# Bao - Sales Call Management Platform

> Bao is a B2B sales enablement platform that helps sales teams improve cold calling effectiveness through call recording, AI-powered transcription, real-time playbook guidance, AI practice simulations, coaching feedback, and CRM integration with 14+ systems.

This file provides AI assistants with an overview of Bao's features. For comprehensive documentation, see [llms-full.txt](/llms-full.txt).

## Navigation

The main sidebar contains these sections:

- [Dashboard](/dashboard): Analytics dashboard with customizable widgets, multiple pages, call metrics, and team performance
- [New Call](/call): Start a sales call with playbook guidance, real-time coaching, and optional recording
- [Call History](/calls): Browse past calls, listen to recordings, read transcripts, view AI summaries, and share calls internally or externally
- [Playbooks](/templates): Create and manage call scripts with questions, answer choices, objections, and CRM field mappings
- [Contacts](/counterparts): View CRM-integrated contact list from connected systems

## AI Features

These features require activation. Contact Bao to enable them for your organization.

### Bao Sparring Partner (BSP) - Practice with AI
[/bsp](/bsp) | Practice sales calls with an AI-simulated customer

- **Persona Voice Preference**: Set persona voice as male, female, or any in Persona Config; BSP resolves session voice automatically
- **Difficulty Levels**: Adjustable from easy (cooperative) to hard (challenging customer)
- **Scoring**: Receive detailed feedback based on the scenario's configured scoring criteria (ordered as configured, with star or percent display)
- **Scenario-First Setup**: Start from configured call scenarios (templates), with optional linked playbook preview
- **Personas**: Save and reuse customer personas for consistent practice
- **Session History**: Review past sessions with scores, transcript, and recording replay at [/bsp/history](/bsp/history)

### Bao Personal Coach (BPC) - Real Call Feedback
[/bpc/feedback](/bpc/feedback) | Get AI-powered coaching feedback on your actual sales calls

- Automatic feedback generation after calls complete
- Performance scoring across multiple categories
- Detailed written feedback with improvement suggestions (currently shown in BAO format)
- Review feedback history with search, pagination, and sortable date columns
- Coaches can filter by user/date and edit qualitative feedback in detail view (no manual approval toggle)

### Talk to Your Data (TTYD) - Natural Language Analytics
[/talk-to-your-data](/talk-to-your-data) | Ask questions about your call data in plain language

- Chat-based interface with conversation history
- Filter by playbook, date range, and outcomes
- Example questions: "What objections came up most?", "What's my conversion rate?", "How do successful calls differ?"
- Ask follow-up questions in the same conversation

### Bao Playbook Generator - AI-Created Scripts
[/co-pilot](/co-pilot) | Automatically generate sales playbooks using AI

- Input your company website URL
- Optionally add testimonials and business rules
- AI generates complete playbook with sections, questions, and answers
- Edit and customize the generated playbook

## User Settings

- [Profile](/users/profile): Personal settings including language (English/German), timezone, default playbook, and audio preferences
- [Team](/users/team): View team hierarchy and member information
- [Integrations](/users/integrations): Connect CRM systems, calendars, and VoIP services
- Help menu: Access AI Help link copy (`/llms-full.txt`), audio setup, and Report Issue flow

## Integrations

### CRM Systems (14 Supported)
Salesforce, Salesforce Sandbox, HubSpot, Pipedrive, Zoho CRM, Microsoft Dynamics 365, Zendesk, SalesLoft, SugarCRM, Close CRM, Attio, Plentymarkets, Bao CRM

### Calendar Integration
- Google Calendar
- Microsoft Outlook
- Auto-join meeting bot for scheduled calls

### VoIP Integration
- Aircall (click-to-dial)
- Zoom (video meetings)

## Quick Reference

### Starting a Call
1. Go to New Call or click a contact
2. Select a playbook
3. Click Start Call
4. Follow the playbook guidance
5. End call and select outcome
6. Data syncs to connected CRM

### Practicing with AI (BSP)
1. Go to Bao Sparring Partner
2. Select a scenario template (and optionally a persona)
3. Choose difficulty level and interrupt behavior
4. Optionally share a prefilled setup link with teammates
5. Click "Call me" and speak naturally
6. End session to receive scores and feedback
7. Review detailed feedback plus recording/transcript in session history

### Getting Feedback on Real Calls (BPC)
1. Complete a sales call with recording enabled
2. Go to Call Coaching
3. Search/sort your feedback list and open a feedback entry
4. Review scores and suggestions (coaches can also edit the written feedback)
5. Use insights to improve future calls

### Analyzing Call Data (TTYD)
1. Go to Talk to Your Data
2. Type a question like "What objections came up most this week?"
3. Review AI analysis
4. Ask follow-up questions
5. Filter by playbook or date range for focused analysis

### Generating a Playbook (Co-Pilot)
1. Go to Bao Playbook Generator
2. Enter your company website URL
3. Optionally add testimonials and rules
4. Click Generate
5. Review and edit the generated playbook

### Sharing Calls
1. Open a call from Call History
2. Click Share
3. Choose internal (team members) or external (link with optional password)
4. For external: Set expiration date if needed
5. Recipients can view without logging in (external) or get notified (internal)

## Optional Features

- [Bao Assistant](/bao-assistant/authorize): Desktop application for Windows/Mac with local recording and auto-join meetings
- [Item Library](/itemlibrary): Reusable playbook components for admins
- [BSP Scenario Config](/bsp/scenarios): Admin scenario templates with configurable scoring criteria and playbook-based description generation
- Feature-release notifications: Modal updates shown on home (`/call`) when new active notices exist

## Getting Help

If you need to enable AI features (BSP, BPC, Talk to Your Data, or Playbook Generator), contact Bao support. These features are available but require activation for your organization.