Use the live cockpit

The live cockpit puts suggested responses on screen during your call. It displays conversation text and answers using your Prospect context and selected Playbook. A live Session captures your microphone and counterpart system audio; review capture and data controls before starting.

Start the Session

1. Open the Prospect and choose Live in the launch dock.
2. Confirm that Microphone and System audio show Ready. Follow Privacy & permissions if either needs attention.
3. Review Playbook for this session and Effective setup. Select an override only if this call needs a different Playbook.
4. Review Session and debrief access. Personal Sessions are Private. New Team Sessions default to Shared with you and that Team's owner/admin; select Private if only you should have access.
5. Choose Start live session. The cockpit opens as the Session connects.

A detected-call invitation's Review action opens preparation; it does not start capture. Confirm the intended Prospect and press Start yourself.

During the conversation

Read the copilot's suggested responses alongside the conversation and decide what to say. With Automatic — answer when helpful selected in your Playbook, the copilot can respond as the conversation develops. On request — only when I ask leaves responses to your requests.

If a held-back cue offers Answer anyway, use it to request guidance for that cue. It does not change automatic assistance for later cues. While a response is generating, Stop cancels that response without ending the call.

Use Steer the copilot… to change how assistance should behave for the rest of the Session. For example, ask it to keep replies shorter or emphasize proof points. Steer tips sends a suggested direction directly. These are session instructions, not private notes for later review.

If an Account Action Plan appears, open it to inspect the session plan.

Finish explicitly

Choose End call when the conversation ends. Closing the cockpit only hides its window; the active Session continues and can be reopened. Then review the Debrief.