Quickstart

This guide takes you through the three things every new workspace needs: a framework to score against, a call to score, and a teammate to share it with.

1. Pick a framework

A framework is the scorecard calls are graded against. Start from a template, build one from your own playbook docs, or build it from scratch. See Create a framework.

1. Open Frameworks in the sidebar under your team.
2. Choose Add from catalog and pick a template like MEDDPICC, or choose New framework.
3. Review the categories and targets, then Publish.

2. Analyze your first call

You don’t need any integrations to try Salesy. Drop in a recording or paste a transcript.

1. Select Analyze a call in the top bar.
2. Drop an audio file, or switch to Paste and paste a transcript.
3. Leave Mode on Real and click Analyze.

You can leave the page; you’ll get a notification when it’s done.

3. Invite your team

Salesy is built for the manager-to-rep loop. Invite reps so their calls are scored and they see their own feedback. See Invite your team.

Next steps

• Connect Zoom so calls arrive on their own
• Learn how scoring works
• Set a coaching focus for a rep