Question 1

Which CRMs are officially supported?

Accepted Answer

Demodesk has an easy set up with Salesforce, HubSpot and Pipedrive. For other CRMs you’ll have to use our Demodesk API.

Question 2

Are these agents available in multiple languages?

Accepted Answer

Yes! Demodesk offers all AI agents in 98 languages, including all European languages.

Question 3

Is pricing publicly available or custom?

Accepted Answer

Pricing starts at €49 per user per month. For companies needing additional admin controls, support, or tailored workflows, custom pricing options are available upon request.

Question 4

Do users need to write prompts or is the AI pre-trained?

Accepted Answer

Demodesk AI agents are pre-trained. You don’t need to write prompts or train your AI. Using Demodesk’s AI agents will provide immediate value.

Question 5

Can customers build their own workflows or are they templated?

Accepted Answer

Customers have the flexibility to build their own workflows within Demodesk. The platform allows users to tailor their AI sales analyst according to their unique sales methodologies. Users can also design customized meeting types and playbooks by integrating essential tools like CRM systems and collaboration platforms, and defining key interaction points with leads. This personalization ensures that the sales process aligns seamlessly with the organization’s specific strategies and objectives.

Question 6

Are there real-time alerts or only post-meeting summaries?

Accepted Answer

Demodesk provides both. You get real-time visibility into deal health, including alerts for at-risk opportunities, high-conversion prospects, and who to follow up with first. These insights help prioritize actions while the information is still fresh, rather than relying solely on post-meeting summaries.

Question 7

How do you handle industry-specific use cases (e.g., SaaS vs. Healthcare)?

Accepted Answer

Demodesk allows you to customize AI behavior using industry-specific prompts. This means you can tailor summaries, transcriptions, and automations to reflect the terminology, needs, and workflows of your particular industry—whether you’re in SaaS, healthcare, finance, or another vertical. These custom prompts ensure the AI delivers relevant and context-aware outputs.

Question 8

Is there onboarding or white-glove setup?

Accepted Answer

Demodesk provides a comprehensive guide (help.demodesk.com/en/articles/9428476-coaching-ai-admin-guide) to assist administrators in setting up and optimizing the Coaching & AI modules. This step-by-step guide covers core benefits, settings, permissions, integrations, and usage from both admin and manager perspectives. While the guide provides thorough instructions for self-service setup, you can also request a personalized onboarding experience by opting for custom pricing, which includes tailored assistance and dedicated support.

Question 9

Can users control data retention or deletion timelines?

Accepted Answer

Yes, Demodesk allows users to manage their recording retention settings. By default, recordings are stored for 150 days before automatic deletion. If you require a longer retention period, you can contact your account manager to extend storage up to one year. This flexibility helps ensure compliance with your organization’s data management policies and privacy regulations.

Question 10

Can AI sales tools really replace manual CRM entry?

Accepted Answer

Yes, they can. There are different degrees of automation. There are AI sales tools that function as AI wrappers, i.e. they enable you to write prompts for specific CRM fields. This is quite complex and time-intensive to set up and maintain. Demodesk AI CRM Concierge fully automated the CRM entry from the transcript, without requiring any setup or maintenance work. The Demodesk AI CRM Concierge analyzes your CRM behavior and structure and automatically suggests which fields and which updates to sync using AI. You can even skip the manual review step if desired.

Question 11

How accurate are AI-generated meeting summaries and transcriptions?

Accepted Answer

Transcription accuracy has significantly improved in recent months. Demodesk uses the latest AI models and offers the best transcription quality on the market.

Question 12

Will reps need to change the way they run meetings or calls for the AI to work well?

Accepted Answer

Users don’t need to change their workflow at all. Demodesk AI Sales Agents integrate into existing workflows and systems.

Question 13

What happens if something is misinterpreted in the call summary or CRM update?

Accepted Answer

Users can review and change the suggested updates before they are sent to the CRM.

Question 14

How customizable are the follow-up messages or action items?

