversationmakesyoubetter.

Chant captures your client conversations, pulls out what matters, writes the follow-ups and gets you ready for the next one.

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It starts before the call.

01Before the call

Walk in knowing everything.

MC
Maya ChenCall today · 2:30 PM
Brief
Last time · Oct 6

Wants to start before March. Budget tops out around $2,000 a month. Her partner has the final say.

Still open✓Send the smaller starter planShare a one-page summary for her partner
Watch for

Price came up twice. Lead with what she gets before the number.

Try opening with

“Did your partner get a chance to look at the plan?”

02During the call

Chant.
Phone call
In person
Video call
WhatsAppsoon
Gmailsoon
Telegramsoon
Instagramsoon
Messengersoon

Maya is calling.

Or texting. Emailing. Dropping by.

Chant hears all of it.

She starts to talk.

03Live help

Live · Maya Chen

Honestly, anything over two thousand a month is a stretch for us.

Handle objectionnow

“Would a smaller first step help, so your partner can see it working first?”

She said “a stretch” · 04:16

Every tap teaches it what helps.

The call ends. The work doesn't.

04After the call

The call becomes notes, tasks and a reply.

Transcript · 04:12

We want to start before March. Anything over two thousand a month is a stretch, and my partner still needs to sign off.

TimelineBefore March
Budget≤ $2,000 / mo
DecisionPartner signs off
ConcernPrice
Follow-ups3 new from this call
Send the smaller starter planTomorrow
One-page summary for her partnerFri
Check in after their talkNext Tue
Draft reply · to MayaWritten by Chant

Hi Maya, thanks for today. As promised, here's the smaller starter plan, which keeps you under $2,000 a month. I've also attached a one-page summary to share with your partner. Happy to walk you both through it on Tuesday.

Send emailSend on WhatsApp

05Anytime

Ask about any client. Find anything said.

How should I handle Maya's hesitation about price?
Chant

She said anything over $2,000 a month is a stretch, and her partner has the final say. Lead with the smaller starter plan, then send a one-page summary she can share with him.

▶ Oct 6 call · 04:16▶ Oct 6 call · 04:19
renewalAll conversations
Maya ChenOct 6 · call

…happy to talk about the renewal in spring…

Omar HaddadSep 28 · email

…our renewal date is the 14th…

Lena ParkSep 19 · WhatsApp

…before the renewal, can we compare…

06Your way

Chant.
Claude
ChatGPT
Salesforce
HubSpot
Attio
WhatsApp
Gmail
Telegram
Instagram
Messenger

Learns your style. Fits your work.

Insurance
Sales
Recruiting
Clinics
Support
Your strength

You explain options clearly.

1 objection in 12 calls afterwards

Room to grow

Price before value gets push-back.

3 of 4 calls · see the moments

Integrations · coming soon

And whatever they tell you in confidence,

07Private

What's said in confidence stays there.

“This is Maya ChenCLIENT_1, I'm at 12 Elm StreetADDRESS_1, call me on 416 555 0132PHONE_1.”

Off the record
  • 01Names stay on your device
  • 02You approve every summary
  • 03No audio kept
  • 04Never used to train AI

Start with your next conversation.

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