The Comsync platform

A working day
with Comsync

One platform for learning, practice, coaching and meeting follow-up

Training Coaching Meeting debriefs

01 · Training and certification

From your material to a customer-ready rep

A new joiner learns your products, rehearses customer conversations and works towards your certification criteria.

Start with: Product material, scripts, common objections and the skills your team needs to demonstrate.

Roleplay

Elena · AI customer

“I found a lower premium. Why should I renew?”

Aditi · Sales rep

“Let’s compare what’s covered before we compare the price.”

A good startNow ask what matters most to Elena.

Built around your customer conversations

For the rep

Learn the essentials, speak with an AI customer and practise again using specific feedback.

Comsync handles

Learning, roleplays, feedback and readiness scoring around your training material.

For the manager

Review demonstrated skills, identify gaps and decide who is ready for the field.

02 · Coaching from real conversations

Give the next conversation a better starting point

Use recorded customer conversations to find the moments that need attention and turn them into practice.

Start with: Recorded customer conversations and the product or conversation standards you want to coach against.

Conversation coaching

Daniel’s customer conversationRecorded call · Transcript excerpt

02:18 · Customer concern

“I need to understand the exclusions before I decide”

A moment worth coachingExplain the exclusions before moving to the next step.

Next roleplayExplaining policy exclusions

For the rep

Review feedback tied to a moment in a call, then practise the skill that needs work.

Comsync handles

Conversation analysis, specific coaching feedback and relevant roleplay practice.

For the manager

See who needs support and the conversation gaps worth spending time on.

03 · Meeting debriefs and CRM updates

The rep talks through the meeting, Comsync captures it

After a meeting, the agent calls the rep to collect customer needs, objections and next steps.

Start with: Your meeting workflow, the information to capture and the CRM fields to update.

Debrief

Comsync

Amara · Rep

The meeting ends
Comsync calls

Comsync“What does the customer need next?”

Amara“The exclusions in writing. I’ll send them and call tomorrow.”

Captured for the CRM✓

Concern: Policy exclusions
Next action: Send written explanation
Follow up: Call tomorrow

For the rep

Answer a call from Comsync and explain what happened, what the customer needs and what comes next.

Comsync handles

A meeting summary, feedback for the rep, customer insights and updates to the connected CRM.

For the manager

Review meeting context and follow-ups without chasing the rep for a written update.

Readiness and certification

A score with a reason behind it

Readiness brings demonstrated skills and coaching gaps into the manager’s review. Agree the criteria for your team before using a score to make certification decisions.

What is assessed: The product knowledge and conversation skills relevant to your role.
What needs work: Specific feedback and practice, linked to the skills a rep has yet to demonstrate.
Who decides: Your team defines the certification standard and reviews readiness for the field.

Integrations