Live onboarding pairs your team with a TRAQ team member who works alongside you through setup and launch, instead of leaving you to configure everything on your own.

How it works: Your TRAQ contact walks through your sales workflows, account management processes, CRM, VoIP system, and scoring criteria with your team, then helps you get each piece configured before anyone logs in.

Covers:

• CRM and VoIP system setup
• Scoring criteria for every call type
• Workspace and permission structure
• Initial team training

Best for: Organizations that want a strong start on day one instead of a slow ramp-up after rollout.

Enterprise accounts get a shared Slack channel with direct access to the TRAQ team, so you are not stuck waiting in a ticket queue when something needs attention.

How it works: Your team and the TRAQ team share a channel where you can ask questions, flag issues, or request changes. Responses come from people who already know your account and configuration.

Covers:

• Configuration questions and changes
• Troubleshooting and account issues
• Feature guidance specific to your setup

Best for: Teams that want fast, informed answers without opening a support ticket and waiting on a response.

Cross-call analysis looks at an entire body of conversations together, instead of evaluating each call in isolation.

How it works: For sales reps, TRAQ identifies behavioral patterns across multiple deals. For account managers, it tracks client sentiment across an entire relationship over months, surfacing drift in tone, engagement, or satisfaction before it becomes a retention problem.

Covers:

• Behavioral trends across a rep’s deals
• Sentiment trends across a client relationship
• Early warning signs before they show up in a renewal call

Best for: Teams that want to catch patterns a single-call view would miss entirely.

Renewal and expansion intelligence helps you see which accounts are ready to grow and which ones need attention, based on what is actually said on calls.

How it works: TRAQ analyzes patterns across your client base, looking at tone, engagement, topic patterns, and commitment language, to flag accounts that are prime for expansion or at risk of churning.

Covers:

• Expansion-ready account signals
• Churn-risk account signals
• Conversation-based data instead of manually updated CRM fields

Best for: Account management teams that want a heads-up before a renewal conversation goes sideways or an expansion opportunity gets missed.

Multi-workspace connectivity lets different teams or business units run their own setup, while leadership still sees the whole picture.

How it works: Sales teams, account management teams, and individual business units can each operate in their own workspace, with their own configurations and scoring. Leadership keeps a unified view across all of them from a single login.

Covers:

• Separate workspaces per team or business unit
• Independent scoring and configuration per workspace
• One consolidated view for leadership

Best for: Organizations with multiple teams, brands, or business units that need separation at the team level and visibility at the top.

The custom AI prompt framework means TRAQ’s analysis engine reflects your organization’s own standards, not a generic template.

How it works: You define what good looks like for your business, and TRAQ builds the AI analysis prompts across your workspaces, including scoring rubrics for sales calls, client success calls, renewal conversations, and QBRs, each with its own criteria.

Covers:

• Custom scoring rubrics by call type
• Criteria built around your methodology and standards
• No technical setup required from your team

Best for: Organizations whose sales methodology or service standards do not fit a generic scoring model.

A custom VoIP integration goes deeper than a standard connection, with a build tailored to your specific phone platform.

How it works: TRAQ builds a purpose-built integration with your VoIP platform that captures every call, identifies speakers accurately, maps metadata correctly, and flows data into TRAQ and your CRM in real time.

Covers:

• Complete call capture from your specific platform
• Accurate speaker identification
• Real-time data flow into TRAQ and your CRM

Best for: Organizations on a VoIP platform that need a deeper, more accurate connection than a standard integration provides.

Advanced security and compliance controls let you configure TRAQ to match your organization’s governance and reporting requirements.

How it works: TRAQ supports role-based access controls, SSO integration, audit logging, and data retention policies, all configured around your specific requirements.

Covers:

• Role-based access controls
• SSO integration
• Audit logging
• Configurable data retention policies

Best for: Organizations in regulated industries that need TRAQ’s infrastructure to support internal governance and external reporting.

API access lets you move TRAQ’s conversation intelligence into whatever systems already run your business.

How it works: Through TRAQ’s open API, you can pull data into your own tools, BI platforms, or custom dashboards, and connect TRAQ to the systems that run your sales and account management operations.

Covers:

• Open API access to TRAQ data
• Connections to BI platforms and custom dashboards
• Custom workflows built around your existing systems

Best for: Organizations that want conversation intelligence available wherever their teams already work.

Executive and leadership dashboards bring your two revenue motions, new business and retention, into a single view.

How it works: C-suite and VP-level dashboards combine new business pipeline health and client retention health in one place, so leadership can see both without waiting on someone to compile a report from two different systems.

Covers:

• Pipeline health and conversion signals
• Client retention and account health signals
• A single, leadership-level view across both

Best for: Executives and VPs who want a real-time picture of the business without compiling reports themselves.

Role Play gives reps a safe place to practice sales conversations before they ever get in front of a real prospect.

How it works: TRAQ’s AI plays the part of the prospect in realistic, interactive scenarios. Reps rehearse difficult conversations, test new approaches, and get real-time feedback on how they performed. Managers can build scenarios around the situations their teams face most.

Covers:

• AI-powered practice scenarios that simulate real prospects
• Real-time feedback on rep performance
• A low-stakes environment to build skills and confidence

Best for: Teams that want to accelerate rep development and reduce costly mistakes on live calls.