Insights

July 1, 2026

Introducing Live Assist for Inside Sales

Tal Shub

Tal Shub

Founder & CEO

A rep spends two hours in the home. The homeowner likes the windows, but her husband isn't there and the monthly payment feels high. No sale.

A week later, an inside sales rep picks up the lead. The CRM note says “wants to think about it,” if there is a note at all. So the rep calls blind, recites the quote, and asks if they're still interested.

Everything that would close the deal was said in the living room. None of it made it to the phone.

Introducing Live Assist for inside sales: your reps get the whole story from every in-home visit, AI Agents bring them the homeowners ready to talk, and Live Assist guides the call.

See a rehash call run on Craft.

Your phones, your process, in a 30-minute demo.

The whole story from the home

Craft already records the in-home appointment. Now it pulls out what inside sales needs: the motivation, the decision-makers, the real objection, competing quotes, and a DISC read on how to talk to the homeowner. Your reps see it live, before they dial.

Deal context · Dana RuizNot sold · 2:14:05
MotivationDrafty windows, winter bills
Decision-makerMark wasn’t home
ObjectionMonthly payment, not the product
CompetitorsOne other quote this week
DISC profileSteady · reassure first
Shared live with inside sales

Call the homeowners ready to talk

Every unsold estimate gets a lead score from the visit, and it updates with every conversation after. When the homeowner texts back that both decision-makers are home tonight, the lead jumps to the top of the queue.

Lead score · Dana Ruiz91 · HOT
Scored from the in-home visit38
“Mark’s home tonight. Can we talk?”+31
Both decision-makers ready+22
Routed to Marcus R. · best closer

A warm transfer to your best closer

Craft AI Agents re-engage cold leads at the right time, on the right channel, with a message built from the visit. When a homeowner replies, the agent warm-transfers them to your best closer, with the context riding along.

In-home visitNot sold · context captured
AI Agent texts at the right timeReply in 4 minutes
Warm transfer to Marcus R.Context rides along
Sold · $18,400Live Assist on the call

Live Assist on the call

Live Assist runs beside the rep: confirm both decision-makers, recap the visit, isolate the objection, ask for the sale. When the payment question comes up, it has the answer ready. Every call is scored, so managers see who is running the process.

Dana Ruiz · Windows6:18Marcus R.

From the in-home visit

Objection

Monthly payment

Decision-makers

Dana + Mark

Quoted

$18,400

DISC

Steady · reassure first

Confirmed both decision-makersRecapped the visitIsolated the objectionAsk for the sale

Live Assist · 6:12

Mark is on the line now. Quote $289 a month on the 60-month plan, then ask for the sale.
Sold · $18,400 · Scored 94

It works with the phones you already have, including RingCentral, Five9, NICE, Aircall, Quo, and dozens more. Teams on Craft see 2x the rehash close rate.

Bring Live Assist to your inside sales team.

We set it up with you on your phones and your process.

Common questions

What is Live Assist for inside sales?

Live Assist runs beside the inside sales rep during the call. It shows what happened in the home, tracks checkpoints like confirming both decision-makers and isolating the objection, and surfaces the right response the moment it is needed.

Where does the context come from?

From the in-home appointment Craft already recorded. Craft pulls out the motivation, the decision-makers, the objection, competing quotes, and a DISC read on how to talk to the homeowner, and shares it live with inside sales.

Does it work with my phone system?

Yes. Craft works with RingCentral, Five9, NICE, Aircall, Quo, and dozens more. Keep your phones and add Craft.

Do AI Agents replace inside sales reps?

No. AI Agents do the outreach that never gets done and warm-transfer the homeowners who reply. Your reps spend their day on conversations with people ready to buy.

Craft

See a rehash call on Craft

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