How sales call training with AI works, step by step
Voice call training with an AI customer is a rehearsal, not a real call. You pick a situation, speak out loud, read a report that quotes your own words and try again. This page explains each step and what it does and does not do.
This guide describes general principles based on EU rules (GDPR, the ePrivacy Directive and the Insurance Distribution Directive). National law differs between countries, so check the rules in your country and your client's country. Your firm's own procedures and the rules that apply to you decide what is required; the guide is general information, not legal advice.
What it is, and what it is not
DIRI AI lets you rehearse a difficult conversation by voice before you have it with a real person.
- The customer in the call is played by an AI and is always labelled as an AI. It is never presented as a real person.
- No real customer is contacted and nothing you say reaches anyone outside the practice call.
- It is meant for training and coaching. It is not a tool for evaluating, ranking or making decisions about employees.
Step 1: choose a situation
Every practice call starts with a situation, so the conversation has a clear purpose.
- Pick a prepared scenario, for example a price objection, a first meeting or a retention call, or write your own.
- Set the difficulty and the type of client, for instance friendly or sceptical.
- Decide before you start which one thing you want to try differently this time.
Step 2: have the conversation
You speak through your microphone and the AI customer answers by voice.
- The customer reacts to what you really say, keeps their own motives and objections, and does not follow a fixed script.
- Answer the way you would on a real call. Saying it out loud shows where you hesitate, which reading a script never does.
- Calls can be short. The Free plan allows a call of up to 5 minutes, which is enough for one objection or one opening.
Step 3: read the report
After the call you get a report built from the transcript of your own conversation.
- Key moments are quoted from the call, with an explanation of how each one affected the conversation.
- The report proposes one concrete change to try next, instead of a long list of tips.
- The score from 0 to 100 is rule-based. AI feedback explains the result but does not change the number. The How we score page shows the criteria and their limits.
Step 4: repeat and compare
One call rarely changes a habit. The value comes from repeating the same situation and comparing attempts.
- Run the same scenario again and change only the one thing the report suggested.
- Your history stays in your account, so you can see how the answers changed.
- Move on to a harder client type once the current one feels comfortable.
Data and limits
It helps to know what is kept and where the method is limited.
- Voice recordings are off by default. Where they are explicitly switched on, they are kept for a limited time. Transcripts, scores and reports are kept for a limited period, and a company can choose a shorter one.
- AI feedback supports training and coaching. It does not decide anything about people automatically.
- The scoring method is not validated against human raters and no accuracy figures are published, so treat the score as a guide for practice.
- A simulation does not replace real customer contact or the rules that apply to your own work.
Frequently asked questions
Is the AI customer clearly marked as an AI?
Yes. The customer is played by an AI and is labelled as one. It is not presented as a real person at any point.
Do I need special equipment?
No. You need a device with a microphone and a stable internet connection. Call quality depends on both, so a quiet room and a headset help.
Is my voice recorded?
Voice recordings are off by default. A transcript of the practice call is used to build the report. Retention periods are described in the privacy information, and a company can choose shorter ones.
How long does a practice call take?
As long as you need for the situation. A single objection or an opening can be rehearsed in a few minutes, and the Free plan allows calls of up to 5 minutes.
Is it used to evaluate employees?
No. It is designed for training and coaching. The feedback is meant to help you improve, and it must not be the only basis for decisions about people.
Try one practice call
Try it with a voice AI client and replay your own call afterwards. The Free plan includes 3 voice calls a month of up to 5 minutes each; a pilot is available for teams. DIRI AI is for training and coaching, not for evaluating or ranking employees.