Your sales conversations contain valuable insights about prospect qualification, objections, and deal progression. With Convo's Sales mode, you can analyze prospect chats and get structured AI insights tailored for sales optimization.
What You'll Learn
- Lead Qualification: Assess prospect fit, budget, authority, need, and timeline (BANT)
- Objection Handling: Identify and suggest responses to common objections
- Buying Signals: Track conversation momentum and buying signals
- Next Steps: Recommend follow-up actions and meeting scheduling
- Deal Progression: Track conversation momentum and buying signals
- Deal Summary: Generate comprehensive deal summaries for team handoffs
"Convo transforms your sales conversations into clear, actionable insights—helping you qualify leads better, handle objections effectively, and close more deals."
Step-by-Step: Analyze Your Sales Conversations
You can import chats from WhatsApp, Telegram, Messenger, or SMS (see our other guides). Once imported, switch the AI mode to "Sales" and generate insights.
Step 1: Import a Prospect Chat
- Open Convo and click the import option for your platform (WhatsApp, Telegram, Messenger, or SMS)
- Select your exported file and confirm who you are in the conversation
- Wait for parsing—Convo processes messages locally and prepares them for analysis
Step 2: Switch to Sales Mode
- Open the AI panel and choose Sales
- Click Generate AI Insights
- Review the cards: Lead Qualification, Objection Analysis, Buying Signals, Next Sales Action, and Deal Summary
What Each Card Shows
Lead Qualification
Assesses prospect fit using BANT criteria (Budget, Authority, Need, Timeline) and provides qualification score and recommendations.
Objection Analysis
Identifies objections raised by the prospect and suggests effective responses to address concerns and move the deal forward.
Buying Signals
Tracks positive buying signals and conversation momentum to help you understand prospect readiness and interest level.
Next Sales Action
Provides specific recommendations for follow-up actions, meeting scheduling, and next steps to advance the deal.
Deal Summary
Generates comprehensive summaries of the conversation, key points, and deal status for team handoffs and CRM updates.
Tips for Better Results
- Import complete conversation history for comprehensive prospect evaluation
- Include multiple touchpoints (initial outreach, discovery calls, follow-ups) for holistic insights
- Re-run analysis after key interactions to track deal progression
- Use insights to prepare for next calls and overcome objections
- Share deal summaries with your team for better collaboration
Ready to Optimize Your Sales Conversations?
Open Convo, import a prospect chat, switch to Sales mode, and generate insights. You'll get a clear picture of lead qualification, objections, and next steps.
Start Sales Analysis