Accepted Answer

Follow-up messages and action items are fully customizable. After each conversation, the Demodesk AI automatically generates a suggested follow-up email, which you can easily review and edit through a simple chat interface, just like using ChatGPT. You can also create your own follow-up email templates to ensure consistency. Once a template is set, it will be automatically applied, so your follow-ups always follow your preferred structure and tone.

Question 15

Can these tools support multilingual sales teams or calls in other languages?

Accepted Answer

Absolutely. Demodesk is built for global teams and supports 98 languages. It can transcribe and translate calls in any of those languages, and generate summaries, scorecards, and AI coaching feedback accordingly. All insights—transcripts, reports, and feedback—can be instantly translated, making it easy for managers and team members to collaborate across language barriers. For example, a manager can review a call in a language they don’t speak, get feedback from the AI in the rep’s native language, and translate it into their own—all within seconds. With Demodesk, language is no longer a barrier to coaching, collaboration, or performance insights.

Question 16

How does AI help new reps ramp up faster?

Accepted Answer

Demodesk helps new sales reps ramp up quickly by combining AI-powered automation with structured coaching and best practice sharing. Here’s how: On-demand learning: All calls—whether video meetings or cloud calls—are automatically transcribed and stored in a searchable library. You can create a curated best practice library by bookmarking standout calls, so new reps can easily learn what great looks like without needing live shadowing. Coaching at scale: After every call, reps receive AI-generated feedback based on your custom scorecard, aligned with your sales methodology. They see exactly what they did well, what to improve, and how closely they followed your process—all presented in a clear dashboard that tracks progress over time and keeps them motivated. Automated admin: Demodesk AI agents automate CRM data entry and follow-up emails using your company’s templates and best practices. New reps don’t need to spend time learning the CRM or crafting the perfect follow-up—they can focus on learning and selling from day one. Manager efficiency: Because the AI handles transcription, analysis, and coaching, managers don’t have to watch every call or provide repetitive feedback manually, freeing up time while still ensuring quality coaching for every rep. With Demodesk, new reps are equipped with the tools, insights, and automation they need to succeed faster and with less friction.

Question 17

Can I use AI-generated data to report on sales team performance?

Accepted Answer

Yes, Demodesk provides powerful, AI-driven reporting tools to help you monitor and improve sales team performance. You get access to an intuitive dashboard that shows individual and team-level performance scores. You can easily compare reps based on key conversation metrics such as talk-listen ratio, speech rate, and customer engagement. You can also filter data by team, country, or time period to identify trends and performance patterns. If you’re using a structured scorecard—like SPICED, MEDDIC, or your custom methodology—Demodesk breaks down performance by each dimension. This allows you to see, at a glance, who is excelling in specific areas (e.g., Metrics or Champion) and who may need support. In addition, Demodesk offers AI-powered reporting. You can ask natural-language questions like “Why are deals being lost?” or “What makes Rep A more successful than Rep B?” and instantly get summarized insights based on all your recorded calls and conversations. With Demodesk, you get deep visibility into team performance—without manual analysis—so you can coach more effectively, spot risks early, and scale best practices across your sales org.

Question 18

Does this integrate with tools we already use (e.g. Gong, Outreach, Notion)?

Accepted Answer

Yes, Demodesk integrates seamlessly with all primary sales tools. We support native integrations with CRMs like Salesforce, HubSpot, and Pipedrive—and if you’re using a different CRM, you can connect via our open API. We also integrate with Google and Microsoft for calendar and email, as well as all significant dialing tools such as Outreach, Aircall, and Dialpad. Demodesk works with video conferencing platforms including Zoom, Google Meet, and Microsoft Teams. Additionally, we support integrations through Make (formerly Integromat), giving you the flexibility to connect Demodesk to thousands of other tools, including Notion. And if you need something custom, we’re happy to help you set it up. Demodesk is designed to fit into your existing workflow, not replace it.

Frequently Asked Questions

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