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The AI Ride Along records your in-person sales conversation so you can focus on the customer instead of taking notes. When you’re done, AI analyzes the conversation and gives you coaching insights to help you sharpen your next pitch.
You’ll be asked for microphone permission the first time you record. The recording keeps running even if your screen dims, and there’s a maximum length — long conversations stop on their own when they reach the limit.

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Record the conversation

1

Start recording

On the AI Ride Along screen, tap the large microphone button. Allow microphone access if your device asks. The status changes to Recording… and a timer starts.
2

Watch the indicator

A glowing ring pulses around the button in time with the sound it’s picking up — a quick way to confirm it’s hearing you. The timer shows how long you’ve been recording.
3

Pause if you need to

Tap Pause (or the button itself) to take a break — for paperwork, a phone call, or a private moment. Tap Resume to pick back up. The timer holds while you’re paused.
4

Stop when you're finished

Tap Stop Recording. The recording uploads and the status moves through Uploading… and Starting analysis…
5

Let AI take over

Once it shows Complete, the recording is in and AI analysis is underway. You can start another recording, or head Back to Estimate.

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Review your ride-alongs

Your recordings are listed on the Ride-Alongs page (My Ride-Alongs if you only see your own). At the top, a Table / Insights switch changes how you look at them:
  • Table — the list of recordings. Click one to open its details.
  • Insights — an AI-written read of your ride-alongs: a headline takeaway, a few supporting points, a recommended next action, and a chart. Use New insight to regenerate it from a fresh angle. Managers see an insight across the branch’s recordings; everyone else sees one about their own.

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Read the table

Each row is one recording, with these columns:
  • Salesperson — who recorded it.
  • Lead, Client, and Project — what the recording is linked to. Client is hidden until you turn it on.
  • Duration — how long the recording runs.
  • Talk Ratio — a bar showing how much of the conversation each of the top two speakers did, with their percentages.
  • Key Insight — the top coaching insight, with a badge for how serious it is.
  • Status — Recording, Paused, Processing, Completed, or Failed.
  • Date — how long ago it was recorded.
A dash means there’s nothing to show — for example, the recording isn’t linked to a lead, or analysis hasn’t finished yet. On a phone, each recording shows as a card instead.

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Search, filter, and sort

  • Search — Use Search by client, lead, project, or summary… to find a recording.
  • Filters — Narrow by a Date range. Managers can also filter by Salesperson.
  • Sort — Click the sort button (the up-and-down arrows) to open Sort by, then pick Date created or Last updated. Pick the same option again to flip the direction, or click Reset to Default to go back to the newest recordings first.

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Customize the columns

Click Customize View (the sliders icon) to show or hide columns, drag them into a different order, or click Reset to Default. See Customize the columns for the full walkthrough. Your sort and column choices are remembered on that browser and device.

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If something goes wrong

If a recording fails — most often because microphone access was denied — you’ll see a short message explaining what happened.
  • If you denied microphone access, allow it in your browser or device settings, then try again.
  • Use Try Again to start a fresh recording, or Cancel to step away.
For the cleanest analysis, keep the device near the conversation and minimize background noise. If you get interrupted, Pause rather than stop — that keeps everything in one recording.