The intelligence behind the vision.
Every business deserves an advantage. Meet the connected intelligence behind Rosie AI — from BOB's realistic sales training to live knowledge, coaching, conversations and business operations.
Meet BOB.
Your toughest customer.
Your greatest training advantage.
BOB—Bot Operated Buyer—turns real-world sales challenges into a private practice environment. Your team can rehearse objections, customize realistic AI buyers, follow scripted call flows, and build confidence before the stakes are real.
“Why should I trust your company? I've heard all of this before.”
LIVE Q&A
The right answer. At the right moment.Bring approved company knowledge directly into the conversation, including fragmented questions and unexpected requests.
Explore Live Q&ALIVE COACH
Guidance while the conversation happens.Help representatives recognize objections, buying signals and better next steps with contextual coaching support.
Explore Live CoachBOB is the commercial training product. Live Q&A and Live Coach are separately offered products in development; features and deployments are subject to validation and configuration.
From conversation to intelligent action.
Rosie AI unites human calling tools, interactive scripting, transcript analysis, CRM workflows, configured AI agents and operational management. It is built around one crucial connection: what a person says, what the representative needs to do, what belongs in the customer record and what happens next.
The technical reference supplied for this website describes implemented interfaces, handlers and workflows. It is a capability inventory — not a claim that every integration, deployment or automation passed a production acceptance test.
Designed to Work Together
The same building blocks can serve different business models without reducing Rosie to one vertical application.
Conversation Intelligence
Streaming transcript analysis, question identification, objection signals, intent classification and post-call context.
Operational CRM
Connected contact records, activity, lead information, relevant fields and AI-assisted data capture with validation.
Real Workflow Actions
Script buttons, follow-up messages, handoff preparation, scheduling and event-driven operating workflows.
Human and AI Calling
Human calling workspaces alongside configured autonomous voice qualification and routing capabilities.
Training and Knowledge
BOB practice scenarios, script authoring, reviewed Q&A and reusable knowledge systems.
Management & Controls
Role-aware reporting, call review, compliance signals, agent oversight and automation settings.
Interactive Scripts & Guided Sales
Scripts aren't just documents. They can include live personalization, spoken-line tracking, cue markers and task buttons. Representatives can work from a guided conversation while taking supported actions on the active contact.
Speech-following teleprompter
Active-line highlighting and line navigation while the conversation moves forward.
Action-enabled call flows
Supported buttons can confirm data, summarize, send credentials or move into handoff views.
Field-aware collection
Specific AI collection markers help map confirmed facts to supported customer-record fields.
Live Call Intelligence & Q&A
Rosie's live assistant brings together transcription, knowledge-based answers, objection coaching, intent signals and relevant contact context for human agents. Approved knowledge is distinguished from historical or unverified examples.
Explore Live Q&A and Live Coach
CRM & AI Data Capture
Conversation details can flow into structured customer records through review paths, supported background extraction and explicit edits. The system distinguishes customer-stated facts from assumptions, validates fields, and retains relevant contact and call history.
Calls, Routing & Communications
Human calling, inbound/outbound telephony paths, transfer preparation and configured voice-agent workflows share customer context. Provider setup, compliance controls and service availability determine live readiness.
Engagement & Follow-Up
Personalized email templates, message tracking, campaigns, reminders and action-triggered follow-up can operate with the CRM. Engagement scoring interprets signals; it does not guarantee that a tracked open came from a human reader.
Lead Acquisition & Distribution
Bulk import, field mapping, validation, enrichment, screening, matching and qualified distribution support the front end of the revenue process. External source quality and consent policies still matter.
Configured AI Phone Agents
AI phone flows can use lead context, scripted prompts, selected voices, qualification decisions and prepared transfer data. Automated calling is subject to configured hours, service controls and legal requirements.
Video Qualification & Web Chat
Web experiences extend qualification beyond the call floor through configurable assistant/voice experiences, invitation sessions and connected lead analysis.
BOB Training & Knowledge
Scenario role play, objection handling, script practice and knowledge-base management bring training closer to the job. Generated knowledge proposals remain subject to review and application steps.
Explore the BOB Training PlatformCompliance & Quality Controls
Monitoring surfaces, review cases, DNC-related screening, consent records and quality tools support disciplined operations. Their presence alone is not a certification of legal compliance across all use cases.
Management, Analytics & Oversight
Agent performance signals, hot-call alerts, call-review surfaces, reporting, time tracking and management controls help organizations understand what their teams are doing and what deserves attention next.
Early Applications — Not the Whole Platform
Settlement IQ provides a debt-settlement-oriented working environment; the Private Placement Platform demonstrates investor/placement workflows. Both are early examples of how Rosie's connected technology can be applied across many types of organizations, especially those built around conversations and human relationships.
See what Rosie could do.
Discover BOB training, explore Live Q&A and Live Coach, watch the story behind Rosie, or request a private walkthrough of the relevant workflow.