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Qubi Documentation

website·Indexed 30 days ago

https://docs.getqubi.com

Qubi is an AI-powered conversation intelligence platform designed to help sales teams win more deals. It features AI performance scoring, call-level coaching, team analytics dashboards, and a knowledge base for internal documents. The platform integrates with Zoom, Google Meet, Microsoft Teams, Slack, and various CRMs to provide live intelligence, competitor tracking, and automated meeting classification.

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What's inside Qubi

  1. Overview of Qubi Conversation Intelligence

    Qubi is an AI-powered conversation intelligence platform designed to help sales teams win more deals. It automatically records, transcribes, and analyzes customer conversations, allowing teams to focus on selling rather than manual note-taking or documentation.

  2. Overview of Ask Qubi

    Ask Qubi is an AI-powered assistant that provides instant, grounded answers to questions regarding deals, prospects, and strategic next steps. It can retrieve information from specific meetings, CRM opportunities, and a team's internal knowledge base.

  3. Overview of Qubi Live Call Coaching

    Qubi provides real-time coaching during live meetings. Instead of only recording calls, it actively surfaces answers, highlights key information, and tracks methodology coverage in real time, allowing the user to stay engaged in the conversation without leaving the call interface.

  4. Overview of supported sales methodologies in Qubi

    Qubi provides built-in support for several popular sales methodologies to help teams track coverage during calls, post-call reviews, and coaching. Supported methodologies include:

    • MEDDPICC: Metrics, Economic Buyer, Decision Criteria, Decision Process, Paper Process, Identify Pain, Champion, Competition
    • BANT: Budget, Authority, Need, Timeline
    • SPIN: Situation, Problem, Implication, Need-Payoff
    • Challenger: Teach, Tailor, Take Control
    • Sandler: Pain, Budget, Decision

  5. Overview of Qubi Conversation Intelligence

    Qubi is an AI-powered conversation intelligence platform designed to help sales teams win more deals. The platform automatically records, transcribes, and analyzes customer conversations, allowing sales teams to focus on selling rather than manual note-taking or documentation.

  6. Overview of the Qubi Deals Dashboard

    The Deals Dashboard provides a centralized view of CRM accounts and their associated opportunities. It integrates conversation data to show account names, key contacts, open opportunities (including stage, amount, and close date), meeting history (frequency and recency), and AI-assessed deal health.

  7. Overview of Qubi Meeting Prep AI Briefs

    Qubi provides automated AI briefs to prepare sales representatives for calls. These briefs aggregate context from previous conversations and prospect research, and provide suggested talking points to eliminate the need for manual note-searching during meetings.

  8. Overview of Qubi Team Analytics

    Qubi provides a Team Analytics dashboard designed for managers and leaders to track performance metrics and leaderboards. The dashboard allows users to drill down into individual representative statistics to enable data-driven coaching and performance management.

  9. Overview of the Qubi Knowledge Base

    The Qubi Knowledge Base allows you to integrate internal company data—including documents, Slack channels, and Google Drive files—to provide the AI with the necessary context for live coaching, answering user questions, and surfacing relevant information in real-time.

  10. Overview of Qubi Coaching Assessments

    Qubi provides automated coaching assessments for every call analyzed. These assessments contribute to a personalized coaching profile that tracks a user's strengths, behavioral patterns, and specific areas for growth over time.

  11. Overview of Qubi Competitor Tracking

    Qubi provides tools to track competitors and equip sales teams with intelligence to win deals. Key capabilities include automatically surfacing key competitors, creating competitive battlecards, and delivering real-time competitive intelligence during live calls.

  12. Manage competitor detection in Qubi

    Qubi uses AI to automatically detect when competitors are mentioned during calls. When a company is identified as a competitor, the user can either confirm the detection to add it to the tracked competitors list or dismiss it as a false positive. This list is used to surface intelligence during meetings, in coaching, and via Ask Qubi.