Building Call Scripts
A script is the structure you want a conversation to follow — the sections a rep should get through and the points, questions and checkpoints inside each one. Once a script is attached to a call session, Funnelfeedr shows it live in the Coaching panel and ticks items off as they are covered.
Scripts live under Settings → Playbooks → Scripts. Building scripts and using live coaching need a Prospect or Close seat.
1. Create a script
You have two ways to start:
- From template — pick Cold Call, Discovery Call, Demo or Follow-up Call. Funnelfeedr creates a ready-made script with sections and items you can edit.
- New script — start from an empty script.
2. Fill in the script details
At the top of the editor you set:
- Script name — what reps will see when they pick a script for a session.
- Interaction type — Call, Email, Meeting, LinkedIn or General. Only scripts of type Call can be attached to a call session.
- Description — a short note on when this script should be used.
- Active — turn this off to keep a script without offering it to reps.
3. Add sections
A script is a list of sections — the phases of the conversation, such as Opening, Discovery, Value and Next step.
- Click Add Section.
- Give the section a name.
- Drag the handle on the left of the section to reorder it.
4. Add items to a section
Inside each section you add items. Every item has a type:
| Type | Use it for |
|---|---|
| Talking Point | Something the rep should say or land |
| Question | Something the rep should ask |
| Checkpoint | Something that must be confirmed before moving on |
Each item has two fields:
- Content — the full wording. This is what is sent to the AI, so write it so the intent is clear even out of context. Example: Propose a next step (demo, meeting, follow-up).
- Display label — an optional short label shown to the rep in the coaching panel. Example: Next step. Leave it empty and the content is shown instead.
Items can be dragged to reorder them inside a section.
Click Create when you are done (on an existing script the button is Save). The list view then shows the number of sections and items in each script.
5. Duplicate or delete a script
From an existing script you can:
- Duplicate — copies the whole script, sections and items included. Useful when you want a variant for a different segment.
- Delete — removes the script.
6. Use a script in a call session
- Start a call session as described in Starting a Call Session.
- In Call Session Settings, pick a script under Call Script, and turn on Enable realtime transcription so the AI can follow the call.
Only scripts that are Active and have interaction type Call appear in that list. Reps can also pick or switch the script in the Coaching tab whenever they are not on a call.
When a call connects, the contact panel switches to the Coaching tab and shows the script:
- Items are ticked off as they are covered — either by the rep clicking them, or automatically by the AI when it hears the point being made. The AI only follows along when realtime transcription is on for the session.
- A section collapses on its own once every item in it is done.
- An adherence score shows how much of the script was covered.
Tips
- Keep sections short. Five to eight items per section is usually enough for a rep to follow live.
- Write items as outcomes, not word-for-word lines. The AI matches on meaning, not phrasing.
- Use Checkpoint sparingly — reserve it for the things a call genuinely should not move past, such as confirming budget ownership.
- Set a script to Inactive instead of deleting it while you are testing a new version.