How to Tailor Amotions AI for Your Calls
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by Amotions, Inc.
Watch on YouTube: How to Tailor Amotions AI for Your Calls
Published Updated Last reviewed By Amotions, Inc.
What is Amotions AI?
Amotions AI is a real-time private AI sales coach that delivers in-call guidance, AI roleplay, and post-call scorecards—trained on the customer’s playbook. It does not join meetings as a bot.
Why tailoring matters
AI guidance is most useful when it reflects how your team actually sells. That is why tailoring Amotions AI matters.
A generic coaching layer can help with broad communication skills, but strong in-call guidance comes from understanding your product, customer persona, sales motion, and team language. When Amotions AI is tailored to your calls, the prompts become more relevant, more actionable, and easier for sellers to use naturally.
This is especially important for newer salespeople. Instead of relying only on memory or manager shadowing, they can get guidance that reflects the way your team wants calls to be run.
What to tailor inside Amotions AI
The recent video walkthrough highlights a simple principle: bring your real sales context into the system.
That can include:
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Your playbook and core call stages
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Product and positioning documents
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Common objections and approved responses
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Customer persona details and qualification criteria
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Team-specific messaging, talk tracks, and next-step expectations
The more clearly Amotions AI understands your process, the more useful it becomes in live calls, post-call coaching, and roleplay.
A practical setup approach
The best setup is usually iterative, not one giant upload. Start with the materials your sales team actually uses and the moments where they most often need help.
A good first pass looks like this:
1.
Add your core sales playbook or call framework.
2.
Upload the documents that explain your product and buyer pain points.
3.
Add the questions, transitions, and objection-handling guidance you want reinforced.
4.
Run live calls and roleplays, then review where prompts were strong and where they need refinement.
This keeps the rollout focused on real seller behavior instead of abstract configuration.
Where these settings live
Everything in this guide is in Organization settings. Admins see these tabs:
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General: your organization profile (organization description, organization context, sales methodology, and call types) and the Organizations Documents list, where you add files or links. The free plan has no limit on documents or links.
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Playbooks: the steps of each kind of call, which the live coach tracks during the call. Guide: https://amotionsinc.com/blogs/make-amotions-ai-follow-your-sales-call-structure
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Pre-call Questions and Reminders: questions reps answer before a call, and timed nudges if a key item has not come up.
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Roleplay Config and Scoring Config: practice scenarios and the criteria calls are scored against.
This short video shows the Organization settings page: https://youtu.be/DNu45aZcKQ4
New to Amotions AI? Start with the getting-started guide: https://amotionsinc.com/blogs/how-to-use-amotions-ai
How teams get the most value
Teams usually get the best results when they start with one motion first, such as intro calls, discovery, or a specific sales segment.
From there, leaders can refine Amotions AI based on what they hear in live calls. That creates a scalable way to transfer founder knowledge, manager coaching, and hard-earned seller intuition into a system the whole team can use.
It also makes roleplay more realistic, because the AI can coach against the actual language and process your team uses in the field.
From setup to performance
Tailoring Amotions AI is not just a configuration task. It is how teams turn a helpful AI assistant into a sales-specific coaching system.
When Amotions AI reflects your documents, process, and positioning, sales professionals can prepare better before meetings, get stronger guidance during live conversations, and learn faster from post-call feedback.
If you want to see the tailoring workflow in action, watch the recent video walkthrough here: https://www.youtube.com/watch?v=tEScl6olJOQ
Explore the Amotions AI product overview for real-time call coaching.
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