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.
1. Create a script
You have two ways to start:
- From template — pick Cold Call, Discovery Call, Demo or Follow-up. 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 Save when you are done. 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.
- Open the session settings and pick a script under Call script.
Only scripts that are Active and have interaction type Call appear in that list.
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 in the transcript.
- 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.