A ride-along costs a whole day
A manager in the truck sees one appointment. Every other rep on the team gets nothing that day.
Live coaching for in-home sales teams
Be in every appointment. Without the ride-along.
Shadow lets managers listen in to in-home appointments live, follow an AI transcript as the conversation happens, and review every recording afterward — so one manager can coach a whole team without spending the day in the passenger seat.
Reps use an iPad. Managers use any modern browser.
Kitchen remodel consult
Rep: Marcus T. · Illustrative example
-
Rep
The cabinets we looked at come in three finishes, and the—
-
Homeowner
Honestly, the price is where I'm stuck.
-
Rep
That's fair. Let's walk through what's driving it
You're listening
Listen-only · the rep's call is unaffected
The problem
Coaching doesn't scale from the passenger seat.
Feedback shows up after the deal is gone
Record-and-review tools explain what went wrong once the homeowner has already said “we'll think about it.”
Nobody has time to listen to everything
Hours of audio pile up. Review turns into a spot check, and the spot check turns into a skipped week.
How it works
Three steps. No new habits for your reps.
-
1
The rep starts the appointment
One tap on the iPad when they sit down at the kitchen table. Shadow streams the audio and records it.
-
2
Managers drop in live
See who's in an appointment right now, listen from the browser with sub-second delay, and read the live AI transcript as it builds.
-
3
Every call is ready to review
The recording plays back in sync with the transcript, so you can find the moment that mattered and hear exactly how it was said.
Features
Everything a manager needs to be in the room.
Live listen-in
Hear the appointment as it happens, not tomorrow. Sub-second audio from the rep's iPad to your browser. Listening is receive-only, so nobody on the call can hear you.
Live AI transcript
The transcript builds while the conversation is still going. Skim a long appointment in a minute and decide where your attention is worth spending.
Recording + synced review
Every appointment is recorded automatically. Playback follows the transcript, so coaching starts from the exact moment, not a timestamp someone wrote down.
API and embeds
Provision reps from your own system and drop the live and review screens straight into your CRM. Your team never has to leave the tools they already use.
Why Shadow
Built for efficiency, not just close rate.
Most sales tools promise more closes and hand your managers another pile of recordings. Shadow is built to give managers their week back, so their hours go into the appointments that still can be saved.
-
One manager, many appointments
Trade a single ride-along for drop-ins across the whole team in the same afternoon.
-
Skim, don't sit through
A live transcript tells you in seconds whether a call needs you. Listen only where it counts.
-
Coach in the moment, not next week
Feedback lands while the details are fresh, sometimes before the rep has left the driveway.
-
No drive time
Coach from the office, from home, or between your own appointments.
The difference
Shadow vs. record-and-review tools
| Capability | Shadow | Record-and-review tools |
|---|---|---|
| Hear the appointment while it's happening | ✓ | After the recording uploads |
| AI transcript during the call | ✓ | After the call |
| Full recording of every appointment | ✓ | ✓ |
| Playback synced to the transcript | ✓ | ✓ |
| Embed live and review screens in your own CRM | ✓ | Varies |
| Built around | Manager time and in-the-moment coaching | Post-call analysis |
Describes the general record-then-review approach, not any specific product. Features vary by vendor.
For integrators
Fits into the system you already run.
- Provision reps from your backend, keyed on your own user IDs.
- Mint short-lived tokens for your own rep app.
- End a call from your backend when the appointment is dispositioned.
- Embed live listening and call review by appointment ID.
- Every company's data is isolated to its own organization.
# Provision a rep (idempotent)
POST /machine/reps
{ "externalId": "rep_4821" }
# Mint a 24h token for your rep app
POST /machine/reps/:repId/token
# Drop review into your CRM
<iframe src="https://app.myshadow.ai/embed/review/{appointmentId}">FAQ
Questions, answered.
What do reps and managers need?
Reps run the Shadow app on an iPad. Managers listen and review from any modern browser. There's nothing to install on the manager side.
Can anyone on the call hear the manager?
No. Listening is receive-only. Managers can hear the appointment but can't speak into it.
Do we have to change our CRM?
No. Shadow works on its own. When you're ready, the API and embeds let you bring live calls and reviews into the tools your team already uses.
What about recording consent?
Recording-consent rules vary by state, and you're responsible for following the rules where you operate. Most teams add a short disclosure at the start of the appointment.
How is my data protected?
Each company's data is scoped to its own organization. Recordings are stored privately and served only to signed-in, authorized users through short-lived signed links.
How is Shadow priced?
Pricing depends on the size of your team. Book a demo and we'll put together a quote.
Your best coaching happens during the appointment. Be there.
See Shadow on a live call and bring your toughest coaching questions.
Book a demo